Top 10 financial advisors in Vancouver, WA
We’ve curated a list of the best financial advisors in Vancouver, take a look at it below
Find an advisor in Vancouver| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,093,686,612 | 29 advisors | ||
| 2 | $944,230,557 | 5 advisors | ||
| 3 | $750,600,425 | 7 advisors | ||
| 4 | $745,861,785 | 14 advisors | ||
| 5 | $590,749,395 | 6 advisors | ||
| 6 | $522,778,639 | 1 advisors | ||
| 7 | $259,728,413 | 6 advisors | ||
| 8 | $254,194,839 | 16 advisors | ||
| 9 | $214,058,435 | 3 advisors | ||
| 10 | $196,194,676 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Vancouver, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vancouver. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
First Pacific Financial, Inc.
First Pacific Financial, Inc. is a financial advisory firm based in Vancouver, Washington. It currently has approximately $1,093,686,612 of assets under management and employs about 29 people. First Pacific Financial, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,093,686,612
Headcount
29 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-108251
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Sloy, Dahl & Holst, LLC
Sloy, Dahl & Holst, LLC is a financial advisory firm based in Vancouver, Washington. It currently has approximately $944,230,557 of assets under management and employs about 5 people. Sloy, Dahl & Holst, LLC uses a fee structure of a percentage of assets under your management, hourly charges and performance-based fees.
Assets under management
$944,230,557
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
SEC number
801-31712
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Manager To Collective Investment Funds
Baker Ellis Asset Management LLC
Baker Ellis Asset Management LLC is a financial advisory firm based in Vancouver, Washington. It currently has approximately $750,600,425 of assets under management and employs about 7 people. Baker Ellis Asset Management LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$750,600,425
Headcount
7 advisors
Fee structure
A percentage of assets under your management
SEC number
801-61479
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Martel Wealth Advisors Inc
Martel Wealth Advisors Inc is a financial advisory firm based in Vancouver, Washington. It currently has approximately $745,861,785 of assets under management and employs about 14 people. Martel Wealth Advisors Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$745,861,785
Headcount
14 advisors
Fee structure
A percentage of assets under your management
SEC number
801-113777
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Johnson Bixby
Johnson Bixby is a financial advisory firm based in Vancouver, Washington. It currently has approximately $590,749,395 of assets under management and employs about 6 people. Johnson Bixby uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$590,749,395
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-119645
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Leader Capital Corp.
Leader Capital Corp. is a financial advisory firm based in Vancouver, Washington. It currently has approximately $522,778,639 of assets under management and employs about 1 people. Leader Capital Corp. uses a fee structure of and a percentage of assets under your management.
Assets under management
$522,778,639
Headcount
1 advisor
Fee structure
A percentage of assets under your management
SEC number
801-56684
Services offered
Portfolio Management For Investment Companies
- Not sure which one to choose?Use our smart matching tool
Cairn Investment Group
Cairn Investment Group is a financial advisory firm based in Vancouver, Washington. It currently has approximately $259,728,413 of assets under management and employs about 6 people. Cairn Investment Group uses a fee structure of and a percentage of assets under your management.
Assets under management
$259,728,413
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-68016
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Harlow Wealth Management, Inc.
Harlow Wealth Management, Inc. is a financial advisory firm based in Vancouver, Washington. It currently has approximately $254,194,839 of assets under management and employs about 16 people. Harlow Wealth Management, Inc. uses a fee structure of a percentage of assets under your management, fixed fees, commissions and % of fees paid by clients to outside managers.
Assets under management
$254,194,839
Headcount
16 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS
SEC number
801-112275
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Great Northern Asset Management, LLC
Great Northern Asset Management, LLC is a financial advisory firm based in Vancouver, Washington. It currently has approximately $214,058,435 of assets under management and employs about 3 people. Great Northern Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$214,058,435
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-66214
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
My Personal Cfo, LLC
My Personal Cfo, LLC is a financial advisory firm based in Vancouver, Washington. It currently has approximately $196,194,676 of assets under management and employs about 4 people. My Personal Cfo, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$196,194,676
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-120606
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.