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| Richards Merrill & Peterson Inc
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| CRD # | 713 |
| SEC # | 801-113034 |
| CIK # | 0000090108 |
| AUM | 643.6 M (2026-03-10) |
| Employees | 10 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 509-624-3174 |
| Address | 612 West Main Ave Spokane, WA 99201-0645 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000090108 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 15.4 | ||
| Microsoft Corp | 12.7 | ||
| Amazon Com Inc | 12.1 | ||
| Costco Wholesale Corp /NEW | 12.0 | ||
| Nvidia Corp | 9.6 | ||
| Alphabet Inc | 9.2 | ||
| Applied Materials Inc /DE | 7.1 | ||
| Micron Technology Inc | 6.0 | ||
| Stryker Corp | 5.8 | ||
| J P Morgan Chase & Co | 5.2 | ||
| Chevron Corp | 5.0 | ||
| Facebook Inc | 4.8 | ||
| Caterpillar Inc | 4.2 | ||
| United Technologies Corp /DE/ | 3.5 | ||
| Cisco Systems Inc | 3.2 | ||
| Alphabet Inc | 3.1 | ||
| Broadcom Inc | 2.7 | ||
| Home Depot Inc | 2.7 | ||
| Palo Alto Networks Inc | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,094 | 202.4 |
| (b) Individuals (high net worth individuals) | 176 | 344.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 72.3 |
| (h) Charitable organizations | 0 | 24.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,280 | 643.6 |
| By Discretionary | ||
| Discretionary | 1,109 | 550.4 |
| Non-Discretionary | 171 | 93.2 |
| Total | 1,280 | 643.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 643.6 | |
| Total | 1,280 | 643.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000090108] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MD | 642.8 M |
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NJ | 642.6 M |
|
Arjuna Capital LLC
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|
MA | 642.4 M |
|
Shakespeare Wealth Management LLC
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|
WI | 641.9 M |
|
Phoenix Wealth Advisors Inc
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|
NC | 641.4 M |