Top Financial Advisors in Spokane, Washington
Finding the right financial advisor in Spokane is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Spokane, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Spokane, WA.
Find the Best Financial Advisor Firms in Spokane:
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD#: 115877
Address: 720 W Boone Ave Ste 100, Spokane, WA 99201
Clients: 522
Average Clients per Advisor: 58
AUM: $ 592M
RICHARDS MERRILL WEALTH MANAGEMENT
CRD#: 713
Address: 612 West Main Street The M Building Suite 201, Spokane, WA 99201-0645
Clients: 303
In Business for: 102 Years
Average Clients per Advisor: 30
AUM: $ 514M
Disclosures: 6
VICKERMAN INVESTMENT ADVISORS, INC.
CRD#: 313240
Address: 108 N. Washington Street Suite 603, Spokane, WA 99201
Clients: 264
Average Clients per Advisor: 66
AUM: $ 467M
NORTHERN CAPITAL MANAGEMENT, INC.
CRD#: 111379
Address: 2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984
Clients: 571
Average Clients per Advisor: 71
AUM: $ 462M
FELLOWSHIP FINANCIAL PLANNING
CRD#: 330347
Address: 502 W Riverside Ave, Suite 201, Spokane, WA 99201
Clients: 853
Average Clients per Advisor: 142
AUM: $ 362M
MB GEN WEALTH
CRD#: 327967
Address: 111 S. Post Street Suite 2250, Spokane, WA 99201-6021
Clients: 46
Average Clients per Advisor: 15
AUM: $ 334M
How We Chose the Top Financial Advisors in Spokane, Washington
To create this list of top financial advisor firms in Spokane, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Spokane has to offer.
Search Financial Advisors in Spokane, Washington
Sarah L. Carlson
Registered Affiliation(s):LPL FINANCIAL LLC
Joel Courtney White
Registered Affiliation(s):LPL FINANCIAL LLC
Paul Michael Dehmer
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
James Karl Wilson
Registered Affiliation(s):NORTHERN CAPITAL MANAGEMENT, INC.
John Aaron Schram
Registered Affiliation(s):LPL FINANCIAL LLC
Janis Ann Gerards
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
