City
Independent RIAs in Redmond, Washington
As of October 2, 2026, 8 independent wealth management RIAs with their main office in Redmond, Washington reported $3.3 billion in regulatory assets under management; the largest by assets was Private Advisory, with $2.1 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 8
- Regulatory assets under management
- $3.3 billion
- Average per firm
- $415.3 million
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Private Advisory | SEC | $2.1 billion | 3,217 |
| 2 | The Retirement Solution LLC | SEC | $699.4 million | 3,164 |
| 3 | Waystone Advisors LLC | SEC | $179.3 million | 663 |
| 4 | Sherwood Investments | State | $84.0 million | 41 |
| 5 | Firebrand Wealth Management, LLC | State | $78.9 million | 104 |
| 6 | Krammer Financial | State | $70.9 million | 129 |
| 7 | Truvista Advisors LLC | State | $65.1 million | 133 |
| 8 | US Fund Manager LLC | State | $67,167 | 1 |
Independent RIAs in Washington, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.