Finding a Top Financial Advisor Firm in Remond, Washington
If you’re seeking a financial advisor in Redmond, Washington, we can help. We researched all registered financial advisors (RIAs) in Redmond to find the ones at the top. We cover crucial details like their fee structures, services and investment strategies. Use our advisor matching tool to connect with up to three vetted advisors who serve your area.
Find a Fiduciary Financial Advisor
We match nearly 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 | Private Advisory Group LLC  Find an Advisor | $1,316,456,660 | $500,000 |
| Minimum Assets$500,000Financial Services
|
| 2 | The Retirement Solution Inc.  Find an Advisor | $573,254,942 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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| 3 | Waystone Advisors LLC  Find an Advisor | $136,129,940 | None |
| Minimum AssetsNoneFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Redmond, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Private Advisory Group
Private Advisory Group provides financial planning and investment management services. Its financial advisors can offer guidance on many topics including cash flow management, insurance management and education funding. The firm requires a minimum account size of $500,000. Private Advisory Group works with the following types of clients: Individuals, high-net-worth individuals, trusts, estates, charitable organizations and business entities.
Private Advisory Group creates a portfolio asset allocation unique to each client. It analyzes several factors such as the client’s risk profile, objectives, time horizon and liquidity needs. Generally, portfolios are made up of equities, fixed income and alternative investments. The neutral position allocates a third of a portfolio to each asset class, and adjustments are made according to the client's profile.
Over time, the investment team will review this asset allocation and make changes if deemed appropriate based on the client’s evolving financial situation and overall market conditions. This is called rebalancing.
The Retirement Solution
The Retirement Solution provides investment management, financial planning and insurance assessment services. It currently oversees hundreds of millions in assets. The team includes advisors with certifications such as Certified Financial Planner™ (CFP®) and chartered retirement planning counselor (CRPC).
He leads a team that specializes in direct asset management services. They can also provide advice on topics such as income planning, portfolio analsyis, tax planning, retirement planning and more. In some cases, the firm may assign third-party portfolio managers to manage portions of clients’ accounts.
The team at Retirement Solution picks investment models according to client objectives and risk tolerance. It also uses various analytical techniques to evaluate securities. Periodically, and as needed, the firm will adjust a portfolio’s asset allocation to improve the risk-adjusted returns of a client's investment portfolio.
Waystone Advisors
Waystone Advisors is a fee-based firm that offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates and businesses. While the firm doesn't impose a minimum to work with its advisors, some of the independent managers they work with might.
Fees at the firm typically depend on how much you have invested. The more you invest, and the fee may go down but it's charged annually based on the entire AUM. The fees range from 0.50% to 0.99%. You can access the lowest fee percentage if you invest more than $4,000,000. Hourly fees for financial planning services can be $300 per hour and the firm may charge a fixed fee that is arranged based on certain work.
The firm primarily executes a fundamental analysis approach to its investment stragtegy for clients. Fundamental analysis utilizes economic and business indicators as investment selection criteria. This criterion consists generally of ratios and trends that may indicate the overall strength and financial viability of the entity being analyzed. The firm may invest in such assets as mutual funds, ETFs and alterantive investments.
