Top advisors in Redmond
We’ve curated a list of the best financial advisors in Redmond, take a look at it below
Find an advisor in Redmond| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $534,312,683 | 5 advisors | ||
| 2 | $396,991,785 | 36 advisors | ||
| 3 | $311,428,340 | 6 advisors | ||
| 4 | $60,936,064 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Redmond, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Redmond. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Personal Investment Management Inc
Assets under management
$534,312,683
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Investment Consulting Services
2. The Retirement Solution LLC
Assets under management
$396,991,785
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Consulting
3. Joslin Capital Advisors LLC
Assets under management
$311,428,340
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
4. Sapphire Star Capital LLC
Assets under management
$60,936,064
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Separate Account Management
Your first meeting is free.