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Financial Advisors in Redmond, WA: 2026 rankings

363 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Redmond: Sound Planning Group, RFA Score 78/100; 5.0★ from 419 Google reviews.

  2. 22

    Most-reviewed: Evergreen Home Loans Bellevue NMLS 3182, 417 Google reviews at 4.9★, the most of 363 ranked after Sound Planning Group; ranked #22.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

363 Redmond financial advisors are ranked here by RFA Score, from eight published factors. 61 open Saturdays and 6 open Sundays, based on posted hours. The median Google rating is 4.6★ across 363 rated firms.

Top 10 financial advisors in Redmond at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Redmond at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Sound Planning Group785.0★ (419)Kirkland, 4 mi away—Top score
2Paramount Tax & Accounting Kirkland725.0★ (89)Kirkland, 4 mi away——
3Avier Wealth Advisors715.0★ (75)Bellevue, 6 mi away——
4Alterra Advisors705.0★ (59)Bellevue, 5 mi away——
5TrueWealth Financial Partners705.0★ (59)Bellevue, 6 mi away——
6Financial Freedom For Dentists695.0★ (81)Snoqualmie, 15 mi away——
7Humble Sandhu Services694.9★ (132)Kent, 21 mi away——
8Gevers Wealth Management - Issaquah Financial Advisors695.0★ (55)Issaquah, 9 mi away——
9Creative Planning684.8★ (49)Bellevue, 5 mi away——
10BECU credit union684.5★ (69)Woodinville, 6 mi awaySat—

All 363 financial advisors in Redmond, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Redmond

    #1 Sound Planning Group

    Based in Kirkland, 4 mi away

    78/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 419 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 419 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    11411 NE 124th St #255, Kirkland, WA 98034
    View profile for Sound Planning Group(425) 821-9442

  3. #3 Avier Wealth Advisors

    Based in Bellevue, 6 mi away

    71/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10655 NE 4th St Suite 500, Bellevue, WA 98004
    View profile for Avier Wealth Advisors(425) 467-1011

  4. #4 Alterra Advisors

    Based in Bellevue, 5 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 59 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 59 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Unit 1700, Bellevue, WA 98004
    View profile for Alterra Advisors(425) 749-3300

  9. #9 Creative Planning

    Based in Bellevue, 5 mi away

    68/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.8★ from 49 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 49 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE Office 11, Ste. 1100, Bellevue, WA 98004
    View profile for Creative Planning(866) 273-2848

  10. #10 BECU credit union

    Based in Woodinville, 6 mi away

    68/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.5★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 69 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    17705 140th Ave NE Ste A-12, Woodinville, WA 98072
    View profile for BECU credit union(800) 233-2328

  14. #14 Fulcrum Wealth Advisors

    Based in Bellevue, 4 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 4.9★ from 33 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 33 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    10940 NE 33rd Pl #210, Bellevue, WA 98004
    View profile for Fulcrum Wealth Advisors(844) 621-0630

  15. #15 Plannetics

    Based in Bellevue, 5 mi away

    67/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 33 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 33 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    500 108th Ave NE #765, Bellevue, WA 98004
    View profile for Plannetics(425) 429-3021

  17. #17 Russell Investments

    Based in Seattle, 11 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 4.4★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 4.4★ from 86 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    401 Union St FL18, Seattle, WA 98101
    View profile for Russell Investments(206) 505-7877

  20. #20 Leverage Planners

    Based in Bellevue, 5 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 29 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 29 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    310 120th Ave NE Ste a-205, Bellevue, WA 98005
    View profile for Leverage Planners(425) 223-4520

  21. #21 BECU credit union

    Based in Redmond

    67/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 3.7★ from 89 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 89 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    16325 Cleveland St, Redmond, WA 98052
    View profile for BECU credit union(800) 233-2328

  25. #25 BECU credit union

    Based in Shoreline, 11 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 48 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 48 Google reviews
    Hours
    Mon–Tue 9 AM–6 PM · Wed closed · Thu–Fri 9 AM–6 PM · Sat 9 AM–1 PM · Sun closed
    Address
    20011 Ballinger Way NE, Shoreline, WA 98155
    View profile for BECU credit union(800) 233-2328

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 363 ranked financial advisors here; the rest are on their profiles.

financial advisors in Redmond, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Absolute Protection665.0★ (22)3 mi
27Brighton Jones664.9★ (39)11 mi
28Jeffrey McIntosh QPFC®665.0★ (25)5 mi
29BECU credit union663.9★ (89)6 mi
30Global Credit Union664.8★ (25)5 mi
31CreditCEO664.7★ (40)11 mi
32BECU credit union663.8★ (349)17 mi
33Better Tomorrow Financial665.0★ (31)11 mi
34Global Credit Union654.3★ (81)15 mi
35S. R. Schill & Associates655.0★ (24)8 mi
36Valiant Financial Planning655.0★ (21)6 mi
37BECU credit union654.4★ (45)10 mi
38Global Credit Union654.2★ (32)4 mi
39Edward Jones - Financial Advisor: Andrea N Michaels655.0★ (19)6 mi
40Edward Jones - Financial Advisor: Zach DeBoer, CFP®655.0★ (17)4 mi
41Bank of America (with Drive-thru ATM)654.0★ (101)14 mi
42BECU credit union653.8★ (73)7 mi
43Walters Wealth Management655.0★ (53)24 mi
44Goldbloom Wealth Management, LLC654.7★ (24)8 mi
45BECU credit union653.6★ (69)4 mi
46Michael Oldenburg - Edelman Financial Engines645.0★ (16)5 mi
47BECU credit union643.5★ (409)15 mi
48Crossroads Financial Services LLC645.0★ (14)4 mi
49Robinswood Financial644.8★ (16)4 mi
50Chris Dime, CFP® - Dime & Associates (Financial Advisor)645.0★ (29)15 mi

Also serving Redmond

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Redmond
BusinessGoogle ratingDistance
Edward JonesIn Redmond
Edward Jones - Financial Advisor: Caroline DeStefanoIn Redmond
Edward Jones - Financial Advisor: Chiaki Hirate, CFP®|RICP®|AAMS®|CRPC™In Redmond
Edward Jones - Financial Advisor: Deana HaleIn Redmond
Edward Jones - Financial Advisor: Jamie Lynn M AmbroseIn Redmond
Edward Jones - Financial Advisor: John W Misner, AAMS®In Redmond
Edward Jones - Financial Advisor: Mike De Stefano, CFP®|AAMS®5.0★ (1)In Redmond
Edward Jones - Financial Advisor: Suzy W Myers, CFP®|CDFA®|AAMS®|CRPC™5.0★ (1)In Redmond
FCS GroupIn Redmond
Gregg M Quinn - Private Wealth Advisor, Ameriprise Financial Services, LLCIn Redmond
Lewis Race - Associate Financial Advisor, Ameriprise Financial Services, LLCIn Redmond
Merrill Edge5.0★ (1)In Redmond
Myers Wealth ManagementIn Redmond
Nevis FinancialIn Redmond
Private AdvisoryIn Redmond
Quinn & Associates - Ameriprise Financial Services, LLCIn Redmond
Raymond James Financial ServicesIn Redmond
U.S. Bank – Wealth Management Banker: Christina TerterovIn Redmond
Wealth Management Associate - U.S. Bancorp Investments: Megan NormanIn Redmond
Wells Fargo Advisors1.0★ (1)In Redmond

How we ranked Redmond financial advisors

We scored 363 Redmond financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Redmond data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Redmond: frequently asked questions

Which financial advisor has the highest RFA Score in Redmond?

By RFA Score, the highest-ranked financial advisor in Redmond, WA is Sound Planning Group with an RFA Score of 78/100. It has 5.0★ from 419 Google reviews. Paramount Tax & Accounting Kirkland (#2) and Avier Wealth Advisors (#3) follow. We ranked 363 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Redmond?

RankedFinancialAdvisors ranks 363 financial advisors serving Redmond, WA. 3 of them are based in Redmond; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Redmond work on weekends?

61 of 363 ranked financial advisors post Saturday hours and 6 post Sunday hours. The highest-ranked open Saturdays are BECU credit union (#10), BECU credit union (#21) and Bank of America Financial Center (#24). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Redmond financial advisors have?

The median Google rating among 363 rated financial advisors in Redmond is 4.6★, with a median of 10 reviews. Sound Planning Group has the most, 419 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Redmond count in this ranking?

Yes, if they are within 25 mi of the Redmond city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Redmond ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Redmond a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Redmond

  1. November 2026: RFA Scores recalculated for 363 financial advisors serving Redmond.
  2. November 2026: 2 duplicate listings merged.

More financial advisors and Redmond pages