Local Pros · Redmond
Local Financial Advisors in Redmond, WA
Locally owned and operated financial advisors serving Redmond and the surrounding area. Supporting local businesses means faster response and accountability.
As of May 2026, RatingsNearMe ranks 16 financial advisors in Redmond, WA by verified customer ratings and review volume. The highest-rated is The Retirement Solution with a 4.7-star rating from 30 verified reviews. Also in the top tier: Sherwood Investments | Redmond Financial Planner and Edward Jones - Financial Advisor: Jessica Torres-Baltazar, CEPA®|AAMS®. The average rating across all listed financial advisors in Redmond is 4.6 stars from 8 reviews per business on average.
Financial advisors in Redmond typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
16
Businesses listed
4.6★
Avg rating
8
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
The Retirement Solution
18300 Redmond Wy #250, Redmond, WA 98052, USA
Sherwood Investments | Redmond Financial Planner
23705 NE 61st St, Redmond, WA 98053, USA
Edward Jones - Financial Advisor: Jessica Torres-Baltazar, CEPA®|AAMS®
153 SW 5th St Suite 2, Redmond, OR 97756, USA
Financial Advisors Rankings in Redmond, WA
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | The Retirement Solution18300 Redmond Wy #250, Redmond, WA 98052, USA | 4.7★ | 30 |
| #2 | Sherwood Investments | Redmond Financial Planner23705 NE 61st St, Redmond, WA 98053, USA | 5.0★ | 5 |
| #3 | Edward Jones - Financial Advisor: Jessica Torres-Baltazar, CEPA®|AAMS®153 SW 5th St Suite 2, Redmond, OR 97756, USA | 5.0★ | 4 |
| #4 | Pure Financial Advisors22500 NE Marketplace Dr Suite 203, Redmond, WA 98053, USA | — | — |
| #5 | Beacon Pointe Advisors11431 Willows Rd NE Suite 120, Redmond, WA 98052, USA | — | — |
| #6 | Charles Schwab8862 161st Avenue Northeast Ste 106, Redmond, WA 98052, USA | 3.7★ | 12 |
| #7 | Edward Jones - Financial Advisor: Annette C Vardanega413 NW Larch Ave Suite 203, Redmond, OR 97756, USA | 5.0★ | 2 |
| #8 | Edward Jones - Financial Advisor: John W Misner, AAMS®8103 164th Ave NE, Redmond, WA 98052, USA | — | — |
| #9 | Fidelity Investments7425 166th Ave NE Suite C137, Redmond, WA 98052, USA | 3.8★ | 17 |
| #10 | Edward Jones - Financial Advisor: Michael J Bishop, CEPA®|AAMS®1020 SW Indian Ave Suite 103, Redmond, OR 97756, USA | 4.0★ | 4 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Redmond
Pure Financial Advisors
22500 NE Marketplace Dr Suite 203, Redmond, WA 98053, USA
Beacon Pointe Advisors
11431 Willows Rd NE Suite 120, Redmond, WA 98052, USA
Charles Schwab
8862 161st Avenue Northeast Ste 106, Redmond, WA 98052, USA
Edward Jones - Financial Advisor: Annette C Vardanega
413 NW Larch Ave Suite 203, Redmond, OR 97756, USA
Edward Jones - Financial Advisor: John W Misner, AAMS®
8103 164th Ave NE, Redmond, WA 98052, USA
Fidelity Investments
7425 166th Ave NE Suite C137, Redmond, WA 98052, USA
Edward Jones - Financial Advisor: Michael J Bishop, CEPA®|AAMS®
1020 SW Indian Ave Suite 103, Redmond, OR 97756, USA
Edward Jones - Financial Advisor: Tracy Crowley, CFP®|AAMS®|AWMA®
22500 NE Marketplace Dr #200, Redmond, WA 98053, USA
Edward Jones - Financial Advisor: Chiaki Hirate, CFP®|RICP®|AAMS®|CRPC™
7293 West LK Sammamish Pkwy NE, Redmond, WA 98052, USA
Quinn & Associates - Ameriprise Financial Services, LLC
7530 164th Ave NE A116, Redmond, WA 98052, USA
Edward Jones - Financial Advisor: Jennifer A Talbot, CFP®
22500 NE Marketplace Dr #200, Redmond, WA 98053, USA
Edward Jones - Financial Advisor: Suzy W Myers, CFP®|CDFA®|AAMS®|CRPC™
16141 Cleveland St Suite A, Redmond, WA 98052, USA
Private Advisory Group
16880 NE 79th St, Redmond, WA 98052, USA
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Frequently Asked Questions — Financial Advisors in Redmond
What is a fiduciary financial advisor and why does it matter in Redmond?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Redmond, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Redmond?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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