Retirement Plan Advisors in Spokane, WA
The top-ranked retirement plan advisors serving Spokane, WA are 917 Advisory Services LLC, Freedom Asset Management and Jmk & Associates, LLC. We list 11 retirement plan advisors serving Spokane, WA. 11 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Spokane, WA (Spokane County). 11 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Spokane
- 917 ADVISORY SERVICES LLCBased in Spokane, WACall (509) 328-5627 · Website
#2 Freedom Asset Management
LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENTBased in Spokane, WACall (509) 606-6676 · Website#3 Jmk & Associates, LLC
JMK & ASSOCIATES, LLCBased in Spokane, WACall (509) 703-7771 · Website#4 Northern Capital Management, Inc.
NORTHERN CAPITAL MANAGEMENT, INC.Based in Spokane, WACall (509) 456-2526 · Website#5 Quantum Financial Planning Services, Inc.
QUANTUM FINANCIAL PLANNING SERVICES, INC.Based in Spokane, WACall (509) 328-6653 · Website#6 Selkirk Wealth Advisors, LLC
SELKIRK WEALTH ADVISORS, LLCBased in Spokane, WACall (509) 270-2886 · Website#7 Griffiths, Dreher & Evans, P.s., CPAS
GRIFFITHS, DREHER & EVANS, P.S., CPASServes this area from Spokane Valley, WA (7 mi)Call (509) 326-4054 · Website#8 Demars Financial Group LLC
DEMARS FINANCIAL GROUP LLCServes this area from Spokane Valley, WA (10 mi)Call (509) 536-9556 · Website#9 Pinkerton Wealth Partners
PINKERTON WEALTH, LLCServes this area from Coeur d'Alene, ID (29 mi)Call (800) 634-2008 · Website#10 Five Pine Wealth
FIVE PINE WEALTH MANAGEMENT INC.Serves this area from Coeur d'Alene, ID (30 mi)Call (877) 333-1015 · Website
1 more providers serving this area
- Williams And Schiller Wealth Management, LLC, Sandpoint, ID (58 mi)
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Frequently asked questions
How many retirement plan advisors serve Spokane?
We list 11 retirement plan advisors serving Spokane, WA: 6 based there and 5 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Spokane?
The top-ranked retirement plan advisors serving Spokane, WA are 917 Advisory Services LLC, Freedom Asset Management, Jmk & Associates, LLC, Northern Capital Management, Inc. and Quantum Financial Planning Services, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Spokane are verified against official records?
10 of the top 10 match an active official record: 917 Advisory Services LLC (U.S. Securities and Exchange Commission), Freedom Asset Management (U.S. Securities and Exchange Commission), Jmk & Associates, LLC (U.S. Securities and Exchange Commission), Northern Capital Management, Inc. (U.S. Securities and Exchange Commission) and Quantum Financial Planning Services, Inc. (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .