Financial advisors in Mercer Island, WA

161 match · page 2 of 6

Alan Blinn
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Alannah Clark
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
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Albert Angel
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Alice Boytz
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
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Alyssa Miller
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
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Amy Giddens
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Andrew Jones
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Antriksh Kandhari
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
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Arthur Nunes
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
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Benjamin Bear
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Benjamin Navratil
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Benjamin Spector
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
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Bon Koo
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Bradley Knuffke
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Brian Bertsch
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Brian Jennison
Financial advisor at Paysse Jennison Financial Advisors, Paysse Jennison
Paysse Jennison Financial Advisors, Paysse Jennison · $64.5M AUM
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Brian Van Houten
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Bryan Mazza
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
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Cade Hampson
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
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Callahan Wales
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Cari Anderson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
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Carlo Berti
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Carlos Obando
Financial advisor at Mercer Island Capital Management, LLC
Mercer Island Capital Management, LLC · $22.7M AUM
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Carolyn Grabiel
Financial advisor at Coldstream Wealth Management
Coldstream Wealth Management · $13.93B AUM
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Carter Jensen
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Catalina Darnell
Financial advisor at Northwest Asset Management
Northwest Asset Management · $4.13B AUM
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Charles Shaffer
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Clayton Harrison
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Colin Huber
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Colin Turner
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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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