Adviser Record

Investment advisers in Spokane, WA

21 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in WA

FirmAssetsEmployeesDisclosures
Quantum Financial Planning Services, Inc.$727.2 million190
Richards Merrill Wealth Management$643.6 million104
Vickerman Investment Advisors, Inc.$632.3 million70
Northern Capital Management, Inc.$526.7 million110
Fellowship Financial Planning$465.3 million120
Mb Gen Wealth$404.4 million30
Lodestone Wealth Management LLC$346.5 million32
Wealth Asset Managers$321.9 million150
Columbia Advisory Partners, LLC$312.6 million190
Griffiths, Dreher & Evans, P.s., Cpas$311.4 million250
Northern Capital Retirement Services, Inc.$304.2 million110
Financial Forum, Inc.$285.8 million50
Fortitude Financial LLC$281.5 million70
Jmk & Associates, LLC$268.4 million40
Selkirk Wealth Advisors, LLC$184.4 million40
Stewardship Concepts Financial Services LLC$174.6 million40
917 Advisory Services LLC$167.5 million40
Integrity Wealth Management, Inc.$163.2 million20
Freedom Asset Management$142.0 million20
Vorpahl Wing Advisors, Inc.$124.4 million53
Signia Capital Management$109.4 million40