Washington · 3 advisers
Financial Advisors in Spokane Valley, Washington
Looking for a financial advisor in Spokane Valley, Washington? Falists indexes 3 SEC-registered and state-registered investment advisers in Spokane Valley — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $374.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$374.0M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Spokane Valley
Ranked by AUM · Fees, team & specialties at a glance
DEMARS FINANCIAL GROUP LLC
Spokane Valley, WA
AUM
$374.0M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
509-536-9556
MOULTON WEALTH MANAGEMENT, INC
Spokane Valley, WA
AUM
$159.7M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
509-922-3110
PACIFIC WEALTH ADVISORY, LLC
Spokane Valley, WA
AUM
$21.4M
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
509-413-1764
More cities in Washington
Common questions
- How many financial advisors are in Spokane Valley, Washington?
- 3 registered investment advisers are listed in our Spokane Valley directory, sourced from public SEC filings.
- What types of advisors are in Spokane Valley?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Spokane Valley?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.