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 | $1,690,354,300 | $500,000 |
| Minimum Assets$500,000Financial Services
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| 2 | The Retirement Solution Inc.  Find an Advisor | $699,428,544 | No set account minimum |
| Minimum AssetsNo set account minimumFinancial Services
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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 works with the following types of clients: Individuals, high-net-worth individuals, trusts, estates, charitable organizations and business entities.
The Private Advisory team includes several advisors who hold financial certications including the Certified Financial Planner™ (CFP®), certified public accountant (CPA), accredited investment fiduciary (AIF) and certified plan fiduciary advisor (CPFA) designations.
Private Advisory 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. As a fee-based firm, advisors on staff may earn additional compensation when recommending insurance products to clients. This creates a conflict of interest, because advisors have a financial incentive to make certain recommendations over others. However, the firm and its advisors have a fiduciary duty to act in their clients' best interests at all times.
The Retirement Solution
The Retirement Solution provides financial planning, consulting and asset management services. Its financial advisors can offer guidance on topics such as retirement income planning, Social Security and pension analysis, tax optimization and estate planning coordination. Some of those advisors hold the Certified Financial Planner™ (CFP®) designation.
The firm, which does not impose a minimum account size, works with individuals, high-net-worth individuals, trusts, estates, business entities, pension and profit-sharing plans and charitable organizations.
The Retirement Solution charges advisory fees, and its advisors may also receive insurance commissions. As a result, the firm operates under a fee-based compensation model. Client portfolios may also include access to certain third-party investment strategies.
The firm uses several investment approaches, including fundamental analysis, technical analysis and strategic asset allocation. It may also use long- and short-term purchases, trading, short sales, options strategies, direct indexing, tax-loss harvesting and third-party covered call strategies. The firm may hold significant cash positions when it determines that doing so is appropriate based on its market outlook.
