AdvisorCensus / Financial advisors / Washington / Spokane, WA / Charles Schwab
Financial advisors in Spokane, WA using Charles Schwab
16 SEC-registered investment advisory firms headquartered in the Spokane, WA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Alliant Securities, Inc. Turner, Nord, Kienbaum | Liberty Lake | SEC-registered investment adviser | $100 million to $500 million |
| Columbia Advisory Partners, LLC | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Financial Forum, Inc. | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Fortitude Financial LLC | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Griffiths, Dreher & Evans, P.S., CPAS | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Integrity Wealth Management, Inc. | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Lodestone Wealth Management LLC | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| MB GEN Wealth | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Moulton Wealth Management, Inc | Spokane Valley | SEC-registered investment adviser | $100 million to $500 million |
| Northern Capital Management, Inc. | Spokane | SEC-registered investment adviser | $500 million to $1 billion |
| Quantum Financial Planning Services, Inc. | Spokane | SEC-registered investment adviser | $500 million to $1 billion |
| Selkirk Wealth Advisors, LLC | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Stewardship Concepts Financial Services LLC | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Twenty Twenty Investment Advisors, LLC | Spokane | SEC-registered investment adviser | $100 million to $500 million |
| Vickerman Investment Advisors, Inc. | Spokane | SEC-registered investment adviser | $500 million to $1 billion |
| Wealth Asset Managers | Spokane | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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