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Best Financial Planners in Seattle, Washington

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Rankings use the published BizScore formulas. How we score

15Financial Planners scored in Seattle
59Average BizScore
75Top BizScore
27%AI Visibility 50 or higher
74Average SEO score
4.9Average Google rating (11 rated)

Top Financial Planners in Seattle

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Showing 1-15 of 15 Financial Planners listings in Seattle, WA · page 1 of 1

#1Falcon Wealth Planning of Seattle Top-Rated

4.9 Google rating · 271 reviews

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Falcon Wealth Planning of Seattle website

Score breakdown

AI Visibility63
SEO86
  • Financial Planner
  • Seattle, Washington
  • (855) 963-2526
  • falconwealthplanning.com

Falcon Wealth Planning of Seattle is a Financial planner in Seattle, WA. The firm provides fiduciary wealth management, comprehensive financial planning, tax‑strategy consulting, and retirement solutions for individuals and families seeking to grow and...

Ranked #1 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026

#2Brighton Jones of Seattle

4.8 Google rating

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Brighton Jones of Seattle website

Score breakdown

AI Visibility65
SEO78
  • Financial Planner
  • Seattle, Washington
  • (206) 258-5000
  • brightonjones.com

Brighton Jones of Seattle is a Financial planner in Seattle, WA. The firm provides comprehensive wealth management, tax advisory, family office, retirement‑plan advisory, and women’s‑wealth services, tailoring its Personal CFO approach to individuals...

Ranked #3 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026

#3Beacon Pointe Advisors of Seattle

5.0 Google rating

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Beacon Pointe Advisors of Seattle website

Score breakdown

AI Visibility52
SEO87
  • Financial Planner
  • Seattle, Washington
  • (206) 417-5600
  • beaconpointe.com

Beacon Pointe Advisors of Seattle is a financial planner in Seattle, Washington. The firm provides personalized financial planning and investment management services to individuals, families, business owners, and entrepreneurs. Their expertise extends to...

Ranked #5 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026
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EP Wealth Advisors of Seattle website

Score breakdown

AI Visibility38
SEO88
  • Financial Planner
  • Seattle, Washington
  • (206) 728-0222
  • epwealth.com

EP Wealth Advisors of Seattle is a financial planner in Seattle, WA. The firm provides customized investment portfolio guidance, retirement income planning, estate planning, and tax planning to Washington individuals, families, and entrepreneurs. Their...

Ranked #6 of 19 Financial Planner listings in SeattleScores updated Jun 7, 2026

#5Ignite Financial Planning, LLC

5.0 Google rating

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Ignite Financial Planning, LLC website

Score breakdown

AI Visibility59
SEO73
  • Financial Planner
  • Seattle, Washington
  • ignitefinancialplanning.com

Ignite Financial Planning, LLC is a financial planner in Seattle, WA, located at 500 Yale Ave N. The firm helps pre-retirees and retirees across Bellevue, Seattle, and the Pacific Northwest turn a lifetime of savings into reliable, lasting retirement income...

Ranked #7 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026

#6Crafted Finance

5.0 Google rating

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Crafted Finance website

Score breakdown

AI Visibility47
SEO77
  • Financial Planner
  • Seattle, Washington
  • (650) 336-0598
  • craftedfinance.com

Crafted Finance is a financial planner in Seattle, Washington. The firm provides a variety of specialized services, including financial planning, investment management, and real estate strategies. Their offerings encompass retirement and education planning...

Ranked #8 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026

#7BBJS Financial Advisors, LLC

5.0 Google rating

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BBJS Financial Advisors, LLC website

Score breakdown

AI Visibility46
SEO77
  • Financial Planner
  • Seattle, Washington
  • (206) 682-4840
  • bbjsadvisors.com

BBJS Financial Advisors, LLC is a financial planner in Seattle, WA. The firm provides independent financial planning and wealth management services, operating as a registered investment advisor with the U.S. Securities and Exchange Commission. As fiduciaries...

Ranked #10 of 19 Financial Planner listings in SeattleScores updated Jun 7, 2026

#8Focus Partners Wealth of Seattle

4.2 Google rating

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Focus Partners Wealth of Seattle website

Score breakdown

AI Visibility48
SEO72
  • Financial Planner
  • Seattle, Washington
  • (206) 285-8877
  • wealth.focuspartners.com

Focus Partners Wealth of Seattle is a financial planner in Seattle, WA, located at 920 5th Ave Suite 2720. The firm provides personalized wealth management built around individual goals, values, and life circumstances. Services include investment planning...

Ranked #9 of 19 Financial Planner listings in SeattleScores updated Jun 7, 2026

#9Bond Financial, PLLC

5.0 Google rating

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Bond Financial, PLLC website

Score breakdown

AI Visibility39
SEO72
  • Financial Planner
  • Seattle, Washington
  • (206) 832-0400
  • bondfinancial.biz

Bond Financial, PLLC is a financial planner in Seattle, WA, located at 155 NE 100th St #301. It holds a rating of 5.00 based on customer reviews. The firm provides comprehensive wealth management services to successful individuals and business owners...

Ranked #13 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026
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Northern Trust of Seattle website

Score breakdown

AI Visibility33
SEO73
  • Financial Planner
  • Seattle, Washington
  • (206) 264-8000
  • northern.edu

Northern Trust of Seattle: Northern Trust is a Financial Planner in Seattle, WA. They provide comprehensive financial planning services tailored to meet the needs of their clients, including retirement planning, investment management, and tax strategies. With years of experience, they...

Ranked #5 of 8 Financial Planner listings in SeattleScores updated Jun 24, 2026
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trueNorth Wealth Advisors website

Score breakdown

AI Visibility39
SEO65
  • Financial Planner
  • Seattle, Washington
  • (206) 652-4314
  • truenorthwa.com

trueNorth Wealth Advisors is a financial planner in Seattle, WA. The firm operates as a fee-only wealth management practice, meaning it does not accept commissions or referral fees for the advice it provides. It serves wealth builders, pre-retirees, and...

Ranked #14 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026

#12Carlton Wealth Management, Inc.

5.0 Google rating

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Carlton Wealth Management, Inc. website

Score breakdown

AI Visibility31
SEO75
  • Financial Planner
  • Seattle, Washington
  • (206) 745-5505
  • carltonwm.com

Carlton Wealth Management, Inc. is a financial planner in Seattle, WA. The firm provides integrated financial planning, investment management, and risk management strategies to individuals and families across the country. Their services include retirement...

Ranked #16 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026

#13Better Tomorrow Financial

5.0 Google rating

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Better Tomorrow Financial website

Score breakdown

AI Visibility28
SEO70
  • Financial Planner
  • Seattle, Washington
  • (253) 655-7627
  • bettertomorrowfinancial.com

Better Tomorrow Financial is a financial planner in Seattle, WA. Providing personal finance services for the 99%, this firm offers comprehensive one-on-one financial planning for individuals, couples, business owners, and non-profits. Their services include...

Ranked #17 of 19 Financial Planner listings in SeattleScores updated Jun 7, 2026
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PNW Financial website

Score breakdown

AI Visibility33
SEO63
  • Financial Planner
  • Seattle, Washington
  • (206) 686-4020
  • pnwfinancial.net

PNW Financial is a financial planner in Seattle, WA. This community-centered firm provides comprehensive financial, insurance, and consulting solutions to both individuals and organizations. Their professional services include wealth management, retirement...

Ranked #18 of 19 Financial Planner listings in SeattleScores updated Jun 7, 2026

#15Creative Money LLC

4.7 Google rating

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Creative Money LLC website

Score breakdown

AI Visibility10
SEO58
  • Financial Planner
  • Seattle, Washington
  • (541) 604-2738
  • creativemoney.biz

Creative Money LLC is a financial planner in Seattle, WA, located at 1201 3rd Ave #2200. The firm operates as an independent, fee-only financial advisor serving clients in Seattle, Bellevue, Redmond, Bellingham, and the Eastside areas. They provide...

Ranked #19 of 19 Financial Planner listings in SeattleScores updated Jun 21, 2026
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BizScoreAI ranks 15 financial planners in Seattle, Washington by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Seattle ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Seattle, Washington does BizScoreAI track?

15 financial planners in Seattle currently meet the profile-quality bar for this page, with an average BizScore of 59 and a top score of 75.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 27% of measured financial planners in Seattle score 50 or higher.

Is being listed free?

Yes. Every financial planner in Seattle is listed and scored for free, and claiming a listing is free too.