City
Wealth management firms in Vancouver, Washington
As of October 2, 2026, 26 wealth management firms, including broker-dealer firms, with their main office in Vancouver, Washington reported $10.6 billion in regulatory assets under management; the largest by assets was First Pacific Financial, Inc., with $1.9 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 26
- Regulatory assets under management
- $10.6 billion
- Average per firm
- $406.1 million
- SEC-registered, of those listed
- 18 of 26 (69.2%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | First Pacific Financial, Inc. | SEC | $1.9 billion | 4,448 |
| 2 | Martel Wealth Advisors, LLC Successor: Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported. | SEC | $1.5 billion | 2,787 |
| 3 | Synergy Asset Management, LLC | SEC | $1.3 billion | 5,353 |
| 4 | Baker Ellis Asset Management LLC | SEC | $1.0 billion | 343 |
| 5 | Johnson Bixby | SEC | $933.7 million | 2,205 |
| 6 | James R. Martin Consulting, Inc | SEC | $442.7 million | 628 |
| 7 | Harlow Wealth Management, Inc. | SEC | $419.4 million | 1,670 |
| 8 | Momentous Wealth Management, Inc. | SEC | $409.9 million | 1,138 |
| 9 | Cairn Wealth Management | SEC | $385.0 million | 806 |
| 10 | Advisor Share Wealth Management, LLC | SEC | $376.9 million | 2,531 |
| 11 | My Personal CFO, LLC | SEC | $365.1 million | 458 |
| 12 | Fort Vancouver Investment Management, LLC | SEC | $237.1 million | 586 |
| 13 | Helium Advisors LLC | SEC | $233.8 million | 690 |
| 14 | Uta LLC | SEC | $214.6 million | 248 |
| 15 | Allen Capital Management, LLC | SEC | $200.0 million | 218 |
| 16 | Columbia River Financial Group | SEC | $194.8 million | 731 |
| 17 | Middleton & Company | SEC | $131.3 million | 388 |
| 18 | Ambassador Wealth Management, LLC | State | $89.9 million | 134 |
| 19 | Ridinger Wealth Management, LLC | State | $61.7 million | 306 |
| 20 | Marram Investment Management, LLC | State | $48.2 million | 69 |
| 21 | Delphi Advisers | State | $33.1 million | 107 |
| 22 | Wipple Creek, LLC | State | $27.4 million | 58 |
| 23 | SFM Financial Advisors LLC | State | $11.0 million | 62 |
| 24 | Wide Eye Capital | State | $10.9 million | 57 |
| 25 | Comus Investment, LLC | State | $420,000 | 4 |
| 26 | Interchange Advisers LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $0 | 0 |
Successor Reported on Form ADV Item 4 that it succeeded to the business of another registered investment adviser. Some of its growth may come from that acquisition, and it is shown as reported.
Wealth management firms in Washington, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.