Top Financial Advisors in Vancouver, Washington
Finding the right financial advisor in Vancouver is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Vancouver, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Vancouver, WA.
Find the Best Financial Advisor Firms in Vancouver:
SLOY, DAHL & HOLST, LLC
CRD#: 110102
Address: 1220 Main Street Suite 400, Vancouver, WA 98660
Clients: 255
Average Clients per Advisor: 51
AUM: $ 1.7B
FIRST PACIFIC FINANCIAL, INC.
CRD#: 284736
Address: 610 Esther Street Suite 100, Vancouver, WA 98660
Clients: 689
Average Clients per Advisor: 38
AUM: $ 1.5B
MARTEL WEALTH ADVISORS INC
CRD#: 296896
Address: 2001 Se Columbia River Drive Ste 200, Vancouver, WA 98661
Clients: 671
Average Clients per Advisor: 55
AUM: $ 1.2B
SYNERGY ASSET MANAGEMENT, LLC
CRD#: 117201
Address: 13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684
Clients: 898
Average Clients per Advisor: 99
AUM: $ 1.1B
BAKER ELLIS ASSET MANAGEMENT LLC
CRD#: 121802
Address: 805 Broadway St. Suite 400, Vancouver, WA 98660
Clients: 200
Average Clients per Advisor: 66
AUM: $ 874M
JOHNSON BIXBY
CRD#: 310839
Address: 275 West Third Street Suite 600, Vancouver, WA 98660
Clients: 457
Average Clients per Advisor: 65
AUM: $ 790M
How We Chose the Top Financial Advisors in Vancouver, Washington
To create this list of top financial advisor firms in Vancouver, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Vancouver has to offer.
Search Financial Advisors in Vancouver, Washington
Shalisa Green Beck
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Michael Robert Burgoyne
Registered Affiliation(s):LPL FINANCIAL LLC
Karen Ann Goulding
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Randal Lyle Lishka
Registered Affiliation(s):CROWN CAPITAL SECURITIES, L.P.
James Patrick Mead
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Graeme Eric Newhouse
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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