Investment adviser firms in VANCOUVER, Washington
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
20 firms · Source months shown: August 2026
- ADVISOR SHARE WEALTH MANAGEMENT, LLCCRD 307997 · VANCOUVER, WA$376,943,321.00Regulatory AUM · August 2026
- ALLEN CAPITAL MANAGEMENT, LLCCRD 135147 · VANCOUVER, WA$200,030,786.00Regulatory AUM · August 2026
- BAKER ELLIS ASSET MANAGEMENT LLCCRD 121802 · VANCOUVER, WA$1,047,120,232.00Regulatory AUM · August 2026
- CAIRN INVESTMENT GROUP, INC.CRD 143601 · VANCOUVER, WA$384,958,456.00Regulatory AUM · August 2026
- COLUMBIA RIVER FINANCIAL GROUP, LLCCRD 288539 · VANCOUVER, WA$194,831,125.00Regulatory AUM · August 2026
- FIRST PACIFIC FINANCIAL, INC.CRD 284736 · VANCOUVER, WA$1,925,820,843.00Regulatory AUM · August 2026
- FORT VANCOUVER INVESTMENT MANAGEMENT, LLCCRD 157019 · VANCOUVER, WA$237,124,472.00Regulatory AUM · August 2026
- HARLOW WEALTH MANAGEMENT, INC.CRD 148315 · VANCOUVER, WA$419,374,657.00Regulatory AUM · August 2026
- HELIUM ADVISORS LLCCRD 282356 · VANCOUVER, WA$233,777,142.00Regulatory AUM · August 2026
- JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENTCRD 109542 · VANCOUVER, WA$442,737,917.00Regulatory AUM · August 2026
- JOHNSON BIXBY & ASSOCIATES, LLCCRD 310839 · VANCOUVER, WA$933,732,431.00Regulatory AUM · August 2026
- LEADER CAPITAL CORP.CRD 46206 · VANCOUVER, WA$1,410,245,287.00Regulatory AUM · August 2026
- MARTEL WEALTH ADVISORS, LLCCRD 296896 · VANCOUVER, WA$1,459,415,057.00Regulatory AUM · August 2026
- MIDDLETON & COMPANYCRD 284996 · VANCOUVER, WA$131,316,850.00Regulatory AUM · August 2026
- MOMENTOUS WEALTH MANAGEMENT, INC.CRD 288429 · VANCOUVER, WA$409,937,549.00Regulatory AUM · August 2026
- MY PERSONAL CFO, LLCCRD 299424 · VANCOUVER, WA$365,101,816.00Regulatory AUM · August 2026
- SLOY DAHL & HOLST HOLDINGS, INCCRD 310107 · VANCOUVER, WA$186,620,841.00Regulatory AUM · August 2026
- SLOY, DAHL & HOLST, LLCCRD 110102 · VANCOUVER, WA$1,803,508,185.00Regulatory AUM · August 2026
- SYNERGY ASSET MANAGEMENT, LLCCRD 117201 · VANCOUVER, WA$1,299,423,867.00Regulatory AUM · August 2026
- UTA LLCCRD 315427 · VANCOUVER, WA$214,570,738.00Regulatory AUM · August 2026