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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Mercer Island, WA

Every SEC-registered investment adviser representative at a firm office in Mercer Island, with the firms that employ the most of them.

153 registered advisors work in Mercer Island; the most are at Northwest Asset Management (36). 27 list the CFP designation and 76 are also registered broker representatives.

Firms with the most advisors in Mercer Island

FirmAdvisors in Mercer Island
Northwest Asset Management36
LPL Enterprise, LLC news25
Ameriprise Financial Services, LLC news17
Coldstream Wealth Management15
MML Investors Services, LLC8
Wells Fargo Advisors Financial Network, LLC news7
Goldbloom Wealth Management LLC5
Edward Jones news4
J.P. Morgan Securities LLC news3
Mutual Advisors, LLC3
The Planner's Edge LLC3
Wells Fargo Clearing Services, LLC news3
Dlk Investment Advisors, LLC2
Farther news2
Global Retirement Partners LLC2
LPL Financial LLC news2
Mercer Island Capital Management, LLC2
Paysse Jennison Financial Advisors, Paysse Jennison2
Pure Financial Advisors, LLC2
S. R. Schill & Associates, Inc.2
The Caprock Group, LLC2
Charles Schwab & Co., Inc. news1
Compound Global Advisors, LLC1
Eod Investments, LLC1
Independent Financial Group, LLC1

Advisors in Mercer Island, A to Z

CFP advisors in Mercer Island →

Other cities in Washington

All of Washington →

Seattle 1,957Bellevue 1,378Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67Wenatchee 65

Questions

How many financial advisors are in Mercer Island, WA?

153 investment adviser representatives are registered at firm offices in Mercer Island, Washington, according to the SEC's Investment Adviser Public Disclosure records. 76 of them are also registered as broker representatives, and 27 list the CFP designation.

Which firm has the most financial advisors in Mercer Island?

Northwest Asset Management, with 36 registered advisors in Mercer Island, followed by LPL Enterprise, LLC with 25.

How do I check a financial advisor in Mercer Island?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.