LPL Financial
35yrs
Top advisor by experience in Sumner
Financial advisors in Sumner, WA
Looking for a financial advisor in Sumner, WA? We list 13 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
13Advisors with offices here
10Median years of experience
0%At fee-only firms
8Firms represented
Largest firms here: Edward Jones (6), LPL Financial (1), Integrity Advisory Solutions (1).
Nearby: Orting, Buckley, Puyallup, Graham, Milton, Fife, Enumclaw, Auburn.
Edward Jones
30yrs
Top 6% by experience at Edward Jones
Edward Jones
20yrs
Top 22% by experience at Edward Jones
Raymond James Financial Services Advisors
18yrs
More experience than 69% of advisors in Sumner
Osaic Wealth
16yrs
More experience than 62% of advisors in Sumner
Cambridge Investment Research Advisors
14yrs
More experience than 54% of advisors in Sumner
Thrivent Investment Management
10yrs
More experience than 51% of advisors at Thrivent Investment Management
Edward Jones
7yrs
7 years in the industry
Edward Jones
7yrs
7 years in the industry
Edward Jones
4yrs
4 years in the industry
Strategic Advisers
3yrs
3 years in the industry
Edward Jones
2yrs
2 years in the industry
Integrity Advisory Solutions
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.