Paul R. Ried Financial Group, LLC
Bellevue, WA·SEC-registered · CRD #297284
Paul R. Ried Financial Group, LLC is an SEC-registered investment advisory firm in Bellevue, WA managing $1.3B across 2.5k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
2.5k
Advisory staff
8
Fee model
Fee-based
How Paul R. Ried Financial Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Paul R. Ried Financial Group, LLC
How much does Paul R. Ried Financial Group, LLC manage?
Per its most recent SEC Form ADV filing (03/03/2026), Paul R. Ried Financial Group, LLC reports $1.3B in regulatory assets under management across roughly 2.5k client accounts.
How does Paul R. Ried Financial Group, LLC charge?
Paul R. Ried Financial Group, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Paul R. Ried Financial Group, LLC a fiduciary?
Yes. Paul R. Ried Financial Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #297284), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Paul R. Ried Financial Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Paul R. Ried Financial Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Bellevue, WA
Profile compiled from Paul R. Ried Financial Group, LLC's public SEC Form ADV filing (CRD #297284, filed 03/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Paul R. Ried Financial Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Paul R. Ried Financial Group, LLC? Claim this profile.