Financial Advisors Spokane WA

Providing You with a Top-Tier Experience

As Vouched for By Industry Rankings

Sarah Carlson has been named a 2023 Advisor to Watch by AdvisorHub magazine. The news journal’s second annual ranking highlights high performing advisors from across the country who have grown through uncertain markets. A range of advisors and firms were represented in the ranking with more than 374 firms participating and 700 finalists recognized.

Forbes Best-In-State Wealth Advisors Spokane, WA Fulcrum Financial Group

Forbes Best-In-State Wealth Advisors

SHOOK Research ranked advisors based on an algorithm of qualitative criteria learned through interviews and quantitative data such as revenue trends and assets under management
The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients
All advisors that are considered have a minimum of seven years of experience
Advisor must be recommended, and nominated, by their firm
Neither Forbes nor SHOOK receive a fee in exchange for the rankings

Forbes Top Women Wealth Advisors Spokane, WA Fulcrum Financial Group

Forbes Top Women Wealth Advisors

This Forbes ranking is developed by SHOOK Research
The rating considers thousands of wealth advisors with a minimum of seven years of experience
Advisors are chosen based on qualitative and quantitative data regarding revenue trends, assets under management, compliance records, industry experience and best practices
Forbes and SHOOK do not receive a fee in exchange for rankings

Advisors To Watch

The annual ranking is developed by AdvisorHub
Nominees are required to have a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record.
Using data of assets, households, and production, advisors are ranked on three categories: scale, growth, and professionalism

Women in Business Leadership Award

Spokane & Coeur d’Alene Living Magazine’s Women in Business Leadership Awards highlight women who have made an impact in the local business community
Winners are chosen from among nominees submitted by members of the community

Working Mother’s Magazine – Top Wealth Advisor Moms

SHOOK Research considered women advisors with a child 21 or younger still living at home
The ranking is based on qualitative factors, such as service models, investing process, client retention, industry experience, review of compliance records and firm nominations
It also looked at quantitative criteria, including assets under management and revenue generated
Rankings are derived from the opinions of SHOOK Research, LLC.
SHOOK and Working Mother do not receive compensate

Featured and Quoted In

Working Mother Award Disclaimer:
SHOOK Research considered women advisors with a child 21 or younger still living at home. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objective and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receive compensation from the advisors or their firms in exchange for placement on a ranking. For more information, see shookresearch.com.

Awards & Recognition