Snider Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated April 24, 2026, reports $550M in regulatory assets under management, 15 employees, 1 office, and 1,543 accounts.
Assets Under Management
$550M
Employees
15
Offices
1 office
Total Clients
515
Primary office
BELLEVUE, WA
12505 BEL-RED ROAD, SUITE 200, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
355
2
HNWI
30.9%
159
3
Pooled Investment Vehicles
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$550Mas of April 24, 2026
Discretionary100.0%
$550M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$550M
Total Accounts1,543
10Y AUM Change+$490M (+816.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee34:1
10Y Employee Change+10 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.