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Top RIA Firms in Vancouver, Washington
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Vancouver, Washington. This hub covers 19 matching firms with $13.5B in total reported AUM and median AUM of $409.9M.
Firms
19
Matching current profiles
Total AUM
$13.5B
Reported regulatory AUM
Median AUM
$409.9M
Across firms with AUM
Largest firm
$1.9B
First Pacific Financial, INC.
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. First Pacific Financial, INC. CRD 284736 · Corporation | VANCOUVER, WA | $1.9B May 2026 | +$413.7M+27.4% | +$825.7M+75.0% | +$1.1B+129.0% | — | +5 employees+17.9% over 3Y | +1,145 accounts+34.7% over 3Y |
| 2. Sloy, Dahl & Holst, LLC CRD 110102 · Limited Liability Company | VANCOUVER, WA | $1.8B May 2026 | +$121.9M+7.2% | +$859.3M+91.0% | +$280.8M+18.4% | +$1.5B+537.2% | +1 employees+20.0% over 3Y | +163 accounts+17.7% over 3Y |
| 3. Martel Wealth Advisors INC CRD 296896 · Limited Liability Company | VANCOUVER, WA | $1.5B Jan 2026 | +$380.0M+35.2% | +$448.4M+44.4% | +$765.9M+110.4% | +$848.9M+139.0% | +1 employees+8.3% over 3Y | -182 accounts-6.1% over 3Y |
| 4. Leader Capital Corp. CRD 46206 · Corporation | VANCOUVER, WA | $1.4B Jan 2026 | +$887.5M+169.8% | +$1.3B+1082.8% | +$1.3B+1232.5% | +$1.0B+286.1% | +1 employees+100.0% over 3Y | 0 accounts+0.0% over 3Y |
| 5. Synergy Asset Management, LLC CRD 117201 · Limited Liability Company | VANCOUVER, WA | $1.3B Mar 2026 | +$247.0M+23.5% | +$810.8M+166.0% | +$1.0B+375.3% | +$1.2B+1332.7% | +6 employees+75.0% over 3Y | +3,193 accounts+147.8% over 3Y |
| 6. Baker Ellis Asset Management LLC CRD 121802 · Limited Liability Company | VANCOUVER, WA | $1.0B Feb 2026 | +$255.0M+32.2% | +$296.5M+39.5% | +$456.8M+77.4% | +$688.4M+191.9% | -2 employees-28.6% over 3Y | +18 accounts+5.5% over 3Y |
| 7. Johnson Bixby CRD 310839 · Limited Liability Company | VANCOUVER, WA | $933.7M Mar 2026 | +$144.2M+18.3% | +$343.0M+58.1% | +$481.2M+106.3% | — | +9 employees+150.0% over 3Y | +269 accounts+13.9% over 3Y |
| 8. James R. Martin Consulting, INC CRD 109542 · Corporation | VANCOUVER, WA | $442.7M Mar 2026 | +$24.9M+5.9% | -$45.2M-9.3% | +$13.4M+3.1% | +$236.6M+114.8% | 0 employees+0.0% over 3Y | -66 accounts-9.5% over 3Y |
| 9. Harlow Wealth Management, INC. CRD 148315 · Corporation | VANCOUVER, WA | $419.4M Mar 2026 | +$44.5M+11.9% | +$165.2M+65.0% | +$174.0M+70.9% | +$316.1M+305.9% | 0 employees+0.0% over 3Y | +107 accounts+6.8% over 3Y |
| 10. Momentous Wealth Management, INC. CRD 288429 · Corporation | VANCOUVER, WA | $409.9M Mar 2026 | +$53.9M+15.1% | +$148.2M+56.6% | +$227.1M+124.2% | — | +2 employees+40.0% over 3Y | +146 accounts+14.7% over 3Y |
| 11. Cairn Investment Group CRD 143601 · Corporation | VANCOUVER, WA | $385.0M Apr 2026 | +$34.2M+9.7% | +$94.3M+32.5% | +$167.4M+76.9% | +$252.1M+189.7% | 0 employees+0.0% over 3Y | +38 accounts+4.9% over 3Y |
| 12. Advisor Share Wealth Management, LLC CRD 307997 · Limited Liability Company | VANCOUVER, WA | $376.9M Mar 2026 | +$328.9M+685.2% | +$368.0M+4105.6% | — | +$368.0M+4105.6% | +46 employees+4600.0% over 3Y | +2,509 accounts+11404.5% over 3Y |
| 13. My Personal Cfo, LLC CRD 299424 · Limited Liability Company | VANCOUVER, WA | $365.1M Mar 2026 | +$30.7M+9.2% | +$168.9M+86.1% | +$223.7M+158.3% | +$223.7M+158.3% | -1 employees-25.0% over 3Y | +150 accounts+48.7% over 3Y |
| 14. Fort Vancouver Investment Management, LLC CRD 157019 · Limited Liability Company | VANCOUVER, WA | $237.1M Feb 2026 | +$51.2M+27.6% | +$79.3M+50.2% | +$120.1M+102.6% | +$129.2M+119.7% | +1 employees+33.3% over 3Y | +65 accounts+12.5% over 3Y |
| 15. Helium Advisors LLC CRD 282356 · Limited Liability Company | VANCOUVER, WA | $233.8M May 2026 | -$74.3M-24.1% | +$29.2M+14.3% | — | +$49.6M+27.0% | -3 employees-30.0% over 3Y | +51 accounts+8.0% over 3Y |
| 16. Uta LLC CRD 315427 · Limited Liability Company | VANCOUVER, WA | $214.6M Jan 2026 | +$69.9M+48.3% | +$93.8M+77.7% | — | — | 0 employees+0.0% over 3Y | +71 accounts+40.1% over 3Y |
| 17. Allen Capital Management, LLC CRD 135147 · Limited Liability Company | VANCOUVER, WA | $200.0M Feb 2026 | +$20.7M+11.5% | +$21.9M+12.3% | +$90.5M+82.7% | +$108.4M+118.4% | 0 employees+0.0% over 3Y | -34 accounts-13.5% over 3Y |
| 18. Columbia River Financial Group CRD 288539 · Limited Liability Company | VANCOUVER, WA | $194.8M Mar 2026 | +$37.8M+24.1% | +$75.0M+62.6% | +$84.0M+75.7% | +$86.0M+79.1% | 0 employees+0.0% over 3Y | +216 accounts+41.9% over 3Y |
| 19. Middleton & Company CRD 284996 · Corporation | VANCOUVER, WA | $131.3M Apr 2026 | +$21.3M+19.4% | — | — | +$16.4M+14.3% | 0 employees+0.0% over 1Y | +31 accounts+8.7% over 1Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.