Viridian Ria, LLC

Viridian Ria, LLC (CRD# 171332) is a financial advisory firm headquartered in Bothell, WA. They manage $506,549,587 in 2,161 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    507
    MILLION
  • Total Number of Accounts
    2,161
    ACCOUNTS
  • Average Account Value
    $234,405
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, ID, IL, OR, TX, WA

Financial Advisors at Viridian Ria, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Robert D. Abrams
CRD#: 2247487
22232 17th Ave Se, Suite 210, Bothell, WA 98021
96
Wealthminder
score

Robert Abrams (CRD# 2247487) is an Investment Advisor Representative working at Viridian Ria, LLC in Bothell, WA and has over 25 years of experience in the finance industry. Robert Abrams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brent W. Elledge
CRD#: 1074612
1316 Wall Street, Suite 2d, Everett, WA 98201
96
Wealthminder
score

Brent Elledge (CRD# 1074612) is an Investment Advisor Representative working at Viridian Ria, LLC in Everett, WA and has over 30 years of experience in the finance industry.

3
Mary Ann M. Ferreira
CRD#: 704062
11245 Se 6th Street, Suite 210, Bellevue, WA 98004
96
Wealthminder
score

Mary Ann Ferreira (CRD# 704062) is an Investment Advisor Representative working at Viridian Ria, LLC in Bellevue, WA and has over 15 years of experience in the finance industry. Mary Ann Ferreira has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Mark D. Jaeger
CRD#: 1308398
11245 Se 6th Street, Suite 210, Bellevue, WA 98004
96
Wealthminder
score

Mark Jaeger (CRD# 1308398) is an Investment Advisor Representative working at Viridian Ria, LLC in Bellevue, WA and has over 16 years of experience in the finance industry. Mark Jaeger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Reginald I. Tilley
CRD#: 1066561
22232 17th Ave Se, Suite 210, Bothell, WA 98021
96
Wealthminder
score

Reginald Tilley (CRD# 1066561) is an Investment Advisor Representative working at Viridian Ria, LLC in Bothell, WA and has over 35 years of experience in the finance industry. Reginald Tilley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Matthew E. Boelter
CRD#: 6108646
22232 17th Ave Se, Suite 210, Bothell, WA 98021
93
Wealthminder
score

Matthew Boelter (CRD# 6108646) is an Investment Advisor Representative working at Viridian Ria, LLC in Bothell, WA and has over 5 years of experience in the finance industry.

7
Brian A. Johnson
CRD#: 5945411
11245 Se 6th Street, Suite 210, Bellevue, WA 98004
93
Wealthminder
score

Brian Johnson (CRD# 5945411) is an Investment Advisor Representative working at Viridian Ria, LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

8
Adriel Tam
CRD#: 5301024
22232 17th Ave Se, Suite 210, Bothell, WA 98021
93
Wealthminder
score

Adriel Tam (CRD# 5301024) is an Investment Advisor Representative working at Viridian Ria, LLC in Bothell, WA and has over 10 years of experience in the finance industry.

9
Bruce M. Yates
CRD#: 874023
22232 17th Ave Se, Suite 210, Bothell, WA 98021
93
Wealthminder
score

Bruce Yates (CRD# 874023) is an Investment Advisor Representative working at Viridian Ria, LLC in Bothell, WA and has over 35 years of experience in the finance industry.

10
Douglas B. Custer
CRD#: 2423737
11245 Se 6th Street, Suite 210, Bellevue, WA 98004
86
Wealthminder
score

Douglas Custer (CRD# 2423737) is an Investment Advisor Representative working at Viridian Ria, LLC in Bellevue, WA and has over 24 years of experience in the finance industry. Douglas Custer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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