# Snider Financial Group

> Snider Financial Group is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2008, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 117392
- Filed as: SNIDER FINANCIAL GROUP
- Legal name: Snider Retirement Strategies, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117392
- AdvisorCensus page: https://advisorcensus.com/firm/snider-financial-group-bellevue-wa-117392

## Quick answers

**How is Snider Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Snider Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Snider Financial Group registered with the SEC or a state?**
Snider Financial Group is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 117392.

**How much does Snider Financial Group manage?**
Snider Financial Group reports $549,695,384 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (100% discretionary).

**How have Snider Financial Group's assets and staff changed since 2021?**
In the Form ADV data for Snider Financial Group: Regulatory assets under management: $235,481,805 in the October 2021 data and $549,695,384 in the October 2026 data, up 133%. Total employees: 5 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Snider Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (355); high net worth individuals (159); pooled investment vehicles (other than investment companies and business development companies) (1).

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

**Does Snider Financial Group 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/117392

**What changed in Snider Financial Group's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in MI.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial 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: $549,695,384
- Discretionary: $549,695,384
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 355 | $126,371,020 |
| High net worth individuals | 159 | $421,366,196 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,958,168 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AZ, CA, FL, ID, MI, MO, NH, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sniderfinancialgroup.com
- Facebook @SpecialNeedsofPugetSoundGroup
- Facebook @sniderfg
- LinkedIn @89832385

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $235,481,805 | 5 | July 16, 2021 |
| October 2022 | $329,435,663 | 10 | August 19, 2022 |
| October 2023 | $268,623,420 | 11 | March 23, 2023 |
| October 2024 | $315,808,386 | 10 | September 25, 2024 |
| October 2025 | $500,674,906 | 16 | March 20, 2025 |
| October 2026 | $549,695,384 | 15 | September 21, 2026 |

Regulatory assets under management: $235,481,805 in the October 2021 data and $549,695,384 in the October 2026 data, up 133%.
Total employees: 5 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in MI.

### April 2026
- Employees performing advisory functions went from 9 to 8.

### December 2025
- Registered or notice-filed in AK, FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Snider Financial Group (CRD 117392): Form ADV filing data as of October 2026.