How many financial advisors are in Redmond, Washington?

Falists lists 6 registered investment advisers with a principal office or filing address in Redmond, Washington, based on public SEC IAPD data.

How do financial advisors in Redmond charge fees?

Fee structures vary by firm. In Redmond, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Redmond?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Washington · 6 advisers

Financial Advisors in Redmond, Washington

Looking for a financial advisor in Redmond, Washington? Falists indexes 6 SEC-registered and state-registered investment advisers in Redmond — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 5 firms list a website you can visit directly. Firms in this directory manage up to $2.14B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.14B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning4 Trusts4 Retirement1 Institutional3

Top advisors in Redmond

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

PRIVATE ADVISORY

Redmond, WA

AUM

$2.14B

Financial PlanningWealth MgmtTrusts & Estates

Team

12 advisors

Clients

More than 500

Fees

Percentage of AUM; Performance-based fees

425-498-2320

Full profile Visit site →

THE RETIREMENT SOLUTION LLC

Redmond, WA

AUM

$699.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

15 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

425-558-3700

Full profile Visit site →

SAPPHIRE STAR CAPITAL LLC

Redmond, WA

AUM

$142.2M

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(425) 576-4083

Full profile Visit site →

FIREBRAND WEALTH MANAGEMENT, LLC

Redmond, WA

AUM

$78.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

(206) 485-4000

Full profile Visit site →

TRUVISTA ADVISORS LLC

Redmond, WA

AUM

$65.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM

425-242-0442

Full profile Visit site →

SUNRISE PLANNING & ADVISORY LLC

Redmond, WA

AUM

—

Team

1 advisors

Clients

Fees

REFERRAL FEES FROM 3RD-PARTY SEC RIA

425-285-4320

Full profileNo website

More cities in Washington

Seattle (173)Bellevue (85)Spokane (37)Vancouver (25)Kirkland (23)Bellingham (15)Tacoma (15)Gig Harbor (13)Mercer Island (12)Olympia (9)Edmonds (8)Everett (6)

Common questions

How many financial advisors are in Redmond, Washington?: 6 registered investment advisers are listed in our Redmond directory, sourced from public SEC filings.
What types of advisors are in Redmond?: Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Redmond?: Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?: Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.