Wealth manager, independent · Vancouver, WA
First Pacific Financial, Inc.
SEC-registered investment adviser · CRD 284736 · SEC 801-108251
At a glance
First Pacific Financial, Inc. is an SEC-registered investment adviser based in Vancouver, Washington, with $1.9B in regulatory assets under management as of its Form ADV filed May 12, 2026. It reports 1,291 individual clients, 565 of them high-net-worth, holding an average of about $1.4 million each, and 33 employees. That ranks it 580th among the nation’s 5,657 independent wealth management RIAs and 14th of 158 in Washington. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 360-254-2585fp-financial.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.9B
- Rank among independent wealth managers
- #580 of 5,657
- Rank among all SEC RIAs
- #3,719 of 17,210
- Rank in Washington
- #14 of 158
- Individual clients
- 1,291
- High-net-worth clients
- 565
- Accounts
- 4,448
- Discretionary
- 100% of AUM
- Employees
- 33
- Advisory staff
- 19
- Offices
- 5
Owners and executives on its Form ADV
- Todd R. Engblom-StrykerPresident and CEO
- Darren P. FarrellShareholder
- Adam T. WishardShareholder, Co-Chief Investment Officer & Advisor
- Julienne M. ValoisShareholder
- Taryn M. McCauleyCOO & Shareholder
- Lori S VaanderingShareholder
- Jacqueline N. KrugerChief Compliance Officer
- Brandon M. TreasureShareholder & Co -Chief Investment Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
First Pacific Financial, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 565 | $1.5B | 78% |
| Individuals | 726 | $318M | 17% |
| Corporations or other businesses | 15 | $78M | 4% |
| Charitable organizations | 5 | $19M | 1% |
| Pension and profit sharing plans | 1 | $2M | <1% |
Disciplinary disclosures
First Pacific Financial, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fp-financial.com ↗
AtlasMembers
The full record on First Pacific Financial, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 2,051 peers of its type and size
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- Owners and executives, with titles and stakes
- 8 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Washington
All of Washington →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Tschetter GroupBellevue | $2.4B | 503 |
| Kiley Juergens Wealth Management, LLCOlympia | $2.2B | 2,937 |
| Private AdvisoryRedmond | $2.1B | 915 |
| Clear Creek Financial Management, LLCSilverdale | $1.9B | 3,964 |
| Auxano AdvisorsBellevue | $1.8B | 724 |
| Financial Plan, Inc.Bellingham | $1.6B | 905 |
Background
Questions
How much does First Pacific Financial, Inc. manage?
First Pacific Financial, Inc. reports $1.9B in regulatory assets under management across 4,448 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 12, 2026.
How many clients does First Pacific Financial, Inc. have?
It reports 1,291 individual clients: 565 high-net-worth individuals and 726 other individuals. Individuals account for about 95% of its regulatory assets.
Where is First Pacific Financial, Inc. headquartered?
Its main office is in Vancouver, Washington. It reports 5 offices in total and 33 employees, 19 of whom perform investment advisory functions.
How does First Pacific Financial, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does First Pacific Financial, Inc. use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed May 12, 2026, it reports these amounts held: Charles Schwab ($1.9B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is First Pacific Financial, Inc. a hybrid RIA with a broker-dealer?
First Pacific Financial, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is First Pacific Financial, Inc. a fiduciary?
As an SEC-registered investment adviser, First Pacific Financial, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is First Pacific Financial, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →