Company lists · Data refreshed September 2026

Top 13 Wealth management advisors based in Spokane, United States

Name: Wealth management advisors based in Spokane, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 25 companies tracked

RevenueBase identified 25 company matches for wealth management advisors associated with Spokane, United States as of September 2026 and tracks 112 professional contacts across them, including 49 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Spokane has 25.

This list covers company matches for wealth management advisors associated with Spokane, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

25Companies

112Contacts tracked

49Verified emails

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The 13 largest wealth management advisors based in Spokane, United States

Ranked by team size

Top 13 of 25 company matches for wealth management advisors based in Spokane, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	TEN Capital Wealth Advisors	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	11-50	19 contacts →
	Exact match “Money, and specifically planning one’s retirement can be worrisome.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	CAP Northwest	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	11-50	11 contacts →
	Exact match “At CAP Northwest, we believe in insightful growth-a journey that combines purposeful financial progress with the clarity to understand each step.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Bormann Wealth Management, LLC	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Bormann Wealth Management, LLC is a Registered Investment Advisor offering services in the State of Washington and other jurisdictions where registered or exempted- SERVICES…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Vickerman Investment Advisors	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “THE VIA VISION To create financial freedom and peace of mind for You, the Client, through superior customer service, investment management, and creative customized financial…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Financial Forum, INC	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Financial Forum is a wealth management firm with over 30 years of experience helping clients in the Spokane area navigate their financial lives and retirement goals with…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Altmeyer Financial Group	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “We are a group of financial advisors that can help you not only build wealth, but also sustain it for the long term.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Selkirk Wealth Advisors, LLC	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Boutique investment advisory firm specializing in multi-generational family wealth planning and management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Fulcrum Financial Group, LLC	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “STRATEGIES FOR FINANCIAL BALANCE Fulcrum Financial Group provides strategic, comprehensive guidance responding to clients' needs within an atmosphere of mutual trust.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	American Reliance Group INC	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	11-50	2 contacts →
	Exact match “At American Reliance Group, Inc, we've developed a unique fivefold service approach that has helped our clients meet their financial goals, securely enter into retirement, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Inland Financial Planning	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	2 contacts →
	Exact match “Inland Financial Planning is committed to serving a wide range of clients, from retirees and professionals to business owners, state and local government employees, and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Azose Johnson & Associates	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Our objective is to provide clear financial and investment advice to help pursue your financial goals.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Clear Insight Wealth Management	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “Clear Insight Wealth Management is a fee-only wealth management firm specializing in serving business owners, military families and federal and government employees.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	David Green CPA Pllc	Exact match	Spokane, WA, United StatesHQ recorded Sep 19, 2026	1-10	1 contacts →
	Exact match “David Green CPA PLLC is a boutique tax and advisory practice focusing on the needs of high-net-worth individuals and their related entities.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 13 of 25 wealth management advisors based in Spokane, United States

See the full list, filter by size, metro and specialty, and access 49 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management advisors based in Spokane, United States at a glance

As of Sep 19, 2026

43.8%Verified-email coverage

4.5Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Spokane, so it is reported there. Company counts and contact totals on this page are exact for Spokane, over 25 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Spokane, United States whose business descriptions match “wealth management advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every displayed company carries at least one verified work email. RevenueBase tracks 49 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth management advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Spokane, United States?

RevenueBase identified 25 company matches for wealth management advisors associated with Spokane, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

TEN Capital Wealth Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth management advisors?

New York leads the United States with 482 company records, followed by Atlanta (257) and Houston (244). Spokane has 25.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 49 professional contacts with verified work emails tracked across these 25 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.