Best Financial Advisors in VANCOUVER, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in VANCOUVER
JAMES R. MARTIN CONSULTING, INC
VANCOUVER, WA · Since 2000
SYNERGY ASSET MANAGEMENT, LLC
VANCOUVER, WA · Since 2005
ALLEN CAPITAL MANAGEMENT, LLC
VANCOUVER, WA · Since 2006
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
VANCOUVER, WA · Since 2018
FIRST PACIFIC FINANCIAL, INC.
VANCOUVER, WA · Since 2016
ADVISOR SHARE WEALTH MANAGEMENT, LLC
VANCOUVER, WA · Since 2023
UTA LLC
VANCOUVER, WA · Since 2021
SLOY, DAHL & HOLST, LLC
VANCOUVER, WA · Since 1988
BAKER ELLIS ASSET MANAGEMENT LLC
VANCOUVER, WA · Since 2002
CAIRN INVESTMENT GROUP
VANCOUVER, WA · Since 2007
HARLOW WEALTH MANAGEMENT, INC.
VANCOUVER, WA · Since 2018
HELIUM ADVISORS LLC
VANCOUVER, WA · Since 2022
MIDDLETON & COMPANY
VANCOUVER, WA · Since 2024
MOMENTOUS WEALTH MANAGEMENT, INC.
VANCOUVER, WA · Since 2017
COLUMBIA RIVER FINANCIAL GROUP
VANCOUVER, WA · Since 2020
MARTEL WEALTH ADVISORS, LLC
VANCOUVER, WA · Since 2018
MY PERSONAL CFO, LLC
VANCOUVER, WA · Since 2021
JOHNSON BIXBY
VANCOUVER, WA · Since 2020
LEADER CAPITAL CORP.
VANCOUVER, WA · Since 1999
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in VANCOUVER?
The median advisory fee in VANCOUVER, WA is 0.95% of assets under management per year, based on Form ADV filings from 19 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.