Overview
Assets Under Management: $1.1 billion
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 347
Average Client Assets: $2 million
Frequently Asked Questions
PAUL R. RIED FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #297284), PAUL R. RIED FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
PAUL R. RIED FINANCIAL GROUP, LLC is headquartered in BELLEVUE, WA.
PAUL R. RIED FINANCIAL GROUP, LLC serves 347 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, PAUL R. RIED FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PAUL R. RIED FINANCIAL GROUP, LLC is ranked #189 by Forbes in 2025. Learn more about these rankings ↓
PAUL R. RIED FINANCIAL GROUP, LLC manages $1.1 billion in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, PAUL R. RIED FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Recent Rankings
Forbes 2025: 189
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 347
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,496
Discretionary Accounts: 2,477
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 297284
Last Filing Date: 2025-02-24 00:00:00
Website: https://paulried.com