Firms by city
Registered investment advisers in Vancouver, WA
20 SEC-registered advisers headquartered in Vancouver, listed by regulatory assets under management as reported on Form ADV.
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20 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| First Pacific Financial | Vancouver, WA | $1.93B |
| Sloy, Dahl & Holst | Vancouver, WA | $1.8B |
| Martel Wealth Advisors | Vancouver, WA | $1.46B |
| Leader Capital | Vancouver, WA | $1.41B |
| Synergy Asset Management | Vancouver, WA | $1.3B |
| Baker Ellis Asset Management | Vancouver, WA | $1.05B |
| Johnson Bixby & Associates | Vancouver, WA | $934M |
| James R. Martin Consulting, Inc. Dba JRM Capital Management | Vancouver, WA | $443M |
| Harlow Wealth Management | Vancouver, WA | $419M |
| Momentous Wealth Management | Vancouver, WA | $410M |
| Cairn Investment Group | Vancouver, WA | $385M |
| Advisor Share Wealth Management | Vancouver, WA | $377M |
| My Personal CFO | Vancouver, WA | $365M |
| Fort Vancouver Investment Management | Vancouver, WA | $237M |
| Helium Advisors | Vancouver, WA | $234M |
| Uta | Vancouver, WA | $215M |
| Allen Capital Management | Vancouver, WA | $200M |
| Columbia River Financial Group | Vancouver, WA | $195M |
| Sloy Dahl & Holst Holdings | Vancouver, WA | $187M |
| Middleton & Company | Vancouver, WA | $131M |
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $1.93B
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $1.8B
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $1.46B
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $1.41B
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $1.3B
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $1.05B
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $934M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $443M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $419M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $410M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $385M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $377M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $365M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $237M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $234M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $215M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $200M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $195M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $187M
- Headquarters
- Vancouver, WA
- Regulatory AUM
- $131M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Vancouver on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Washington.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.