Financial advisers in Spokane, WA
22 registered investment adviser firms in Spokane managing $7.3B in assets, based on public SEC Form ADV filings.
Quantum Financial Planning Services, INC.
Spokane, WA · Est. 2017
- AUM
- $727M
- Per adviser
- $56M
- Advisers
- 13
No reported disclosures
Richards Merrill Wealth Management
Spokane, WA · Est. 2018
- AUM
- $644M
- Per adviser
- $64M
- Advisers
- 10
Vickerman Investment Advisors, INC.
Spokane, WA · Est. 2021
- AUM
- $632M
- Per adviser
- $126M
- Advisers
- 5
No reported disclosures
Northern Capital Management, INC.
Spokane, WA · Est. 1993
- AUM
- $527M
- Per adviser
- $66M
- Advisers
- 8
No reported disclosures
Fellowship Financial Planning
Spokane, WA · Est. 2024
- AUM
- $465M
- Per adviser
- $66M
- Advisers
- 7
No reported disclosures
Palouse Capital Management, INC.
Spokane, WA · Est. 1994
- AUM
- $409M
- Per adviser
- $204M
- Advisers
- 2
No reported disclosures
Mb Gen Wealth
Spokane, WA · Est. 2023
- AUM
- $404M
- Per adviser
- $135M
- Advisers
- 3
No reported disclosures
Lodestone Wealth Management LLC
Spokane, WA · Est. 2021
- AUM
- $346M
- Per adviser
- $115M
- Advisers
- 3
No reported disclosures
Columbia Advisory Partners, LLC
Spokane, WA · Est. 2019
- AUM
- $313M
- Per adviser
- $28M
- Advisers
- 11
No reported disclosures
Griffiths, Dreher & Evans, P.S., Cpas
Spokane, WA · Est. 2021
- AUM
- $311M
- Per adviser
- $31M
- Advisers
- 10
No reported disclosures
Northern Capital Retirement Services, INC.
Spokane, WA · Est. 2013
- AUM
- $304M
- Per adviser
- $38M
- Advisers
- 8
No reported disclosures
Financial Forum, INC.
Spokane, WA · Est. 2020
- AUM
- $286M
- Per adviser
- $71M
- Advisers
- 4
No reported disclosures
Fortitude Financial LLC
Spokane, WA · Est. 2021
- AUM
- $282M
- Per adviser
- $94M
- Advisers
- 3
No reported disclosures
Wealth Asset Managers
Spokane, WA · Est. 1992
- AUM
- $272M
- Per adviser
- $30M
- Advisers
- 9
No reported disclosures
Jmk & Associates, LLC
Spokane, WA · Est. 2021
- AUM
- $268M
- Per adviser
- $268M
- Advisers
- 1
No reported disclosures
Selkirk Wealth Advisors, LLC
Spokane, WA · Est. 2022
- AUM
- $184M
- Per adviser
- $61M
- Advisers
- 3
No reported disclosures
Stewardship Concepts Financial Services LLC
Spokane, WA · Est. 2025
- AUM
- $175M
- Per adviser
- $44M
- Advisers
- 4
No reported disclosures
917 Advisory Services LLC
Spokane, WA · Est. 2024
- AUM
- $168M
- Per adviser
- $56M
- Advisers
- 3
No reported disclosures
Integrity Wealth Management, INC.
Spokane, WA · Est. 2023
- AUM
- $163M
- Per adviser
- $82M
- Advisers
- 2
No reported disclosures
Freedom Asset Management
Spokane, WA · Est. 2025
- AUM
- $142M
- Per adviser
- $142M
- Advisers
- 1
No reported disclosures
Vorpahl Wing Advisors, INC.
Spokane, WA · Est. 2025
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
Signia Capital Management
Spokane, WA · Est. 2025
- AUM
- $109M
- Per adviser
- $55M
- Advisers
- 2
No reported disclosures