Fortitude Financial LLC is a respected investment advisory firm located in Spokane, WA, operating from a single office. With a client base of over 430 individuals, the firm oversees a substantial $168,058,000 in assets under management, reflecting their commitment to providing comprehensive financial solutions. Fortitude Financial LLC specializes in managing employer 401Ks and individual accounts, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space ensures that clients receive tailored investment strategies aligned with their financial objectives. Notably, the firm exercises full discretion over 100% of the assets they manage, affording them the freedom to make informed investment decisions on behalf of their clients. Their compensation structure includes various options, such as a percentage of assets under management and hourly charges, allowing for a flexible approach to client relationships. With a dedicated team of eight professionals, three of whom specialize in investment advisory services, Fortitude Financial LLC maintains an average of approximately $56,020,000 in assets under management per investment advisor. This figure aligns with the industry average, highlighting their ability to effectively handle client portfolios. Fortitude Financial LLC takes pride in the expertise of their longest-tenured advisors, including Jeremy Lewis, Matthew Greve, and Noelle Seipp. These seasoned professionals have played a pivotal role in the firm's success through their wealth of experience and commitment to providing exceptional service. Fortitude Financial LLC is committed to empowering their clients through personalized and strategic financial advice. With their client-centric approach and a team of dedicated professionals, the firm is well-positioned to help individuals and businesses navigate the complexities of wealth management and achieve their financial goals.

Palouse Capital Management, Inc. is a small investment advisory firm based out of Spokane, WA, with two offices. With a total of five employees, three of whom specialize in providing investment advisory services, Palouse Capital Management offers a range of financial expertise to its clients. On average, each investment advisor oversees approximately $90,630,000 in assets under management, which aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring flexibility for both the clients and the advisors. Notably, around half of Palouse Capital Management's assets under management are derived from employer 401Ks and individuals, showcasing their strong experience and competence in this specific area. Moreover, all of the assets managed by the firm are discretionary, allowing Palouse Capital Management to exercise independent decision-making in maximizing investment returns. With an extensive client base of over 820 individuals, Palouse Capital Management manages a substantial amount of assets totaling more than $271,887,000. The firm's success can be attributed, in part, to the expertise and dedication of its longest-tenured advisors, including Spencer Shelman, Barry Menne, and Bryn Harman. These seasoned professionals bring a wealth of experience to the firm, further bolstering its ability to provide top-quality investment advisory services. Palouse Capital Management, Inc. prides itself on its commitment to delivering personalized financial solutions to its clients, leveraging its comprehensive knowledge of the market and investment strategies. As a trusted partner, the firm strives to help its clients achieve their financial goals while maintaining a strong focus on long-term wealth preservation.

Pinkerton Retirement Specialists, LLC is a trusted and established investment advisory firm based in Coeur d'Alene, Idaho. With over 590 individual clients and a staggering $892,234,000 in assets under management, they have built a solid reputation for their expertise in retirement planning. Operating out of three conveniently located offices, Pinkerton Retirement Specialists, LLC serves a diverse range of clients, offering personalized investment strategies tailored to their unique financial goals. While their services extend beyond 401K and individual accounts, these still comprise less than 30% of their total assets under management, showcasing their capacity to handle employer funds. As a client-centric firm, Pinkerton Retirement Specialists, LLC puts their clients' interests at the forefront. With 91% of their managed assets held in discretionary accounts, they possess the autonomy to make informed investment decisions on behalf of their clients, ensuring a proactive and responsive approach to wealth management. The compensation structure at Pinkerton Retirement Specialists, LLC is designed to accommodate various client preferences, offering flexibility through options such as a percentage of assets under management, fixed fees, hourly charges, and commissions. This allows clients to select the compensation arrangement that best aligns with their financial needs and objectives. With a team of 21 dedicated professionals, including 12 investment advisors, Pinkerton Retirement Specialists, LLC maintains a favorable advisor-to-assets ratio. On average, each investment advisor oversees approximately $74,350,000 in assets under management, in line with industry standards. The firm boasts a wealth of experience, with long-tenured advisors such as Daniel Pinkerton, Ronald Glendening, and Walter Beggs contributing their expertise to ensure clients receive top-notch service and guidance. Pinkerton Retirement Specialists, LLC is committed to helping individuals and businesses navigate the complexities of retirement planning, empowering them to achieve financial security and peace of mind in their golden years.

Ten Capital Wealth Advisors, LLC is a prominent investment advisory firm located in Spokane, Washington. With one office, they have established a strong presence in the local financial market. The firm boasts a dedicated team of 14 employees, 10 of whom specialize in providing comprehensive investment advisory services. As experts in their field, the investment advisors at Ten Capital Wealth Advisors manage an impressive average of approximately $91,310,000 in assets under management per advisor. While this figure aligns with the industry average, the firm prides itself on delivering exceptional financial guidance tailored to each client's unique goals. Ten Capital Wealth Advisors utilizes a versatile compensation structure that includes various models such as a percentage of assets under management, hourly charges, and fixed fees. While they manage less than 30% of their assets under management through 401K and individual accounts, they possess the expertise to effectively handle employer funds as well. Notably, 90% of the assets they manage are discretionary, showcasing their trusted decision-making abilities. Catering primarily to high-net-worth individuals, Ten Capital Wealth Advisors has amassed a substantial client base of over 710 individuals, with a staggering $913,068,000 in assets under management. The firm's unwavering commitment to delivering exceptional financial services has earned them a stellar reputation in the industry. Additionally, in recognition of their longevity and expertise, Ten Capital Wealth Advisors proudly features seasoned advisors, including Ryan Fisher, Timothy Mitrovich, and Jacob Timm, who have contributed significantly to the firm's success. Complementing their investment advisory services, the firm also offers insurance brokerage services, further enhancing their comprehensive approach to wealth management. With a client-centric focus and a track record of success, Ten Capital Wealth Advisors, LLC remains a trusted partner for individuals seeking personalized financial guidance in Spokane and beyond.

Vickerman Investment Advisors, Inc. is a respected investment advisory firm headquartered in Spokane, WA. With a team of six professionals, four of whom specialize in investment advisory services, the firm is dedicated to providing comprehensive financial solutions to its clients. With an average of approximately $82,700,000 in assets under management per investment advisor, Vickerman Investment Advisors, Inc. demonstrates their expertise in effectively managing client portfolios. Their compensation structure includes various options, such as a percentage of assets under management, ensuring a transparent and aligned approach to client relationships. While 401K and individual accounts account for less than 30% of their assets under management, Vickerman Investment Advisors, Inc. possesses the capability to successfully manage employer funds. Notably, 100% of the assets they oversee are discretionary, enabling them to make informed investment decisions on behalf of their clients. The firm primarily caters to high-net-worth individuals, managing a significant amount of assets. With a diverse client base of over 270 individuals, Vickerman Investment Advisors, Inc. oversees more than $330,789,000 in assets. The firm is proud of its team of longest-tenured advisors, including Brian Kenyon, Michael Vickerman, and Christopher Grasmick, who bring a wealth of experience and knowledge to their clients. Vickerman Investment Advisors, Inc. is committed to providing personalized and strategic investment advisory services, assisting clients in achieving their financial goals. Through their client-centric approach and the expertise of their advisors, the firm strives to build long-lasting relationships based on trust, integrity, and financial success.

JMK & ASSOCIATES, LLC is a well-established investment advisory firm based in Spokane, Washington. With two offices, the firm caters to a diverse client base seeking expert financial guidance. Out of their eight employees, three specialize in providing investment advisory services, ensuring personalized attention and expertise for clients. With an average of approximately $94,840,000 in assets under management per investment advisor, JMK & ASSOCIATES, LLC aligns with the industry average. Their compensation structure encompasses various types, including a percentage of assets under management, ensuring a fair and transparent relationship with their clients. Approximately half of the firm's assets under management are from employer 401Ks or individuals, highlighting their strong experience in managing these types of portfolios. This experience positions JMK & ASSOCIATES, LLC as a trusted partner in optimizing 401K plans and providing tailored solutions for individuals. As a discretionary asset manager, JMK & ASSOCIATES, LLC assumes full responsibility for 100% of the assets entrusted to their care. With over 910 individual clients and an impressive $284,532,000 in assets under management, the firm's extensive client base reflects their reputation for delivering results and building long-lasting relationships. Several of the longest-tenured advisors at JMK & ASSOCIATES, LLC, including Matthew Lusk, Brandon Michaelsen, and James King, bring their expertise and commitment to client success. With a client-centric approach and a focus on personalized service, JMK & ASSOCIATES, LLC strives to provide exceptional financial advice and management to help clients achieve their goals and secure their financial future.

Columbia Advisory Partners, LLC is a reputable investment advisory firm based out of Spokane, WA. With over 440 individual clients and more than $225,000,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from their five offices, Columbia Advisory Partners offers a wide range of services, including expert accounting solutions. Distinguished by their extensive experience, Columbia Advisory Partners has successfully managed a significant portion of their assets through employer 401Ks and individual portfolios. All of the assets they oversee are handled with discretion, ensuring personalized attention and tailored investment strategies for each client. The firm's compensation structure is designed to align their interests with those of their clients. It encompasses various types, such as a percentage of assets under management, fixed fees, and hourly charges, providing flexibility to suit different client needs. With a dedicated team of 11 employees, including eight investment advisors, Columbia Advisory Partners delivers exceptional service and expertise. Their investment advisors boast an impressive average of approximately $28,130,000 in assets under management per advisor, showcasing their commitment to delivering optimal results. At Columbia Advisory Partners, longevity and stability are valued. Several of their most tenured advisors, including Kyle Knigge, Matthew Foust, and John Bevan, have been with the firm for an extended period, contributing their extensive knowledge and experience to the success of both the firm and its clients. As a local investment advisory firm, Columbia Advisory Partners, LLC has established itself as a leading provider of comprehensive financial solutions, helping individuals and businesses navigate the complexities of wealth management and achieve their financial goals.

Moulton Wealth Management, Inc is a highly reputable investment advisory firm based out of Spokane Valley, WA. With over 270 individual clients and more than $129,330,000 in assets under management, they have established themselves as a trusted partner in wealth management. The firm operates from a single office location and specializes in assisting clients with employer 401Ks and individual investments, boasting extensive expertise in this sector. Distinguished by their commitment to personalized service, Moulton Wealth Management, Inc offers fully discretionary asset management, ensuring that clients' investment portfolios align with their financial goals. Their compensation structure is flexible, including a percentage of assets under management. With a team of five dedicated professionals, three of whom provide expert investment advisory services, the firm maintains an impressive average of approximately $43,110,000 in assets under management per investment advisor. Moulton Wealth Management, Inc prides itself on the longevity and expertise of its advisors. Among the firm's seasoned professionals are Rial Moulton, Donald Moulton, and Pamela Dobson, who have consistently demonstrated their commitment to guiding clients towards financial success. These advisors, alongside the entire team, uphold the firm's values of integrity, trust, and a client-centric approach. Whether assisting individuals or managing employer 401Ks, Moulton Wealth Management, Inc remains dedicated to providing comprehensive wealth management services that help clients build, protect, and preserve their financial assets. With a solid track record and a commitment to excellence, the firm continues to be a trusted partner for individuals seeking expert guidance in investment advisory services.

Demars Financial Group LLC, headquartered in Spokane, WA, is a small investment advisory firm serving clients with expertise and professionalism. With a team of seven dedicated professionals, including four investment advisors, they provide comprehensive financial guidance and manage substantial assets. On average, each investment advisor oversees approximately $74,720,000 in assets under management, demonstrating a solid performance in line with industry standards. The firm's compensation structure offers flexibility, incorporating various methods such as a percentage of assets under management and fixed fees. This approach ensures alignment with clients' needs and fosters a mutually beneficial partnership. Boasting over 370 individual clients, Demars Financial Group LLC effectively manages a total of $228,278,000 in assets. Their specialization lies in employer 401Ks and individual accounts, representing a significant portion of their assets under management. This valuable experience in retirement planning and personal investments enables them to deliver tailored strategies that meet clients' financial goals effectively. With an impressive 98% of assets under management being discretionary, clients trust Demars Financial Group LLC to make informed investment decisions on their behalf. The firm operates from two offices, strategically located in Spokane, WA, to accommodate their growing clientele. Notably, the company takes pride in its team of seasoned advisors. Taylor Demars, Shelley Crump, and David Demars, among others, bring extensive industry knowledge and experience, contributing to the firm's success and reputation. Overall, Demars Financial Group LLC stands as a trusted partner for individuals and employers seeking sound financial advice and successful asset management solutions in the Spokane, WA area.