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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Spokane Valley, WA

Every SEC-registered investment adviser representative at a firm office in Spokane Valley, with the firms that employ the most of them.

67 registered advisors work in Spokane Valley; the most are at Edward Jones (13). 8 list the CFP designation and 47 are also registered broker representatives.

Firms with the most advisors in Spokane Valley

FirmAdvisors in Spokane Valley
Edward Jones news13
Northwestern Mutual Investment Services, LLC12
Cetera Investment Advisers LLC news7
LPL Financial LLC news3
Moulton Wealth Management, Inc.3
Pacific Wealth Advisory, LLC3
Demars Financial Group LLC2
Dw Investment Solutions, Inc.2
J.P. Morgan Securities LLC news2
Kestra Advisory Services, LLC news2
U.S. Bancorp Advisors, LLC2
Ameritas Advisory Services, LLC1
Colmina, LLC1
Consilio Wealth Advisors, LLC1
Eagle Strategies LLC1
Edelman Financial Engines news1
Eversource Wealth Advisors, LLC1
Farther news1
Forthright Capital1
Kiepe Wealth Management1
Mutual Of Omaha Investor Services, Inc.1
Prosperity Capital Advisors1
RBC Capital Markets, LLC news1
State Farm Investment Management Corp.1
Strong Tower Financial Group1

Advisors in Spokane Valley, A to Z

CFP advisors in Spokane Valley →

Other cities in Washington

All of Washington →

Seattle 1,957Bellevue 1,378Spokane 501Vancouver 478Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Wenatchee 65

Questions

How many financial advisors are in Spokane Valley, WA?

67 investment adviser representatives are registered at firm offices in Spokane Valley, Washington, according to the SEC's Investment Adviser Public Disclosure records. 47 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Spokane Valley?

Edward Jones, with 13 registered advisors in Spokane Valley, followed by Northwestern Mutual Investment Services, LLC with 12.

How do I check a financial advisor in Spokane Valley?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.