Top 10 financial advisor firms in Spokane

18 SEC-registered financial advisor firms are headquartered in Spokane, WA, with $6.23B in combined regulatory assets under management. The largest by assets are Northern Capital Management ($918M), Quantum Financial Planning Services ($727M) and Vickerman Investment Advisors ($632M).

18
Financial advisor firms: $6.23B
Their combined AUM: $299M
Median firm AUM: 7,625
Clients of the top 10

The 10 largest by assets

1
Northern Capital Management
RIA
$918M
0.75% to 1.00% a year
2
Quantum Financial Planning Services
RIA
$727M
Up to 1.25% a year
3
Vickerman Investment Advisors
RIA
$632M
0.50% to 1.00% a year
4
Fellowship Financial Planning
RIA
$465M
1.00% to 1.50%
5
MB Generational Wealth
RIA
$404M
Up to 1.50%
6
Lodestone Wealth Management
RIA
$346M
0.75% to 1.25% a year
7
Nelson Securities,inc.
RIA
$322M
Regulatory AUM
8
Columbia Advisory Partners
RIA
$313M
0.15% to 1.25%
9
Griffiths, Dreher & Evans, P.S., CPAs
RIA
$311M
0.50% to 1.25% a year
10
Financial Forum
RIA
$286M
0.70% to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Northern Capital Management

Northern Capital Management is an investment adviser based in Spokane, WA, registered with the SEC since 1993. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $918 million, as filed on 30 September 2026.

Northern Capital Management charges 0.75%–1.00% a year for its Individual Clients Standard Fee Schedule.

Regulatory AUM: $918M
Clients: 739
Advisory staff: 8
Founded: 1992
Fee schedule: 0.75% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2700 South Southeast Boulevard, Suite 205, Spokane, WA 99223-4984
Phone: 509-456-2526
Website: northernwelcome.com

No. 2 · RIA

Quantum Financial Planning Services

Quantum Financial Planning Services is an investment adviser based in Spokane, WA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $727 million, as filed on 19 December 2025.

Quantum Financial Planning Services charges up to 1.25% a year for its Asset Management Services.

Regulatory AUM: $727M
Clients: 790
Advisory staff: 13
Founded: 1979
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 720 W Boone Ave, Ste 100, Spokane, WA 99201
Phone: 509-328-6653
Website: quantumplanning.com

No. 3 · RIA

Vickerman Investment Advisors

Vickerman Investment Advisors is an investment adviser based in Spokane, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $632 million, as filed on 25 February 2026.

Vickerman Investment Advisors charges 0.50%–1.00% a year for its Standard annual Advisory Fee.

Regulatory AUM: $632M
Clients: 431
Advisory staff: 5
Founded: 2021
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 4102 S Regal Street, Suite 202, Spokane, WA 99223
Phone: 509-325-7610
Website: vickerman.us

No. 4 · RIA

Fellowship Financial Planning

Fellowship Financial Planning is an investment adviser based in Spokane, WA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $465 million, as filed on 3 August 2026.

Fellowship Financial Planning charges 1.00%–1.50% for its Investment Management. The brochure does not state whether the rate is annual.

Regulatory AUM: $465M
Clients: 1,130
Advisory staff: 7
Fee schedule: 1.00% to 1.50%
Custodians: LPL Financial
Headquarters: 502 W Riverside Ave, Suite 201, Spokane, WA 99201
Phone: 509-473-9483
Website: fellowshipfinancialplanning.com

No. 5 · RIA

MB Generational Wealth

MB Generational Wealth is an investment adviser based in Spokane, WA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $404 million, as filed on 19 March 2026.

MB Generational Wealth charges up to 1.50% for its Investment management. The brochure does not state whether the rate is annual.

Regulatory AUM: $404M
Clients: 123
Advisory staff: 3
Founded: 2023
Fee schedule: Up to 1.50%
Custodians: Fidelity, Charles Schwab
Headquarters: 111 S. Post Street, Suite 2250, Spokane, WA 99201-6021
Phone: 509-703-5715
Website: mbgenwealth.com

No. 6 · RIA

Lodestone Wealth Management

Lodestone Wealth Management is an investment adviser based in Spokane, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $346 million, as filed on 5 March 2026.

Lodestone Wealth Management charges 0.75%–1.25% a year for its Asset-based management fee.

Regulatory AUM: $346M
Clients: 291
Advisory staff: 3
Fee schedule: 0.75% to 1.25% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 9 S Washington St, Ste 211, Spokane, WA 99201
Phone: 509-413-2386
Website: lodestonewm.com

No. 7 · RIA

Nelson Securities,inc.

Nelson Securities,inc. is an investment adviser based in Spokane, WA, registered with the SEC since 1992. It provides investment management. Its clients include individuals, corporations and other businesses, and pension and profit-sharing plans. Its regulatory assets under management total $322 million, as filed on 5 September 2026.

Regulatory AUM: $322M
Clients: 2,003
Advisory staff: 9
Custodians: Charles Schwab
Headquarters: 7307 N. Division St., Suite 220, Spokane, WA 99208
Phone: 509-838-1313
Website: nelsonsecurities.com

No. 8 · RIA

Columbia Advisory Partners

Columbia Advisory Partners is an investment adviser based in Spokane, WA, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and pooled investment vehicles. Its regulatory assets under management total $313 million, as filed on 21 August 2026.

Columbia Advisory Partners charges 0.15%–1.25% for its CAP Investment Management Program. The brochure does not state whether the rate is annual.

Regulatory AUM: $313M
Clients: 631
Advisory staff: 11
Fee schedule: 0.15% to 1.25%
Custodians: Charles Schwab
Headquarters: 6501 N Cedar Road, Building 4, Suite C, Spokane, WA 99208
Phone: 509-822-3850
Website: capnorthwest.com

No. 9 · RIA

Griffiths, Dreher & Evans, P.S., CPAs

Griffiths, Dreher & Evans, P.S., CPAs is an investment adviser based in Spokane, WA, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $311 million, as filed on 5 February 2026.

Griffiths, Dreher & Evans, P.S., CPAs charges 0.50%–1.25% a year for its Discretionary Investment Management Services.

Regulatory AUM: $311M
Clients: 915
Advisory staff: 10
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 408 N Mullan RD, Spokane, WA 99206
Phone: 509-326-4054
Website: grifco.com

No. 10 · RIA

Financial Forum

Financial Forum is an investment adviser based in Spokane, WA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $286 million, as filed on 4 August 2026.

Financial Forum charges 0.70%–1.25% a year for its Standard Advisory Fee.

Regulatory AUM: $286M
Clients: 572
Advisory staff: 4
Fee schedule: 0.70% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 501 N Riverpoint BLVD., Ste 104, Spokane, WA 99202
Phone: 509-458-5373
Website: financialforum.io

Questions about financial advisors in Spokane

How many financial advisor firms are headquartered in Spokane?

18 SEC-registered financial advisor firms report their principal office in Spokane, WA, managing $6.23B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Spokane?

Northern Capital Management, with $918M in regulatory assets under management on its latest Form ADV. The next largest are Quantum Financial Planning Services ($727M) and Vickerman Investment Advisors ($632M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Spokane?

The median firm manages $299M in regulatory assets. That is the midpoint of the 18 firms headquartered in Spokane.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Spokane charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Spokane?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Spokane has 18 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Spokane

Top financial advisor firms in other Washington cities