Top 10 advisors in Spokane

Top 10 advisors in Spokane

We’ve curated a list of the best financial advisors in Spokane, take a look at it below

Find an advisor in Spokane
# Financial advisor Assets under management Number of advisors
1 $824,307,353 14 advisors
2 $452,421,096 13 advisors
3 $339,724,165 11 advisors
4 $330,789,172 6 advisors
5 $235,429,594 3 advisors
6 $223,757,863 7 advisors
7 $221,562,996 4 advisors
8 $203,234,164 11 advisors
9 $166,392,734 7 advisors
10 $165,230,589 6 advisors

How we came up with this list

To generate our top financial advisors list in Spokane, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Spokane. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

  • 1. Ten Capital Wealth Advisors, LLC

    Assets under management

    $824,307,353

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • 2. Quantum Financial Planning Services, Inc.

    Assets under management

    $452,421,096

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • 3. Northern Capital Management, Inc.

    Assets under management

    $339,724,165

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Publication Of Periodicals Or Newsletters

    Educational Webinars

  • 4. Vickerman Investment Advisors, Inc.

    Assets under management

    $330,789,172

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • 5. Mb Gen Wealth

    Assets under management

    $235,429,594

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • 6. Demars Financial Group LLC

    Assets under management

    $223,757,863

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • Not sure which one to choose?
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    7. Lodestone Wealth Management LLC

    Assets under management

    $221,562,996

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

  • 8. Northern Capital Retirement Services, Inc.

    Assets under management

    $203,234,164

    Fee structure

    A percentage of assets under your management

    Services offered

    Financial Planning Services

    Pension Consulting Services

    Publication Of Periodicals Or Newsletters

    Educational Seminars/workshops

    Educational Webinars

  • 9. Richards Merrill Wealth Management

    Assets under management

    $166,392,734

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • Not sure which one to choose?
    Use our smart matching tool

    10. Selkirk Wealth Advisors, LLC

    Assets under management

    $165,230,589

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].