Top advisors in Mercer Island
We’ve curated a list of the best financial advisors in Mercer Island, take a look at it below
Find an advisor in Mercer Island| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,185,879,230 | 55 advisors | ||
| 2 | $232,949,457 | 8 advisors | ||
| 3 | $137,485,305 | 4 advisors | ||
| 4 | $128,514,707 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Mercer Island, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mercer Island. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Northwest Asset Management
Assets under management
$2,185,879,230
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
2. S. R. Schill & Associates, Inc.
Assets under management
$232,949,457
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
3. The Fauser Group, LLC
Assets under management
$137,485,305
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. The Planner's Edge LLC
Assets under management
$128,514,707
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Publication Of Periodicals Or Newsletters
Your first meeting is free.