Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Vancouver, WA

Every SEC-registered investment adviser representative at a firm office in Vancouver, with the firms that employ the most of them.

478 registered advisors work in Vancouver; the most are at Wells Fargo Clearing Services, LLC (50). 83 list the CFP designation and 338 are also registered broker representatives.

Firms with the most advisors in Vancouver

FirmAdvisors in Vancouver
Wells Fargo Clearing Services, LLC news50
LPL Financial LLC news47
Edward Jones news33
Ameriprise Financial Services, LLC news30
Morgan Stanley news26
Strategic Advisers LLC22
Advisor Share Wealth Management, LLC19
Merrill Lynch, Pierce, Fenner & Smith Incorporated news17
First Pacific Financial, Inc.16
Fisher\smb16
Johnson Bixby12
J.P. Morgan Securities LLC news10
Cetera Investment Advisers LLC news9
Raymond James Financial Services Advisors, Inc. news9
D.A. Davidson & Co.7
Momentous Wealth Management, Inc.7
Osaic Wealth, Inc. news7
State Farm Investment Management Corp.7
U.S. Bancorp Advisors, LLC7
Allworth Financial, L.P. news6
Charles Schwab & Co., Inc. news6
Harlow Wealth Management, Inc.6
Martel Wealth Advisors, LLC5
Sloy, Dahl & Holst, LLC5
Baker Ellis Asset Management LLC4

Advisors in Vancouver, A to Z (first 300 of 478)

CFP advisors in Vancouver →

Other cities in Washington

All of Washington →

Seattle 1,957Bellevue 1,378Spokane 501Camas 339Tacoma 292Kirkland 276Bellingham 202Mercer Island 153Gig Harbor 134Kennewick 127Redmond 113Edmonds 106Olympia 104Everett 102Renton 102Issaquah 99Lynnwood 99Yakima 96Federal Way 85Bothell 71Silverdale 71Puyallup 68Spokane Valley 67Wenatchee 65

Questions

How many financial advisors are in Vancouver, WA?

478 investment adviser representatives are registered at firm offices in Vancouver, Washington, according to the SEC's Investment Adviser Public Disclosure records. 338 of them are also registered as broker representatives, and 83 list the CFP designation.

Which firm has the most financial advisors in Vancouver?

Wells Fargo Clearing Services, LLC, with 50 registered advisors in Vancouver, followed by LPL Financial LLC with 47.

How do I check a financial advisor in Vancouver?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.