Best Financial Advisors in TACOMA, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TACOMA
PORTFOLIO STRATEGIES INC
TACOMA, WA · Since 1983
FINANCIAL INSIGHTS WEALTH MANAGEMENT
TACOMA, WA · Since 1984
STOLZ & ASSOCIATES, PS
TACOMA, WA · Since 2019
GQG PRIVATE CAPITAL SOLUTIONS LLC
TACOMA, WA · Since 2024
SENESCHAL FAMILY OFFICE
TACOMA, WA · Since 2015
D'ANNUNZIO CONSULTING GROUP, LLC
TACOMA, WA · Since 2007
COLUMBIA RIVER ADVISORS
TACOMA, WA · Since 2010
GOULD CAPITAL, LLC
TACOMA, WA · Since 2019
MKT AND ASSOCIATES LLC
TACOMA, WA · Since 2024
RAINIER FAMILY WEALTH, INC.
TACOMA, WA · Since 2024
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in TACOMA?
The median advisory fee in TACOMA, WA is 0.95% of assets under management per year, based on Form ADV filings from 10 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.