Financial advisors in Mercer Island, WA

30 match

Benjamin Melton
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradley Anderson
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Eckfeldt
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dan Kanivas
Financial advisor at Triple Summit Advisors, LLC
Triple Summit Advisors, LLC · $108.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Bigelow
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gabriella Sheffield
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gregory Headrick
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
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James Burton
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Butler
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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James Gillis
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
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Jeffrey Ross
Financial advisor at The Planner's Edge LLC
The Planner's Edge LLC · $178.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joel Bakker
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kirk Felton
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Larissa Vidal
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
CFP®VerifiedFinancial planning
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Matthew Stelmas
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
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Michael Van Sant
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Watson
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rachel Fuss
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rachel Jennison
Financial advisor at Paysse Jennison Financial Advisors, Paysse Jennison
Paysse Jennison Financial Advisors, Paysse Jennison · $64.5M AUM
CFP®VerifiedFinancial planning
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Richard Lackey
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
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Samuel Olson
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Bealey
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sunny Yang
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Suzette Rothberg
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
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Teresa Starman
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Todd Matia
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Vijay Kailash
Financial advisor at Pure Financial Advisors, LLC
Pure Financial Advisors, LLC · $11.05B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Walter Brown
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Warn Willis
Financial advisor at Mutual Advisors, LLC
Mutual Advisors, LLC · $9.45B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Farrell
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Mercer Island, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Mercer Island, WA.

How this list works

Before you hire an advisor in Mercer Island, WA