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Find The Best Financial Advisors in Vancouver, Washington

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Vancouver is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Vancouver & pick the one as per your needs

How To Find The Best Financial Advisors in Vancouver, Washington

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Vancouver, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Vancouver, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Vancouver, Washington have an average of 18 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Vancouver, Washington

advisor-photo

Matt Ebeling

Fort Vancouver Investment Management, LLC

360-823-0477

advisor-photo

Mark Sharp

Mark Sharp Retirement

800-622-1045

Top Financial Advisor Firms in Vancouver, Washington (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
FIRST PACIFIC FINANCIAL, INC.
610 Esther Street, Suite 100
Vancouver, WA, 98660
284736 $1,100,167,822 3303 A Percentage of AUM, Hourly charges, Fixed Fees
SLOY, DAHL & HOLST, LLC
1220 Main Street, Suite 400
Vancouver, WA, 98660
110102 $944,230,557 923 A Percentage of AUM, Hourly charges, Performance Based
MARTEL WEALTH ADVISORS INC
2001 Se Columbia River Drive, Ste 100
Vancouver, WA, 98661
296896 $897,153,049 2698 A Percentage of AUM
BAKER ELLIS ASSET MANAGEMENT LLC
805 Broadway St., Suite 400
Vancouver, WA, 98660
121802 $750,600,425 325 A Percentage of AUM
JOHNSON BIXBY
275 West Third Street, Suite 600
Vancouver, WA, 98660
310839 $590,749,395 1936 A Percentage of AUM, Hourly charges, Fixed Fees
JAMES R. MARTIN CONSULTING, INC
1111 Main St. Suite 612,
Vancouver, WA, 98660
109542 $400,399,240 704 A Percentage of AUM, Other (SOME ARE FREE)
CAIRN INVESTMENT GROUP
500 Broadway Street, Suite 480
Vancouver, WA, 98660
143601 $290,627,773 768 A Percentage of AUM
MOMENTOUS WEALTH MANAGEMENT, INC.
300 E. 17th Street,
Vancouver, WA, 98663
288429 $261,751,112 992 A Percentage of AUM, Fixed Fees
HARLOW WEALTH MANAGEMENT, INC.
400 East Mill Plain Blvd., Suite 200
Vancouver, WA, 98660
148315 $254,194,839 1563 A Percentage of AUM, Fixed Fees, Commission Based, Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)
GREAT NORTHERN ASSET MANAGEMENT, LLC
1111 Main Street, Suite 650
Vancouver, WA, 98660-2990
139457 $217,798,560 165 A Percentage of AUM
MY PERSONAL CFO, LLC
1220 Main Street, Suite 400
Vancouver, WA, 98660
299424 $196,194,676 308 A Percentage of AUM, Hourly charges
ALLEN CAPITAL MANAGEMENT, LLC
701 Columbia St, Ste 104,
Vancouver, WA, 98660
135147 $157,746,622 177 A Percentage of AUM
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
1601 Officers Row,
Vancouver, WA, 98661
157019 $149,219,143 538 A Percentage of AUM, Hourly charges
COLUMBIA RIVER FINANCIAL GROUP
16701 Se Mcgillivray Blvd.,, #250
Vancouver, WA, 98683
288539 $119,808,641 515 A Percentage of AUM, Fixed Fees
LEADER CAPITAL CORP.
315 W. Mill Plain Blvd., Suite 204
Vancouver, WA, 98660
46206 $119,231,977 2 A Percentage of AUM

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