RIA Intel›Advisers›Washington›PAUL R. RIED FINANCIAL GROUP, LLC

PAUL R. RIED FINANCIAL GROUP, LLC

Advisory

N·BELLEVUE, WA

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM

$1.3B

1-Year AUM Growth

0.0%

3-Year CAGR

+4.6%

Employees

8

Assets Under Management

Total AUM$1.3B

Discretionary AUM$1.3B

Non-Discretionary AUM$11M

Discretionary %99.1%

Total Clients1,038

Team

Total Employees8

Investment Advisers12

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record21

First FilingJul 6, 2018

Latest FilingMar 3, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PAUL R. RIED FINANCIAL GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.