Best Investors Account Sign in

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

MAINSAIL FINANCIAL GROUP
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
HSBC SECURITIES (USA) INC.
PAUL R. RIED FINANCIAL GROUP, LLC
CAPTRUST
GREENROCK ASSET MANAGEMENT LLC
ANGELLIST ASSET MANAGEMENT, LLC
KELP CAPITAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

FELICIA KATHRYN FLY
Tonye Daye Wokoma
Eddy Qing Su
ADAM MICHAEL LAIBSON
BRANDON LEE STEELE
Joshua Eugene William Moore
JONATHAN CLAY BRANDT
JOHN DAVID GRIFFIN
AMANDA LEIGH WEBSTER
TIFFANY ELISE COTE
SPENCER ALAN BRUESKE
SCOTT ALAN BRUESKE
ALEXANDER SCOTT BRUESKE
ROGER VICTOR PHELPS
Unubileg Battulga
CHARLES RALPH SALERNO
Sean Emmet Breen
WILLIAM J MORAN
Mughees Alam Khan
Jie Ji
Ericka Kay Marini
DAVID ISHII
Kun Qian
Rong Zhang
Qiang Lu
Le Wang
MEILING ELSNER
SAMIRAN SWAPANKUMAR KUNDU
Yali Pan Sheneman
FANGXU XIE
JASON PAUL MILLER
Kenneth Wayne Powell
PAUL RICHARD RIED
ADAM JORDAN
KELLY ANDREW KOLSTAD
STANLEY THEODORE WOODROME
Georgia Ann Maloy
Daniel Yinfu Shen
TIMOTHY ROSS KIMMEL
KYLE EDWARD HAUGE
MELISSA ANN KARPEN
Ashley Kathleen Frost Corley
Michael Thomas Coyne
Ryan Eric Colkitt
VINH HOANG NGUYEN
Clayton Hunter
MATTHEW MICHAEL MYERS
GEOFFREY PETER SCHOCK
SABRINA KATHLEEN MCGURR
STEVEN PAUL POIRIER
JEFFREY KENNETH FEINGLAS
ANDREW CHRISTOPHER MYERS
Kory L Kumasaka
Kyle Igarashi
Yuki Elizabeth Igarashi
Marcus N Cullen
Peter Phung
Angela Mathews
Samuel J Eichhorn
JULIE H SUN
JUAN ANDRES AGUILAR
Christina Sun
Pin-wen Wang
LELIAN SOLIP
CYNTHIA NGOC-BICH HOANG
Trevor J Foster
Donald Cedric Davies
Bengt NATHANIEL Johnson
Vikram Raghavendra Kirikera
ANDREA CARSON
DAVID Carson
DEBERA HANSEN-AIKEN
BRIAN KRELL
DANIEL R HEU-WELLER
Andrew Dickson
DANA MARIE DUKE-WILLIAMS
CLAIRE MALIA HORTON
TAMA LYNNE BORRIELLO
DONNA JEEUN KIM
ALYSSA MARIE PEPONIS
NAIMA RASHEED
RYAN DUNCAN CARPENTER
ERIC JON NORRIS
CHRISTOPHER ARTHUR DACK
Zhuo Wang
Sang Lee
SANDRA CAIRNS
Susan Hanneman
MATTHEW ADAM SCHER
JEAN-PIERRE GREEN
PAULIINA SLOSSON
ROB BREWER
MARK BERNARD PEDERSON
THOEUM THAIY
BENJAMIN CLAIR DUENWALD
PATRICK Danniel CHIN
JOHN ROBERT HALL
TRONG DINH PHAM
BRADEN CHRISTOPHER HAMMER
COLIN RYAN COOK
Michele Centanni
Lauren Cosette Murray
Sean Michael Kron
Philip Jang
Eric Mason Owens
Shokouh OSSADAT MOUSAVI AHMADI
DANTE IZRAEL RODRIGUEZ
Aaron Lee Marshall-Spitzbart
Curtis Lee Schlichtmann
Malcolm Malulani Kerr
Nathan Thomas Fosnick
Jalen A Lund
Matthew Ratto
NINA LYNNE ABELMAN
Craig Andrew Foreman
Gary Ovsak
LORI WOODKE MINARD
PAUL GINO ELDER
SCOTT H MCCLAVE
KIRSTI ANN WOODS
PATRICIA MURPHY-RADIGAN
Daniel DANIEL Duke
KURT SCHULZ
JAMES E BUCHMILLER
JACOB BLAYNE BARNHART
CATHLEEN ANN ACKLEY
Eileen P Days
JENNIFER F SIK
TARA J CANCRO
JEREMY JOSEPH PAWLAK
STEPHEN C BOWZER
JAMES E TOEPEL
JEFFREY LYLE THOMAS LYNN
Robert Michael Ebert
Alex M Minard
Louis M Feinberg
Daniel W Sullivan
Allison M Liang
RACHEL R TEO
Jeffrey William Anderson
Ryan Patrick Wheatley
Emily Kim
Brian Matthew Minard
Wasian Delta Wailan Wowor
Sukwoo Lee
Kenneth Daniel Jones
Cole John Foreman
MICHAEL Scott HOLT
Ha Thi Ngoc Tran
Prabpreet Singh Minhas
Logan Tanner
Nicholas M Bratkovich
Armaan Singh Natt
Renee E Thomas
JOHN RICHARD ALLISON
Annukka K Mikkola
Fazil D Tiryakioglu
JOHN RIAL
Lori M Wiegand
STACEY LYNN MORGAN
Kim Elaine Lafferty
LORI ANN ARNEVICK
Elizabeth MICHELE Roman
CLARK CLIFFORD SMALL
Gianna Sue Miller
Laura Lynn Simons
MICHAEL ANTHONY IMLER
CORA SIU CHAN CHAN
MIKIHISA KOBAYASHI
EDWARD ALAN LEE
CHRISTINE ANN PHILIPPS
Neil Bonn
Kate Elizabeth Becherer
Ricardo A RuizCalvillo
Casey W Haldis
Carson J Small
Jian Zou
Nicolas P Tammen
Yashi M Poole
Ryan T Warzel
PETER VAN KLINE
LAURA JONES
Ashley Elizabeth Gardner
JENNY GORDON
Ka man Au
Megan Vigus
Harminder Dhaliwal
Ariel Romero
Sung H Kim
Alexander John Eiken
Tai Huu Nguyen
Ningyi Chen
Danielle Wendy Zinck
Louise Alexander
CLAIRE ANN IRIZARRY
He He
Jennifer N Trent
Kassidy Kealoha Reisinger
Jingwei He

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