Top financial advisors in Mercer Island, WA
We've curated a list of the best financial advisors in Mercer Island, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,185,879,230 Number of advisors 55 advisors | |||
| 2 | Assets under management $232,949,457 Number of advisors 8 advisors | |||
| 3 | Assets under management $137,485,305 Number of advisors 4 advisors | |||
| 4 | Assets under management $128,514,707 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mercer Island, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Northwest Asset Management
Northwest Asset Management, established in July 2008, offers a wide range of investment advisory, planning, and consulting services tailored to clients' needs. The firm's investment management process includes defining goals, assessing risk, developing a strategy, implementing it, and monitoring progress. As fiduciaries, they act in clients' best interests, providing retirement planning, financial planning, and sub-advisory investment management services. The firm may select outside portfolio managers based on various factors, including past performance and investment philosophy. Northwest Asset Management sponsors the NWAM Choice Solutions Wrap Fee Program, where clients pay a specified fee for advisory services and transactions. The firm charges a fixed percentage of assets under management, transaction fees, or flat fees, with negotiable rates ranging up to 1.75% annually. They may receive economic benefits from broker-dealers for custody and brokerage services, potentially creating conflicts of interest. The firm does not charge performance-based fees and does not vote proxies for clients' securities. Northwest Asset Management does not compensate for client referrals and does not vote proxies for clients' securities. The firm does not solicit prepayment exceeding $1,200 six months in advance and has not been subject to a bankruptcy petition in the last ten years. Additionally, the firm received loans under the C.A.R.E.S. Act in 2020, which were subsequently forgiven. Clients are responsible for voting proxies for securities in their accounts, and the firm does not vote on their behalf.
$2,185,879,230 under management
55 advisors
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
S. R. Schill & Associates, Inc.
S. R. Schill & Associates, Inc. is a financial advisor firm established in 1987 and located in Mercer Island, WA. The firm specializes in wealth management services, offering discretionary portfolio management based on individual investment goals, time horizons, objectives, and risk tolerance. Clients authorize the firm to execute investment transactions based on the agreed-upon investment program. The firm provides services such as legacy and tax planning, financial advice, and investment policy statements. Clients have the option to impose restrictions on investments. For fees and compensation, S. R. Schill & Associates charges an annual investment advisory fee based on total assets under management. The fee schedule is non-negotiable and billed quarterly in advance. The firm does not sponsor wrap fee programs and has assets under management totaling $232,949,457 for discretionary amounts and $211,360 for non-discretionary amounts as of September 1, 2023. The firm's investment strategy involves fundamental analysis, technical analysis, charting, and cyclical analysis. Clients do not have a minimum account requirement to open an account, but there is a minimum fee of $2,499. The firm has a fiduciary duty to act in the best interests of clients. Clients receive quarterly account statements from qualified custodians, and the firm has limited custody due to direct fee deductions. The firm also provides information about the educational background and business experience of its principal executives.
$232,949,457 under management
8 advisors
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
The Fauser Group, LLC
The Fauser Group, LLC, based in Mercer Island, WA, was established in 2016 by Michael Fauser. As a fiduciary, the firm acts in clients' best interests, offering asset management and investment consulting services. Clients receive comprehensive investment advisory services, including financial planning and consultation, tailored to their financial goals and risk tolerance. The firm manages investment portfolios on a separately-managed account basis for individuals, high net worth individuals, trusts, businesses, and non-profit organizations. The investment strategy includes multiple asset classes like stocks, bonds, commodities, and real estate, with a preference for exchange-traded funds and individual issues over mutual funds. Fees are charged based on a percentage of assets under management, with annualized fees billed monthly. The firm does not offer a wrap fee program and does not charge performance-based fees. Clients have the option to provide the firm with investment discretion, allowing the firm to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to specific criteria not being met. For more details, clients can contact Michael Fauser, the Chief Compliance Officer.
$137,485,305 under management
4 advisors
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
The Planner's Edge LLC
The Planner’s Edge LLC, established in 2017 and registered as an investment advisor in 2018, offers customized financial planning and portfolio management services. The firm's unique approach, The Serious Money Approach™, includes tailored services such as Serious Money Conversations, Thinking Systems, Strategy Management, Portfolio Management, Money-in-Motion Management, and Paperwork Management. Portfolio management services are provided on a discretionary basis, with fees typically based on a percentage of assets under management. Clients may also opt for individual components of The Serious Money Approach for a flat fee. The firm does not charge performance-based fees and acts as a fiduciary, ensuring recommendations are in the client's best interest. The Planner’s Edge LLC serves various clients, including individuals and trusts, with no minimum account size requirement. Investment strategies focus on asset allocation, diversification, and rebalancing, with risk management principles in place. The firm does not receive commission-based compensation and has not been involved in any disciplinary events. Client information is kept confidential, and security measures are in place to protect data. The Planner’s Edge LLC does not vote proxies for client securities and has custody of client funds in limited circumstances.
$128,514,707 under management
3 advisors
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
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Mercer Island, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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