Financial advisers in Vancouver, WA
20 registered investment adviser firms in Vancouver managing $13.7B in assets, based on public SEC Form ADV filings.
First Pacific Financial, INC.
Vancouver, WA · Est. 2016
- AUM
- $1.9B
- Per adviser
- $101M
- Advisers
- 19
No reported disclosures
Sloy, Dahl & Holst, LLC
Vancouver, WA · Est. 1988
- AUM
- $1.8B
- Per adviser
- $301M
- Advisers
- 6
No reported disclosures
Martel Wealth Advisors, LLC
Vancouver, WA · Est. 2018
- AUM
- $1.5B
- Per adviser
- $122M
- Advisers
- 12
No reported disclosures
Leader Capital Corp.
Vancouver, WA · Est. 1999
- AUM
- $1.4B
- Per adviser
- $705M
- Advisers
- 2
Synergy Asset Management, LLC
Vancouver, WA · Est. 2005
- AUM
- $1.3B
- Per adviser
- $130M
- Advisers
- 10
No reported disclosures
Baker Ellis Asset Management LLC
Vancouver, WA · Est. 2002
- AUM
- $1.0B
- Per adviser
- $349M
- Advisers
- 3
No reported disclosures
Johnson Bixby
Vancouver, WA · Est. 2020
- AUM
- $934M
- Per adviser
- $156M
- Advisers
- 6
No reported disclosures
James R. Martin Consulting, INC
Vancouver, WA · Est. 2000
- AUM
- $443M
- Per adviser
- $148M
- Advisers
- 3
No reported disclosures
Harlow Wealth Management, INC.
Vancouver, WA · Est. 2018
- AUM
- $419M
- Per adviser
- $70M
- Advisers
- 6
Momentous Wealth Management, INC.
Vancouver, WA · Est. 2017
- AUM
- $410M
- Per adviser
- $59M
- Advisers
- 7
No reported disclosures
Cairn Investment Group
Vancouver, WA · Est. 2007
- AUM
- $385M
- Per adviser
- $128M
- Advisers
- 3
No reported disclosures
Advisor Share Wealth Management, LLC
Vancouver, WA · Est. 2023
- AUM
- $377M
- Per adviser
- $9M
- Advisers
- 41
No reported disclosures
My Personal Cfo, LLC
Vancouver, WA · Est. 2021
- AUM
- $365M
- Per adviser
- $183M
- Advisers
- 2
No reported disclosures
Fort Vancouver Investment Management, LLC
Vancouver, WA · Est. 2018
- AUM
- $237M
- Per adviser
- $59M
- Advisers
- 4
No reported disclosures
Helium Advisors LLC
Vancouver, WA · Est. 2022
- AUM
- $234M
- Per adviser
- $58M
- Advisers
- 4
No reported disclosures
Uta LLC
Vancouver, WA · Est. 2021
- AUM
- $215M
- Per adviser
- $107M
- Advisers
- 2
No reported disclosures
Allen Capital Management, LLC
Vancouver, WA · Est. 2006
- AUM
- $200M
- Per adviser
- $100M
- Advisers
- 2
No reported disclosures
Columbia River Financial Group
Vancouver, WA · Est. 2020
- AUM
- $195M
- Per adviser
- $49M
- Advisers
- 4
No reported disclosures
Sloy Dahl & Holst Holdings, INC
Vancouver, WA · Est. 2026
- AUM
- $187M
- Per adviser
- $62M
- Advisers
- 3
No reported disclosures
Middleton & Company
Vancouver, WA · Est. 2024
- AUM
- $131M
- Per adviser
- $66M
- Advisers
- 2
No reported disclosures