RIAs in Vancouver, Washington
Explore 20 RIAs headquartered in Vancouver, with $13.7B in combined reported AUM.
RIAs20Headquartered here
Total AUM$13.7BReported regulatory AUM
Total Employees203Reported by these RIAs
% of Total State AUM1.1%% Of total State AUM Reported
All RIAs in Vancouver
20 RIAsShowing 1–20 of 20 RIAs
First Pacific Financial, Inc.
VANCOUVER, WAReported AUM$1.9B
Employees33
14.1% of city AUMView RIA ↗
Sloy, Dahl & Holst, LLC
VANCOUVER, WAReported AUM$1.8B
Employees6
13.2% of city AUMView RIA ↗
Martel Wealth Advisors Inc
VANCOUVER, WAReported AUM$1.5B
Employees13
10.7% of city AUMView RIA ↗
Leader Capital Corp.
VANCOUVER, WAReported AUM$1.4B
Employees2
10.3% of city AUMView RIA ↗
Synergy Asset Management, LLC
VANCOUVER, WAReported AUM$1.3B
Employees14
9.5% of city AUMView RIA ↗
Baker Ellis Asset Management LLC
VANCOUVER, WAReported AUM$1B
Employees5
7.7% of city AUMView RIA ↗
Johnson Bixby
VANCOUVER, WAReported AUM$933.7M
Employees15
6.8% of city AUMView RIA ↗
James R. Martin Consulting, Inc
VANCOUVER, WAReported AUM$442.7M
Employees3
3.2% of city AUMView RIA ↗
Harlow Wealth Management, Inc.
VANCOUVER, WAReported AUM$419.4M
Employees16
3.1% of city AUMView RIA ↗
Momentous Wealth Management, Inc.
VANCOUVER, WAReported AUM$409.9M
Employees7
3.0% of city AUMView RIA ↗
Cairn Investment Group
VANCOUVER, WAReported AUM$385M
Employees6
2.8% of city AUMView RIA ↗
Advisor Share Wealth Management, LLC
VANCOUVER, WAReported AUM$376.9M
Employees47
2.8% of city AUMView RIA ↗
My Personal Cfo, LLC
VANCOUVER, WAReported AUM$365.1M
Employees3
2.7% of city AUMView RIA ↗
Fort Vancouver Investment Management, LLC
VANCOUVER, WAReported AUM$237.1M
Employees4
1.7% of city AUMView RIA ↗
Helium Advisors LLC
VANCOUVER, WAReported AUM$233.8M
Employees7
1.7% of city AUMView RIA ↗
Uta LLC
VANCOUVER, WAReported AUM$214.6M
Employees2
1.6% of city AUMView RIA ↗
Allen Capital Management, LLC
VANCOUVER, WAReported AUM$200M
Employees9
1.5% of city AUMView RIA ↗
Columbia River Financial Group
VANCOUVER, WAReported AUM$194.8M
Employees4
1.4% of city AUMView RIA ↗
Sloy Dahl & Holst Holdings, Inc
VANCOUVER, WAReported AUM$186.6M
Employees3
1.4% of city AUMView RIA ↗
Middleton & Company
VANCOUVER, WAReported AUM$131.3M
Employees4
1.0% of city AUMView RIA ↗
AUM and employee figures are firm-wide reported totals grouped by headquarters location, not assets or employees physically located there. Search and sort do not change totals.