Top Picks · Redmond
Best Financial Advisors in Redmond, WA
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 16 financial advisors in Redmond, WA by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is The Retirement Solution with a 4.7-star rating from 30 Google reviews and an RNM Score of 72/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Suzy W Myers, CFP®|CDFA®|AAMS®|CRPC™
Suzy W Myers stands out as the top-ranked advisor due to her multiple advanced certifications (CFP, CDFA, AAMS, CRPC) and strong reputation in Redmond.
Most Reviewed
Edward Jones - Financial Advisor: Suzy W Myers, CFP®|CDFA®|AAMS®|CRPC™
A high review count indicates broad client trust and consistent service quality, making her a reliable choice.
When choosing a financial advisor in Redmond, prioritize those with multiple certifications and a strong local presence. Always verify credentials and read recent client reviews to ensure the advisor aligns with your financial goals.
Local Market Snapshot
16
Businesses listed
4.6★
Avg rating
8
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.7 stars from 30 Google reviews, reflecting strong client satisfaction.
18300 Redmond Wy #250, Redmond, WA 98052, USARated 5.0 stars from 5 Google reviews, this Redmond financial advisor is highly recommended.
23705 NE 61st St, Redmond, WA 98053, USA5.0 stars from 4 reviews, reflecting exceptional client satisfaction.
153 SW 5th St Suite 2, Redmond, OR 97756, USAFinancial 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 | Fidelity Investments7425 166th Ave NE Suite C137, Redmond, WA 98052, USA | 3.8★ | 17 |
| #5 | Edward Jones - Financial Advisor: Michael J Bishop, CEPA®|AAMS®1020 SW Indian Ave Suite 103, Redmond, OR 97756, USA | 4.0★ | 4 |
| #6 | Edward Jones - Financial Advisor: Annette C Vardanega413 NW Larch Ave Suite 203, Redmond, OR 97756, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Chiaki Hirate, CFP®|RICP®|AAMS®|CRPC™7293 West LK Sammamish Pkwy NE, Redmond, WA 98052, USA | — | — |
| #8 | Edward Jones - Financial Advisor: Tracy Crowley, CFP®|AAMS®|AWMA®22500 NE Marketplace Dr #200, Redmond, WA 98053, USA | — | — |
| #9 | Edward Jones - Financial Advisor: John W Misner, AAMS®8103 164th Ave NE, Redmond, WA 98052, USA | — | — |
| #10 | Beacon Pointe Advisors11431 Willows Rd NE Suite 120, Redmond, WA 98052, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Redmond
A local financial advisor with a 3.8-star rating from 17 Google reviews.
7425 166th Ave NE Suite C137, Redmond, WA 98052, USA
Recognized with a solid 4.0-star rating from local client reviews.
1020 SW Indian Ave Suite 103, Redmond, OR 97756, USA
Top-rated Redmond financial advisor with a perfect 5.0 score from 2 Google reviews.
413 NW Larch Ave Suite 203, Redmond, OR 97756, USA
A local financial advisor in Redmond with no customer reviews yet.
7293 West LK Sammamish Pkwy NE, Redmond, WA 98052, USA
A local financial advisor in Redmond with no customer reviews yet.
22500 NE Marketplace Dr #200, Redmond, WA 98053, USA
A new financial advisor in Redmond with no online reviews yet to consider.
8103 164th Ave NE, Redmond, WA 98052, USA
Local financial advisor in Redmond with no client reviews yet.
11431 Willows Rd NE Suite 120, Redmond, WA 98052, USA
This financial advisor in Redmond has no customer reviews yet to share.
22500 NE Marketplace Dr Suite 203, Redmond, WA 98053, USA
A financial advisor in Redmond with no reviews yet to help guide your choice.
22500 NE Marketplace Dr #200, Redmond, WA 98053, USA
Based on 12 Google reviews, this Redmond financial advisor holds a 3.7-star rating.
8862 161st Avenue Northeast Ste 106, Redmond, WA 98052, USA
5.0 stars from early clients shows trusted financial guidance in Redmond.
16141 Cleveland St Suite A, Redmond, WA 98052, USA
5.0-star rating from clients, reflecting exceptional service and trust.
16880 NE 79th St, Redmond, WA 98052, USA
This financial advisor in Redmond has no online reviews yet, so its reputation is unrated.
7530 164th Ave NE A116, Redmond, WA 98052, USA
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Financial Advisors in Redmond, WA — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | The Retirement Solution | 72/100 | 4.7 ★ | 30 |
| 2 | Sherwood Investments | Redmond Financial Planner | 68/100 | 5.0 ★ | 5 |
| 3 | Edward Jones - Financial Advisor: Jessica Torres-Baltazar, CEPA®|AAMS® | 67/100 | 5.0 ★ | 4 |
| 4 | Fidelity Investments | 54/100 | 3.8 ★ | 17 |
| 5 | Edward Jones - Financial Advisor: Michael J Bishop, CEPA®|AAMS® | 50/100 | 4.0 ★ | 4 |
| 6 | Edward Jones - Financial Advisor: Annette C Vardanega | 64/100 | 5.0 ★ | 2 |
| 7 | Edward Jones - Financial Advisor: Chiaki Hirate, CFP®|RICP®|AAMS®|CRPC™ | 3/100 | — | 0 |
| 8 | Edward Jones - Financial Advisor: Tracy Crowley, CFP®|AAMS®|AWMA® | 3/100 | — | 0 |
| 9 | Edward Jones - Financial Advisor: John W Misner, AAMS® | 3/100 | — | 0 |
| 10 | Beacon Pointe Advisors | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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