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Find Best Financial Advisors in Spokane, Washington

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Spokane is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Spokane & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Spokane?

Looking for a qualified financial advisor in Spokane? We can help you by narrowing down your options & listing the best financial advisors in Spokane as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Spokane near you with the list of certified and vetted Spokane financial advisors.

List of Qualified Financial Advisors in Spokane, Washington

Top Financial Advisor Firms in Washington (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
NORTHERN CAPITAL MANAGEMENT, INC.
2700 South Southeast Boulevard, Suite 205 Spokane, WA 99223-4984
111379 $388,356,058 1734 A percentage of AUM
Fixed fees
VICKERMAN INVESTMENT ADVISORS, INC.
108 N. Washington Street, Suite 603 Spokane, WA 99201
313240 $343,067,000 815 A percentage of AUM
JMK & ASSOCIATES, LLC
102 East Main Street, Spokane, WA 99202
312760 $337,274,655 2008 A percentage of AUM
RICHARDS MERRILL WEALTH MANAGEMENT
612 West Main Street, The M Building Suite 201 Spokane, WA 99201-0645
713 $289,093,457 740 A percentage of AUM
Fixed fees
DEMARS FINANCIAL GROUP LLC
104 S Freya Suite 218, Lilac Flag Bldg Spokane, WA 99202
116257 $275,774,968 981 A percentage of AUM
Hourly charges
PALOUSE CAPITAL MANAGEMENT, INC.
2026 N Washington St, Spokane, WA 99205
104573 $264,363,444 497 A percentage of AUM
Fixed fees
NORTHERN CAPITAL RETIREMENT SERVICES, INC.
2700 S Southeast Boulevard, Suite 205 Spokane, WA 99223
163327 $247,799,195 22 A percentage of AUM
LODESTONE WEALTH MANAGEMENT LLC
9 S Washington St, Ste 211 Spokane, WA 99201
151115 $229,616,785 530 A percentage of AUM
FINANCIAL FORUM, INC.
501 N Riverpoint Blvd., Ste 104, Spokane, WA 99202
307740 $222,764,042 1387 A percentage of AUM
Hourly charges
COLUMBIA ADVISORY PARTNERS, LLC
3918 N Post St, Spokane, WA 99205
171616 $221,500,000 1308 A percentage of AUM
Hourly charges
Fixed fees
FORTITUDE FINANCIAL LLC
123 East 2nd Avenue, Spokane, WA 99202
313235 $206,470,519 1273 A percentage of AUM
Hourly charges
WEALTH ASSET MANAGERS
9718 N Morton Ct, Spokane, WA 99218
14377 $185,825,249 2017 A percentage of AUM
GRIFFITHS, DREHER & EVANS, P.S., CPAS
906 West Sprague, Spokane, WA 99201
142448 $139,778,925 957 A percentage of AUM
JOHN T. MCCARTHY, LLC
1124 West Riverside Dr, Suite 305 Spokane, WA 99201-1109
119933 $136,659,000 477 A percentage of AUM
Fixed fees
Other (NEGOTIATION)
SELKIRK WEALTH ADVISORS, LLC
203 N Washington St, Suite 203 Spokane, WA 99201
173605 $104,612,994 62 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Washington

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Blackwell Financial Services
Inquire with Blackwell
7307 N Division St, Ste 305 Spokane, WA 99208 509-359-9788
Brian McCann
Inquire with Brian
717 W Sprague Ave, Suite 500 Spokane, WA 99201 509-325-8228
Ashlie Marie Johnson
Inquire with Ashlie
717 W Sprague Ave, Suite 500 Spokane, WA 99201 509-325-8204
Bill Eldridge
Inquire with Bill
1131 E Westview Ct, Ste 100 Spokane, WA 99218 509-232-0070
Anderson Johnson Group
Inquire with Anderson
717 W Sprague Ave, Suite 500 Spokane, WA 99201 509-325-8204
Berit A Thompson
Inquire with Berit
717 W Sprague Ave, Suite 500 Spokane, WA 99201 509-455-5043
Michael Mastor
Inquire with Michael
2019 E 29th Ave, Spokane, WA 99203 509-363-0336
John E Altberg II
Inquire with John
140 S Arthur St, Ste 420 Spokane, WA 99202 509-835-4024
Kevin Betz
Inquire with Kevin
140 S Arthur St, Ste 420 Spokane, WA 99202 509-534-3527
Jason Johnson
Inquire with Jason
906 W 2nd Ave, Ste 500 Spokane, WA 99201 509-466-9811

Select other cities around Washington to broaden your search for a financial advisor

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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