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Find Retirement Advisors for Retirement Planning in Spokane, Washington
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Spokane, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | QUANTUM FINANCIAL PLANNING SERVICES, INC. 1212 N Washington St, Suite 220 Spokane, WA, 99201-2400 | $414,119,671 | 2148 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 2 | NORTHERN CAPITAL MANAGEMENT, INC. 2700 South Southeast Boulevard, Suite 205 Spokane, WA, 99223-4984 | $340,167,135 | 1745 | 11 | A Percentage of AUM, Fixed Fees |
| 3 | VICKERMAN INVESTMENT ADVISORS, INC. 108 N. Washington Street, Suite 603 Spokane, WA, 99201 | $330,789,172 | 930 | 6 | A Percentage of AUM |
| 4 | RICHARDS MERRILL WEALTH MANAGEMENT 612 West Main Street, The M Building Suite 201 Spokane, WA, 99201-0645 | $290,027,942 | 828 | 7 | A Percentage of AUM, Fixed Fees |
| 5 | JMK & ASSOCIATES, LLC 102 East Main Street, Spokane, WA, 99202 | $284,531,566 | 2133 | 8 | A Percentage of AUM |
| 6 | PALOUSE CAPITAL MANAGEMENT, INC. 2026 N Washington St, Spokane, WA, 99205 | $271,887,039 | 916 | 5 | A Percentage of AUM, Fixed Fees |
| 7 | COLUMBIA ADVISORY PARTNERS, LLC 3918 N Post St, Spokane, WA, 99205 | $232,652,000 | 1430 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | LODESTONE WEALTH MANAGEMENT LLC 9 S Washington St, Ste 211 Spokane, WA, 99201 | $221,562,996 | 589 | 4 | A Percentage of AUM |
| 9 | WEALTH ASSET MANAGERS 9718 N Morton Ct, Spokane, WA, 99218 | $213,135,029 | 2052 | 15 | A Percentage of AUM |
| 10 | NORTHERN CAPITAL RETIREMENT SERVICES, INC. 2700 S Southeast Boulevard, Suite 205 Spokane, WA, 99223 | $203,234,164 | 21 | 11 | A Percentage of AUM |
| 11 | FINANCIAL FORUM, INC. 501 N Riverpoint Blvd., Ste 104, Spokane, WA, 99202 | $190,312,117 | 1515 | 4 | A Percentage of AUM, Hourly charges |
| 12 | FORTITUDE FINANCIAL LLC 123 East 2nd Avenue, Spokane, WA, 99202 | $168,058,140 | 1155 | 8 | A Percentage of AUM, Hourly charges |
| 13 | SELKIRK WEALTH ADVISORS, LLC 203 N Washington St, Suite 203 Spokane, WA, 99201 | $165,230,589 | 187 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | GRIFFITHS, DREHER & EVANS, P.S., CPAS 408 N Mullan Rd, Spokane, WA, 99206 | $139,287,511 | 1073 | 22 | A Percentage of AUM |
| 15 | INTEGRITY WEALTH MANAGEMENT, INC. 202 East Spokane Falls Blvd., Suite 200 Spokane, WA, 99202 | $109,994,530 | 398 | 2 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Spokane, Washington
QualificationsFirm CRD# 115877
Assets Under Management $414,119,671
No. Of Clients2148
Clients Per Financial Advisor179
QUANTUM FINANCIAL PLANNING SERVICES, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $414M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2148 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 111379
Assets Under Management $340,167,135
No. Of Clients1745
Clients Per Financial Advisor159
NORTHERN CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $340M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1745 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 313240
Assets Under Management $330,789,172
No. Of Clients930
Clients Per Financial Advisor155
VICKERMAN INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 930 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 713
Assets Under Management $290,027,942
No. Of Clients828
Clients Per Financial Advisor118
RICHARDS MERRILL WEALTH MANAGEMENT is a financial advisory firm situated in Spokane, Washington. With a nearly $290M assets under management, the firm specializes in crafting personalized retirement planning solutions for 828 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 312760
Assets Under Management $284,531,566
No. Of Clients2133
Clients Per Financial Advisor267
JMK & ASSOCIATES, LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $285M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2133 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 104573
Assets Under Management $271,887,039
No. Of Clients916
Clients Per Financial Advisor183
PALOUSE CAPITAL MANAGEMENT, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $272M assets under management, the firm specializes in crafting personalized retirement planning solutions for 916 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 171616
Assets Under Management $232,652,000
No. Of Clients1430
Clients Per Financial Advisor119
COLUMBIA ADVISORY PARTNERS, LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $233M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1430 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 151115
Assets Under Management $221,562,996
No. Of Clients589
Clients Per Financial Advisor147
LODESTONE WEALTH MANAGEMENT LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $222M assets under management, the firm specializes in crafting personalized retirement planning solutions for 589 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 14377
Assets Under Management $213,135,029
No. Of Clients2052
Clients Per Financial Advisor137
WEALTH ASSET MANAGERS is a financial advisory firm situated in Spokane, Washington. With a nearly $213M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2052 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 163327
Assets Under Management $203,234,164
No. Of Clients21
Clients Per Financial Advisor2
NORTHERN CAPITAL RETIREMENT SERVICES, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $203M assets under management, the firm specializes in crafting personalized retirement planning solutions for 21 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Pension Consulting Services
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 307740
Assets Under Management $190,312,117
No. Of Clients1515
Clients Per Financial Advisor379
FINANCIAL FORUM, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $190M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1515 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 313235
Assets Under Management $168,058,140
No. Of Clients1155
Clients Per Financial Advisor144
FORTITUDE FINANCIAL LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $168M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1155 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 173605
Assets Under Management $165,230,589
No. Of Clients187
Clients Per Financial Advisor31
SELKIRK WEALTH ADVISORS, LLC is a financial advisory firm situated in Spokane, Washington. With a nearly $165M assets under management, the firm specializes in crafting personalized retirement planning solutions for 187 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 142448
Assets Under Management $139,287,511
No. Of Clients1073
Clients Per Financial Advisor49
GRIFFITHS, DREHER & EVANS, P.S., CPAS is a financial advisory firm situated in Spokane, Washington. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1073 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 150103
Assets Under Management $109,994,530
No. Of Clients398
Clients Per Financial Advisor199
INTEGRITY WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Spokane, Washington. With a nearly $110M assets under management, the firm specializes in crafting personalized retirement planning solutions for 398 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Ellensburg, Washington
- Retirement Planners in Tacoma, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.