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Best financial advisors in Mercer Island, WA

Registered advisers within 25 miles of Mercer Island, WA.

Offices
1,517
Firms
520
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.39M
3,390,231 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

THE PLANNER'S EDGE LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
HEMISPHERE VENTURES ADVISORS, LLC
EDWARD JONES
S. R. SCHILL & ASSOCIATES, INC.
MEGG INVESTMENT, LLC
DLK INVESTMENT ADVISORS, LLC
ACT SECURITIES, LLC
THE CAPROCK GROUP, LLC
LPL ENTERPRISE, LLC
PURE FINANCIAL ADVISORS, LLC
MUTUAL ADVISORS, LLC

Investors

JEFFREY DAVID ROSS
BRIAN PAUL BERTSCH
Gavin Herbert Schumaker
TOMMY RAY SCHUMAKER
RICHARD MASON LAWRENCE
BENJAMIN WAYNE MELTON
DAVID BRUCE RICHARDSON
KIRK JEFFREY NEAMEN
Leann Kathlene Price
TRAVIS ALDEN MANN
Colin Mathew Huber
JAMES CHANDLER RICHARDS
HAYLEY ANNE HILL
Josiah Paul Martin
Lu Song
Albert Samuel Angel
Rebecca Dina Angel-Feuer
ERIN JAMES SCANNELL
KATHLEEN MARIE HOBART
ROBERT GERALD MAAS
Kim W Hoversten
STEVEN PATRICK BEALEY
GINA MARIE EATON
Joel Kees Bakker
JEREMY RYAN HOFFMAN
Crystina Mercedes Nguyen
Callahan Wales
CLAYTON BRUNTON HARRISON
BRIAN MATTHEW VAN HOUTEN
Nolan Ginsberg
Kani Cassens
Tanveer Singh Khabra
Ryan Alan Churchfield
Gabriela Liang
Henry John Randall Kooy
Sean Grantham McCabe
STEVEN ANDREW FOX
Chelsea Pagoaga
SCOTT JASON SCHILL
LEONARD ALAN SKIENA
STANLEY ROI SCHILL
Edmund Matthew Van Winkle
NATALIE DAWN HOLM
Joseph John Gryniuk
PETER JOHN WATSON
BRADLEY JOSEPH KNUFFKE
DAVID MEEKS
Jamey Watson
Bon Myeon Koo
CARTER Alexander JENSEN
LAURA BENNETT
JANELLA PEARL JONES
Charles Norman Shaffer
SUSAN YOUNG GIANNINI
Rommel L Ver
BENJAMIN NELS BEAR
PAUL TORRALBA CANIMO
MATTHEW PAUL COUR
JAMES CAMERON WATSON
WALTER JAMES BROWN
Colin Patrick Turner
Colleen Inez Hale
Carlo Berti
Andrew Benjamin Jones
JACKSON GIBBS
Todd Patrick Hamblet
BENJAMIN KURT NAVRATIL
KYOUNGHO KIM
MARSHALL ALLEN NICHOLS
IVAN MURPHY-DLOUHY
JONATHAN MAYS
TODD REESE
Eric T Gudmundson
ANDRES Felipe PENA ROSS
Owen Gortner
Sunny Fang Yu Yang
GREGORY AARON BROWN
BRADLEY LOREN ANDERSON
WARN DEE WILLIS
BRUCE DOUGLAS ECKFELDT
RUSSELL LON SNYDER
CYNTHIA ANNE GAMMON
Mohammad Ali Zuberi

Within 25 miles of Mercer Island, WA, Best Investors lists 520 registered investment advisory firms with 1,517 offices nearby, managing about $20.1T in combined regulatory AUM across 3,390,231 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Mercer Island

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM