Financial advisors in Sammamish, WA

33 match · page 1 of 2

April Kriha
Financial advisor at Tenere Financial
Tenere Financial · $81.7M AUM
CFP®VerifiedFinancial planning
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Brian Blakeman
Financial advisor at Onward Financial Advising LLC
Onward Financial Advising LLC · $7K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carlos Lopez
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Chelsea Kerslake
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Denton Olde
Financial advisor at Olde Wealth Management, LLC
Olde Wealth Management, LLC · $376.9M AUM
CFP®VerifiedFinancial planning
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Donald Kaplan
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Micah Brooks
Financial advisor at Olde Wealth Management, LLC
Olde Wealth Management, LLC · $376.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Toomey
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
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Shawn Skogstad
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Victoria Best
Financial advisor at Robert W. Baird & Co. Incorporated
Robert W. Baird & Co. Incorporated · $394.07B AUM
CFP®VerifiedFinancial planning
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Autumn Zarkos
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Benjamin Keever
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Brian Betz
Financial advisor at Percension Wealth Advisors, LLC
Percension Wealth Advisors, LLC · $27.1M AUM
VerifiedFinancial planning
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Clifford Thomas
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Guannan He
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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John Field
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
VerifiedFinancial planning
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John Fry
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Lane Mallula
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Marshall Baker
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Michael Keever
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
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Michael Policar
Financial advisor at Ngp Financial Planning, LLC
Ngp Financial Planning, LLC · $124.7M AUM
VerifiedFinancial planning
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Ranjan Upendra
Financial advisor at Starklogic LLC
Starklogic LLC
VerifiedFinancial planning
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Robert Hamilton
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ryan Halleran
Financial advisor at Gensphere Private Wealth, LLC
Gensphere Private Wealth, LLC · $50.5M AUM
VerifiedFinancial planning
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Ryan Hurst
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Sharon Stevens
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
VerifiedFinancial planning
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Shilpa Tiwari
Financial advisor at Helix Advisors LLC
Helix Advisors LLC
VerifiedFinancial planning
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Stephen Kriha
Financial advisor at Tenere Financial
Tenere Financial · $81.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Barrett
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vick Agarwal
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Sammamish, 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 Sammamish, WA.

How this list works

Before you hire an advisor in Sammamish, WA