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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RICHARDS MERRILL WEALTH MANAGEMENT

RICHARDS, MERRILL & PETERSON, INC., CRD 713

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c1cfec7-5ae4-45f5-b641-0fb3f311c568

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 4
On other graphs: 0
Observed: Mar 29, 2018 to Mar 10, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.85 fund_share=0.0 institutional_share=0.15 related_bd=false related_bank=false bd_reps=10.0
Regulatory AUM: $644MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $550M
Private client RAUM: $547MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $71.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,280
Individual clients: 1,094
High net worth clients: 176
Custody, client assets: $571M
SEC number: 801-113034
CIK: 90108
CRD: 713
Filings on the tape: 18
First filed: Mar 29, 2018
Latest filed: Mar 10, 2026
Organised: Corporation, WA
Website: rmwealthmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MONIQUE CELESTE CORIGLIANO	Certified Financial Planner	SPOKANE, WA	8	26	1	yes
THOMAS BRUCE KENDALL	n/a	SPOKANE, WA	8	28	1	yes
MARK J CALKINS	n/a	SPOKANE, WA	8	12	1	yes
FREDERIC A LEFRIEC	n/a	SPOKANE, WA	8	10	1	yes
STEVEN RICHARD LARSON	n/a	SPOKANE, WA	8	44	1	yes
JOHN SCOTT LARSON	n/a	SPOKANE, WA	8	41	1	yes
JOHN-MICHAEL LARSON	n/a	SPOKANE, WA	4	10	n/a	yes
CHARLES DAVID COWGILL	Certified Financial Planner	SPOKANE, WA	2	20	1	yes
TIMOTHY JOEL WILLIAMS	n/a	SPOKANE, WA	0	13	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LARSON, JOHN SCOTT	PRESIDENT COO & CO-CCO	C	yes	01/2010	Mar 29, 2018	Apr 30, 2024
LARSON, STEVEN RICHARD	CHAIRMAN OF THE BOARD	C	yes	01/2010	Mar 29, 2018	Apr 30, 2024
CORIGLIANO, MONIQUE CELESTE	REGISTERED REPRESENTATIVE	Na	no	03/2011	Mar 29, 2018	Apr 30, 2024
MCDONALD, THOMAS LEE	EXECUTIVE VICE PRESIDENT BD CO-CCO	B	no	01/2022	Mar 29, 2018	Apr 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 10, 2026	$644M	$550M	10	10	n/a	n/a
2024	Mar 5, 2025	$514M	$423M	10	10	n/a	n/a
2023	Mar 21, 2024	$396M	$242M	8	8	n/a	n/a
2022	Mar 28, 2023	$290M	$166M	7	6	n/a	n/a
2021	Mar 29, 2022	$289M	$144M	7	6	n/a	n/a
2020	Mar 24, 2021	$230M	$113M	8	6	n/a	n/a
2019	Mar 25, 2020	$184M	$88.4M	8	6	n/a	n/a
2018	Mar 25, 2019	$115M	$59.4M	8	6	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$644M	$514M	25.1%	$290M	30.4%	10	10	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RICHARDS, MERRILL & PETERSON, INC.	6	Nov 7, 2017	Oct 23, 2017	SPOKANE, WA	Firm absorbed	Other	100.0%

Relationships

Registered with (9)

← TIMOTHY JOEL WILLIAMSAdvisorregistration: current employment
Apr 30, 2026 to presentfactForm ADV
← CHARLES DAVID COWGILLAdvisorregistration: current employment
Feb 1, 2024 to presentfactForm ADV
← JOHN-MICHAEL LARSONAdvisorregistration: current employment
May 4, 2022 to presentfactForm ADV
← STEVEN RICHARD LARSONAdvisorregistration: current employment
Oct 23, 2017 to presentfactForm ADV
← JOHN SCOTT LARSONAdvisorregistration: current employment
Oct 23, 2017 to presentfactForm ADV
← MONIQUE CELESTE CORIGLIANOAdvisorregistration: current employment
Oct 20, 2017 to presentfactForm ADV
← THOMAS BRUCE KENDALLAdvisorregistration: current employment
Oct 20, 2017 to presentfactForm ADV
← MARK J CALKINSAdvisorregistration: current employment
Oct 20, 2017 to presentfactForm ADV
← FREDERIC A LEFRIECAdvisorregistration: current employment
Oct 20, 2017 to presentfactForm ADV

Controls (2)

← LARSON, STEVEN RICHARDOwnerCHAIRMAN OF THE BOARD, ownership code C, individual
Mar 29, 2018 to Apr 30, 2024factForm ADV
← LARSON, JOHN SCOTTOwnerPRESIDENT COO & CO-CCO, ownership code C, individual
Mar 29, 2018 to Apr 30, 2024factForm ADV

Owns (2)

← MCDONALD, THOMAS LEEOwnerEXECUTIVE VICE PRESIDENT BD CO-CCO, ownership code B, individual
Mar 29, 2018 to Apr 30, 2024factForm ADV
← CORIGLIANO, MONIQUE CELESTEOwnerREGISTERED REPRESENTATIVE, ownership code NA, individual
Mar 29, 2018 to Apr 30, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Richards Merrill Wealth Management reported RAUM $643.6M, up 25% from $514.5M (2025-07-30 to 2026-03-10)
Form ADVobserved 4 days ago
$129M
Occurred
Mar 5, 2025
Regulatory AUM changed
Richards Merrill Wealth Management reported RAUM $514.5M, up 30% from $395.8M (2024-04-30 to 2025-03-05)
Form ADVobserved 4 days ago
$119M
Occurred
Mar 21, 2024
Regulatory AUM changed
Richards Merrill Wealth Management reported RAUM $395.8M, up 36% from $290.0M (2023-11-10 to 2024-03-21)
Form ADVobserved 4 days ago
$106M
Occurred
Mar 29, 2018
First Form ADV filing
Richards, Merrill & Peterson, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8c1cfec7-5ae4-45f5-b641-0fb3f311c568
First observed: Mar 29, 2018
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RICHARDS MERRILL WEALTH MANAGEMENT

RICHARDS, MERRILL & PETERSON, INC., CRD 713

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8c1cfec7-5ae4-45f5-b641-0fb3f311c568

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:11 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MONIQUE CELESTE CORIGLIANO

Certified Financial Planner

SPOKANE, WA

yes

THOMAS BRUCE KENDALL

n/a

SPOKANE, WA

yes

MARK J CALKINS

n/a

SPOKANE, WA

yes

FREDERIC A LEFRIEC

n/a

SPOKANE, WA

yes

STEVEN RICHARD LARSON

n/a

SPOKANE, WA

yes

JOHN SCOTT LARSON

n/a

SPOKANE, WA

yes

JOHN-MICHAEL LARSON

n/a

SPOKANE, WA

n/a

yes

CHARLES DAVID COWGILL

Certified Financial Planner

SPOKANE, WA

yes

TIMOTHY JOEL WILLIAMS

n/a

SPOKANE, WA

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LARSON, JOHN SCOTT

PRESIDENT COO & CO-CCO

yes

01/2010

Mar 29, 2018

Apr 30, 2024

LARSON, STEVEN RICHARD

CHAIRMAN OF THE BOARD

yes

01/2010

Mar 29, 2018

Apr 30, 2024

CORIGLIANO, MONIQUE CELESTE

REGISTERED REPRESENTATIVE

03/2011

Mar 29, 2018

Apr 30, 2024

MCDONALD, THOMAS LEE

EXECUTIVE VICE PRESIDENT BD CO-CCO

01/2022

Mar 29, 2018

Apr 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$644M

$550M

n/a

2024

Mar 5, 2025

$514M

$423M

n/a

2023

Mar 21, 2024

$396M

$242M

n/a

2022

Mar 28, 2023

$290M

$166M

n/a

2021

Mar 29, 2022

$289M

$144M

n/a

2020

Mar 24, 2021

$230M

$113M

n/a

2019

Mar 25, 2020

$184M

$88.4M

n/a

2018

Mar 25, 2019

$115M

$59.4M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$644M

$514M

25.1%

$290M

30.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RICHARDS, MERRILL & PETERSON, INC.

Nov 7, 2017

Oct 23, 2017

SPOKANE, WA

Firm absorbed

Other

100.0%