City
Wealth management firms in Mercer Island, Washington
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Mercer Island, Washington reported $5.5 billion in regulatory assets under management; the largest by assets was Northwest Asset Management, with $4.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $5.5 billion
- Average per firm
- $545.9 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Northwest Asset Management | SEC | $4.1 billion | 9,090 |
| 2 | The Fauser Group, LLC | SEC | $314.5 million | 870 |
| 3 | Alethea Capital Management, LLC | SEC | $302.6 million | 117 |
| 4 | The Planner's Edge LLC | SEC | $178.7 million | 683 |
| 5 | S. R. Schill & Associates, Inc. | SEC | $143.1 million | 607 |
| 6 | DLK Investment Advisors, LLC | SEC | $140.7 million | 95 |
| 7 | Goldbloom Wealth Management LLC | State | $100.8 million | 1,233 |
| 8 | Paysse Jennison Financial Advisors, Paysse Jennison | State | $64.5 million | 105 |
| 9 | Vega Financial LLC | State | $59.5 million | 121 |
| 10 | Mercer Island Capital Management, LLC | State | $22.7 million | 85 |
Wealth management firms in Washington, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.