Menu burger Close thin Facebook Twitter Google plus Linked in Reddit Email arrow-right-sm arrow-right
Loading
Tap on the profile icon to edit
your financial details.

Top Financial Advisors in Mercer Island, WA

Your Details Done
by Updated

This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Mercer Island, Washington

It can be challenging to find the best financial advisor for your needs. That’s why we’ve identified the top advisory firms in the Mercer Island area. Our list compares each firm’s fee structure, advisory services, investment strategies, assets under management (AUM) and more. You can also use SmartAsset’s free financial advisor matching service to connect with up to three vetted advisors who serve your area.

Find a Fiduciary Financial Advisor

We match more than 50,000 people with financial advisors per month. Get connected to an advisor that serves your area today.
Free inital consultations. All advisors are fiduciaries.

Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Northwest Asset Management Northwest Asset Management logo Find an Advisor

Read Review

$3,027,418,741 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Educational seminars/workshops
2 S.R. Schill and Associates Inc. S.R. Schill and Associates Inc. logo Find an Advisor

Read Review

$211,333,018 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
3 The Fauser Group, LLC The Fauser Group, LLC logo Find an Advisor

Read Review

$138,230,305 $500,000
  • Financial planning
  • Portfolio management

Minimum Assets

$500,000

Financial Services

  • Financial planning
  • Portfolio management

Let us help match you with up to three vetted fiduciary financial advisors.

Answer a few questions to get matched.
Get started
4 The Planner's Edge LLC The Planner's Edge LLC logo Find an Advisor

Read Review

$128,514,707 No required minimum
  • Portfolio management
  • Financial planning

Minimum Assets

No required minimum

Financial Services

  • Portfolio management
  • Financial planning

What We Use in Our Methodology

To find the top financial advisors in Mercer Island, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.

Northwest Asset Management

Northwest Asset Management leads our list with a large staff of advisors managing billions in AUM. The firm serves more than 6,000 clients, which include non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, charitable organizations and corporations. Northwest Asset charges its clients asset-based, fixed, hourly and transaction-based fees. 

The firm’s fee structure is fee-based, so advisors can gain commission-based compensation from the sale of insurance products. This can create a conflict of interest if advisors favor such products over client needs, but the firm’s fiduciary obligation prevents this. 

Northwest Asset’s advisors offer an array of specialties, including the certified financial planner (CFP), chartered retirement planning counselor (CRPC), accredited investment fiduciary (AIF) and certified public accountant (CPA) designations. The firm has no set account minimum.

Northwest Asset Management Background

Founded in 2008, Northwest Asset functions as a private wealth management firm offering portfolio management, financial planning and consulting, pension consulting and educational seminar services. 

The firm has a widespread presence throughout the country, with more than 10 offices located in Washington, Texas, California, Arizona and Minnesota. Northwest Asset’s managing partner and chief compliance officer (CCO) are Gregory Headrick, and Nelly O. Mubashi acts as the firm’s chief operating officer. 

Northwest Asset Management Investment Strategy

Northwest Asset employs a range of investment methods when evaluating securities and studying market conditions. The firm utilizes fundamental and technical analysis, and advisors also use modern portfolio theory (MPT), asset allocations and portfolio rebalancing. 

The firm generally invests in individual securities, exchange-traded funds (ETFs) and mutual funds. Northwest also describes on its website that its investment process includes defining goals, assessing risk, developing a strategy, employing the strategy and monitoring progress.

S.R. Schill & Associates

S.R. Schill & Associates provides a range of wealth advisory services to more than 500 clients on a fee-only basis. The firm’s clients are mainly non-high-net-worth and high-net-worth individuals, but advisors also serve pension and profit-sharing plans, charitable organizations and corporations. S.R. Schill has millions in AUM. 

The firm has a small staff of advisors, whose qualifications include the certified financial planner (CFP) and financial paraplanner qualified professional (FPQP) designations.

S.R. Schill doesn’t have a set account minimum, and it charges clients asset-based and fixed fees.  

S.R. Schill & Associates Background

S.R. Schill has provided portfolio management, financial planning and pension consulting services since 1987. The family-run firm also offers retirement planning, education planning, insurance needs analysis, tax planning, estate planning, cash flow planning and business succession planning. 

S.R. Schill & Associates Investment Strategy

S.R. Schill says it employs a long-term approach to portfolio management, and the firm utilizes low-cost ETFs to reduce client expenses and increase returns. Advisors also use fundamental, cyclical, charting and technical analysis to evaluate securities. 

The firm also explains on its website that it diversifies client portfolios across nine sectors of the economy. S.R. Schill also allocates assets among U.S. stocks, international stocks, bonds and natural resources.

The Fauser Group

The Fauser Group is a fee-only firm that manages millions in client assets. New clients must meet a minimum account size requirement of $500,000, and the firm charges asset-based fees, hourly fees and fixed fees as part of its compensation arrangements. 

The Fauser Group serves both non-high-net-worth and high-net-worth individuals.

The Fauser Group Background

Founded in 2016, The Fauser Group mainly provides investment advisory, asset management and financial planning and consulting services. The firm’s financial planning services also include the following:

  • Retirement planning
  • Investment planning
  • Income tax planning
  • Estate planning
  • Education planning
  • Risk management

The Fauser Group Investment Strategy

The Fauser Group says on its website that its long-term investment strategy focuses on the principles behind modern portfolio theory (MPT) and academic research that has shown that markets are efficient over long periods of time. The firm also says it mainly uses individual stocks and exchange-traded funds (ETFs) when employing its long-term strategies.

The Fauser Group additionally utilizes short-term purchasing strategies, margin transactions, trading and option writing.

The Planner's Edge

The Planner's Edge is a fee-only advisory firm with no minimum account size requirement to open an account. The firm offers portfolio management and financial planning services to individuals, high-net-worth individuals, those with pension and profit-sharing plans as well as trusts, primarily. As a fee-only firm, no advisors will receive commissions or additional compensation due to the sale of specific securities. 

The Planner's Edge Background

The firm was founded in 2018 by Jeffrey Ross, who created the serious money approach. This approach is practiced by the firm and Jeffrey has written a book about how it works. He has obtained both his JD as well as his certified financial planner (CFP) certification.

The Planner's Edge Investment Strategy

In addition to the serious money approach, The Planner's Edge practices a variety of analysis methods to help them select the right investments for each client's individual portfolio. These methods include fundamental and technical analysis methods. The firm believes in a diverse asset allocation approach that includes not just diversification but also routine rebalancing. Some of the types of investments often used in client accounts include mutual funds, exchange-traded funds (ETFs), stocks, bonds and more. 

How Many Years $1 Million Lasts in Retirement

The interactive version of this map is only available on Desktop devices.


SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.