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Top Financial Advisors in Vancouver, WA

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Finding a Top Financial Advisor Firm in Vancouver, Washington

You’ll have many options while searching for a financial advisor in the Vancouver area. To ease your search, we’ve formed a list of the top advisors in the area. Each firm selected met certain requirements, and our list compares each firm’s investment strategies, fee structure, advisory services, assets under management (AUM) and more. You can also use our free financial advisor matching service to connect with up to three advisors who serve your area. 

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Rank Financial Advisor Assets Managed Minimum Assets Financial Services More Information
1 Martel Wealth Advisors, Inc. Martel Wealth Advisors, Inc. logo Find an Advisor

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$1,010,972,511 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting
  • Educational seminars/workshops

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Educational seminars/workshops
2 First Pacific Financial, Inc. First Pacific Financial, Inc. logo Find an Advisor

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$1,047,966,061 No set account minimum
  • Financial planning
  • Portfolio management
  • Pension consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Pension consulting
3 Johnson Bixby & Associates, LLC Johnson Bixby & Associates, LLC logo Find an Advisor

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$574,950,752 Varies based on account type
  • Financial planning
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management

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4 Security First Advisors Security First Advisors logo Find an Advisor

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$378,737,196 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Consulting

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
  • Consulting
5 James R. Martin Consulting, Inc. James R. Martin Consulting, Inc. logo Find an Advisor

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$487,939,464 No set account minimum
  • Financial planning
  • Portfolio management
  • Selection of other advisors

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors
6 Sustainable Wealth Management Inc. Sustainable Wealth Management Inc. logo Find an Advisor

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$252,414,942 Varies based on account type
  • Financial planning
  • Portfolio management

Minimum Assets

Varies based on account type

Financial Services

  • Financial planning
  • Portfolio management
7 My Personal CFO, LLC My Personal CFO, LLC logo Find an Advisor

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$206,721,226 No required minimum
  • Financial consulting
  • Tax planning
  • Retirement planning
  • Education planning
  • Trust and estate planning
  • Equity compensation
  • Business succession
  • Philanthropic advisory

Minimum Assets

No required minimum

Financial Services

  • Financial consulting
  • Tax planning
  • Retirement planning
  • Education planning
  • Trust and estate planning
  • Equity compensation
  • Business succession
  • Philanthropic advisory
8 Fort Vancouver Investment Management, LLC Fort Vancouver Investment Management, LLC logo Find an Advisor

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$157,825,101 $250,000
  • Financial planning
  • Portfolio management

Minimum Assets

$250,000

Financial Services

  • Financial planning
  • Portfolio management
9 Columbia River Financial Group, LLC Columbia River Financial Group, LLC logo Find an Advisor

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$130,472,737 No set account minimum
  • Financial planning
  • Portfolio management

Minimum Assets

No set account minimum

Financial Services

  • Financial planning
  • Portfolio management
10 UTA LLC UTA LLC logo Find an Advisor

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$120,753,420 $25,000
  • Portfolio management
  • Financial planning

Minimum Assets

$25,000

Financial Services

  • Portfolio management
  • Financial planning

What We Use in Our Methodology

To find the top financial advisors in Vancouver, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:

  • AUM
    Firms with more total assets under management are ranked higher.
  • Individual Client Count
    Firms who serve more individual clients (as opposed to institutional clients) are ranked higher.
  • Clients Per Advisor
    Firms with a lower ratio of clients per financial advisor are ranked higher.
  • Age of Firm
    Firms that have been in business longer are ranked higher.
  • Fee Structure
    Firms with a fee-only (as opposed to fee-based) compensation structure are ranked higher.

All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.

Martel Wealth Advisors

Martel Wealth Advisors is first on our Vancouver list. Its clients include non-high-net-worth and high-net-worth individuals, corporations, pensions, profit-sharing plans, estates, trusts and charitable organizations. The firm’s advisors have various backgrounds and qualifications, namely the certified financial planner (CFP) and Financial Paraplanner Qualified Professional (FPQP) designations. 

The firm’s fee structure is fee-based in that firm advisors can earn commissions from the sale of insurance products. This can create a conflict of interest if advisors favor these products, but the firm must prioritize client needs since it has a fiduciary duty. 

Martel Wealth charges asset-based fees for its advisory services, and the firm doesn’t have a set account minimum. 

Martel Wealth Advisors Background

Martel Wealth was formed in 1982 by firm owner Mark S. Martel. The firm became registered as an investment advisor in 2018. Its services include investment management, financial planning and consulting, pension consulting and educational seminars. 

The firm’s financial planning and consulting services also include:

  • Business planning
  • Charitable giving
  • Cash flow forecasting
  • Insurance planning
  • Tax planning
  • Risk management
  • Trust and estate planning

Martel Wealth Advisors Investment Strategy

Martel Wealth describes on its website that it takes a long-term approach to wealth management and strives to implement environmentally conscious considerations across investment disciplines and asset classes. The firm says it has diversified portfolios that cater to investors seeking an environmentally conscious approach. 

The firm primarily allocates assets across mutual funds and exchange-traded funds (ETFs). Martel Wealth also employs portfolio diversification and strategic asset allocation when making investment decisions. 

First Pacific Financial

First Pacific Financial comes in next on our Vancouver list. The firm charges asset-based, hourly and fixed fees for its advisory services. First Pacific’s client base consists of non-high-net-worth and high-net-worth individuals, pension and profit-sharing plans, trusts, estates and charitable organizations. 

Its advisors offer a range of specialties, including the accredited investment fiduciary (AIF), certified financial planner (CFP), chartered financial analyst (CFA), certified public accountant (CPA), a certificate in investment performance measurement (CIPM), personal financial specialist (PFS) and chartered financial consultant (ChFC) designations. 

The firm is fee-only, so advisors are compensated based on a percentage of assets under management, not from commissions. First Pacific has no set account minimum. 

First Pacific Financial Background

Founded in 2016, First Pacific offers wealth management, financial planning and consulting and pension consulting services. First Pacific’s financial planning services also include insurance planning, charitable giving, retirement planning, trust and estate planning and tax planning. 

The firm’s owners are Todd Engblom-Stryker, Darren Farrell and Adam Wishard. It has other offices in Juneau, Alaska and Portland, Oregon.

First Pacific Financial Investment Strategy

First Pacific generally allocates client assets across mutual funds and exchange-traded funds (ETFs), and the firm says it develops portfolios using asset class return assumptions and historical asset class correlations. Advisors also analyze securities by considering a range of qualitative and quantitative factors.

The firm takes a long-term approach to investing, and its key strategies include strategic asset allocation, portfolio diversification and regular portfolio rebalancing.

Johnson Bixby & Associates

Johnson Bixby & Associates is next on our list of the top financial advisory firms in the city of Vancouver, Washington. This firm's client base is made up almost entirely of individuals. Of those individuals, about two-thirds are non-high-net-worth individuals. However, most of the firm's assets under management (AUM) come from its high-net-worth clients. While the firm doesn't have many institutional clients, it does work with a few charitable organizations. The firm doesn't have a set account minimum, but some programs require an investment of at least $5,000.

Johnson Bixby is a fee-based firm. Some advisors are registered broker-dealers who can earn commissions from selling financial products to clients. This is a potential conflict of interest, but the firm is still a fiduciary, making it legally obligated to act in the best interest of clients at all times.

Johnson Bixby & Associates Background

Johnson Bixby & Associates was founded in 1998. However, it only became officially registered as an investment advisor with the SEC last year, in 2020. The firm was founded by and is currently owned by namesake Heidi Johnson Bixby. She currently serves as CEO and president of the firm. She is also a certified financial planner (CFP), along with many of the firm's other employees. There are also other advisory certifications, such as chartered financial analyst (CFA), working at the firm.

Johnson Bixby works with clients to provide asset management services as well as financial planning and consulting services. The firm also provides access to Institutional Intelligent Portfolios, a Schwab robo-advisor program.

Johnson Bixby & Associates Investment Strategy

When it comes to developing investment strategies, Johnson Bixby & Associates looks to tailor its services to the needs of its clients. This process involves getting to know clients and their financial situations, learning things like a client's tolerance for risk, liquidity needs, overall investment goals and any other relevant investment information.

Advisors at Johnson Bixby & Associates populate client portfolios using stocks, bonds, exchange-traded funds (ETFs), options, mutual funds and other mainly public securities. They may use other investments as they make sense for any given client. They use a wide range of analysis methods to inform investment decisions, such as fundamental and cyclical analysis.

Security First Advisors

Fee-only firm Security First Advisors comes in next on our list of the top advisory firms in Vancouver. The firm serves a wide array of clients, including high-net-worth individuals, individuals, businesses, pension and profit-sharing plans, pooled investment vehicles and charitable organizations. 

Among its team’s qualifications are the certified financial planner (CFP), chartered financial analyst (CFA) and certified financial transitionist (CeFT) designations. 

When it comes to advisory fees, SFA charges asset-based fees, hourly fees and fixed fees. The firm doesn’t have a minimum account size requirement. 

Security First Advisors Background

SFA has been in business since 1981, but the firm became a registered investment advisor (RIA) in 1992. As for its advisory services, SFA primarily focuses on portfolio management, financial planning, consulting and the selection of other advisors. 

Russell Wilkinson Rerick, Inc. is the firm’s principal owner. 

Security First Advisors Investment Strategy 

SFA’s key investment strategies are long-term purchases, trading and short-term purchases, according to its firm brochure. In evaluating securities and providing investment recommendations, the firm uses technical analysis, cyclical analysis, charting analysis and fundamental analysis. 

The firm says it invests in public and private equity securities, warrants, public and private corporate debt securities, certificates of deposit (CDs), municipal securities, investment company securities, U.S. government securities, options contracts and interests in partnership investing.

James R. Martin Consulting

Fee-only financial advisor firm James R. Martin Consulting has millions in AUM, with two advisors serving individuals and high-net-worth individuals, pension and profit-sharing plans, charitable institutions and foundations. 

James’ advisors present various qualifications, including the certified public accountant (CPA) and certified financial planner (CFP) designations. The firm doesn’t have a set account minimum for its services, and clients pay advisory fees based on a percentage of AUM. 

James R. Martin Consulting Background 

James has provided portfolio management, financial planning and advisor referral services since 1992. The independent investment management firm also offers services related to liquidity, risks, tax reporting, diversification and cash flow. 

James R. Martin and Jill A. Foreman are the firm’s owners.

James R. Martin Consulting Investment Strategy

The firm says on its website that it reviews client accounts on a rotating basis, and advisors alter investment funds and asset allocations depending on each client’s unique risk tolerance. 

James uses a variety of sources for its security analysis, including securities rating services, commercially available software, securities rating services, general market and financial information and due diligence reviews.

Sustainable Wealth Management

Sustainable Wealth Management functions as a fee-based firm. The firm serves non-high-net-worth and high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans and corporations or other business types. The firm charges clients asset-based and fixed fees. 

The firm has multiple advisors with a range of specialties, including the certified financial planner (CFP) and accredited asset management specialist (AAMS) designations. Some of Sustainable Wealth’s advisors are licensed as insurance agents, so they can earn commission-based compensation by selling insurance products. This can incentivize advisors to favor commissions over client needs, but the firm’s fiduciary obligation prevents this. 

The firm generally doesn't impose a minimum account size. However, its automated, online investment management platform comes with a minimum investment size of $5,000.

Sustainable Wealth Management Background

Founded in 2004, Sustainable Wealth primarily provides investment management and financial planning and consulting services. The firm’s financial planning and consulting services encompass other areas of finance, including:

  • Investment planning
  • Retirement planning
  • Estate planning
  • Charitable planning
  • Education planning
  • Insurance planning
  • Tax planning

The firm also offers portfolio management through its online investment management platform, Institutional Intelligent Portfolios™.

Sustainable Wealth Management Investment Strategy

Sustainable Wealth typically invests in stocks, bonds, ETFs, mutual funds and public and private securities. Advisors employ several investment strategies, including strategic, dynamic, tactical and core-satellite asset allocation. The firm also utilizes margin transactions and fixed income investment strategies. 

Sustainable Wealth also employs multiple securities analysis methods, namely charting, technical, cyclical and fundamental analysis.

My Personal CFO

My Personal CFO is a fee-only advisory firm based in Vancouver. The firm has no minimum account size to open an account but the minimum advisor fee is $3,000 annually. My Personal CFO works with individuals, trusts, estates, charitable organizations, corporations, other business entities, and pension and profit-sharing plans.

The firm offers a variety of financial consulting and planning services that include: 

  • Portfolio consulting

  • Tax planning

  • Retirement planning

  • Education planning

  • Trust and estate planning

  • Equity compensation

  • Business succession

  • Philanthropic advisory

My Personal CFO Background

The firm was founded in 2018 by Mark Bernazzani and Nathan Brown. Between the two of them, as the only advisors at the firm, they hold a variety of certifications. These include the certified financial planner (CFP), certified public accountant (CPA), chartered financial consultant (ChFC) and the retirement income certified professional (RICP). 

The firm has more than $200 million in assets under management. 

My Personal CFO Investment Strategy

My Personal CFO uses a variety of investment strategies that include both short-term and long-term investments. The firm’s analysis takes both micro and macro analysis into consideration when crafting the right portfolio strategy for each individual client. Some of the investments clients can expect to see in their portfolios include: 

 

  • Equities

  • Emerging markets

  • Bonds

  • Real estate

  • Mutual funds

  • Exchange-traded funds (ETFs)

Fort Vancouver Investment Management

Fort Vancouver Investment Management is a fee-only firm. The firm’s clients are non-high-net-worth individuals and high-net-worth individuals, trusts, pensions, profit-sharing plans and non-profits. The firm’s advisors offer various skill sets, with qualifications such as the certified financial planner (CFP) designation. 

Fort Vancouver imposes a minimum account size requirement of $250,000, and it charges asset-based and hourly fees for its advisory services. 

Fort Vancouver Investment Management Background

The independent, Vancouver-based firm was established in 2010 by Robert Pool. The firm specializes in investment management and financial planning services, but advisors also provide retirement planning services for a fixed fee. 

Fort Vancouver Investment Management Investment Strategy

Fort Vancouver says on its firm brochure that it strives to reduce the long-term impact of taxes by utilizing tax-favored investments. In addition to investing in mutual funds and ETFs, the firm says it also utilizes investments that have lower overall costs and higher tax efficiency. 

Advisors generally focus on long-term investments, and the firm reviews client portfolios quarterly.

Columbia River Financial Group

In the next spot on our list of the top financial advisor firms in Vancouver, Washington is Columbia River Financial Group. This small firm's client base is almost entirely made up of non-high-net-worth individuals. However, it also works with high-net-worth individuals. These high-net-worth individual clients make up about a third of the firm's total assets. When it comes to institutional clients, the firm works with a few charities and other businesses.

Columbia River is a fee-only firm, so you won't need to worry about a conflict of interest stemming from any advisor receiving commissions for the sale of financial products to clients. The firm does not have a set account minimum, but there is a minimum annual fee of $1,500 per household.

Columbia River Financial Group Background

Columbia River Financial Group was founded in 2017, making it the youngest firm on our list. While it was first registered as an investment advisor on a state level, the firm became SEC registered in 2020. The firm is owned by Chad Peterson, founder, managing member and senior financial advisor. Peterson is also a certified financial planner (CFP).

Columbia River's available advisory services include investment portfolio management and financial planning services. Investment management is typically a comprehensive service. Accounts may be managed on either a discretionary or non-discretionary basis.

Columbia River Financial Group Investment Strategy

Columbia River Financial Group, like many other financial advisory firms, provides investment portfolio management services that are tailored to the financial needs and objectives of its clients. As a result, not a single investment strategy reigns supreme, as different strategies are better for different people. Advisors provide ongoing and continuous support to help clients meet their goals.

Advisors at Columbia River use a wide variety of different securities to populate client portfolios. Clients may impose reasonable restrictions on the type of investments used in their portfolios. When it comes to evaluating investments and markets, advisors tend to use quantitative and qualitative analysis as well as charting. They also tend to adhere to modern portfolio theory.

UTA (Uptown Advisors)

UTA, known as Uptown Advisors, is a fee-based advisory firm offering portfolio management and financial planning services to the Vancouver area. As a fee-based firm, its advisors may earn a commission through the sale of certain securities. This has the potential to create a conflict of interest but both the firm and its advisors are bound by a fiduciary duty to put the needs of the client first. 

The firm has a minimum account requirement of $25,000 and that amount could go up if certain third-parties are involved in the investment of assets. 

UTA Background

Uptown Advisors was founded in 2021 by Asoka Weeraratne who serves as the President and Chief Investment Advisor of the firm today. His experience of more than 20 years lies primarily in bond and equity markets. The firm manages more than $120 million of assets. 

UTA Investment Strategy

The firm believes strongly that each client hires their advisors to help them achieve their own individual goals and objectives. So each individual client must go through a process to determine what is best for their individual situation. The firm then identifies model portfolios or managers for asset classes to meet portfolio objectives. 

A client’s portfolio may include a variety of investments that include mutual funds and exchange-traded funds (ETFs).

How Long $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We weighed potential expenditures for a prospective retiree with a  $1 million nest egg to assess how many years that fund would cover in retirement in America’s largest cities.

We applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in metro areas across the U.S.

We assumed the $1 million would grow at a net annual return of 2% after inflation. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.