Top Financial Advisors in Mercer Island, Washington
Finding the right financial advisor in Mercer Island is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Mercer Island, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Mercer Island, WA.
Find the Best Financial Advisor Firms in Mercer Island:
NORTHWEST ASSET MANAGEMENT
CRD#: 147923
Address: 2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040
Clients: 1,917
Average Clients per Advisor: 50
AUM: $ 3.6B
THE FAUSER GROUP, LLC
CRD#: 282351
Address: 3040 78th Ave Se #591, Mercer Island, WA 98040
Clients: 157
Average Clients per Advisor: 157
AUM: $ 250M
ALETHEA CAPITAL MANAGEMENT, LLC
CRD#: 156500
Address: Mercer Island, WA
Clients: 10
Average Clients per Advisor: 10
AUM: $ 196M
THE PLANNER'S EDGE LLC
CRD#: 114616
Address: 2737 78th Avenue Se Suite 103, Mercer Island, WA 98040
Clients: 150
Average Clients per Advisor: 50
AUM: $ 187M
S. R. SCHILL & ASSOCIATES, INC.
CRD#: 105864
Address: 2448 - 76th Ave Se Suite 107, Mercer Island, WA 98040
Clients: 136
Average Clients per Advisor: 45
AUM: $ 127M
DLK INVESTMENT ADVISORS, LLC
CRD#: 328897
Address: 7525 Se 24th Street Suite 410, Mercer Island, WA 98040
AUM: $ 101M
How We Chose the Top Financial Advisors in Mercer Island, Washington
To create this list of top financial advisor firms in Mercer Island, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Mercer Island has to offer.
Search Financial Advisors in Mercer Island, Washington
Michael George Silvernagel
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
David Robert Grenier
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
James Patrick Furrow
Registered Affiliation(s):CETERA WEALTH SERVICES, LLC
John Shepard Adams
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Stephanie Dallas
Registered Affiliation(s):MORGAN STANLEY
Dennis Vincent Clavin
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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