First Pacific Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Vancouver, WA. Its latest Form ADV filing, dated March 23, 2026, reports $1.9B in regulatory assets under management, 33 employees, 4 offices, and 4,448 accounts.
Assets Under Management
$1.9B
Employees
33
Offices
4 offices
Total Clients
1,312
Primary office
VANCOUVER, WA
610 ESTHER STREET, SUITE 100, VANCOUVER, WA, United States
Top client segmentIndividuals represent 55.3% of total clients.
Top client categories% of clientsClients
1
Individuals
55.3%
726
2
HNWI
43.1%
565
3
Corporations
1.1%
15
4
Charitable
0.4%
5
5
Pension Plans
0.1%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 23, 2026
Discretionary99.7%
$1.9B
100% of total RAUM99.7%
Non-discretionary0.3%
$6M
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts4,448
10Y AUM Change+$1.8B (+1106.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees33
Clients per Employee40:1
10Y Employee Change+26 (+371.4%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.