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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

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STIFEL, NICOLAUS & COMPANY, INCORPORATED
D.A. DAVIDSON & CO.
OKUNG VENTURES LLC
UBS FINANCIAL SERVICES INC.
PATHSTONE
KAIROS CAPITAL MANAGEMENT, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AVIER WEALTH ADVISORS
GOLDFINCH PARTNERS
BMMS WEALTH ADVISORY LLC
MERCER GLOBAL ADVISORS INC.

Investors

Bernadette Marie McKeown
TRACI LYNN BUMPUS
Jacob M Burns
HEATHER L GORDON
Amarinder Sandhu
Matthew Edward Arbogast
Curtis M Geathers
JAMES BYRON FERGUSON
COLBY CHARLES HANOVER
BRENDA FORONDA CAMPBELL
KRISTEN HELENE BUXTON
MATT J. BRIDGE
Kristoffer RYAN Marshall
Ngocha Nguyen
Ryan Griffin
Melody A Rose
IAN HAGLEY
ALAN LUBNER
TODD CHARLES KELLY
RAMY AWAD
JEFFREY K MILLER
Jamie Franceschina
Wyatt G Clark
MICHAEL JAMES TUCKER
EDWARD DAVIS WILDER
RANDY ALLYN HULETT
LEANN DENISE ST. GERMAIN
ANDREW ODEA CAMPBELL
JON RANDALL GARBERG
MICHAEL JOHN-HUBBARD THOMPSON
JEANINE MARIE GASTON
KAMEON TERESA THOMPSON
KAREN OKAMURA ROWE
GWENDOLYN MAY POOLEY
GLEN JOHN NESS
KARI ANN HAYDEN
BRADLEY WRIGHT MCINTOSH
DEVON KOBUKE SCHMIDT
Carter Henry Rusch
John Robert Seibly
REBECCA MARIE HELLMAN
ROBERT EDWARD SCHMIDT
MICHAEL GREGORY FOSTER
NICOLE JACQUELINE HANSEN
SCOTT A HEIMDAHL
GEORGE CHARTER HARRISON
AISLINN BURKETT BAKER
COLLIN CAMPBELL
MARK ALLAN MCCLURE
HENRY SCOTT KRUSE
JOHN-ERIK WILLIAM ANDERSON
JOAN CHARMAINE FISHER
MICHAEL JOSEPH HARKINS
LANCE RAYMOND MCINTOSH
TIMOTHY KEVIN TUCKER
CHRISTOPHER DOUGLAS ROMNEY
STEVEN JAMES RUSTIK
JASON MICHAEL AUTEN
Rachel Jeanine Jones
NATALEAH JAVONNE DIETZMANN
Sean Elizabeth Ladd
ABRAHAM RAWLEY OTOUPAL
REIS EDWIN NEWBURN
ALEXANDER NESBIT TUCKER
Christina Sun Lee
BRADLEY STEVEN RUSTIK
MEGAN KITTIE LOUIE IBRAHIMI
Timothy Lewis Cotton
Halley Y Hu
Doug John Wiedemeier
Whitney Joyce Isbell
MICHAEL LIPPARD BELL
CHRISTY GATIEN
DAVID JAMES GREENFIELD
Anna Louise Bush
JAMES KIRBY RICHARDS
Heidi Hughes Buck
THOMAS WALLING CONWAY
SUSANN LOUISE JOO
CHASE MICHAEL VASELEOU
James Brandonisio
Ryan ANTHONY Amanati
Heidi Angelique Tickle
Jefferey D Redford
JASON THOMAS LIEBL
HANAH J VIATOR
Victoria Ann Brimhall
MEGAN THERESA DURNING
Matthew Woudstra
Charles James Regan
ROMA MALHOTRA
ERIKA FABRICATORE
NICOLE SHAWNTELL BETHUNE
Zhao Liu
Junhong Li
JASON WILLIAM THERRELL
JAMES FRANCIS KOVARIK
STACY RYAN OSTER
MICHAEL BOCKNER
Kimberly Chin Muska
Derin Jean Russo
JASON LAINE HAMLIN
KATHRYN JOSEPHINE SCIBA
Michael Zaky
Christian Zwicky
Mandy Sheau Huei Ho
Cassidy Gordon
Todd Evans Campbell
GWEN G WEIGELT
STEVEN CARL NORTHEY
SHAWN LLOYD MEEKS
SHAWN CONWAY MACFARLAN
PATRICK JAMES GALBRAITH
LINDSAY ANNE GOOKSTETTER
DAVID MICHAEL WEHRMAN
CHRIS WYATT BILLINGSLEY
Scott C. Dale
DEVIN ROBERT MEUCCI
ROBERT S. CAMPBELL
HEATHER LEIGH BRITTAIN
ZACH GOLDBERG
KAORU SHIMMYO YI
JEFFREY JAMES MILLER
JON ROBERT PETERSEN
TYLER JOSEPH NEAL
TYLER T MATTHEWS
BIJAN BEHBOODI
DANIEL JOHN DULLUM
REBEKAH JOY BOETTCHER
RENEE MICHELLE HAWKES
Melanie Rubinstein
Nicholas Persha
Julia Yukiko James
Tyler DeBrock
Marco Raphael Pamparo
Mason Lawrence
Blake Matthew McAllister
Alexander J Lopez
Anya Shakti Krishnaswamy
BLYTHE S. MANSON
DANIEL JAY WILSKIE
CLARENCE MICHAEL PICKLES
SUBEER DEV MANHAS
AMIT PRAVIN TRIVEDI
Tammy Lynn Lester
DARBY LYNNE JONES
SERENA ELSIE Manfre
MATTHEW DAVID STEELE
TANNER GRIFFIN PEELEN
ALENA M KURLOVICH
LINDSAY JENS JENS DEKLERK
Diana E Mendoza
Joseph Jensen Solan
Jarrod Edward Byers
Michael Patrick Norman
Yi Wu
Alexis Kristine Green
Elysia Truc Nhi Bui
KEVIN NORMAN HANSEN
ROBERT PATRICK GIORDANO
MICHAEL SCOTT MATTHEWS
MICHELLE A FENSKE
Laura Shelina Besaw
JOSEPH A. MARSH
HALEY REUTIMANN ESTENSON
CARLY BLANCHE BRADSHAW
YEE DERRICK FENG
PHILLIP HENRY MILLER
ADAM GEOFFREY LEWIS
RACHEL DAWN ALLEMAN
STEVEN ANTHONY DELUCIA
ANDREA MICHELLE LEECH
Bryce Adam McDonald
Cole Albert Sigurd Walton
Akhil Venkatesh
KYLE THOMAS KINGSHOTT
Mackenzie Grace Miller
DANIEL KWON
PATRICK CONLEY MILFORD
Hunter Robert Morgan
Trevor David Pool
Marcella Ann Marie Petro
Megan Spurgeon
BRYAN GEORGE DIGEL
DOUGLAS EDWARD EICKERMAN
CHIAYU WU
Yahong Yi
Yingyu Luan Counsell
THOMAS MARSHALL BAKER
Minhua Shao
Stephanie Wenqi Zheng
Xun Zhang
GLORIA XU YUNJUN LONG
Lu Bo
Davis Zhen
DAVID MANULA
Fengxi Luan
Yu Hong Hu
DANIEL KOMSON JIYAMAPA
Ginger Wasylik
Steven P Jennings
Patcharanan Thongcharoen
Romeo Mortera
Devin Charles Anthony
KENT ALAN RYLAND
TIFFANY CHIANG STONER
Madison Williams
Raphael Luis Capili De Ocampo
Alexander James Castaneda
Saloni Gupta
JOHN PRESTON OSSEWARD
SAMANTHA VIVIANE TORRES
Katelynn Anne Toth
Courtney Sloane Gehrmann
AAREN N STRAND
Brendan James McAuliffe
Nathan William Unger
CHRISTOPHER SCOTT JULIEN
Mollie Johnsen Snorsky
EDWARD ANTHONY CONTI
Daniel Gray Thompson
Halimatul Amaliah Troxel
XIN CHEN
THOMAS ERWIN KEENEY
FRANCES SMITH
DUNCAN JAMES WILK

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