| 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 |