SEC-registered independent wealth management RIA
Vorpahl Wing Advisors, Inc.
As of its Form ADV filed July 21, 2026, Vorpahl Wing Advisors, Inc., an SEC-registered independent wealth management RIA in Spokane, Washington, reported $124.4 million in regulatory assets under management across 557 accounts, ranking #203 among independent RIAs in Washington by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 47548
- SEC file number
- 801-131969
- Registered since
- February 18, 2025
- Latest Form ADV filing
- July 21, 2026
- Organized as
- Corporation
- Fiscal year ends
- December
- Other offices
- 1
Key figures
- Regulatory assets under management
- $124.4 million
- Discretionary
- $124.4 million (100.0%)
- Non-discretionary
- $0
- Accounts
- 557 (557 discretionary)
- Clients
- 557, approximate as reported
- Employees
- 5
- Advisory staff
- 4 performing investment advisory functions
- Average account
- $223,339
- Asset growth, 1 year
- 16.3% (from $107.0 million a year earlier)
- Asset growth, 3-year annual rate
- Not reported
- Asset growth, 5-year annual rate
- Not reported
- Client growth, 1 year
- 1.3% (from 550)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In Washington | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #7,097 | #203 | $124.4 million |
| Fastest-growing independent RIAs over one year | #3,320 | #114 | 16.3%from $107.0 million |
| Independent RIAs with the biggest asset gains over one year | #5,731 | #165 | $17.4 million |
| Independent RIAs with the most clients | #1,984 | #57 | 557 |
| Independent RIAs with the fastest client growth over one year | #3,739 | #101 | 1.3%from 550 |
| Independent RIAs with the most accounts | #4,482 | #125 | 557 |
| Independent RIAs with the most advisory staff | #3,365 | #91 | 4 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| September 2, 2025 | $107.0 million |
| October 2, 2026 | $124.4 million |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| Individuals (other than high net worth) 557 clients | $124.4 million | |
| High net worth individuals fewer than 5 clients | $0 | |
| Banking or thrift institutions fewer than 5 clients | $0 | |
| Pension and profit sharing plans fewer than 5 clients | $0 | |
| Charitable organizations fewer than 5 clients | $0 | |
| State or municipal government entities fewer than 5 clients | $0 | |
| Other investment advisers fewer than 5 clients | $0 | |
| Insurance companies fewer than 5 clients | $0 | |
| Sovereign wealth funds and foreign official institutions fewer than 5 clients | $0 | |
| Corporations or other businesses fewer than 5 clients | $0 | |
| Other fewer than 5 clients | $0 |
How the firm is paid
- A percentage of assets under management
Advisory services
- Portfolio management for individuals or small businesses
Financial planning clients (Item 5.H): 0.
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Registered representative of a broker-dealer
- Insurance broker or agent
Financial industry affiliations (Item 7.A)
None reported.
Custody (Item 9)
The firm reported no custody of client cash or securities.
Investment adviser representatives
- IARs registered with the firm
- 5
- Also registered through a broker-dealer
- 1
- Employees who are IARs (Form ADV 5.B(3))
- 4
0 of the firm's 5 IARs are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 3 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in Washington
| Firm | City | RAUM |
|---|---|---|
| Harborview Asset Management LLC | Gig Harbor | $124.7 million |
| NGP Financial Planning, LLC | Sammamish | $124.7 million |
| Sila Financial, LLC | Snohomish | $124.3 million |
| Surience Private Wealth LLC | Yakima | $124.0 million |
| Integrated Wealth Advisors, LLC | Bellevue | $122.4 million |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Vorpahl Wing Advisors, Inc. on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.vorpahlwing.com
- Independent RIAs in Washington
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.