Find Top Financial Advisors in Vancouver, Washington

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Vancouver, Washington
Last Updated - 06-Aug-2022

Vancouver has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 86 non-vetted advisors in your local area. These financial advisors in Vancouver, Washington have an average of 8 years of experience.

NOTE: The list of financial advisors in Vancouver, Washington mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Vancouver, Washington.

Qualified Financial Advisors in Vancouver, Washington
Financial Advisor Experience AUM Minimum Assets Fee Structure
William Cartee
305 SE Chkalov Drive Suite 113,
Vancouver, WA 98683
8 Not Specified Not Specified Fee-Based

Information on Qualified Financial Advisors in Vancouver

Qualifications CRD# 6322118
Firm CRD# 104510
Series 65

Compensation/Fee Fee-Based

Office Location 305 SE Chkalov Drive Suite 113,
Phone Number 425-247-2970

I am a financial professional with experience in financial planning, internal consulting, financial technology, and equity and capital market research.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Top Financial Advisor Firms in Vancouver, Washington (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
First Pacific Financial, Inc.
610 Esther Street , Suite 100,
Vancouver, WA 98660
$1,047,966,061 2861 A percentage of AUM
Hourly charges
Fixed fees
Martel Wealth Advisors Inc
2001 Se Columbia River Drive , Ste 100,
Vancouver, WA 98661
$1,010,972,511 2969 A percentage of AUM
Johnson Bixby
275 West Third Street , Suite 600,
Vancouver, WA 98660
$574,950,752 1614 A percentage of AUM
Hourly charges
Fixed fees
James R. Martin Consulting, Inc
1111 Main St. Suite 612,
Vancouver, WA 98660
$487,939,464 694 A percentage of AUM
Security First Advisors
16703 Se Mcgillivray Blvd. #230,
Vancouver, WA 98683
$378,737,196 1752 A percentage of AUM
Hourly charges
Fixed fees
Harlow Wealth Management, Inc.
400 East Mill Plain Blvd. , Suite 200,
Vancouver, WA 98660
$301,990,650 1499 A percentage of AUM
Hourly charges
Fixed fees
Commision Based
Great Northern Asset Management, Llc
1111 Main Street , Suite 650,
Vancouver, WA 98660-2990
$273,355,623 159 A percentage of AUM
Sustainable Wealth Management, Inc.
300 E. 17th Street,
Vancouver, WA 98663
$252,414,942 914 A percentage of AUM
Hourly charges
Fixed fees
My Personal Cfo, Llc
1220 Main Street , Suite 400,
Vancouver, WA 98660
$206,721,226 236 A percentage of AUM
Fort Vancouver Investment Management, Llc
1601 Officers Row,
Vancouver, WA 98661
$157,825,101 521 A percentage of AUM
Columbia River Financial Group
16701 Se Mcgillivray Blvd., , #250,
Vancouver, WA 98683
$130,472,737 497 A percentage of AUM
Fixed fees
Uta Llc
2800 Main Street,
Vancouver, WA 98663
$120,753,420 177 A percentage of AUM
Fixed fees
Leader Capital Corp.
315 W. Mill Plain Blvd. , Suite 204,
Vancouver, WA 98660
$59,119,967 2 A percentage of AUM
Vita Planning Group Llc
312 Se Stonemill Drive , Suite 160,
Vancouver, WA 98684-3514
$34,366,427 55 A percentage of AUM
Fixed fees
Dndro Inc.
4400 Ne 77th Ave , Suite 275,
Vancouver, WA 98662
$0 0 Hourly charges

    List of Additional Advisors in Vancouver, Washington*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Bruce B. Trang
    Inquire with Bruce
    1701 SE Columbia River Dr Ste120, Vancouver, WA  98661 360-992-7981
    Bridgecrest Group
    Inquire with Bridgecrest
    1701 SE Columbia River Dr, Ste 120, Vancouver, WA  98661 360-992-8060
    Benjamin A Lanphar
    Inquire with Benjamin
    1701 SE Columbia River Dr, Ste 120, Vancouver, WA  98661 360-992-7995
    Briana Blocker
    Inquire with Briana
    1499 SE Tech Center Pl, Ste 220, Vancouver, WA  98683 360-713-5530
    Brooke Fackler- Lowery - Morgan Stanley
    Inquire with Brooke
    1701 SE Columbia River Dr, Ste 120, Vancouver, WA  98661 360-992-7989
    Debbie Rainey
    Inquire with Debbie
    1499 SE Tech Center Pl, Ste 220, Vancouver, WA  98683 360-713-5474
    Megan Westbrook
    Inquire with Megan
    1499 SE Tech Center Pl, Ste 220, Vancouver, WA  98683 360-713-5481
    Robert Katsuno
    Inquire with Robert
    1499 SE Tech Center Pl, Ste 220, Vancouver, WA  98683 360-713-5485
    Ryan Piwowarski
    Inquire with Ryan
    1499 SE Tech Center Pl, Ste 220, Vancouver, WA  98683 360-713-5503
    Kirk Tambara
    Inquire with Kirk
    1499 SE Tech Center Pl, Ste 220, Vancouver, WA  98683 360-713-5493
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?