AdvisorCensus / Financial advisors / Washington / Spokane, WA / Branch offices
Advisory firms with an office in Spokane, WA, headquartered elsewhere
30 investment advisory firms with a principal office outside the Spokane, WA metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| Advisory Solutions Group | Spokane, WA | Plymouth, MN | SEC-registered investment adviser |
| Aldrich Wealth LP | Spokane, WA | Lake Oswego, OR | SEC-registered investment adviser |
| American Independent Securities Group, LLC | Spokane, WA | Eagle, ID | SEC-registered investment adviser |
| Apforia | Spokane, WA | Virginia Beach, VA | SEC-registered investment adviser |
| Cliftonlarsonallen Wealth Advisors, LLC | Spokane, WA | Minneapolis, MN | SEC-registered investment adviser |
| Colmina, LLC | Spokane Valley, WA | Seattle, WA | State-registered investment adviser |
| CS Planning Corp | Spokane, WA | Portland, OR | SEC-registered investment adviser |
| D.A. Davidson & Co. | Spokane, WA | Great Falls, MT | SEC-registered investment adviser |
| Davidson Investment Advisors, Inc. | Spokane, WA | Great Falls, MT | SEC-registered investment adviser |
| Evergreen Capital Management LLC | Spokane, WA | Bellevue, WA | SEC-registered investment adviser |
| Eversource Wealth Advisors, LLC | Spokane, WA | Birmingham, AL | SEC-registered investment adviser |
| Global Assets Advisory, LLC | Spokane Valley, WA | Orlando, FL | SEC-registered investment adviser |
| Global IMC LLC | Spokane, WA | Solana Beach, CA | SEC-registered investment adviser |
| Hightower Advisors, LLC | Spokane, WA | Chicago, IL | SEC-registered investment adviser |
| Independent Financial Partners | Spokane, WA | Tampa, FL | SEC-registered investment adviser |
| Inspire Advisors, LLC | Liberty Lake, WA | Meridian, ID | SEC-registered investment adviser |
| Mariner | Spokane, WA | Overland Park, KS | SEC-registered investment adviser |
| Mariner Advisor Network | Spokane, WA | Overland Park, KS | SEC-registered investment adviser |
| Merit Financial Advisors | Spokane, WA | Alpharetta, GA | SEC-registered investment adviser |
| New Millennium Group | Spokane, WA | Sandy, UT | SEC-registered investment adviser |
| Petersen Hastings Wealth Advisors, Inc. | Spokane, WA | Kennewick, WA | SEC-registered investment adviser |
| Private Client Services, LLC | Spokane, WA | Louisville, KY | SEC-registered investment adviser |
| Prosperity Capital Advisors | Spokane Valley, WA | Westlake, OH | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Spokane, WA | Akron, OH | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Spokane, WA | Fort Lauderdale, FL | SEC-registered investment adviser |
| State Farm Investment Management Corp. | Spokane Valley, WA | Bloomington, IL | SEC-registered investment adviser |
| The Informed Momentum Company LLC | Spokane, WA | Solana Beach, CA | SEC-registered investment adviser |
| Thrivent Investment Management Inc. | Spokane, WA | Minneapolis, MN | SEC-registered investment adviser |
| Ulrich Investment Consultants | Spokane, WA | Albuquerque, NM | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Spokane Valley, WA | Scottsdale, AZ | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Spokane, WA on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Abraham & Co., Inc. | Spokane, WA | SEC-registered investment adviser |
| F5 Financial Planning, L.L.C. | Spokane Valley, WA | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Spokane, WA, headquartered elsewhere. https://advisorcensus.com/advisors/wa/spokane/branch-offices https://advisorcensus.com/advisors/wa/spokane/branch-offices