Fee-only adviser · Redmond, WA
Private Advisory
Private Advisory is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Redmond, Washington. On its latest Form ADV, filed October 30, 2026, it reports $2.1B in regulatory assets under management, 915 individual clients and 12 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 170043 · SEC file 801-79100 |
| Office | 16880 NE 79th Street Redmond, WA 98052 |
| Phone | (425) 498-2320 |
| Website | privateadvisory.com |
| Regulatory assets under management | $2.1B ($2.1B discretionary) |
| Individual clients | 596 non-high-net-worth, 319 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 31 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Redmond
- Waystone Advisors LLC $179M
- Firebrand Wealth Management, LLC $79M
- Percension Wealth Advisors, LLC $27M
- Truvista Advisors LLC $65M
- Ceva Advisors $52M
- Xstar Fund Management LLC $60M
See all 7 fee-only advisers in Redmond →
Nearby
- Kirkland 12 firms
- Woodinville 1 firm
- Bellevue 40 firms
- Kenmore 1 firm
- Bothell 2 firms
- Lake Forest Park 1 firm
- Mercer Island 4 firms
- Shoreline 1 firm
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