Financial advisors in Woodinville, WA

36 advisors · page 1 of 2

David Piscitelli
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jack Winter
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Joseph Phillips
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Rachel Sjavik
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Anthony Nakata
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Apoorv Negi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Autumn Nelson
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Benjamin Englund
Financial advisor at Ceva Advisors
Ceva Advisors · $52M AUM
VerifiedFinancial planning
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Brandon Springer
Financial advisor at Helmsman Financial Group, LLC
Helmsman Financial Group, LLC · $187.2M AUM
VerifiedFinancial planning
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Brandon White-Szep
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
VerifiedFinancial planning
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Bryna Panger
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Cameron Wolf
Financial advisor at U.s. Bancorp Advisors, LLC
U.s. Bancorp Advisors, LLC · $1.8B AUM
VerifiedFinancial planning
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Chris Folgmann
Financial advisor at Folgmann Financial Group LLC
Folgmann Financial Group LLC · $38M AUM
VerifiedFinancial planning
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Christine Maggio
Financial advisor at Retirement Planning Partner LLC
Retirement Planning Partner LLC
VerifiedFinancial planning
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Douglas Springer
Financial advisor at Helmsman Financial Group, LLC
Helmsman Financial Group, LLC · $187.2M AUM
VerifiedFinancial planning
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Edward Trevino
Financial advisor at Hartford Funds
Hartford Funds · $152.07B AUM
Verified
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George Sisti
Financial advisor at On Course Financial Planning
On Course Financial Planning · $77.8M AUM
VerifiedFinancial planning
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Jeffrey Kauffman
Financial advisor at Summit Family Office Services, LLC
Summit Family Office Services, LLC · $6.5M AUM
VerifiedFinancial planning
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Jordan Karlous
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joshua Moullet
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Logan Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Mallory Barnum
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Matthew Arnold
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Maxwell Winter
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Paul Carlson
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Payal Saraf
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Reed Terry
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Rkevin Biasbas
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Roman Skurdal
Financial advisor at Ceva Advisors
Ceva Advisors · $52M AUM
VerifiedFinancial planning
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Ross Miller
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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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 Woodinville, 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 Woodinville, WA.

How this list works

Before you hire an advisor in Woodinville, WA