Best Financial Advisors in MERCER ISLAND, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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
DLK INVESTMENT ADVISORS, LLC
MERCER ISLAND, WA · Since 2024
NORTHWEST ASSET MANAGEMENT
MERCER ISLAND, WA · Since 2008
THE FAUSER GROUP, LLC
MERCER ISLAND, WA · Since 2020
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
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.