Top Picks · Lynnwood
Best Financial Advisors in Lynnwood, WA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Lynnwood, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Briarwood Financial with a 5.0-star rating from 86 Google reviews and an RNM Score of 83/100. Also in the top tier: Douglas Custer - Edelman Financial Engines and AJ Frega - Edelman Financial Engines. The average rating across all listed financial advisors in Lynnwood is 4.8 stars from 11 reviews per business on average.
Financial advisors in Lynnwood 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.
Best Overall
Premier Wealth Washington
Premier Wealth Washington stands out as a top-ranked firm in Lynnwood for its comprehensive financial planning and strong local reputation.
Most Reviewed
Bradley Holly - Edelman Financial Engines
A high review count indicates broad client experience and trust, which can help you gauge service consistency.
When choosing a financial advisor in Lynnwood, consider both the advisor's credentials and the number of client reviews to ensure a good fit. Always verify their fiduciary status and fee structure before committing.
Local Market Snapshot
16
Businesses listed
4.8★
Avg rating
11
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Earns a perfect 5.0-star rating based on 86 local client reviews.
2801 Hollycroft St Suite B #1, Gig Harbor, WA 98335, USAExceptional 5.0-star rating from 13 Google reviews in Lynnwood.
20700 44th Ave W #500, Lynnwood, WA 98036, USA5.0 stars from 12 reviews, reflecting consistently exceptional client feedback.
20700 44th Ave W #500, Lynnwood, WA 98036, USAFinancial Advisors Rankings in Lynnwood, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Briarwood Financial2801 Hollycroft St Suite B #1, Gig Harbor, WA 98335, USA | 5.0★ | 86 |
| #2 | Douglas Custer - Edelman Financial Engines20700 44th Ave W #500, Lynnwood, WA 98036, USA | 5.0★ | 13 |
| #3 | AJ Frega - Edelman Financial Engines20700 44th Ave W #500, Lynnwood, WA 98036, USA | 5.0★ | 12 |
| #4 | BOSS Retirement Solutions & Advisors19401 40th Ave W UNIT 210, Lynnwood, WA 98036, USA | 4.8★ | 20 |
| #5 | Bradley Holly - Edelman Financial Engines20700 44th Ave W #500, Lynnwood, WA 98036, USA | 5.0★ | 6 |
| #6 | Edelman Financial Engines20700 44th Ave W #500, Lynnwood, WA 98036, USA | 3.0★ | 5 |
| #7 | Comprehensive Wealth Management3500 188th St SW #102, Lynnwood, WA 98037, USA | 5.0★ | 4 |
| #8 | Premier Wealth Washington19101 36th Ave W #211, Lynnwood, WA 98036, USA | 5.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Darin M Elkins, AAMS®13624 Hwy 99 Suite D10, Lynnwood, WA 98087, USA | 5.0★ | 1 |
| #10 | Wayfinding Financial19020 33rd Ave W #390, Lynnwood, WA 98036, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Lynnwood
Trusted Lynnwood financial advisor with a 4.8★ average from 20 reviews.
19401 40th Ave W UNIT 210, Lynnwood, WA 98036, USA
Rated 5.0 stars from six Google reviews, this Lynnwood financial advisor is highly praised.
20700 44th Ave W #500, Lynnwood, WA 98036, USA
Financial advisor in Lynnwood with a 3.0-star rating from 5 Google reviews.
20700 44th Ave W #500, Lynnwood, WA 98036, USA
5.0★ rating from four reviews, reflecting exceptional local client satisfaction.
3500 188th St SW #102, Lynnwood, WA 98037, USA
Rated 5.0 stars from 2 Google reviews for financial guidance in Lynnwood.
19101 36th Ave W #211, Lynnwood, WA 98036, USA
Earns exceptional 5.0-star ratings from its early clients in Lynnwood.
13624 Hwy 99 Suite D10, Lynnwood, WA 98087, USA
Boasts a perfect 5.0-star rating from its early Google reviews.
19020 33rd Ave W #390, Lynnwood, WA 98036, USA
Boasting a perfect 5.0-star rating from its first Google review.
914 164th St SE, Mill Creek, WA 98012, USA
Rated 5.0 stars from 4 reviews, this Lynnwood financial advisor is highly regarded.
19401 40th Ave W STE 460, Lynnwood, WA 98036, USA
Boasting a flawless 5.0-star rating from their first reviews.
5105 200th St SW #100, Lynnwood, WA 98036, USA
Trusted by local clients with a perfect 5.0★ rating from 11 Google reviews.
20700 44th Ave W #500, Lynnwood, WA 98036, USA
Trusted Lynnwood financial advisor with a strong 4.6-star rating from 9 reviews.
152 3rd Ave S #108, Edmonds, WA 98020, USA
Exceptional 5.0-star rating from a handful of local Google reviews.
3400 188th St SW Suite 500, Lynnwood, WA 98037, USA
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Financial Advisors in Lynnwood, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Briarwood Financial | 83/100 | 5.0 ★ | 86 |
| 2 | Douglas Custer - Edelman Financial Engines | 76/100 | 5.0 ★ | 13 |
| 3 | AJ Frega - Edelman Financial Engines | 76/100 | 5.0 ★ | 12 |
| 4 | BOSS Retirement Solutions & Advisors | 71/100 | 4.8 ★ | 20 |
| 5 | Bradley Holly - Edelman Financial Engines | 69/100 | 5.0 ★ | 6 |
| 6 | Edelman Financial Engines | 34/100 | 3.0 ★ | 5 |
| 7 | Comprehensive Wealth Management | 67/100 | 5.0 ★ | 4 |
| 8 | Premier Wealth Washington | 64/100 | 5.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Darin M Elkins, AAMS® | 62/100 | 5.0 ★ | 1 |
| 10 | Wayfinding Financial | 62/100 | 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 Lynnwood
What is a fiduciary financial advisor and why does it matter in Lynnwood?
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 Lynnwood, 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 Lynnwood?
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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