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Same-Day Financial Advisors in Kirkland, WA
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As of July 2026, RatingsNearMe ranks 20 financial advisors in Kirkland, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Sound Planning Group with a 5.0-star rating from 299 Google reviews and an RNM Score of 88/100. Also in the top tier: Home Trust Financial and Robinswood Financial. The average rating across all listed financial advisors in Kirkland is 4.7 stars from 25 reviews per business on average.
Financial advisors in Kirkland typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
25
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by hundreds of clients with a flawless 5.0-star rating on Google.
11411 NE 124th St #255, Kirkland, WA 98034, USAConsistently rated 4.7 stars from 92 local reviews, showing trusted financial guidance.
135 Lake St S STE 230, Kirkland, WA 98033, USA4.8 stars from 16 reviews, reflecting consistently high client satisfaction.
3425 Carillon Point, Kirkland, WA 98033, USAFinancial Advisors Rankings in Kirkland, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Sound Planning Group11411 NE 124th St #255, Kirkland, WA 98034, USA | 5.0★ | 299 |
| #2 | Home Trust Financial135 Lake St S STE 230, Kirkland, WA 98033, USA | 4.7★ | 92 |
| #3 | Robinswood Financial3425 Carillon Point, Kirkland, WA 98033, USA | 4.8★ | 16 |
| #4 | Edward Jones - Financial Advisor: Kevin T Kramer, CFP®14314 124th Ave NE, Kirkland, WA 98034, USA | 5.0★ | 2 |
| #5 | Prevail Wealth Management, LLC520 Kirkland Way Suite 201, Kirkland, WA 98033, USA | 5.0★ | 5 |
| #6 | B.O.S.S. Retirement Solutions and Advisors10210 Points Dr NE # 110, Kirkland, WA 98033, USA | 4.3★ | 12 |
| #7 | Kaizen Financial Advisors, LLC4030 Lake Washington Blvd NE # 308, Kirkland, WA 98033, USA | 5.0★ | 1 |
| #8 | EP Wealth Advisors4030 Lake Washington Blvd NE Suite 305, Kirkland, WA 98033, USA | 4.3★ | 3 |
| #9 | Bordeaux Wealth Advisors601 108th Ave NE Suite 1900, Bellevue, WA 98004, USA | 5.0★ | 2 |
| #10 | RBC Wealth Management Branch - Kirkland3760 Carillon Point, Kirkland, WA 98033, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Kirkland
Consistently earns perfect 5.0-star ratings from its first clients in Kirkland.
14314 124th Ave NE, Kirkland, WA 98034, USA
Consistently earns a perfect 5.0-star rating from its first five Google reviews.
520 Kirkland Way Suite 201, Kirkland, WA 98033, USA
Trusted by clients, this Kirkland advisor holds a solid 4.3-star rating from 12 reviews.
10210 Points Dr NE # 110, Kirkland, WA 98033, USA
5.0 stars from recent Google reviews, reflecting strong client satisfaction.
4030 Lake Washington Blvd NE # 308, Kirkland, WA 98033, USA
Trusted by clients with a solid 4.3-star rating from 3 reviews.
4030 Lake Washington Blvd NE Suite 305, Kirkland, WA 98033, USA
5.0-star rating from 2 Google reviews for a Kirkland financial advisor.
601 108th Ave NE Suite 1900, Bellevue, WA 98004, USA
Recognized for exceptional 5.0-star service from local client reviews.
3760 Carillon Point, Kirkland, WA 98033, USA
Trusted by clients with a solid 4.4-star rating from 5 reviews.
1524 Market St #100, Kirkland, WA 98033, USA
5.0 stars from a handful of reviews, reflecting exceptional local client satisfaction.
4055 Lake Washington Blvd NE #200, Kirkland, WA 98033, USA
4.2 stars from 5 reviews, indicating solid local client satisfaction.
9710 NE 119th Way, Kirkland, WA 98034, USA
5.0 stars from 6 reviews, reflecting exceptional client satisfaction in Kirkland.
1014 Market St, Kirkland, WA 98033, USA
5.0★ from 11 Google reviews, highlighting exceptional client satisfaction.
610 Market St Ste 102, Kirkland, WA 98033, USA
5.0 stars from 7 reviews, reflecting exceptional client satisfaction in Kirkland.
11400 98th Ave NE # 301, Kirkland, WA 98033, USA
Financial advisor in Kirkland, WA with no online reviews yet.
4055 Lake Washington Blvd NE Ste 200, Kirkland, WA 98033, USA
A 3.0-star rating from 2 Google reviews offers limited insight into this local advisor.
4000 Carillon Point Ste 600, Kirkland, WA 98033, USA
5.0 stars from 3 Google reviews, reflecting exceptional client satisfaction.
1st Floor, 5145 Carillon Point BLDG 5000, Kirkland, WA 98033, USA
Rated 5.0 stars from a handful of Google reviews in Kirkland.
3435 Carillon Point 3000 Building, Kirkland, WA 98033, USA
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Financial Advisors in Kirkland, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Sound Planning Group | 88/100 | 5.0 ★ | 299 |
| 2 | Home Trust Financial | 78/100 | 4.7 ★ | 92 |
| 3 | Robinswood Financial | 82/100 | 4.8 ★ | 16 |
| 4 | Edward Jones - Financial Advisor: Kevin T Kramer, CFP® | 68/100 | 5.0 ★ | 2 |
| 5 | Prevail Wealth Management, LLC | 80/100 | 5.0 ★ | 5 |
| 6 | B.O.S.S. Retirement Solutions and Advisors | 64/100 | 4.3 ★ | 12 |
| 7 | Kaizen Financial Advisors, LLC | 62/100 | 5.0 ★ | 1 |
| 8 | EP Wealth Advisors | 66/100 | 4.3 ★ | 3 |
| 9 | Bordeaux Wealth Advisors | 68/100 | 5.0 ★ | 2 |
| 10 | RBC Wealth Management Branch - Kirkland | 74/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Kirkland
What is a fiduciary financial advisor and why does it matter in Kirkland?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Kirkland, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Kirkland?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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