Best Financial Advisors in VANCOUVER, Washington
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in VANCOUVER
SYNERGY ASSET MANAGEMENT, LLC
VANCOUVER, WA · Since 2005
FIRST PACIFIC FINANCIAL, INC.
VANCOUVER, WA · Since 2016
JAMES R. MARTIN CONSULTING, INC
VANCOUVER, WA · Since 2000
ALLEN CAPITAL MANAGEMENT, LLC
VANCOUVER, WA · Since 2006
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
VANCOUVER, WA · Since 2018
UTA LLC
VANCOUVER, WA · Since 2021
ADVISOR SHARE WEALTH MANAGEMENT, LLC
VANCOUVER, WA · Since 2023
SLOY, DAHL & HOLST, LLC
VANCOUVER, WA · Since 1988
BAKER ELLIS ASSET MANAGEMENT LLC
VANCOUVER, WA · Since 2002
CAIRN INVESTMENT GROUP
VANCOUVER, WA · Since 2007
MARTEL WEALTH ADVISORS, LLC
VANCOUVER, WA · Since 2018
MOMENTOUS WEALTH MANAGEMENT, INC.
VANCOUVER, WA · Since 2017
JOHNSON BIXBY
VANCOUVER, WA · Since 2020
HARLOW WEALTH MANAGEMENT, INC.
VANCOUVER, WA · Since 2018
HELIUM ADVISORS LLC
VANCOUVER, WA · Since 2022
MIDDLETON & COMPANY
VANCOUVER, WA · Since 2024
COLUMBIA RIVER FINANCIAL GROUP
VANCOUVER, WA · Since 2020
MY PERSONAL CFO, LLC
VANCOUVER, WA · Since 2021
LEADER CAPITAL CORP.
VANCOUVER, WA · Since 1999
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.