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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Redmond, WA

Every SEC-registered investment adviser representative at a firm office in Redmond, with the firms that employ the most of them.

The short answer

111 registered advisors work in Redmond; the most are at Strategic Advisers LLC (16). 17 list the CFP designation and 69 are also registered broker representatives.

Firms with the most advisors in Redmond

FirmAdvisors in Redmond
Strategic Advisers LLC16
Edward Jones news13
The Retirement Solution LLC13
Private Advisory9
Charles Schwab & Co., Inc. news8
Wells Fargo Clearing Services, LLC news6
Merrill Lynch, Pierce, Fenner & Smith Incorporated news5
J.P. Morgan Securities LLC news3
State Farm Investment Management Corp.3
Ameriprise Financial Services, LLC news2
Eagle Strategies LLC2
Equitable Advisors, LLC news2
Firebrand Wealth Management, LLC2
Key Investment Services LLC2
Truvista Advisors LLC2
Waystone Advisors LLC2
Xstar Fund Management LLC2
Alpha Omega Financial Advisors, LLC1
Beacon Pointe Advisors, LLC news1
Cetera Investment Advisers LLC news1
Citizens Private Wealth1
Citizens Securities, Inc.1
Colmina, LLC1
Creative Planning news1
D.A. Davidson & Co.1

Advisors in Redmond, A to Z

CFP advisors in Redmond →

Other cities in Washington

All of Washington →

Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Edmonds 104Everett 104Lynnwood 103Yakima 103Olympia 101Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66Puyallup 64

Questions

How many financial advisors are in Redmond, WA?

111 investment adviser representatives are registered at firm offices in Redmond, Washington, according to the SEC's Investment Adviser Public Disclosure records. 69 of them are also registered as broker representatives, and 17 list the CFP designation.

Which firm has the most financial advisors in Redmond?

Strategic Advisers LLC, with 16 registered advisors in Redmond, followed by Edward Jones with 13.

How do I check a financial advisor in Redmond?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.