Financial advisers in Mercer Island, WA
6 registered investment adviser firms in Mercer Island managing $5.2B in assets, based on public SEC Form ADV filings.
Northwest Asset Management
Mercer Island, WA · Est. 2008
NationalInternational
- AUM
- $4.1B
- Per adviser
- $94M
- Advisers
- 44
No reported disclosures
Tsp Advisors, LLC
Mercer Island, WA · Est. 2022
Local
- AUM
- $317M
- Per adviser
- $106M
- Advisers
- 3
No reported disclosures
The Fauser Group, LLC
Mercer Island, WA · Est. 2020
Local
- AUM
- $314M
- Per adviser
- $314M
- Advisers
- 1
No reported disclosures
The Planner'S Edge LLC
Mercer Island, WA · Est. 2021
LocalInternational
- AUM
- $179M
- Per adviser
- $60M
- Advisers
- 3
No reported disclosures
S. R. Schill & Associates, INC.
Mercer Island, WA · Est. 1987
Local
- AUM
- $143M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
Dlk Investment Advisors, LLC
Mercer Island, WA · Est. 2024
Local
- AUM
- $141M
- Per adviser
- $70M
- Advisers
- 2
No reported disclosures