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?Use our smart matching tool
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
Your first meeting is free.