FIRST PACIFIC FINANCIAL, INC.
Vancouver, WA
AUM
$1.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(360) 254-2585
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in WA, VANCOUVER
18 advisers found
SLOY, DAHL & HOLST, LLC
Vancouver, WA
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-248-9800
MARTEL WEALTH ADVISORS, LLC
Vancouver, WA
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM
360-694-9940
LEADER CAPITAL CORP.
Vancouver, WA
AUM
$1.41B
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-294-1010
SYNERGY ASSET MANAGEMENT, LLC
Vancouver, WA
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
206-386-5455
BAKER ELLIS ASSET MANAGEMENT LLC
Vancouver, WA
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
503-227-5778
JOHNSON BIXBY
Vancouver, WA
AUM
$933.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(360) 695-1795
JAMES R. MARTIN CONSULTING, INC
Vancouver, WA
AUM
$442.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; SOME ARE FREE
360-567-1822
HARLOW WEALTH MANAGEMENT, INC.
Vancouver, WA
AUM
$419.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
360-573-2522
MOMENTOUS WEALTH MANAGEMENT, INC.
Vancouver, WA
AUM
$409.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
360-597-4570
CAIRN INVESTMENT GROUP
Vancouver, WA
AUM
$385.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-241-4901
ADVISOR SHARE WEALTH MANAGEMENT, LLC
Vancouver, WA
AUM
$376.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
41 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-232-3251
MY PERSONAL CFO, LLC
Vancouver, WA
AUM
$365.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
503-912-2090
HELIUM ADVISORS LLC
Vancouver, WA
AUM
$233.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(425) 214-1533
UTA LLC
Vancouver, WA
AUM
$214.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
360.360.0344
ALLEN CAPITAL MANAGEMENT, LLC
Vancouver, WA
AUM
$200.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
503-292-1041
COLUMBIA RIVER FINANCIAL GROUP
Vancouver, WA
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
3603353350
MARRAM INVESTMENT MANAGEMENT, LLC
Vancouver, WA
AUM
$48.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(503) 575-9022