Firms by city
Registered investment advisers in Spokane, WA
20 SEC-registered advisers headquartered in Spokane, listed by regulatory assets under management as reported on Form ADV.
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20 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Northern Capital Management | Spokane, WA | $918M |
| Quantum Financial Planning Services | Spokane, WA | $727M |
| Richards, Merrill & Peterson | Spokane, WA | $644M |
| Vickerman Investment Advisors | Spokane, WA | $632M |
| Fellowship Financial Planning | Spokane, WA | $465M |
| MB Generational Wealth | Spokane, WA | $404M |
| Lodestone Wealth Management | Spokane, WA | $346M |
| Nelson Securities,inc. | Spokane, WA | $322M |
| Columbia Advisory Partners | Spokane, WA | $313M |
| Griffiths, Dreher & Evans, P.S., CPAs | Spokane, WA | $311M |
| Financial Forum | Spokane, WA | $286M |
| Fortitude Financial | Spokane, WA | $282M |
| JMK & Associates | Spokane, WA | $268M |
| Selkirk Wealth Advisors | Spokane, WA | $184M |
| Stewardship Concepts Financial Services | Spokane, WA | $175M |
| 917 Advisory Services | Spokane, WA | $168M |
| Integrity Wealth Management | Spokane, WA | $163M |
| Love Your Life LLC Dba Freedom Asset Management | Spokane, WA | $142M |
| Vorpahl Wing Advisors | Spokane, WA | $124M |
| Simcoe Capital | Spokane, WA | $109M |
- Headquarters
- Spokane, WA
- Regulatory AUM
- $918M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $727M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $644M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $632M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $465M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $404M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $346M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $322M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $313M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $311M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $286M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $282M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $268M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $184M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $175M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $168M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $163M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $142M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $124M
- Headquarters
- Spokane, WA
- Regulatory AUM
- $109M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Spokane on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Washington.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.