Rialytix insights

Top RIA Firms in Mercer Island, Washington

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Mercer Island, Washington. This hub covers 6 matching firms with $5.2B in total reported AUM and median AUM of $246.6M.

Firms

Matching current profiles

Total AUM

$5.2B

Reported regulatory AUM

Median AUM

$246.6M

Across firms with AUM

Largest firm

$4.1B

Northwest Asset Management

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Northwest Asset Management CRD 147923 · Limited Liability Company	MERCER ISLAND, WA	$4.1B Mar 2026	+$523.4M+14.5%	+$1.1B+36.5%	+$1.7B+69.5%	+$3.6B+710.0%	+7 employees+12.7% over 3Y	+463 accounts+5.4% over 3Y
2. Tsp Advisors, LLC CRD 281758 · Limited Liability Company	MERCER ISLAND, WA	$317.3M Mar 2026	+$28.0M+9.7%	+$78.4M+32.8%	—	+$98.7M+45.2%	+3 employees+33.3% over 3Y	0 accounts+0.0% over 3Y
3. The Fauser Group, LLC CRD 282351 · Limited Liability Company	MERCER ISLAND, WA	$314.5M Apr 2026	+$64.5M+25.8%	+$176.2M+127.5%	+$181.6M+136.7%	—	0 employees+0.0% over 3Y	+90 accounts+11.5% over 3Y
4. The Planner'S Edge LLC CRD 114616 · Limited Liability Company	MERCER ISLAND, WA	$178.7M Feb 2026	+$36.4M+25.6%	+$50.2M+39.1%	—	+$51.6M+40.6%	0 employees+0.0% over 3Y	+121 accounts+21.5% over 3Y
5. S. R. Schill & Associates, INC. CRD 105864 · Corporation	MERCER ISLAND, WA	$143.1M Mar 2026	+$6.6M+4.9%	-$68.3M-32.3%	-$57.2M-28.6%	+$48.4M+51.1%	-2 employees-25.0% over 3Y	+4 accounts+0.7% over 3Y
6. Dlk Investment Advisors, LLC CRD 328897 · Limited Liability Company	MERCER ISLAND, WA	$140.7M Mar 2026	+$40.1M+39.8%	—	—	—	0 employees+0.0% over 1Y	+73 accounts+331.8% over 1Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.