Bellevue, WA Office
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Range Advisory, LLC
Multi-team
Firm-wide stats for Range Advisory, LLC
About
Range Advisory serves U.S. individual clients, including high‑net‑worth and ultra‑high‑net‑worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm reports roughly $1.4 billion in discretionary assets under management and platform‑linked assets under advisement of about $17.4 billion.
Range constructs and maintains its own model portfolios while also offering access to third‑party turnkey asset management strategies and tax‑aware direct indexing in taxable accounts, with allocations driven by onboarding questionnaires and client‑imposed restrictions. It incorporates an AI assistant (Rai) for client-facing questions and uses LLM‑based tools to model portfolio transitions, with human review and retained fiduciary responsibility for recommendations.
Range’s compensation model is subscription‑based rather than a traditional percentage‑of‑AUM advisory fee, and subscription revenue is allocated among affiliated entities, which the firm discloses and supervises. The firm is affiliated with a registered broker‑dealer that may execute, clear and route client trades and also issues periodic client communications and engages promoters under disclosed arrangements, creating conflicts the brochure explains and addresses through policies and oversight.
Based on Range Advisory, LLC
Expertise
Based on Range Advisory, LLC
Location
One Bellevue Center, 411 108th Ave NE, Suite 650
Bellevue WA 98004
Advisors at this office
3
Advisors at this office
Matthew S
Series 63, Series 65
Bellevue, WA
Range Advisory, LLC
Matthew Stonich is a Financial Consultant at Fidelity Investments. He has held various roles within the company since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Throughout his tenure at Fidelity Investments, Matthew has developed expertise in financial planning and investment consulting. Matthew emphasizes the importance of having a clear financial plan to work towards individual goals, as reflected in his personal statement: "Everyone needs a plan in place to work towards their goals. Let's take a minute to make a plan, don't make a plan a minute." This approach guides his work with clients to establish structured financial strategies.
Connor B
CFP®, Series 66
Bellevue, WA
Range Advisory, LLC
Connor Black is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Range Advisory, LLC. He previously worked at Fortis Financial Group, Moss Adams Wealth Advisors LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers customized model portfolios alongside third-party strategies and tax-aware direct indexing.
Clare D
Series 63, Series 65
Bellevue, WA
Range Advisory, LLC
Clare Dandridge is a financial advisor at Range Advisory, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Rockefeller Financial LLC and Northwestern Mutual. Range Advisory serves U.S. individual clients, including high-net-worth and ultra-high-net-worth households, providing financial planning, investment advice, and discretionary portfolio management. The firm manages approximately $1.4 billion in discretionary assets and offers proprietary model portfolios alongside third-party strategies and tax-aware direct indexing.
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