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:
TEN CAPITAL WEALTH ADVISORS, LLC
CRD#: 159802
Address: 835 N. Post Street Suite 102, Spokane, WA 99201
Clients: 707
Average Clients per Advisor: 70
AUM: $ 913M
QUANTUM FINANCIAL PLANNING SERVICES, INC.
CRD#: 115877
Address: 1212 N Washington St Suite 220, Spokane, WA 99201-2400
Clients: 491
Average Clients per Advisor: 81
AUM: $ 414M
NORTHERN CAPITAL MANAGEMENT, INC.
CRD#: 111379
Address: 2700 South Southeast Boulevard Suite 205, Spokane, WA 99223-4984
Clients: 576
Average Clients per Advisor: 72
AUM: $ 340M
VICKERMAN INVESTMENT ADVISORS, INC.
CRD#: 313240
Address: 108 N. Washington Street Suite 603, Spokane, WA 99201
Clients: 267
Average Clients per Advisor: 66
AUM: $ 331M
RICHARDS MERRILL WEALTH MANAGEMENT
CRD#: 713
Address: 612 West Main Street The M Building Suite 201, Spokane, WA 99201-0645
Clients: 640
In Business for: 103 Years
Average Clients per Advisor: 106
AUM: $ 290M
Disclosures: 6
DEMARS FINANCIAL GROUP LLC
CRD#: 116257
Address: 104 S Freya Suite 218 Lilac Flag Bldg, Spokane, WA 99202
Clients: 373
Average Clients per Advisor: 93
AUM: $ 228M
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
David Allen Vose
Registered Affiliation(s):NELSON SECURITIES,INC.
Robert Owen Nelson
Registered Affiliation(s):NELSON SECURITIES,INC.
James Karl Wilson
Registered Affiliation(s):NORTHERN CAPITAL MANAGEMENT, INC.
Christopher Easton Bradley
Registered Affiliation(s):LPL FINANCIAL LLC
Kirt Owen Fredericks
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Richard Michael Biel
Registered Affiliation(s):AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Edward Lee Kuharski
Registered Affiliation(s):LPL FINANCIAL LLC
Thomas Lester Greene
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul Landon Hanson
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
John Glenn Adams
Registered Affiliation(s):CENTAURUS FINANCIAL, INC.
Michael Howard Gordon
Registered Affiliation(s):TEN CAPITAL WEALTH ADVISORS, LLC
Craig William Hart
Registered Affiliation(s):MERCER GLOBAL ADVISORS INC.
Robert Vincent Kuharski
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Travis Josh Litscher
Registered Affiliation(s):MORGAN STANLEY
Debra Sue Bell
Registered Affiliation(s):MUTUAL ADVISORS, LLC
David William Christy
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Jeffrey Myles Newton
Registered Affiliation(s):ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
Julie Ann Hope
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Michael Nowland
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Melissa Carol Holling
Registered Affiliation(s):D.A. DAVIDSON & CO.
Jeffrey Gerald Davies
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Mark Allen Degon
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Timothy Francis Devlin
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Michael Roy Jeremiah
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
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.
