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Richards, Merrill & Peterson, Inc.
Richards, Merrill & Peterson, Inc. (now doing business as Richards Merrill Wealth Management) is a locally owned, independent investment advisory and broker-dealer firm headquartered in Spokane, Washington. Founded in 1924, the firm has a long history of providing wealth management, retirement planning, and investment advisory services to individuals, families, and businesses. It is multigenerational and continues to be managed by the Larson family, with a focus on succession and continuity of client service. Richards Merrill employs a 'client first' philosophy, emphasizing personalized, fiduciary advice and close, long-term relationships. As of 2024, the firm has recently relocated to a landmark downtown Spokane office and serves hundreds of clients while maintaining independence from larger industry consolidators. Estimated employee count is approximately 20.
Investment Strategy
Richards Merrill Wealth Management focuses on prudent, fundamentals-driven investing with a long-term approach primarily for individuals and families preparing for and living in retirement. Their strategy emphasizes individual assessment of each client's goals, risk tolerance, and values to create customized portfolios. The firm avoids speculation, favoring ownership of quality companies and a diversified asset allocation. As a boutique provider, they partner with outside professionals where needed but manage investment portfolios in-house with an emphasis on disciplined advice and fiduciary responsibility. The firm prioritizes putting the client's best interests first, continuity of service, and sustaining generational wealth.
Latest 13F Filing Activity
Richards, Merrill & Peterson, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 212 equity positions with a total 13F market value of $232M. The fund increased holdings in Apple Inc., Alphabet Inc., Nvidia Corporation among other positions. Richards, Merrill & Peterson, Inc. reduced exposure to Honeywell Intl Inc., Stryker Corporation, Constellation Brands Inc. among others.
Top Holdings
Equity Positions (212)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.65% | $13.1M | 25,277 | $423.23 | $517.95 | +$283.7K |
A AAPL | APPLE INC | 5.07% | $11.8M | 46,155 | $250.42 | $254.63 | +$2.1M |
C COST | COSTCO WHSL CORP NEW | 4.47% | $10.3M | 11,175 | $918.57 | $925.63 | -$28.2K |
Q QQQ | INVESCO QQQ TR | 3.97% | $9.2M | 15,320 | $514.04 | $600.37 | +$609.0K |
A AMZN | AMAZON COM INC | 3.73% | $8.6M | 39,346 | $219.39 | $219.57 | +$132.6K |
Industry Allocation
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