City
Wealth management firms in Spokane, Washington
As of October 2, 2026, 38 wealth management firms, including broker-dealer firms, with their main office in Spokane, Washington reported $7.7 billion in regulatory assets under management; the largest by assets was Northern Capital Management, Inc., with $918.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 38
- Regulatory assets under management
- $7.7 billion
- Average per firm
- $201.9 million
- SEC-registered, of those listed
- 21 of 38 (55.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Northern Capital Management, Inc. | SEC | $918.2 million | 1,866 |
| 2 | Quantum Financial Planning Services, Inc. | SEC | $727.2 million | 3,025 |
| 3 | Richards Merrill Wealth Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $643.6 million | 1,280 |
| 4 | Vickerman Investment Advisors, Inc. | SEC | $632.3 million | 1,159 |
| 5 | Fellowship Financial Planning | SEC | $465.3 million | 2,474 |
| 6 | MB Gen Wealth | SEC | $404.4 million | 398 |
| 7 | Lodestone Wealth Management LLC | SEC | $346.5 million | 717 |
| 8 | Wealth Asset Managers Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $321.9 million | 2,006 |
| 9 | Columbia Advisory Partners, LLC | SEC | $312.6 million | 1,822 |
| 10 | Griffiths, Dreher & Evans, P.S., CPAS | SEC | $311.4 million | 916 |
| 11 | Financial Forum, Inc. | SEC | $285.8 million | 1,696 |
| 12 | Fortitude Financial LLC | SEC | $281.5 million | 1,832 |
| 13 | JMK & Associates, LLC | SEC | $268.4 million | 1,459 |
| 14 | Selkirk Wealth Advisors, LLC | SEC | $184.4 million | 166 |
| 15 | Stewardship Concepts Financial Services LLC | SEC | $174.6 million | 892 |
| 16 | 917 Advisory Services LLC | SEC | $167.5 million | 620 |
| 17 | Integrity Wealth Management, Inc. | SEC | $163.2 million | 544 |
| 18 | Peterson Investment Management Inc | SEC | $146.1 million | 162 |
| 19 | Freedom Asset Management | SEC | $142.0 million | 420 |
| 20 | Twenty Twenty Investment Advisors, LLC | SEC | $139.0 million | 564 |
| 21 | Vorpahl Wing Advisors, Inc. | SEC | $124.4 million | 557 |
| 22 | Karel Capital, Inc. | State | $109.1 million | 126 |
| 23 | Long View Financial Services, Inc | State | $66.3 million | 182 |
| 24 | Craig Family Office | State | $54.0 million | 10 |
| 25 | Long Bridge Capital Management | State | $53.8 million | 106 |
| 26 | Freedom Wealth Management LLC | State | $47.4 million | 214 |
| 27 | Northwest Investment Advisors, Inc Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $45.3 million | 115 |
| 28 | Inland Financial Planning | State | $43.3 million | 250 |
| 29 | Northwest Planning Advisors LLC | State | $30.2 million | 185 |
| 30 | Upfront Financial Planning, LLC | State | $15.4 million | 145 |
| 31 | Vision Casting Financial Planning, LLC | State | $14.4 million | 129 |
| 32 | Finn Wealth Management LLC | State | $13.5 million | 199 |
| 33 | Bormann Wealth Management, LLC | State | $8.4 million | 46 |
| 34 | Chair Six Financial Planning, PLLC | State | $4.9 million | 32 |
| 35 | Financial Trex, LLC | State | $4.0 million | 8 |
| 36 | Ravenwood Capital Management, LLC | State | $200,000 | 4 |
| 37 | Apex Advisory Group, Inc. | State | $0 | 0 |
| 38 | Serenity Advising | 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.