WA · Mercer Island

Fiduciary advisors in Mercer Island, WA

1 advisor with offices in Mercer Island. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Mercer Island

Caprock

Mercer Island, Washington

Caprock is a Seattle-area registered investment advisor firm based on Mercer Island that provides investment management and multi-family office services to ultra-high-net-worth individuals and families throughout the greater Puget Sound region. The firm operates on a fee-only model and specializes in customized portfolio construction that integrates public and private investments, including impact investing options. Founded in 2005, Caprock positions itself as an independent advisory practice that develops strategies aligned with each client's specific objectives rather than standardized risk or time-horizon categories. The firm has been recognized by Barron's Top 100 RIA Firms (2022–2025), Financial Advisor Magazine's America's Top RIA Firms (2023–2025), and USA Today Best Financial Advisory Firms (2024–2026).

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Financial advisors in Mercer Island, Washington

Advisors serving Mercer Island specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Washington's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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