Local Pros · Tacoma
Local Financial Advisors in Tacoma, WA
Locally owned and operated financial advisors serving Tacoma and the surrounding area. Supporting local businesses means faster response and accountability.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Tacoma, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Equal Path Investments with a 5.0-star rating from 28 Google reviews and an RNM Score of 77/100. Also in the top tier: Commencement Financial Planning, LLC and Penny Lane Financial. The average rating across all listed financial advisors in Tacoma is 4.8 stars from 8 reviews per business on average.
Financial advisors in Tacoma 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
Stolz and Associates, PS
Stolz and Associates, PS stands out as a top-ranked firm with deep local roots and a strong reputation for personalized financial planning.
Most Reviewed
Stolz and Associates, PS
A high number of reviews signals trust and consistent client satisfaction, making a firm more reliable.
When choosing a financial advisor in Tacoma, prioritize firms with transparent fee structures and a fiduciary commitment. Always schedule a complimentary consultation to ensure their services align with your personal financial goals.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
5.0 stars from 28 reviews, reflecting exceptional client satisfaction in Tacoma.
539 Broadway Suite J1, Tacoma, WA 98402, USARated 4.9 stars from 31 Google reviews in Tacoma.
6521 Flanegan Rd W, Lakewood, WA 98499, USARated 4.8 stars from 32 reviews, consistently trusted by local clients.
1804 W Union Ave #202, Tacoma, WA 98405, USAFinancial Advisors Rankings in Tacoma, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Equal Path Investments539 Broadway Suite J1, Tacoma, WA 98402, USA | 5.0★ | 28 |
| #2 | Commencement Financial Planning, LLC6521 Flanegan Rd W, Lakewood, WA 98499, USA | 4.9★ | 31 |
| #3 | Penny Lane Financial1804 W Union Ave #202, Tacoma, WA 98405, USA | 4.8★ | 32 |
| #4 | Kimball Creek Partners917 Pacific Ave # 407, Tacoma, WA 98402, USA | 5.0★ | 16 |
| #5 | Puget Sound Financial Strategies4301 S Pine St Ste 363, Tacoma, WA 98409, USA | 4.8★ | 16 |
| #6 | Composition Wealth (Formerly Edgewater Wealth Management)2115 N 30th St #202, Tacoma, WA 98403, USA | 5.0★ | 11 |
| #7 | Merrill Lynch Wealth Management1201 Pacific Ave #1800, Tacoma, WA 98402, USA | 3.2★ | 6 |
| #8 | Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC®12001 Pacific Ave S Suite 202, Tacoma, WA 98444, USA | 5.0★ | 4 |
| #9 | Edward Jones - Financial Advisor5005 Center St ste g, Tacoma, WA 98409, USA | 5.0★ | 3 |
| #10 | Morgan Stanley Financial Advisors1301 A St Suite 300, Tacoma, WA 98402, USA | 4.3★ | 3 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Tacoma
Rated 5.0 stars from 16 Google reviews, this Tacoma financial advisor is highly trusted.
917 Pacific Ave # 407, Tacoma, WA 98402, USA
Trusted by clients, this Tacoma advisor holds a stellar 4.8-star rating from 16 reviews.
4301 S Pine St Ste 363, Tacoma, WA 98409, USA
Exceptional 5.0-star rating based on 11 Google reviews from local clients.
2115 N 30th St #202, Tacoma, WA 98403, USA
3.2 stars from 6 reviews; mixed feedback for a Tacoma financial advisor.
1201 Pacific Ave #1800, Tacoma, WA 98402, USA
Consistently earns a perfect 5.0-star rating from clients.
12001 Pacific Ave S Suite 202, Tacoma, WA 98444, USA
5.0-star rating from 3 Google reviews reflects exceptional client satisfaction.
5005 Center St ste g, Tacoma, WA 98409, USA
A trusted Tacoma advisor with a solid 4.3-star rating from three reviews.
1301 A St Suite 300, Tacoma, WA 98402, USA
Exceptional 5.0-star rating from 2 Google reviews for Tacoma financial advisor.
2323 N 30th St #100, Tacoma, WA 98403, USA
5.0-star rating from two Google reviews for this Tacoma financial advisor.
1201 Pacific Ave #600, Tacoma, WA 98402, USA
Achieved a 5.0-star rating from 2 Google reviews in Tacoma.
1551 Broadway 6th Floor, Tacoma, WA 98402, USA
Exceptional 5.0-star rating from two Google reviews for Tacoma financial advising.
3813 6th Ave, Tacoma, WA 98406, USA
Exceptional 5.0-star rating from 2 Google reviews for a Tacoma financial advisor.
10209 Bridgeport Way SW d10, Tacoma, WA 98499, USA
Rated 5.0 stars from early client reviews, reflecting exceptional initial service.
3102 Ruston Way a, Tacoma, WA 98402, USA
5.0-star rating from a handful of Google reviews in Tacoma.
4424 6th Ave #1A, Tacoma, WA 98406, USA
Exceptional 5.0-star rating from 2 Google reviews for a Tacoma financial advisor.
5020 Main St Suite D, Tacoma, WA 98407, USA
Exceptional 5.0-star rating based on one Google review.
505 Broadway UNIT 400, Tacoma, WA 98402, USA
Praised by clients with a flawless 5.0-star rating from 3 Google reviews.
2518 Bridgeport Way W, University Place, WA 98466, USA
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Financial Advisors in Tacoma, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Equal Path Investments | 77/100 | 5.0 ★ | 28 |
| 2 | Commencement Financial Planning, LLC | 75/100 | 4.9 ★ | 31 |
| 3 | Penny Lane Financial | 74/100 | 4.8 ★ | 32 |
| 4 | Kimball Creek Partners | 74/100 | 5.0 ★ | 16 |
| 5 | Puget Sound Financial Strategies | 70/100 | 4.8 ★ | 16 |
| 6 | Composition Wealth (Formerly Edgewater Wealth Management) | 72/100 | 5.0 ★ | 11 |
| 7 | Merrill Lynch Wealth Management | 38/100 | 3.2 ★ | 6 |
| 8 | Edward Jones - Financial Advisor: Karley Schluter, CFP®|ChFC® | 67/100 | 5.0 ★ | 4 |
| 9 | Edward Jones - Financial Advisor | 66/100 | 5.0 ★ | 3 |
| 10 | Morgan Stanley Financial Advisors | 54/100 | 4.3 ★ | 3 |
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 Tacoma
What is a fiduciary financial advisor and why does it matter in Tacoma?
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 Tacoma, 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 Tacoma?
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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