# Paul R. Ried Financial Group, LLC

> Paul R. Ried Financial Group, LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 297284
- Filed as: PAUL R. RIED FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297284
- AdvisorCensus page: https://advisorcensus.com/firm/paul-r-ried-financial-group-llc-bellevue-wa-297284

## Quick answers

**How is Paul R. Ried Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Paul R. Ried Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Paul R. Ried Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Flat fee: $550 to $2,000 (Financial Planning fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Paul R. Ried Financial Group, LLC located?**
Paul R. Ried Financial Group, LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Paul R. Ried Financial Group, LLC registered with the SEC or a state?**
Paul R. Ried Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297284.

**How much does Paul R. Ried Financial Group, LLC manage?**
Paul R. Ried Financial Group, LLC reports $1,268,180,179 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (99% discretionary).

**How have Paul R. Ried Financial Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Paul R. Ried Financial Group, LLC: Regulatory assets under management: $831,065,473 in the October 2021 data and $1,268,180,179 in the October 2026 data, up 53%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Paul R. Ried Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (658); high net worth individuals (401); charitable organizations (1).

**Which custodians does Paul R. Ried Financial Group, LLC use?**
Paul R. Ried Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Paul R. Ried Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297284

**What changed in Paul R. Ried Financial Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $1,061,462,332 to $1,268,180,179 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Flat fee: $550 to $2,000 (Financial Planning fees)

> Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $550 to $2,000, depending on the specific arrangement reached with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,268,180,179
- Discretionary: $1,257,308,349
- Non-discretionary: $10,871,830

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 658 | $328,818,001 |
| High net worth individuals | 401 | $938,938,327 |
| Charitable organizations | 1 | $423,851 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, HI, ID, MI, MT, NH, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [paulried.com](https://paulried.com)
- Facebook @PAULRIEDFINANCIALGROUP
- LinkedIn @PAUL-RIED-FINANCIAL-GROUP-LLC
- X @PAULRIEDGROUP
- YouTube @PaulRiedFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $831,065,473 | 10 | March 3, 2021 |
| October 2022 | $968,682,704 | 10 | March 4, 2022 |
| October 2023 | $876,429,114 | 8 | March 9, 2023 |
| October 2024 | $980,705,282 | 8 | March 25, 2024 |
| October 2025 | $1,061,462,332 | 10 | February 24, 2025 |
| October 2026 | $1,268,180,179 | 12 | March 3, 2026 |

Regulatory assets under management: $831,065,473 in the October 2021 data and $1,268,180,179 in the October 2026 data, up 53%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $1,061,462,332 to $1,268,180,179 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Paul R. Ried Financial Group, LLC (CRD 297284): Form ADV filing data as of October 2026.