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
Michael James Wren
Registered Affiliation(s):LPL FINANCIAL LLC
Gail Ellen Johnson
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
James Edward Turner
Registered Affiliation(s):ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
John Thomas Mccarthy
Registered Affiliation(s):JOHN T. MCCARTHY, LLC
Scott Mitchell Gilbert
Registered Affiliation(s):MORGAN STANLEY
Janis Ann Gerards
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Heather Anne Shea
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Philip Laurence Murphy
Registered Affiliation(s):PLM INVESTMENT ADVISERS, INC.
Jennifer Allen Lucke
Registered Affiliation(s):MORGAN STANLEY
Perthilda Joyce Sherven
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Scott Michael Bullock
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Phyllis Jean Holmes
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Edward Russell Van Vliet
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Carmela Michelle Merchant
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Stephanie Marie Bates
Registered Affiliation(s):ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM
David William Andersen
Registered Affiliation(s):CENTAURUS FINANCIAL, INC.
Dana Brunansky Specht
Registered Affiliation(s):LPL FINANCIAL LLC
Brian Robert Goetz
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Scott Gregory Bowman
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Robert David Simpson
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Edwin Robert Hill
Registered Affiliation(s):STEWARDSHIP CONCEPTS FINANCIAL SERVICES, LLC
Jenifer Spencer Gunn
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John William Lee
Registered Affiliation(s):D.A. DAVIDSON & CO.
Terry James Oleary
Registered Affiliation(s):WELLS FARGO CLEARING 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.
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