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
Mark Comet Holder
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Douglas Hewson Lupton
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Connie Jean Bergstrom
Registered Affiliation(s):D.A. DAVIDSON & CO.
Michelle Mary Eggers
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Jeremy Frank Lewis
Registered Affiliation(s):LPL FINANCIAL LLC
Jake J. Phillips
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Stephen George Amble
Registered Affiliation(s):LPL FINANCIAL LLC
Douglas L Lilly
Registered Affiliation(s):LPL FINANCIAL LLC
Craig Robert Lang
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Janice Marie Myers
Registered Affiliation(s):LPL FINANCIAL LLC
Jerome Joseph Hunsanger
Registered Affiliation(s):CENTAURUS FINANCIAL, INC.
John Edward Mee
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Loran F. Graham
Registered Affiliation(s):LPL FINANCIAL LLC
Matthew Morrison Borders
Registered Affiliation(s):KESTRA ADVISORY SERVICES, LLC
Christopher Michael Nurvic
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Christopher Todd Nickle
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jennifer Sue Darvis
Registered Affiliation(s):LPL FINANCIAL LLC
Jeffrey Neil Current
Registered Affiliation(s):VALIC FINANCIAL ADVISORS, INC.
Michael Anthony Buller
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Mescal J Smith
Registered Affiliation(s):MORGAN STANLEY
Stacer Elizabeth Varga
Registered Affiliation(s):LPL FINANCIAL LLC
Christopher John Sullivan
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Bryan Dale Dearden
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Scott Michael Murray
Registered Affiliation(s):STRATEGIC WEALTH ADVISORS GROUP
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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