Top 10 financial advisor firms in Vancouver

17 SEC-registered financial advisor firms are headquartered in Vancouver, WA, with $10.3B in combined regulatory assets under management. The largest by assets are First Pacific Financial ($1.93B), Martel Wealth Advisors ($1.46B) and Synergy Asset Management ($1.3B).

17
Financial advisor firms: $10.3B
Their combined AUM: $385M
Median firm AUM: 8,873
Clients of the top 10

The 10 largest by assets

1
First Pacific Financial
RIA
$1.93B
Up to 1.25% a year
2
Martel Wealth Advisors
RIA
$1.46B
Regulatory AUM
3
Synergy Asset Management
RIA
$1.3B
0.50% to 1.00% a year
4
Baker Ellis Asset Management
RIA
$1.05B
Up to 1.50% a year
5
Johnson Bixby & Associates
RIA
$934M
Up to 1.50% a year
6
James R. Martin Consulting, Inc. Dba JRM Capital Management
RIA
$443M
0.10% to 1.00% a year
7
Harlow Wealth Management
RIA
$419M
Up to 1.55% a year
8
Momentous Wealth Management
RIA
$410M
Up to 1.00% a year
9
Cairn Investment Group
RIA
$385M
0.30% to 1.00% a year
10
Advisor Share Wealth Management
RIA
$377M
0.50% to 1.90%

Profiles of the top 10

No. 1 · RIA

First Pacific Financial

First Pacific Financial is an investment adviser based in Vancouver, WA, registered with the SEC since 2016. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.93 billion, as filed on 12 May 2026.

First Pacific Financial charges up to 1.25% a year for its Wealth Management Fees.

Regulatory AUM: $1.93B
Clients: 1,312
Advisory staff: 19
Founded: 2016
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 610 Esther Street, Suite 100, Vancouver, WA 98660
Phone: 360-254-2585
Website: fp-financial.com

No. 2 · RIA

Martel Wealth Advisors

Martel Wealth Advisors is an investment adviser based in Vancouver, WA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $1.46 billion, as filed on 28 January 2026.

Regulatory AUM: $1.46B
Clients: 1,033
Advisory staff: 12
Custodians: Charles Schwab, SEI Investments Distribution, Reliance Financial
Headquarters: 2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661
Phone: 360-694-9940
Website: martelwealthadvisors.com

No. 3 · RIA

Synergy Asset Management

Synergy Asset Management is an investment adviser based in Vancouver, WA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include other investment advisers, high-net-worth individuals and individual clients. Its regulatory assets under management total $1.3 billion, as filed on 17 March 2026.

Synergy Asset Management charges 0.50%–1.00% a year for its Standard advisory fee schedule.

Regulatory AUM: $1.3B
Clients: 1,198
Advisory staff: 10
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 13215 Se Mill Plain BLVD, Suite C8-321, Vancouver, WA 98684
Phone: 206-386-5455

No. 4 · RIA

Baker Ellis Asset Management

Baker Ellis Asset Management is an investment adviser based in Vancouver, WA, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.05 billion, as filed on 11 August 2026.

Baker Ellis Asset Management charges up to 1.50% a year for its Asset Management Fee.

Regulatory AUM: $1.05B
Clients: 343
Advisory staff: 3
Founded: 2002
Fee schedule: Up to 1.50% a year
Minimum account: $1,000,000
Custodians: Fidelity
Headquarters: 805 Broadway St., Suite 400, Vancouver, WA 98660
Phone: 503-227-5778
Website: bakerellisllc.com

No. 5 · RIA

Johnson Bixby & Associates

Johnson Bixby & Associates is an investment adviser based in Vancouver, WA, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $934 million, as filed on 13 March 2026.

Johnson Bixby & Associates charges up to 1.50% a year for its Asset Management.

Regulatory AUM: $934M
Clients: 777
Advisory staff: 6
Founded: 1998
Fee schedule: Up to 1.50% a year
Custodians: Charles Schwab
Headquarters: 275 West Third Street, Suite 600, Vancouver, WA 98660
Phone: 360-695-1795
Website: johnsonbixby.com

No. 6 · RIA

James R. Martin Consulting, Inc. Dba JRM Capital Management

James R. Martin Consulting, Inc. Dba JRM Capital Management is an investment adviser based in Vancouver, WA, registered with the SEC since 2000. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $443 million, as filed on 20 March 2026.

James R. Martin Consulting, Inc. Dba JRM Capital Management charges 0.10%–1.00% a year for its Standard Management Fees.

Regulatory AUM: $443M
Clients: 226
Advisory staff: 3
Founded: 1991
Fee schedule: 0.10% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 1111 Main St. Suite 612, Vancouver, WA 98660
Phone: 360-567-1822
Website: jrmcapitalmanagement.com

No. 7 · RIA

Harlow Wealth Management

Harlow Wealth Management is an investment adviser based in Vancouver, WA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $419 million, as filed on 30 March 2026.

Harlow Wealth Management charges up to 1.55% a year for its Investment Management Fees.

Regulatory AUM: $419M
Clients: 656
Advisory staff: 6
Fee schedule: Up to 1.55% a year
Minimum account: $500,000
Custodians: Fidelity, Charles Schwab
Headquarters: 400 East Mill Plain BLVD., Suite 200, Vancouver, WA 98660
Phone: 360-573-2522
Website: harlowwealth.com

No. 8 · RIA

Momentous Wealth Management

Momentous Wealth Management is an investment adviser based in Vancouver, WA, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $410 million, as filed on 8 July 2026.

Momentous Wealth Management charges up to 1.00% a year for its Comprehensive Portfolio Management.

Regulatory AUM: $410M
Clients: 492
Advisory staff: 7
Founded: 2017
Fee schedule: Up to 1.00% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 300 E. 17th Street, Vancouver, WA 98663
Phone: 360-597-4570
Website: momentouswealthmanagement.com

No. 9 · RIA

Cairn Investment Group

Cairn Investment Group is an investment adviser based in Vancouver, WA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $385 million, as filed on 30 September 2026.

Cairn Investment Group charges 0.30%–1.00% a year for its Investment Management.

Regulatory AUM: $385M
Clients: 315
Advisory staff: 3
Founded: 2007
Fee schedule: 0.30% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 500 Broadway Street, Suite 480, Vancouver, WA 98660
Phone: 503-241-4901
Website: cairnw.com

No. 10 · RIA

Advisor Share Wealth Management

Advisor Share Wealth Management is an investment adviser based in Vancouver, WA, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and other investment advisers. Its regulatory assets under management total $377 million, as filed on 9 September 2026.

Advisor Share Wealth Management charges 0.50%–1.90% for its Portfolio Management and Selection of Other Advisers. The brochure does not state whether the rate is annual.

Regulatory AUM: $377M
Clients: 2,521
Advisory staff: 41
Fee schedule: 0.50% to 1.90%
Custodians: Charles Schwab
Headquarters: 13215 Se Mill Plain BLVD, Suite C8-321, Vancouver, WA 98684
Phone: 866-232-3251
Website: advisorsharewm.com

Questions about financial advisors in Vancouver

How many financial advisor firms are headquartered in Vancouver?

17 SEC-registered financial advisor firms report their principal office in Vancouver, WA, managing $10.3B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Vancouver?

First Pacific Financial, with $1.93B in regulatory assets under management on its latest Form ADV. The next largest are Martel Wealth Advisors ($1.46B) and Synergy Asset Management ($1.3B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Vancouver?

The median firm manages $385M in regulatory assets. That is the midpoint of the 17 firms headquartered in Vancouver.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Vancouver charge?

Of the 10 largest firms, 9 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.90% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Vancouver?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Vancouver has 17 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Vancouver

Top financial advisor firms in other Washington cities