Washington · 37 advisers
Financial Advisors in Spokane, Washington
Looking for a financial advisor in Spokane, Washington? Falists indexes 37 SEC-registered and state-registered investment advisers in Spokane — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 32 firms list a website you can visit directly. Firms in this directory manage up to $727.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
37
With website
32
Largest AUM
$727.2M
Financial planning
26
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Spokane
Ranked by AUM · Fees, team & specialties at a glance
QUANTUM FINANCIAL PLANNING SERVICES, INC.
Spokane, WA
AUM
$727.2M
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
509-328-6653
RICHARDS MERRILL WEALTH MANAGEMENT
Spokane, WA
AUM
$643.6M
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
509-624-3174
VICKERMAN INVESTMENT ADVISORS, INC.
Spokane, WA
AUM
$632.3M
Team
5 advisors
Clients
0
Fees
Percentage of AUM
509-325-7610
NORTHERN CAPITAL MANAGEMENT, INC.
Spokane, WA
AUM
$526.7M
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
509-456-2526
FELLOWSHIP FINANCIAL PLANNING
Spokane, WA
AUM
$465.3M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
5094739483
PALOUSE CAPITAL MANAGEMENT, INC.
Spokane, WA
AUM
$408.5M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(509) 624-5591
MB GEN WEALTH
Spokane, WA
AUM
$404.4M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
509-703-5715
LODESTONE WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$346.5M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
509-413-2386
COLUMBIA ADVISORY PARTNERS, LLC
Spokane, WA
AUM
$312.6M
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-822-3850
GRIFFITHS, DREHER & EVANS, P.S., CPAS
Spokane, WA
AUM
$311.4M
Team
10 advisors
Clients
—
Fees
Percentage of AUM
509-326-4054
NORTHERN CAPITAL RETIREMENT SERVICES, INC.
Spokane, WA
AUM
$304.2M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
509-456-2526
FINANCIAL FORUM, INC.
Spokane, WA
AUM
$285.8M
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
509 458 5373
FORTITUDE FINANCIAL LLC
Spokane, WA
AUM
$281.5M
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
509-931-1199
WEALTH ASSET MANAGERS
Spokane, WA
AUM
$272.0M
Team
9 advisors
Clients
0
Fees
Percentage of AUM
509-838-1313
JMK & ASSOCIATES, LLC
Spokane, WA
AUM
$268.4M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
509-703-7771
SELKIRK WEALTH ADVISORS, LLC
Spokane, WA
AUM
$184.4M
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-270-2886
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC
Spokane, WA
AUM
$174.6M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
509-443-0845
917 ADVISORY SERVICES LLC
Spokane, WA
AUM
$167.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
509-328-5627
INTEGRITY WEALTH MANAGEMENT, INC.
Spokane, WA
AUM
$163.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
509-315-9532
FREEDOM ASSET MANAGEMENT
Spokane, WA
AUM
$142.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5096066676
VORPAHL WING ADVISORS, INC.
Spokane, WA
AUM
$124.4M
Team
4 advisors
Clients
0
Fees
Percentage of AUM
509-747-1749
SIGNIA CAPITAL MANAGEMENT
Spokane, WA
AUM
$109.4M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
509-789-8970
KAREL CAPITAL, INC.
Spokane, WA
AUM
$109.1M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
509-838-9900
FREEDOM WEALTH MANAGEMENT LLC
Spokane, WA
AUM
$47.4M
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
509-359-9788
More cities in Washington
Common questions
- How many financial advisors are in Spokane, Washington?
- 37 registered investment advisers are listed in our Spokane directory, sourced from public SEC filings.
- What types of advisors are in Spokane?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Spokane?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.