Best Financial Advisors in MERCER ISLAND, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in MERCER ISLAND
S. R. SCHILL & ASSOCIATES, INC.
MERCER ISLAND, WA · Since 1987
THE PLANNER'S EDGE LLC
MERCER ISLAND, WA · Since 2021
TSP ADVISORS, LLC
MERCER ISLAND, WA · Since 2022
NORTHWEST ASSET MANAGEMENT
MERCER ISLAND, WA · Since 2008
DLK INVESTMENT ADVISORS, LLC
MERCER ISLAND, WA · Since 2024
THE FAUSER GROUP, LLC
MERCER ISLAND, WA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in MERCER ISLAND?
The median advisory fee in MERCER ISLAND, WA is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.