Washington · 12 advisers
Financial Advisors in Mercer Island, Washington
Looking for a financial advisor in Mercer Island, Washington? Falists indexes 12 SEC-registered and state-registered investment advisers in Mercer Island — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $4.13B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
12
With website
8
Largest AUM
$4.13B
Financial planning
6
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mercer Island
Ranked by AUM · Fees, team & specialties at a glance
NORTHWEST ASSET MANAGEMENT
Mercer Island, WA
AUM
$4.13B
Team
44 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
206-838-3680
TSP ADVISORS, LLC
Mercer Island, WA
AUM
$317.3M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
425-248-0591
THE FAUSER GROUP, LLC
Mercer Island, WA
AUM
$314.5M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
206-466-2542
THE PLANNER'S EDGE LLC
Mercer Island, WA
AUM
$178.7M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-232-4500
S. R. SCHILL & ASSOCIATES, INC.
Mercer Island, WA
AUM
$143.1M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
206-275-2700
GOLDBLOOM WEALTH MANAGEMENT LLC
Mercer Island, WA
AUM
$100.8M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
206-528-2001
DLK INVESTMENT ADVISORS, LLC
Mercer Island, WA
AUM
$140.7M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
206.203.0010
ACT SECURITIES, LLC
Mercer Island, WA
AUM
—
Team
1 advisors
Clients
0
Fees
A PERCENTAGE OF FEES EARNED BY ADVISOR FOR WHO WE SOLICIT
206-486-3400
HEMISPHERE VENTURES ADVISORS, LLC
Mercer Island, WA
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
312-282-0704
More cities in Washington
Common questions
- How many financial advisors are in Mercer Island, Washington?
- 12 registered investment advisers are listed in our Mercer Island directory, sourced from public SEC filings.
- What types of advisors are in Mercer Island?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Mercer Island?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.