Richards Merrill Wealth Management

EST. AUM
$514,464,239

CONTACTS

CLIENT ACCOUNTS
1,061

Firm Details

Metro area Seattle
CRD Number 713
Website rmwealthmgmt.com
Client types

Overview

Richards Merrill Wealth Management (legally registered as Richards, Merrill & Peterson, Inc.) is a historic, independent, dually registered investment adviser (RIA) and full-service broker-dealer headquartered in Spokane, Washington. Originally founded in 1924 as the Arthur Cantril Company, the practice formally transitioned to Richards, Merrill & Peterson, Inc. in 1952 before modernizing under its current public brand. Having crossed its centennial milestone in 2024, the multi-generational family-steered firm has supported Pacific Northwest investors for over a century through volatile market cycles, geopolitical shifts, and structural regulatory evolutions. Under the present leadership of CEO John S. Larson and President Mark J. Calkins, the boutique enterprise operates under an absolute fiduciary standard of care within its advisory relations. It delivers localized, high-touch portfolio tracking, life-milestone cash-flow forecasting, and multi-scenario retirement blueprinting for a private client network comprising individual retail savers, high-net-worth families, corporate entities, and regional pension frameworks. The team deliberately avoids the generic bundled wrap fee structures common to larger institutional wirehouses. Instead, Richards Merrill relies on a proprietary combination of fundamental, technical, and cyclical asset analysis to build customized portfolios engineered from high-quality individual equities, liquid institutional mutual funds, and tax-aware exchange-traded funds (ETFs) tailored to each family's long-term risk profile.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Richards Merrill Wealth Management

Platform Details

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