Investment advisers in Vancouver, WA
21 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| First Pacific Financial, Inc. | $1.93 billion | 33 | 0 |
| Sloy, Dahl & Holst, LLC | $1.80 billion | 6 | 0 |
| Martel Wealth Advisors, LLC | $1.46 billion | 13 | 0 |
| Leader Capital Corp. | $1.41 billion | 2 | 2 |
| Synergy Asset Management, LLC | $1.30 billion | 14 | 0 |
| Baker Ellis Asset Management LLC | $1.05 billion | 5 | 0 |
| Johnson Bixby | $933.7 million | 15 | 0 |
| James R. Martin Consulting, Inc | $442.7 million | 3 | 0 |
| Harlow Wealth Management, Inc. | $419.4 million | 16 | 0 |
| Momentous Wealth Management, Inc. | $409.9 million | 7 | 0 |
| Cairn Investment Group | $385.0 million | 6 | 0 |
| Advisor Share Wealth Management, LLC | $376.9 million | 47 | 0 |
| My Personal Cfo, LLC | $365.1 million | 3 | 0 |
| Fort Vancouver Investment Management, LLC | $237.1 million | 4 | 0 |
| Helium Advisors LLC | $233.8 million | 7 | 0 |
| Uta LLC | $214.6 million | 2 | 0 |
| Allen Capital Management, LLC | $200.0 million | 9 | 0 |
| Columbia River Financial Group | $194.8 million | 4 | 0 |
| Sloy Dahl & Holst Holdings, Inc | $186.6 million | 3 | 0 |
| Middleton & Company | $131.3 million | 4 | 0 |
| Interchange Advisers LLC | $0 | 4 | 0 |