Top Wealth + Best-in-State · rank 3 · Bellevue, Washington · listed firm: Paul R Ried Financial Group
Identity & firm
- Firm — Paul R. Ried Financial Group, LLC (high)
- “Paul is the Founder and President / CEO of Paul R. Ried Financial Group, LLC. In this role, he provides leadership to the firm as well as advises clients in the planning process.” — firm_official
- Parent company — independent (high)
- “Paul R. Ried Financial Group, LLC began conducting business as a Registered Investment Adviser in 2018.” — sec_finra_regulatory
- “Listed below are the firm's principal shareholders: • Paul Ried, President/CEO” — sec_finra_regulatory
- Firm type — independent_ria (high)
- “This broker is not currently registered.” — sec_finra_regulatory
- “He is a CERTIFIED FINANCIAL PLANNER™ professional and Investment Adviser Representative (IAR).” — firm_official
- Team name — Paul R. Ried Financial Group, LLC (high)
- “Paul R. Ried Financial Group, LLC specializes in pre- and post-retirement planning for corporate executives, managers, and engineers.” — firm_official
- Team size — 12 (medium)
- “We have built a highly skilled financial team to serve our discerning client base. Our top priority is to assist each client in pursuing their goals through a collaborative approach applying our experience, knowledge, an” — firm_official
- CRD — 1522408 (high)
- “BrokerCheck Report PAUL RICHARD RIED CRD# 1522408” — sec_finra_regulatory
- Years experience — 40 (high)
- “Since Paul began with his first client in 1986, he has found that a team approach is the best method to help clients effectively develop and pursue their financial goals.” — firm_official
- “CETERA ADVISOR NETWORKS LLC CRD# 13572 BELLEVUE, WA 07/1986 - 10/2024” — sec_finra_regulatory
- Designations — CFP, other:MBA (high)
- “Paul R. Ried, MBA, CFP®” — firm_official
- “Paul went on to earn top honors as an MBA graduate in international business from The George Washington University in Washington D.C.” — firm_official
Book of business
- Team AUM ($M) — 1200 (high)
- “"Team Assets (Custodied)":"$1.2B"” — forbes_shook
- “As of December 31, 2025, Paul R. Ried Financial Group, LLC had $ 1,268,180,179 in assets under management ("AUM"), of which $ 1,257,308,349 managed on a discretionary basis and $ 10,871,830 was managed on a non-discretio” — sec_finra_regulatory
- Account minimum ($M) — 0 (high)
- “There are no set minimum assets under management required for this service, it is determined on a case-by-case basis.” — sec_finra_regulatory
- “"Minimum account size for new business":"$0"” — forbes_shook
- Typical client net worth ($M) — 2.8 (medium)
- “"Typical Net Worth of Relationships":"$600K-5M"” — forbes_shook
- Client niche — pre- and post-retirement planning for corporate executives, managers and engineers (Boeing employees especially) (high)
- “Our clients are corporate executives, managers, engineers, and other professionals. We specialize in serving individuals from Boeing and other corporations who require our measurable, detail-oriented approach to lifetime” — firm_official
- Custodians — Pershing, LLC (high)
- “Paul R. Ried Financial Group, LLC generally recommends that clients select Pershing, LLC ("Pershing"), a qualified custodian who is a member of FINRA and the Securities Investor Protection Corporation (SIPC) and is a reg” — sec_finra_regulatory
- Fee model — aum_fee (high)
- “Our annualized fee for the PEAC Investment Advisory Program is calculated upon a percentage of assets under management and is based on the following tiered fee schedule.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://www.paulried.com/ (high)
- “Paul R. Ried Financial Group, LLC specializes in pre- and post-retirement planning for corporate executives, managers, and engineers.” — firm_official
- Value proposition (verbatim) — One Focus • Your Retirement • Since 1986 … Paul R. Ried Financial Group, LLC specializes in pre- and post-retirement planning for corporate executives, managers, and engineers. We integrate investment management, estate strategies, and income-design for clients. Our team approach to serving each client is done with integrity, passion, and an unwavering commitment to helping achieve and maintain financial independence. (high)
- “One Focus • Your Retirement • Since 1986” — firm_official
- “Paul R. Ried Financial Group, LLC specializes in pre- and post-retirement planning for corporate executives, managers, and engineers. We integrate investment management, estate strategies, and income-design for clients. ” — firm_official
- Differentiators — Single focus on retirement — "One Focus • Your Retirement • Since 1986", Boeing/corporate-employee specialization built on 21 years of Boeing off-hour financial classes (450+ seminars, 12,000+ employees), Team approach rather than a solo advisor — "One professional cannot do it all", Proprietary PEAC™ (Planning, Education, Advice & Consulting) Program and 5 Pillars Methodology, Published 9 Point Commitment with fiduciary, transparency and lifelong-relationship pledges (high)
- “One professional cannot do it all.Our unique team structure allows us to draw on each member's distinct gifts, talents, and knowledge.” — firm_official
- “We invite you to discover and experience the power of our team approach and the full array of our services, including our exclusive Planning, Education, Advice & Consulting (PEAC™)Program.” — firm_official
- Content marketing — occasional (medium)
- “Welcome to the official blog of Paul R. Ried Financial Group, LLC! We hope you will find the wide range of topics we will address here both interesting and informative.” — firm_official
- “Communication is through our annual or semiannual meetings, Market Commentaries, emails, statements, blog posts, videos, and phone/email responses.” — firm_official
- Has podcast — no (medium)
- “Communication is through our annual or semiannual meetings, Market Commentaries, emails, statements, blog posts, videos, and phone/email responses.” — firm_official
- Books published — 0 (low)
- “Paul has been recognized by national, industry, and local publications, including Barron's and Forbes (please see our Recognitions page for full details).” — firm_official
- Linkedin url — https://www.linkedin.com/in/paul-ried-mba-cfp%C2%AE-5423385 (high)
- “Paul R. Ried, MBA, CFP® President / CEO” — firm_official
- Social presence — linkedin_active, x (low)
- “Paul R. Ried, MBA, CFP® President / CEO” — firm_official
- Press awards — Forbes Best-In-State Wealth Advisors (ranked since 2018; 2026 edition), Forbes America's Top RIA Firms (ranked since 2023), Barron's Top 1,200 U.S. Financial Advisors (2023; ranked beginning 2009), Financial Times 400 Top Financial Advisors (2017 & 2018), Barron's Top 100 Independent Wealth Advisors (2009) (high)
- “Paul has been consistently recognized since 2009 as a leader in the financial services industry. "One professional cannot do it all." With our unique team approach, these achievements extend to our entire firm.” — firm_official
- “Barron's | 03.10.2023 | Top 1,200 U.S. Financial Advisors Ranked beginning in 2009.” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “Paul R. Ried Financial Group, LLC - Bellevue, WA” — firm_official
- Logo url — https://fmg-websites-custom.s3.amazonaws.com/340832-ried/images/paul-r-ried-logo.png (high)
- “Paul R. Ried Financial Group, LLC - Bellevue, WA” — firm_official
- Visual brand notes — Conservative FMG Suite template: blue/grey corporate palette, plain sans-serif wordmark logo, icon tiles for Experience/Commitment/Recognition, stock lifestyle and Pacific Northwest imagery, award-badge logos prominent on homepage. (medium)
- “Copyright 2026 FMG Suite.” — firm_official
