Rialytix insights
Top RIA Firms in Spokane, Washington
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Spokane, Washington. This hub covers 22 matching firms with $7.3B in total reported AUM and median AUM of $295.0M.
Firms
22
Matching current profiles
Total AUM
$7.3B
Reported regulatory AUM
Median AUM
$295.0M
Across firms with AUM
Largest firm
$727.2M
Quantum Financial Planning Services, INC.
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Quantum Financial Planning Services, INC. CRD 115877 · Corporation | SPOKANE, WA | $727.2M Dec 2025 | +$135.6M+22.9% | +$313.1M+75.6% | +$340.7M+88.1% | +$492.2M+209.4% | +7 employees+58.3% over 3Y | +877 accounts+40.8% over 3Y |
| 2. Richards Merrill Wealth Management CRD 713 · Corporation | SPOKANE, WA | $643.6M Mar 2026 | +$129.1M+25.1% | +$354.5M+122.6% | +$459.4M+249.4% | +$538.7M+513.3% | +3 employees+42.9% over 3Y | +540 accounts+73.0% over 3Y |
| 3. Vickerman Investment Advisors, INC. CRD 313240 · Corporation | SPOKANE, WA | $632.3M Feb 2026 | +$260.2M+69.9% | +$289.2M+84.3% | — | — | +5 employees+250.0% over 3Y | +344 accounts+42.2% over 3Y |
| 4. Northern Capital Management, INC. CRD 111379 · Corporation | SPOKANE, WA | $526.7M Mar 2026 | +$135.7M+34.7% | +$138.4M+35.6% | +$199.2M+60.8% | +$102.6M+24.2% | +1 employees+10.0% over 3Y | +121 accounts+7.0% over 3Y |
| 5. Fellowship Financial Planning CRD 330347 · Limited Liability Company | SPOKANE, WA | $465.3M Mar 2026 | +$103.0M+28.4% | — | — | — | +3 employees+33.3% over 1Y | +416 accounts+20.2% over 1Y |
| 6. Palouse Capital Management, INC. CRD 104573 · Corporation | SPOKANE, WA | $408.5M Apr 2026 | +$82.0M+25.1% | +$136.6M+50.3% | +$174.4M+74.5% | +$166.5M+68.8% | -2 employees-40.0% over 3Y | +34 accounts+3.7% over 3Y |
| 7. Mb Gen Wealth CRD 327967 · Limited Liability Company | SPOKANE, WA | $404.4M Mar 2026 | +$70.6M+21.2% | — | — | — | 0 employees+0.0% over 1Y | +6 accounts+1.5% over 1Y |
| 8. Lodestone Wealth Management LLC CRD 151115 · Limited Liability Company | SPOKANE, WA | $346.5M Mar 2026 | +$72.1M+26.3% | +$116.9M+50.9% | +$221.1M+176.2% | +$221.1M+176.2% | 0 employees+0.0% over 3Y | +187 accounts+35.3% over 3Y |
| 9. Columbia Advisory Partners, LLC CRD 171616 · Limited Liability Company | SPOKANE, WA | $312.6M Mar 2026 | +$72.4M+30.1% | +$91.1M+41.1% | +$152.6M+95.4% | +$211.6M+209.5% | +8 employees+72.7% over 3Y | +514 accounts+39.3% over 3Y |
| 10. Griffiths, Dreher & Evans, P.s., Cpas CRD 142448 · Corporation | SPOKANE, WA | $311.4M Feb 2026 | +$79.2M+34.1% | +$172.1M+123.6% | — | +$196.8M+171.8% | +8 employees+47.1% over 3Y | -157 accounts-14.6% over 3Y |
| 11. Northern Capital Retirement Services, INC. CRD 163327 · Corporation | SPOKANE, WA | $304.2M Mar 2026 | +$72.3M+31.2% | +$101.0M+49.7% | +$103.6M+51.6% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 12. Financial Forum, INC. CRD 307740 · Corporation | SPOKANE, WA | $285.8M May 2026 | +$9.7M+3.5% | +$95.5M+50.2% | +$103.3M+56.6% | — | +1 employees+25.0% over 3Y | +181 accounts+11.9% over 3Y |
| 13. Fortitude Financial LLC CRD 313235 · Limited Liability Company | SPOKANE, WA | $281.5M Mar 2026 | +$11.4M+4.2% | +$113.4M+67.5% | — | — | 0 employees+0.0% over 3Y | +677 accounts+58.6% over 3Y |
| 14. Wealth Asset Managers CRD 14377 · Corporation | SPOKANE, WA | $272.0M Jul 2025 | +$58.8M+27.6% | +$86.1M+46.4% | +$125.5M+85.7% | +$230.7M+558.5% | 0 employees+0.0% over 3Y | +9 accounts+0.4% over 3Y |
| 15. Jmk & Associates, LLC CRD 312760 · Limited Liability Company | SPOKANE, WA | $268.4M Jan 2026 | -$84.4M-23.9% | -$68.9M-20.4% | — | — | -3 employees-42.9% over 3Y | -549 accounts-27.3% over 3Y |
| 16. Selkirk Wealth Advisors, LLC CRD 173605 · Limited Liability Company | SPOKANE, WA | $184.4M Mar 2026 | -$22.6M-10.9% | +$19.2M+11.6% | — | +$79.8M+76.3% | -2 employees-33.3% over 3Y | -21 accounts-11.2% over 3Y |
| 17. Stewardship Concepts Financial Services LLC CRD 330611 · Limited Liability Company | SPOKANE, WA | $174.6M Jan 2026 | — | — | — | +$68.2M+64.1% | 0 employees+0.0% over Total | +191 accounts+27.2% over Total |
| 18. 917 Advisory Services LLC CRD 331476 · Limited Liability Company | SPOKANE, WA | $167.5M Apr 2026 | +$37.4M+28.7% | — | — | — | 0 employees+0.0% over 1Y | +82 accounts+15.2% over 1Y |
| 19. Integrity Wealth Management, INC. CRD 150103 · Corporation | SPOKANE, WA | $163.2M May 2026 | +$36.4M+28.7% | +$122.6M+302.4% | +$122.6M+302.4% | +$122.6M+302.4% | 0 employees+0.0% over 1Y | +493 accounts+966.7% over 3Y |
| 20. Freedom Asset Management CRD 335660 · Limited Liability Company | SPOKANE, WA | $142.0M Jan 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 21. Vorpahl Wing Securities, INC. CRD 47548 · Corporation | SPOKANE, WA | $124.4M May 2026 | +$17.4M+16.3% | — | — | +$17.4M+16.3% | +1 employees+25.0% over 1Y | +37 accounts+7.1% over 1Y |
| 22. Signia Capital Management CRD 121505 · Limited Liability Company | SPOKANE, WA | $109.4M May 2026 | +$43.1M+65.0% | +$43.1M+65.0% | +$43.1M+65.0% | -$505.5M-82.2% | +2 employees+100.0% over 3Y | +13 accounts+433.3% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.