Firms by city
Registered investment advisers in Mercer Island, WA
6 SEC-registered advisers headquartered in Mercer Island, listed by regulatory assets under management as reported on Form ADV.
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6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| NWAM | Mercer Island, WA | $4.13B |
| TSP Advisors | Mercer Island, WA | $317M |
| The Fauser Group | Mercer Island, WA | $314M |
| The Planner's Edge | Mercer Island, WA | $179M |
| S. R. Schill & Associates | Mercer Island, WA | $143M |
| DLK Investment Advisors | Mercer Island, WA | $141M |
- Headquarters
- Mercer Island, WA
- Regulatory AUM
- $4.13B
- Headquarters
- Mercer Island, WA
- Regulatory AUM
- $317M
- Headquarters
- Mercer Island, WA
- Regulatory AUM
- $314M
- Headquarters
- Mercer Island, WA
- Regulatory AUM
- $179M
- Headquarters
- Mercer Island, WA
- Regulatory AUM
- $143M
- Headquarters
- Mercer Island, WA
- Regulatory AUM
- $141M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Mercer Island on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Washington.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.