# Financial advisors in Vancouver, WA

> AdvisorCensus lists 28 investment advisory firms with a principal office in Vancouver, Washington (part of the Portland metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Portland metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/or/portland/vancouver

## At a glance

- Investment advisory firms: 28
- Registration: SEC-registered investment adviser: 21, State-registered investment adviser: 7
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 12 (43%); Percentage of assets 28 (100%); Hourly charges 17 (61%); Fixed fees 13 (46%); Performance-based fees 4 (14%); Other 3 (11%)
- Regulatory assets under management (Item 5.F): Under $25 million 3 (11%); $25 million to $100 million 5 (18%); $100 million to $500 million 13 (46%); $500 million to $1 billion 1 (4%); $1 billion to $5 billion 6 (21%)
- Years registered: Under 5 years 7 (25%); 5 to 9 years 10 (36%); 10 to 19 years 5 (18%); 20 years or more 6 (21%)

## Firms (page 1 of 1, 1 to 28 of 28, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Advisor Share Wealth Management, LLC](https://advisorcensus.com/firm/advisor-share-wealth-management-llc-vancouver-wa-307997) ([md](https://advisorcensus.com/firm/advisor-share-wealth-management-llc-vancouver-wa-307997.md)) | 307997 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee, Other |
| [Allen Capital Management, LLC](https://advisorcensus.com/firm/allen-capital-management-llc-vancouver-wa-135147) ([md](https://advisorcensus.com/firm/allen-capital-management-llc-vancouver-wa-135147.md)) | 135147 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets |
| [Ambassador Wealth Management, LLC](https://advisorcensus.com/firm/ambassador-wealth-management-llc-vancouver-wa-167064) ([md](https://advisorcensus.com/firm/ambassador-wealth-management-llc-vancouver-wa-167064.md)) | 167064 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly |
| [Baker Ellis Asset Management LLC](https://advisorcensus.com/firm/baker-ellis-asset-management-llc-vancouver-wa-121802) ([md](https://advisorcensus.com/firm/baker-ellis-asset-management-llc-vancouver-wa-121802.md)) | 121802 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 24 | % of assets |
| [Cairn Wealth Management](https://advisorcensus.com/firm/cairn-wealth-management-vancouver-wa-143601) ([md](https://advisorcensus.com/firm/cairn-wealth-management-vancouver-wa-143601.md)) | 143601 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Columbia River Financial Group](https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539) ([md](https://advisorcensus.com/firm/columbia-river-financial-group-vancouver-wa-288539.md)) | 288539 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Delphi Advisers](https://advisorcensus.com/firm/delphi-advisers-vancouver-wa-304593) ([md](https://advisorcensus.com/firm/delphi-advisers-vancouver-wa-304593.md)) | 304593 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [First Pacific Financial, Inc.](https://advisorcensus.com/firm/first-pacific-financial-inc-vancouver-wa-284736) ([md](https://advisorcensus.com/firm/first-pacific-financial-inc-vancouver-wa-284736.md)) | 284736 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee |
| [Fort Vancouver Investment Management, LLC](https://advisorcensus.com/firm/fort-vancouver-investment-management-llc-vancouver-wa-157019) ([md](https://advisorcensus.com/firm/fort-vancouver-investment-management-llc-vancouver-wa-157019.md)) | 157019 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [Harlow Wealth Management, Inc.](https://advisorcensus.com/firm/harlow-wealth-management-inc-vancouver-wa-148315) ([md](https://advisorcensus.com/firm/harlow-wealth-management-inc-vancouver-wa-148315.md)) | 148315 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee, Other |
| [Helium Advisors LLC](https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356) ([md](https://advisorcensus.com/firm/helium-advisors-llc-vancouver-wa-282356.md)) | 282356 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Interchange Advisers LLC](https://advisorcensus.com/firm/interchange-advisers-llc-vancouver-wa-338973) ([md](https://advisorcensus.com/firm/interchange-advisers-llc-vancouver-wa-338973.md)) | 338973 | Vancouver, WA | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [James R. Martin Consulting, Inc](https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542) ([md](https://advisorcensus.com/firm/james-r-martin-consulting-inc-vancouver-wa-109542.md)) | 109542 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Other |
| [Johnson Bixby](https://advisorcensus.com/firm/johnson-bixby-vancouver-wa-310839) ([md](https://advisorcensus.com/firm/johnson-bixby-vancouver-wa-310839.md)) | 310839 | Vancouver, WA | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Leader Capital Corp.](https://advisorcensus.com/firm/leader-capital-corp-vancouver-wa-46206) ([md](https://advisorcensus.com/firm/leader-capital-corp-vancouver-wa-46206.md)) | 46206 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets |
| [Marram Investment Management, LLC](https://advisorcensus.com/firm/marram-investment-management-llc-vancouver-wa-155821) ([md](https://advisorcensus.com/firm/marram-investment-management-llc-vancouver-wa-155821.md)) | 155821 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Performance fee |
| [Martel Wealth Advisors, LLC](https://advisorcensus.com/firm/martel-wealth-advisors-llc-vancouver-wa-296896) ([md](https://advisorcensus.com/firm/martel-wealth-advisors-llc-vancouver-wa-296896.md)) | 296896 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Middleton & Company](https://advisorcensus.com/firm/middleton-and-company-vancouver-wa-284996) ([md](https://advisorcensus.com/firm/middleton-and-company-vancouver-wa-284996.md)) | 284996 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Momentous Wealth Management, Inc.](https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429) ([md](https://advisorcensus.com/firm/momentous-wealth-management-inc-vancouver-wa-288429.md)) | 288429 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [My Personal CFO, LLC](https://advisorcensus.com/firm/my-personal-cfo-llc-vancouver-wa-299424) ([md](https://advisorcensus.com/firm/my-personal-cfo-llc-vancouver-wa-299424.md)) | 299424 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Ridinger Wealth Management, LLC](https://advisorcensus.com/firm/ridinger-wealth-management-llc-vancouver-wa-321166) ([md](https://advisorcensus.com/firm/ridinger-wealth-management-llc-vancouver-wa-321166.md)) | 321166 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [SFM Financial Advisors LLC](https://advisorcensus.com/firm/sfm-financial-advisors-llc-vancouver-wa-286042) ([md](https://advisorcensus.com/firm/sfm-financial-advisors-llc-vancouver-wa-286042.md)) | 286042 | Vancouver, WA | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Sloy Dahl & Holst Holdings, Inc](https://advisorcensus.com/firm/sloy-dahl-and-holst-holdings-inc-vancouver-wa-310107) ([md](https://advisorcensus.com/firm/sloy-dahl-and-holst-holdings-inc-vancouver-wa-310107.md)) | 310107 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Sloy, Dahl & Holst, LLC](https://advisorcensus.com/firm/sloy-dahl-and-holst-llc-vancouver-wa-110102) ([md](https://advisorcensus.com/firm/sloy-dahl-and-holst-llc-vancouver-wa-110102.md)) | 110102 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 38 | % of assets, Hourly, Performance fee |
| [Synergy Asset Management, LLC](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201) ([md](https://advisorcensus.com/firm/synergy-asset-management-llc-vancouver-wa-117201.md)) | 117201 | Vancouver, WA | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Hourly, Performance fee |
| [UTA LLC](https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427) ([md](https://advisorcensus.com/firm/uta-llc-vancouver-wa-315427.md)) | 315427 | Vancouver, WA | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Westface Financial Advisory](https://advisorcensus.com/firm/westface-financial-advisory-vancouver-wa-168959) ([md](https://advisorcensus.com/firm/westface-financial-advisory-vancouver-wa-168959.md)) | 168959 | Vancouver, WA | State-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Wide EYE Capital](https://advisorcensus.com/firm/wide-eye-capital-vancouver-wa-322886) ([md](https://advisorcensus.com/firm/wide-eye-capital-vancouver-wa-322886.md)) | 322886 | Vancouver, WA | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |

## Questions people ask

**How many financial advisory firms are there in Vancouver, WA?**
AdvisorCensus lists 28 investment advisory firms with a principal office in Vancouver, Washington (part of the Portland metro area), from Form ADV filings as of October 2026: 21 SEC-registered, 7 state-registered, and 0 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Vancouver, WA?**
12 of the 28 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Vancouver, WA offer financial planning?**
22 of the 28 firms in Vancouver, WA that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Vancouver, WA fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 12 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

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Cite as: AdvisorCensus. Financial advisors in Vancouver, WA: 28 firms from Form ADV filings as of October 2026.