Investment advisers in Mercer Island, WA
6 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Northwest Asset Management | $4.13 billion | 62 | 0 |
| Tsp Advisors, LLC | $317.3 million | 12 | 0 |
| The Fauser Group, LLC | $314.5 million | 4 | 0 |
| The Planner's Edge LLC | $178.7 million | 3 | 0 |
| S. R. Schill & Associates, Inc. | $143.1 million | 6 | 0 |
| Dlk Investment Advisors, LLC | $140.7 million | 2 | 0 |