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Find Retirement Advisors for Retirement Planning in Mercer Island, Washington

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Finding the Best Retirement Planners in Mercer Island, Washington

Last Updated - April 25, 2025

Mercer Island has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Mercer Island, Washington have an average of 25 years of experience.

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List of Qualified Retirement Planning Advisors in Mercer Island, Washington

advisor

Qualifications
CRD# 4895365
Firm CRD# 333127
Series 65

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

Snider Financial Group
RICP®, CRPC®, ChSNC, ChFC, ABFP, , APMA®, CDFA®

Qualifications
Firm CRD# 117392
Series 63, 65

Minimum Assets Required
$200,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right

Top 5 Retirement Planning firms in Mercer Island, Washington (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2835 82nd Avenue Se, Ste 100
Mercer Island, WA, 98040
$3,271,377,063887855
A percentage of AUM, Hourly charges, Fixed fees
2

3040 78th Ave Se, #591
Mercer Island, WA, 98040
$217,735,0218584
A percentage of AUM, Hourly charges, Fixed fees
3

2737 78th Avenue Se, Suite 103
Mercer Island, WA, 98040
$142,331,8204952
A percentage of AUM, Hourly charges, Fixed fees
4

2448 - 76th Ave Se, Suite 107
Mercer Island, WA, 98040
$136,446,6606016
A percentage of AUM, Fixed fees
5

7525 Se 24th Street, Suite 410
Mercer Island, WA, 98040
$003
A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Mercer Island, Washington

QualificationsFirm CRD# 147923

Assets Under Management $3,271,377,063

No. Of Clients8878

Clients Per Financial Advisor161

NORTHWEST ASSET MANAGEMENT is a financial advisory firm situated in Mercer Island, Washington. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8878 clients. The team consists of 55 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (TAX PREPARATION)
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QualificationsFirm CRD# 282351

Assets Under Management $217,735,021

No. Of Clients858

Clients Per Financial Advisor215

THE FAUSER GROUP, LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $218M assets under management, the firm specializes in crafting personalized retirement planning solutions for 858 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 114616

Assets Under Management $142,331,820

No. Of Clients495

Clients Per Financial Advisor248

THE PLANNER'S EDGE LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $142M assets under management, the firm specializes in crafting personalized retirement planning solutions for 495 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
View Full Profile

QualificationsFirm CRD# 105864

Assets Under Management $136,446,660

No. Of Clients601

Clients Per Financial Advisor100

S. R. SCHILL & ASSOCIATES, INC. is a financial advisory firm situated in Mercer Island, Washington. With a nearly $136M assets under management, the firm specializes in crafting personalized retirement planning solutions for 601 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
View Full Profile

QualificationsFirm CRD# 328897

Assets Under Management $0

No. Of Clients0

Clients Per Financial Advisor0

DLK INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Mercer Island, Washington. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

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