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Find Retirement Advisors for Retirement Planning in Vancouver, Washington
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Vancouver, Washington
Last Updated - April 25, 2025Vancouver has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Vancouver, Washington have an average of 22 years of experience.
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List of Qualified Retirement Planning Advisors in Vancouver, Washington
VERIFIEDMatt Ebeling
CFP®
Fort Vancouver Investment Management, LLC
Qualifications
CRD# 5382212
Firm CRD# 157019
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Investment Advice & Management
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Vancouver, Washington (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 610 Esther Street, Suite 100 Vancouver, WA, 98660 | $1,512,115,778 | 3785 | 30 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 1220 Main Street, Suite 400 Vancouver, WA, 98660 | $1,338,445,292 | 972 | 5 | A percentage of AUM, Hourly charges, Performance Based |
| 3 | 2001 Se Columbia River Drive, Ste 200 Vancouver, WA, 98661 | $1,245,269,037 | 2751 | 14 | A percentage of AUM |
| 4 | 315 W. Mill Plain Blvd., Suite 204 Vancouver, WA, 98660 | $1,135,338,351 | 2 | 2 | A percentage of AUM |
| 5 | 805 Broadway St., Suite 400 Vancouver, WA, 98660 | $874,168,625 | 349 | 5 | A percentage of AUM |
| 6 | 13215 Se Mill Plain Blvd, Suite C8-321 Vancouver, WA, 98684 | $823,706,675 | 5972 | 13 | A percentage of AUM, Hourly charges, Performance Based |
| 7 | 275 West Third Street, Suite 600 Vancouver, WA, 98660 | $789,526,420 | 2142 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 1111 Main St. Suite 612, Vancouver, WA, 98660 | $417,879,002 | 661 | 3 | A percentage of AUM, Other (SOME ARE FREE) |
| 9 | 500 Broadway Street, Suite 480 Vancouver, WA, 98660 | $336,564,032 | 838 | 6 | A percentage of AUM |
| 10 | 1220 Main Street, Suite 400 Vancouver, WA, 98660 | $334,391,343 | 429 | 4 | A percentage of AUM, Hourly charges |
| 11 | 400 East Mill Plain Blvd., Suite 200 Vancouver, WA, 98660 | $315,949,895 | 1629 | 14 | A percentage of AUM, Fixed fees, Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS) |
| 12 | 300 E. 17th Street, Vancouver, WA, 98663 | $313,583,143 | 1049 | 5 | A percentage of AUM, Fixed fees |
| 13 | 1111 Main Street, Suite 650 Vancouver, WA, 98660-2990 | $222,308,614 | 158 | 3 | A percentage of AUM |
| 14 | 2800 Main Street, Vancouver, WA, 98663 | $186,732,601 | 257 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 1601 Officers Row, Vancouver, WA, 98661 | $185,905,738 | 540 | 4 | A percentage of AUM, Hourly charges |
Information on Top Retirement Planning firms in Vancouver, Washington
QualificationsFirm CRD# 284736
Assets Under Management $1,512,115,778
No. Of Clients3785
Clients Per Financial Advisor126
FIRST PACIFIC FINANCIAL, INC. is a financial advisory firm situated in Vancouver, Washington. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3785 clients. The team consists of 30 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 110102
Assets Under Management $1,338,445,292
No. Of Clients972
Clients Per Financial Advisor194
SLOY, DAHL & HOLST, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 972 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (MANAGER TO COLLECTIVE INVESTMENT FUNDS)
QualificationsFirm CRD# 296896
Assets Under Management $1,245,269,037
No. Of Clients2751
Clients Per Financial Advisor197
MARTEL WEALTH ADVISORS INC is a financial advisory firm situated in Vancouver, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2751 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
QualificationsFirm CRD# 46206
Assets Under Management $1,135,338,351
No. Of Clients2
Clients Per Financial Advisor1
LEADER CAPITAL CORP. is a financial advisory firm situated in Vancouver, Washington. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 121802
Assets Under Management $874,168,625
No. Of Clients349
Clients Per Financial Advisor70
BAKER ELLIS ASSET MANAGEMENT LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $874M assets under management, the firm specializes in crafting personalized retirement planning solutions for 349 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 117201
Assets Under Management $823,706,675
No. Of Clients5972
Clients Per Financial Advisor459
SYNERGY ASSET MANAGEMENT, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $824M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5972 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
- Selection for other advisors
- Other (SIGNAL PROVIDER; SUB-ADVISER)
QualificationsFirm CRD# 310839
Assets Under Management $789,526,420
No. Of Clients2142
Clients Per Financial Advisor143
JOHNSON BIXBY is a financial advisory firm situated in Vancouver, Washington. With a nearly $790M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2142 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109542
Assets Under Management $417,879,002
No. Of Clients661
Clients Per Financial Advisor220
JAMES R. MARTIN CONSULTING, INC is a financial advisory firm situated in Vancouver, Washington. With a nearly $418M assets under management, the firm specializes in crafting personalized retirement planning solutions for 661 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (SOME ARE FREE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 143601
Assets Under Management $336,564,032
No. Of Clients838
Clients Per Financial Advisor140
CAIRN INVESTMENT GROUP is a financial advisory firm situated in Vancouver, Washington. With a nearly $337M assets under management, the firm specializes in crafting personalized retirement planning solutions for 838 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 299424
Assets Under Management $334,391,343
No. Of Clients429
Clients Per Financial Advisor107
MY PERSONAL CFO, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $334M assets under management, the firm specializes in crafting personalized retirement planning solutions for 429 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 148315
Assets Under Management $315,949,895
No. Of Clients1629
Clients Per Financial Advisor116
HARLOW WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Vancouver, Washington. With a nearly $316M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1629 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 288429
Assets Under Management $313,583,143
No. Of Clients1049
Clients Per Financial Advisor210
MOMENTOUS WEALTH MANAGEMENT, INC. is a financial advisory firm situated in Vancouver, Washington. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1049 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 139457
Assets Under Management $222,308,614
No. Of Clients158
Clients Per Financial Advisor53
GREAT NORTHERN ASSET MANAGEMENT, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $222M assets under management, the firm specializes in crafting personalized retirement planning solutions for 158 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 315427
Assets Under Management $186,732,601
No. Of Clients257
Clients Per Financial Advisor129
UTA LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $187M assets under management, the firm specializes in crafting personalized retirement planning solutions for 257 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 157019
Assets Under Management $185,905,738
No. Of Clients540
Clients Per Financial Advisor135
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Vancouver, Washington. With a nearly $186M assets under management, the firm specializes in crafting personalized retirement planning solutions for 540 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Auburn, Washington
- Retirement Planners in Bellevue, Washington
- Retirement Planners in Bellingham, Washington
- Retirement Planners in Lynnwood, Washington
- Retirement Planners in Mercer Island, Washington
- Retirement Planners in Spokane, Washington
- Retirement Planners in Vancouver, Washington
Looking for more choices? Use our free match service to compare retirement planners serving your area.