Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Redmond is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Redmond & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Redmond, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Redmond, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Redmond, Washington have an average of 28 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
PRIVATE ADVISORY GROUP LLC 16880 Ne 79th Street, Redmond, WA, 98052 | 170043 | $642,174,000 | 1546 | A Percentage of AUM, Fixed Fees, Performance Based |
PERSONAL INVESTMENT MANAGEMENT INC 22500 Ne Marketplace Drive, Suite 203 Redmond, WA, 98053 | 107829 | $483,604,700 | 1355 | A Percentage of AUM |
JOSLIN CAPITAL ADVISORS LLC 11431 Willows Road, Suite 120 Redmond, WA, 98052 | 288285 | $406,450,193 | 581 | A Percentage of AUM, Hourly charges, Fixed Fees |
THE RETIREMENT SOLUTION LLC 18300 Redmond Way, Suite 250 Redmond, WA, 98052 | 148106 | $396,991,785 | 2485 | A Percentage of AUM, Fixed Fees |
SAPPHIRE STAR CAPITAL LLC 7826 Leary Way Ne, Suite 201 Redmond, WA, 98052 | 226665 | $136,011,914 | 13 | A Percentage of AUM, Performance Based |
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