ZIP 98033
Financial planner in Kirkland, WA
Kirkland, WA has 75 financial planner businesses. The average customer rating is 4.3 out of 5 stars. The top-rated business is Elite Wealth Management with 5.0 stars and 8 reviews. 95% have websites, 25% list phone numbers, 33% provide email contacts.
Compare ratings, access verified contact information, and find the right financial planner for your needs.
Market Insights
Everything you need to know about this market at a glance
Total Businesses
75
in this area
Avg Rating
4.3
Typical: 5.0 stars
Avg Reviews
1
per business (73 reviewed)
Avg Age
5 months
New MarketData Quality
A
GoodMarket Type
Many Small PlayersHow to Reach Them
What contact info is available for these businesses
Website
95%
Email
33%
Phone
25%
Social
35%
Avg contact methods1.5 / 3
A reasonable number of businesses have websites and emails available.
Customer Ratings
How customers rate these businesses and who gets the most attention
4.5-5.0: 65%
4.0-4.49: 15%
Below 3.5: 20%
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
Top 10% of businesses get34% of all reviews
A handful of well-known businesses attract most customer reviews, while many others fly under the radar.
Highest Rated Business
Elite Wealth Management
5(8)
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
Competition Level
How competitive is this market and who controls it
How spread out is the market?90%
100% = completely spread out, no one dominates. 0% = one business controls everything.
Top player's market share19.2%
Strong Leader
One business has built significant market presence. Competing with them will require a strong strategy.
New or small businesses50%
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
Market Maturity
How old are these businesses and is the market growing?
Average time since businesses were listed
5 monthsNew Market
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
0%Stable
Very few new businesses are opening. The market has settled and existing players have established positions.
Location & Data
A
Where businesses are located and how complete the data is
Geographic spread25% clustered
Spread OutBusinesses are scattered across the entire area with no clear center. You may need to cover a wide territory.
Avg distance from center345 km
Can be shown on map100%
Profile completeness74%
How many businesses have complete info (name, phone, address, website, email).
Unique addresses95%
Business Attributes
Special characteristics that businesses in this market have self-reported
Claimed66(88%)
Wheelchair Accessible64(85%)
LGBTQ+ Friendly11(15%)
Black-Owned10(13%)
Women-Owned2(3%)
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
Financial planner Market Overview in Kirkland, WA
There are 75 financial planner serving Kirkland, WA. The average rating is 4.3 stars based on 73 reviewed businesses. Reviewed businesses have an average of 1 reviews. 95% have websites and 33% list email contact and 25% have phone numbers. The highest-rated is Elite Wealth Management with 5 stars from 8 reviews.
Top-Rated Financial planner in Kirkland, WA
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Elite Wealth Management | 5.0 | 8 | Kirkland, WA | View |
| 2 | Prevail Wealth Management, LLC | 5.0 | 5 | Kirkland, WA | View |
| 3 | RBC Wealth Management Branch - Kirkland | 5.0 | 1 | Kirkland, WA | View |
| 4 | Prestige Financial | 1.4 | 9 | Kirkland, WA | View |
Financial planner Locations in Kirkland, WA
Top 15 shownLoading map...
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Top Businesses
Financial planner in Kirkland, WA
Browse 75 verified businesses with contact details
Showing 15 of 75 businesses
Sorted by popularity
| Business | Location | Rating | Action |
|---|---|---|---|
3760 Carillon Point, Kirkland, WA, 98033 | No reviews | View | |
3500 Carillon Point, Kirkland, WA, 98033 | No reviews | View | |
3760 Carillon Point, Kirkland, WA, 98033 | No reviews | View | |
11241 Slater Ave NE # 250, Kirkland, WA, 98033 | 1.4(9) | View | |
1014 Market St, Kirkland, WA, 98033 | 5.0(8) | View | |
11400 98th Ave NE # 301, Kirkland, WA, 98033 | No reviews | View | |
4055 Lake Washington Blvd NE #200, Kirkland, WA, 98033 | No reviews | View | |
3760 Carillon Point, Kirkland, WA, 98033 | No reviews | View | |
340 4th St, Kirkland, WA, 98033 | No reviews | View | |
3760 Carillon Point, Kirkland, WA, 98033 | No reviews | View | |
3760 Carillon Point, Kirkland, WA, 98033 | No reviews | View | |
520 Kirkland Way Suite 201, Kirkland, WA, 98033 | 5.0(5) | View | |
4055 Lake Washington Blvd NE Ste 200, Kirkland, WA, 98033 | No reviews | View | |
3760 Carillon Point, Kirkland, WA, 98033 | 5.0(1) | View | |
3760 Carillon Point, Kirkland, WA, 98033 | No reviews | View |
15 of 75 businesses
1
Heather Reed - RBC Wealth Management Branch DirectorFinancial planner
3760 Carillon Point
No reviewsView Details
2
Compass Rose Wealth Advisory of Raymond JamesFinancial planner
3500 Carillon Point
No reviewsView Details
3
Harry Smith - RBC Wealth Management Financial AdvisorFinancial planner
3760 Carillon Point
No reviewsView Details
8
Kevin Clouse - RBC Wealth Management Financial AdvisorFinancial planner
3760 Carillon Point
No reviewsView Details
10
Brandon Honcoop - RBC Wealth Management Financial AdvisorFinancial planner
3760 Carillon Point
No reviewsView Details
11
Mitch Brewe - RBC Wealth Management Financial AdvisorFinancial planner
3760 Carillon Point
No reviewsView Details
13
Uriah Halpin - Financial Advisor, Ameriprise Financial Services, LLCFinancial planner
4055 Lake Washington Blvd NE Ste 200
No reviewsView Details
Financial planner Market Analysis in Kirkland, WA
Comprehensive market data for financial planner businesses in Kirkland, WA, based on 75 verified listings.
75
Total Businesses
4.3
Avg. Rating
95%
Have Websites
Low
Competition
Market Size & Competition
The financial planner market in Kirkland, WA consists of 75 businesses competing for local customers. This is a relatively small market where individual businesses can establish strong local recognition and build loyal customer bases.
Active businesses75
Avg. reviews per business1
Businesses with reviews97%
Customer Satisfaction
Customer satisfaction among financial planner in Kirkland, WA shows strong levels, with an average rating of 4.3 stars. About 80% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 20% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 34% of all reviews, indicating that customer engagement varies significantly across the market.
Highest Rated
Elite Wealth Management
5.0
8 reviews
Most Reviewed
Prestige Financial
9
1.4 stars
Digital Presence & Online Visibility
Digital adoption among financial planner in Kirkland, WA varies significantly. With 95% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Website Presence95%
Phone Listings25%
Email Contact33%
Social Media35%
Contact Accessibility
Reaching financial planner in Kirkland, WA is possible through multiple channels. Phone numbers are available for 25% of businesses. Email outreach is viable with 33% email availability, though phone contact remains more universally accessible.
25%
Phone
33%
Email
95%
Website
35%
Social
How We Compile This Data
This market analysis is compiled from 75 verified financial planner business listings in Kirkland, WA. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
Frequently Asked Questions
Common questions about financial planner in Kirkland, WA, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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