{ "path": "/advisors/wa/spokane", "url": "https://advisorcensus.com/advisors/wa/spokane", "page_type": "metro", "title": "Financial advisors in Spokane, WA", "filters": {}, "scope_total": 48, "faq": [ { "q": "How many financial advisory firms are there in Spokane, WA?", "a": "AdvisorCensus lists 48 investment advisory firms with a principal office in the Spokane metro area, from Form ADV filings as of October 2026: 26 SEC-registered, 18 state-registered, and 4 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Spokane, WA?", "a": "16 of the 48 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Spokane, WA offer financial planning?", "a": "35 of the 44 firms in Spokane, WA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Spokane, WA fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 16 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 48 investment advisory firms with a principal office in the Spokane metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Spokane has 48 investment advisory firms with a principal office in the metro area as of October 2026: 26 SEC-registered, 18 state-registered, and 4 exempt reporting advisers. 16 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 17 report under $100 million in regulatory assets under management. The metro area has 237,769 households, 23,661 of them with income of $200,000 or more, or 493 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Spokane, WA: 48 firms from Form ADV filings as of October 2026.", "total_firms": 48, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 26, "state": 18, "exempt": 4 }, "fee_model_mix": [ { "code": "fee-only", "count": 16 }, { "code": "percentage_of_aum", "count": 43 }, { "code": "hourly", "count": 24 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 20 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 3 }, { "code": "other", "count": 3 }, { "code": "not_reported", "count": 4 } ], "years_registered_distribution": [ { "code": "under_5", "count": 20 }, { "code": "5_to_9", "count": 18 }, { "code": "10_to_19", "count": 6 }, { "code": "20_plus", "count": 4 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 11 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 22 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 0 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 5 } ], "firms": [ { "crd_number": 331476, "name": "917 Advisory Services LLC", "name_as_filed": "917 ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/917-advisory-services-llc-spokane-wa-331476", "city": "Spokane", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 7726, "name": "Alliant Securities, Inc. Turner, Nord, Kienbaum", "name_as_filed": "ALLIANT SECURITIES, INC. TURNER, NORD, KIENBAUM", "url": "https://advisorcensus.com/firm/alliant-securities-inc-turner-nord-kienbaum-liberty-lake-wa-7726", "city": "Liberty Lake", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117183, "name": "Apex Advisory Group, Inc.", "name_as_filed": "APEX ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/apex-advisory-group-inc-spokane-wa-117183", "city": "Spokane", "state": "WA", "years_registered": 36, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164813, "name": "Bozeman, L.L.C.", "name_as_filed": "BOZEMAN, L.L.C.", "url": "https://advisorcensus.com/firm/bozeman-l-l-c-spokane-wa-164813", "city": "Spokane", "state": "WA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281868, "name": "Carlson Financial Advisory, LLC", "name_as_filed": "CARLSON FINANCIAL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/carlson-financial-advisory-llc-liberty-lake-wa-281868", "city": "Liberty Lake", "state": "WA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282052, "name": "Chair Six Financial Planning, PLLC", "name_as_filed": "CHAIR SIX FINANCIAL PLANNING, PLLC", "url": "https://advisorcensus.com/firm/chair-six-financial-planning-pllc-spokane-wa-282052", "city": "Spokane", "state": "WA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171616, "name": "Columbia Advisory Partners, LLC", "name_as_filed": "COLUMBIA ADVISORY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/columbia-advisory-partners-llc-spokane-wa-171616", "city": "Spokane", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343469, "name": "CXL Capital Management LLC", "name_as_filed": "CXL CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cxl-capital-management-llc-spokane-wa-343469", "city": "Spokane", "state": "WA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116257, "name": "Demars Financial Group LLC", "name_as_filed": "DEMARS FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/demars-financial-group-llc-spokane-valley-wa-116257", "city": "Spokane Valley", "state": "WA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150471, "name": "DW Investment Solutions, Inc.", "name_as_filed": "DW INVESTMENT SOLUTIONS, INC.", "url": "https://advisorcensus.com/firm/dw-investment-solutions-inc-spokane-valley-wa-150471", "city": "Spokane Valley", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330347, "name": "Fellowship Financial Planning", "name_as_filed": "FELLOWSHIP FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/fellowship-financial-planning-spokane-wa-330347", "city": "Spokane", "state": "WA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 307740, "name": "Financial Forum, Inc.", "name_as_filed": "FINANCIAL FORUM, INC.", "url": "https://advisorcensus.com/firm/financial-forum-inc-spokane-wa-307740", "city": "Spokane", "state": "WA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283951, "name": "Financial Trex, LLC", "name_as_filed": "FINANCIAL TREX, LLC", "url": "https://advisorcensus.com/firm/financial-trex-llc-spokane-wa-283951", "city": "Spokane", "state": "WA", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318774, "name": "Finn Wealth Management LLC", "name_as_filed": "FINN WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/finn-wealth-management-llc-spokane-wa-318774", "city": "Spokane", "state": "WA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313235, "name": "Fortitude Financial LLC", "name_as_filed": "FORTITUDE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/fortitude-financial-llc-spokane-wa-313235", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335660, "name": "Freedom Asset Management", "name_as_filed": "FREEDOM ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/freedom-asset-management-spokane-wa-335660", "city": "Spokane", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336097, "name": "Freedom Wealth Management LLC", "name_as_filed": "FREEDOM WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/freedom-wealth-management-llc-spokane-wa-336097", "city": "Spokane", "state": "WA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142448, "name": "Griffiths, Dreher & Evans, P.S., CPAS", "name_as_filed": "GRIFFITHS, DREHER & EVANS, P.S., CPAS", "url": "https://advisorcensus.com/firm/griffiths-dreher-and-evans-p-s-cpas-spokane-wa-142448", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 315123, "name": "Inland Financial Planning", "name_as_filed": "INLAND FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/inland-financial-planning-spokane-wa-315123", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150103, "name": "Integrity Wealth Management, Inc.", "name_as_filed": "INTEGRITY WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/integrity-wealth-management-inc-spokane-wa-150103", "city": "Spokane", "state": "WA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312760, "name": "JMK & Associates, LLC", "name_as_filed": "JMK & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/jmk-and-associates-llc-spokane-wa-312760", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105607, "name": "Karel Capital, Inc.", "name_as_filed": "KAREL CAPITAL, INC.", "url": "https://advisorcensus.com/firm/karel-capital-inc-spokane-wa-105607", "city": "Spokane", "state": "WA", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151115, "name": "Lodestone Wealth Management LLC", "name_as_filed": "LODESTONE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/lodestone-wealth-management-llc-spokane-wa-151115", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305952, "name": "Long Bridge Capital Management", "name_as_filed": "LONG BRIDGE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/long-bridge-capital-management-liberty-lake-wa-305952", "city": "Liberty Lake", "state": "WA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 327967, "name": "MB GEN Wealth", "name_as_filed": "MB GEN WEALTH", "url": "https://advisorcensus.com/firm/mb-gen-wealth-spokane-wa-327967", "city": "Spokane", "state": "WA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304598, "name": "Moulton Wealth Management, Inc", "name_as_filed": "MOULTON WEALTH MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/moulton-wealth-management-inc-spokane-valley-wa-304598", "city": "Spokane Valley", "state": "WA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111379, "name": "Northern Capital Management, Inc.", "name_as_filed": "NORTHERN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/northern-capital-management-inc-spokane-wa-111379", "city": "Spokane", "state": "WA", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 109737, "name": "Northwest Investment Advisors, Inc", "name_as_filed": "NORTHWEST INVESTMENT ADVISORS, INC", "url": "https://advisorcensus.com/firm/northwest-investment-advisors-inc-spokane-wa-109737", "city": "Spokane", "state": "WA", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297916, "name": "Northwest Planning Advisors LLC", "name_as_filed": "NORTHWEST PLANNING ADVISORS LLC", "url": "https://advisorcensus.com/firm/northwest-planning-advisors-llc-spokane-wa-297916", "city": "Spokane", "state": "WA", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297657, "name": "Pacific Wealth Advisory, LLC", "name_as_filed": "PACIFIC WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/pacific-wealth-advisory-llc-spokane-valley-wa-297657", "city": "Spokane Valley", "state": "WA", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 115877, "name": "Quantum Financial Planning Services, Inc.", "name_as_filed": "QUANTUM FINANCIAL PLANNING SERVICES, INC.", "url": "https://advisorcensus.com/firm/quantum-financial-planning-services-inc-spokane-wa-115877", "city": "Spokane", "state": "WA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 713, "name": "Richards Merrill Wealth Management", "name_as_filed": "RICHARDS MERRILL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/richards-merrill-wealth-management-spokane-wa-713", "city": "Spokane", "state": "WA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173605, "name": "Selkirk Wealth Advisors, LLC", "name_as_filed": "SELKIRK WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/selkirk-wealth-advisors-llc-spokane-wa-173605", "city": "Spokane", "state": "WA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342168, "name": "Serenity Advising", "name_as_filed": "SERENITY ADVISING", "url": "https://advisorcensus.com/firm/serenity-advising-spokane-wa-342168", "city": "Spokane", "state": "WA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121505, "name": "Signia Capital Management", "name_as_filed": "SIGNIA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/signia-capital-management-spokane-wa-121505", "city": "Spokane", "state": "WA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 152865, "name": "Simple Wealth LLC", "name_as_filed": "SIMPLE WEALTH LLC", "url": "https://advisorcensus.com/firm/simple-wealth-llc-liberty-lake-wa-152865", "city": "Liberty Lake", "state": "WA", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306537, "name": "Spencer Financial Planning, LLC", "name_as_filed": "SPENCER FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/spencer-financial-planning-llc-spokane-wa-306537", "city": "Spokane", "state": "WA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340743, "name": "Square Start LLC", "name_as_filed": "SQUARE START LLC", "url": "https://advisorcensus.com/firm/square-start-llc-spokane-wa-340743", "city": "Spokane", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330611, "name": "Stewardship Concepts Financial Services LLC", "name_as_filed": "STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/stewardship-concepts-financial-services-llc-spokane-wa-330611", "city": "Spokane", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335268, "name": "Stride Exchange Inc", "name_as_filed": "STRIDE EXCHANGE INC", "url": "https://advisorcensus.com/firm/stride-exchange-inc-spokane-wa-335268", "city": "Spokane", "state": "WA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 128086, "name": "Twenty Twenty Investment Advisors, LLC", "name_as_filed": "TWENTY TWENTY INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/twenty-twenty-investment-advisors-llc-spokane-wa-128086", "city": "Spokane", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341858, "name": "United Prime Society Inc", "name_as_filed": "UNITED PRIME SOCIETY INC", "url": "https://advisorcensus.com/firm/united-prime-society-inc-spokane-wa-341858", "city": "Spokane", "state": "WA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328638, "name": "Upfront Financial Planning, LLC", "name_as_filed": "UPFRONT FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/upfront-financial-planning-llc-spokane-wa-328638", "city": "Spokane", "state": "WA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313240, "name": "Vickerman Investment Advisors, Inc.", "name_as_filed": "VICKERMAN INVESTMENT ADVISORS, INC.", "url": "https://advisorcensus.com/firm/vickerman-investment-advisors-inc-spokane-wa-313240", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313535, "name": "Vision Casting Financial Planning, LLC", "name_as_filed": "VISION CASTING FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/vision-casting-financial-planning-llc-spokane-wa-313535", "city": "Spokane", "state": "WA", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 47548, "name": "Vorpahl Wing Advisors, Inc.", "name_as_filed": "VORPAHL WING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/vorpahl-wing-advisors-inc-spokane-wa-47548", "city": "Spokane", "state": "WA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 14377, "name": "Wealth Asset Managers", "name_as_filed": "WEALTH ASSET MANAGERS", "url": "https://advisorcensus.com/firm/wealth-asset-managers-spokane-wa-14377", "city": "Spokane", "state": "WA", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 329964, "name": "Wsort Finance Inc", "name_as_filed": "WSORT FINANCE INC", "url": "https://advisorcensus.com/firm/wsort-finance-inc-spokane-wa-329964", "city": "Spokane", "state": "WA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/wa", "label": "Financial advisors in Washington" }, "metro": { "path": "/advisors/wa/spokane", "label": "Financial advisors in Spokane, WA" }, "city_pages": [], "fee_pages": [ { "path": "/advisors/wa/spokane/fee-only", "label": "Fee-only financial advisors in Spokane, WA", "firm_count": 16 }, { "path": "/advisors/wa/spokane/flat-fee", "label": "Flat-fee financial advisors in Spokane, WA", "firm_count": 20 }, { "path": "/advisors/wa/spokane/hourly", "label": "Hourly financial advisors in Spokane, WA", "firm_count": 24 } ], "niche_pages": [ { "path": "/advisors/wa/spokane/business-owners", "firm_count": 1, "label": "Financial advisors for business owners in Spokane, WA" } ] }, "csv": "https://advisorcensus.com/advisors/wa/spokane.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 3, "sec_registered_at_start": 24, "per_100_registered": null, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 3 firms here registered with the SEC as investment advisers.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }