City
Wealth management firms in Spokane Valley, Washington
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Spokane Valley, Washington reported $666.5 million in regulatory assets under management; the largest by assets was Demars Financial Group LLC, with $374.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $666.5 million
- Average per firm
- $111.1 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Demars Financial Group LLC | SEC | $374.0 million | 1,250 |
| 2 | Moulton Wealth Management, Inc | SEC | $159.7 million | 571 |
| 3 | DW Investment Solutions, Inc. | SEC | $111.4 million | 113 |
| 4 | Pacific Wealth Advisory, LLC | State | $21.4 million | 116 |
| 5 | Kiepe Wealth Management | State | $40,000 | 3 |
| 6 | Strong Tower Financial Group | State | $0 | 0 |
Wealth management firms in Washington, including every city.
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.