Wealth Management Firms (RIAs) in Spokane
18 wealth management firms are on this list. Of those that report regulatory assets on Form ADV, Northern Capital Management is the largest: $918 million through Northern Capital Management, Inc. (filed ).
Quantum Financial Planning Services follows with $727 million. The 18 advisers counted report $6.4 billion together; the ten largest hold 78% of it, and half report less than $284 million.
Updated . Rechecked quarterly; next check . Figures read , as filed to .
- $500MM to $1BN46%4 firms
- Under $500MM54%14 firms
Latest Form ADV of each, filed Dec 2025 to Sep 2026. Read ; sources at the end of the page.
- Wealth management firms listedList of November 2026; 17 are wealth managers and 1 is a wealth manager with a broker-dealer
- 18
- Combined assets18 counted; as filed to Sep 2026
- $6.4BN
- Median firmHalf of the 18 report less
- $284MM
- Held by the ten largestOf the $6.4BN combined
- 78%
Northern Capital Management, Quantum Financial Planning Services and Richards Merrill Wealth Management lead the Spokane wealth management firms by assets
The eighteen largest by regulatory assets on their latest Form ADV. Together they report $6.4BN, 100% of the $6.4BN the 18 counted report.
- 1
Northern Capital Management
Wealth manager, Spokane, WA
$918MMRegulatory assets, Sep 2026
44% high net worth, 38% pension plans, 16% other individuals
- 2
Quantum Financial Planning Services
Wealth manager, Spokane, WA
$727MMRegulatory assets, Dec 2025
69% high net worth, 30% other individuals, 1% charities
- 3
Richards Merrill Wealth Management
Wealth manager with a broker-dealer, Spokane, WA
$644MMRegulatory assets, Mar 2026
54% high net worth, 31% other individuals, 11% pension plans
- 4
Vickerman Investment Advisors
Wealth manager, Spokane, WA
$632MMRegulatory assets, Feb 2026
86% high net worth, 14% other individuals
- 5
Fellowship Financial Planning
Wealth manager, Spokane, WA
$465MMRegulatory assets, Aug 2026
52% other individuals, 48% high net worth
- 6
Demars Financial Group
Wealth manager, Spokane Valley, WA
$374MMRegulatory assets, Mar 2026
76% high net worth, 24% other individuals
- 7
Lodestone Wealth Management
Wealth manager, Spokane, WA
$346MMRegulatory assets, Mar 2026
86% high net worth, 10% other individuals, 4% charities
- 8
Columbia Advisory Partners
Wealth manager, Spokane, WA
$313MMRegulatory assets, Aug 2026
59% high net worth, 36% other individuals, 5% private funds
- 9
Financial Forum
Wealth manager, Spokane, WA
$286MMRegulatory assets, Aug 2026
54% high net worth, 46% other individuals
- 10
Fortitude Financial
Wealth manager, Spokane, WA
$282MMRegulatory assets, Sep 2026
51% high net worth, 49% other individuals
- 11
JMK & Associates
Wealth manager, Spokane, WA
$268MMRegulatory assets, Jan 2026
54% high net worth, 45% other individuals
- 12
Selkirk Wealth Advisors
Wealth manager, Spokane, WA
$184MMRegulatory assets, Mar 2026
78% high net worth, 18% other individuals, 3% charities
- 13
Stewardship Concepts Financial Services
Wealth manager, Spokane, WA
$175MMRegulatory assets, Jan 2026
63% high net worth, 32% other individuals, 5% pension plans
- 14
917 Advisory Services
Wealth manager, Spokane, WA
$168MMRegulatory assets, Apr 2026
66% high net worth, 24% other individuals, 10% pension plans
- 15
Integrity Wealth Management
Wealth manager, Spokane, WA
$163MMRegulatory assets, Aug 2026
79% high net worth, 21% other individuals
- 16
Moulton Wealth Management
Wealth manager, Spokane Valley, WA
$160MMRegulatory assets, Jan 2026
52% other individuals, 48% high net worth
- 17
Twenty Twenty Investment Advisors
Wealth manager, Spokane, WA
$139MMRegulatory assets, Jul 2026
44% other individuals, 39% high net worth, 15% other
- 18
DW Investment Solutions
Wealth manager, Spokane Valley, WA
$111MMRegulatory assets, Jun 2026
78% other individuals, 22% high net worth
Regulatory assets each adviser reported in its latest Form ADV. Each pin opens the filing behind the figure; the ranking rule and sources are at the end of the page. Read .
The ten largest hold 78% of the assets
How the 18 firms counted spread by size: most are small, the dollars sit at the top.
One dot per firm counted. Read .
Assets each reported in its latest filing; shares are of the $6.4BN combined, one row per firm. Read .
14%
of the assets reported sits with one firm, Northern Capital Management. The five largest hold 53%; 18 of 18 report under $1 billion.
- Wealth managers17
- Wealth manager with a broker-dealer1
Kind of each, from its Form ADV (Items 5.G and 6.A), October 2026.
- High net worth61%
- Other individuals30%
- Pension plans7%
- Charities1%
- Other0%
- Businesses0%
Client types each adviser reports with its assets, latest filing; sums of filed figures.
Leaders beyond the ranking
Figures the main ranking does not compare: the most individual clients, the most high net worth clients.
| Rank | Name | Figure |
|---|---|---|
| 1 | JMK & Associates | 1,453Jan 2026 |
| 2 | Richards Merrill Wealth Management | 1,270Mar 2026 |
| 3 | Fellowship Financial Planning | 1,130Aug 2026 |
| 4 | Quantum Financial Planning Services | 790Dec 2025 |
| 5 | Northern Capital Management | 706Sep 2026 |
| 6 | Columbia Advisory Partners | 630Aug 2026 |
| 7 | Financial Forum | 572Aug 2026 |
| 8 | Demars Financial Group | 498Mar 2026 |
Counts of clients as filed; a client is an account holder the adviser counts, not a household.
| Rank | Name | Figure |
|---|---|---|
| 1 | JMK & Associates | 334Jan 2026 |
| 2 | Quantum Financial Planning Services | 253Dec 2025 |
| 3 | Columbia Advisory Partners | 185Aug 2026 |
| 4 | Richards Merrill Wealth Management | 176Mar 2026 |
| 5 | Demars Financial Group | 165Mar 2026 |
| 6 | Vickerman Investment Advisors | 150Feb 2026 |
| 7 | Northern Capital Management | 148Sep 2026 |
| 8 | Fellowship Financial Planning | 125Aug 2026 |
Counts of clients as filed; a client is an account holder the adviser counts, not a household.
The list is public. The warm path is not. Schedule a conversation
All 18 wealth management firms
A to Z, with each firm's regulatory assets, its clients, the share of its assets held for individuals and its private funds, each with a pin to its Form ADV.
Showing all 18 firms
The first 30 are shown here; find, a kind or a size shows every match.
No row matches. Clear the find field or choose All.
Assets are the regulatory assets in the adviser's latest Form ADV (Item 5.F; solid bar). Clients are every client it counts (Item 5.D); Individuals is the share of its assets held for individuals, high net worth and other; private funds are the funds it advises (Item 7.B). Each pin opens the filing behind the figure. The square beside a name opens every figure with its filing and notes.
A few large advisers hold most of the money
Four findings from the filings of the 18 firms counted.
- 14%
of the $6.4 billion the 18 firms counted report is one firm's: Northern Capital Management. Without it, the other 17 report $5.4 billion.
Assets, latest Form ADV of each; sums of filed figures
- $284MM
is the median: half of the 18 report less, and 18 report under $1 billion.
Assets, latest Form ADV of each
- 2
private funds are advised by the firms counted; Columbia Advisory Partners advises the most, 2.
Private funds on each Form ADV (Schedule D); sums of filed figures
- 61%
of their assets is high net worth money; the next largest client type is other individuals, at 30%.
Client types each adviser reports with its assets; sums of filed figures
Questions
How many wealth management firms are there in Spokane?
This list holds 18 wealth management firms in the Spokane metro; 18 of them report regulatory assets on Form ADV, $6.4 billion together.
What are the largest wealth management firms in Spokane?
By the regulatory assets they report: Northern Capital Management $918 million, Quantum Financial Planning Services $727 million, Richards Merrill Wealth Management $644 million, Vickerman Investment Advisors $632 million, Fellowship Financial Planning $465 million.
How much do wealth management firms in Spokane typically manage?
Of the 18 that report, the median reports $284 million in regulatory assets; 18 report under $1 billion.
How do you start a relationship with wealth management firms in Spokane?
Each figure on this page carries a pin that opens the firm's Form ADV, which names its services, its clients and how to reach it. For fund managers and companies raising capital, Praxis Rock runs capital formation programs; see Raise Capital.
Sources and method
- Who is listed
- 18 wealth management firms, 17 are wealth managers and 1 is a wealth manager with a broker-dealer. Every SEC registered adviser with a main office in Spokane-Spokane Valley, WA MSA (Census CBSA 44060) that reports $100 million or more in regulatory assets, half or more of them for individuals, less the firms our other lists carry as another kind.
- Ranking rule
- The top 20, every total, share and median, the charts and the answers to the questions use one set: the 18 advisers that report regulatory assets in their latest SEC Form ADV, with a main office in the Spokane metro, that the filing itself ties to the row (the CRD the list cites, or the row's own website in Item 1.I), one figure per adviser. A name match with no such tie is shown in the row's detail only, never ranked or counted.
- Our arithmetic
- The $6.4BN, the median, shares, charts and boards are sums and medians of filed numbers over that one set; 0 firms with a figure outside it stay listed with the figure and the reason.
- Pins
- Each figure's pin opens the filing it comes from: the adviser's Form ADV as filed, or the SEC filing index of its latest 13F report. The pin's label names the source and its date.
- What we searched
- On we read every firm's latest Form ADV in the SEC monthly file by its CRD and searched 13F reports by the CIK on its Form ADV record. Of the 18, 18 report on a current Form ADV and 3 file 13F reports.
- Words
- Each firm's kind is read from its Form ADV: a wealth manager advises individuals and offers financial planning (Items 5.D and 5.G); "also a broker-dealer" where Item 6.A is checked. Firm names only: no person, contact or website is shown.
| Figure | Source | Period, read |
|---|---|---|
| Assets, private funds, client types, main office, employees | SEC Form ADV adviser data, October 2026 report, and each adviser's Form ADV as filed, 18 advisers | Filings to 2026-10-01; read 2026-11-06 |
| Reports of listed stocks (13F filer) | SEC EDGAR Form 13F, 3 filers, by the CIK on each Form ADV | Latest filing; read 2026-11-06 |
| Main office to metro | HUD USPS ZIP to county crosswalk, 2026 Q2, and the Census metro delineation, July 2023 | Read 2026-11-06 |
| Logos | None shown: each firm has a monogram | Read 2026-11-06 |
Cite as: Praxis Rock Advisors, "Wealth Management Firms (RIAs) in Spokane," updated November 6, 2026, praxisrock.com/resources/investors/wealth-management-firms-spokane