Falists

Washington · 25 advisers

Financial Advisors in Vancouver, Washington

Looking for a financial advisor in Vancouver, Washington? Falists indexes 25 SEC-registered and state-registered investment advisers in Vancouver — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 24 firms list a website you can visit directly. Firms in this directory manage up to $1.93B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

25

With website

24

Largest AUM

$1.93B

Financial planning

20

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth25Planning20Trusts23Retirement9Institutional18

Top advisors in Vancouver

Ranked by AUM · Fees, team & specialties at a glance

View all 25 →

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

Full profileVisit site →

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

Full profileVisit site →

DELPHI ADVISERS

Vancouver, WA

AUM

$33.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(360) 525-2400 EXT 101

Full profileVisit site →
View all 25 advisors in Vancouver

More cities in Washington

Seattle (173)Bellevue (85)Spokane (37)Kirkland (23)Bellingham (15)Tacoma (15)Gig Harbor (13)Mercer Island (12)Olympia (9)Edmonds (8)Everett (6)Federal Way (6)

Common questions

How many financial advisors are in Vancouver, Washington?
25 registered investment advisers are listed in our Vancouver directory, sourced from public SEC filings.
What types of advisors are in Vancouver?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Vancouver?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.