Financial advisors in Kirkland, WA

303 advisors · page 6 of 11

Jennifer Engle
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jennifer Foronda
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Jianmin Gu
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Joel Maher
Financial advisor at Madrona Financial & Cpas
Madrona Financial & Cpas · $691.8M AUM
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Joel Petersen
Financial advisor at Sound Legacy Wealth Advisors, LLC
Sound Legacy Wealth Advisors, LLC · $102M AUM
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John Carney
Financial advisor at Private Advisor Group, LLC
Private Advisor Group, LLC · $57.7B AUM
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John Champion
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Lopez
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Oman
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Salisbury
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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John Storbeck
Financial advisor at Omega Financial Investments & Insurance
Omega Financial Investments & Insurance · $71.2M AUM
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Jon Garberg
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Joseph Duncan
Financial advisor at Spg Advisors LLC
Spg Advisors LLC · $535.4M AUM
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Joshua Elder
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Joshua Ong
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Joshua Wodka
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Jules Gimbernat
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Julia Cosse
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
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Juliana Gunawan Lee
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Justin Lewis
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Justin Von Gortler
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kagan Wolfe
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Karen Witt
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kari Groot
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kayla Manore
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Keith Haller
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Keith Pareti
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kessanee Johnson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Kevin Clouse
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
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Kevin Kepler
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Kirkland, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Kirkland, WA.

How this list works

Before you hire an advisor in Kirkland, WA