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Investment Advisors in Vancouver, WA: 2026 rankings

105 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Vancouver: IPX1031: Sara Remley, RFA Score 73/100; 5.0★ from 47 Google reviews.

  2. 3

    Most-reviewed: Finity Group, 103 Google reviews at 5.0★, the most of 105 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

105 Vancouver investment advisors are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 105 rated firms.

Top 10 investment advisors in Vancouver at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Vancouver at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1IPX1031: Sara Remley735.0★ (47)Portland, 9 mi awayTop score
2Green Line NW, LLC714.7★ (65)Milwaukie, 14 mi away—
3Finity Group655.0★ (103)Portland, 11 mi awayMost reviews
4Fidelity Investments653.5★ (24)Beaverton, 12 mi away—
5Romano Capital, Inc.652.6★ (5)Vancouver—
6Bridgetown Wealth Management645.0★ (63)Portland, 8 mi away—
7Vista Capital Partners645.0★ (72)Portland, 10 mi away—
8VOYA643.7★ (6)Portland, 11 mi away—
9Northwest Private Lending635.0★ (79)Lake Oswego, 17 mi away—
10Independent Investment Advisors625.0★ (20)Hillsboro, 12 mi away—

All 105 investment advisors in Vancouver, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Vancouver

    #1 IPX1031: Sara Remley

    Based in Portland, 9 mi away

    73/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 47 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 47 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1455 SW Broadway Ste 1400, Portland, OR 97201
    View profile for IPX1031: Sara Remley(503) 367-6701

  2. #2 Green Line NW, LLC

    Based in Milwaukie, 14 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.7★ from 65 Google reviews, listed on Google as “Investment service”.

    • 4.7★ from 65 Google reviews
    Hours
    Mon–Fri 9:30 AM–5:30 PM · Sat–Sun closed
    Address
    2305 SE Washington St #102, Milwaukie, OR 97222
    View profile for Green Line NW, LLC(503) 908-0109

  3. #3 Finity Group

    Based in Portland, 11 mi away

    65/100RFA Score

    Ranked #3 because of its Google rating and review volume: 5.0★ from 103 Google reviews, the most in Vancouver.

    • 5.0★ from 103 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5550 S Macadam Ave #120, Portland, OR 97239
    View profile for Finity Group(503) 841-5840

  4. #4 Fidelity Investments

    Based in Beaverton, 12 mi away

    65/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.5★ from 24 Google reviews, listed on Google as “Investment service”.

    • 3.5★ from 24 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2785 SW Cedar Hills Blvd, Beaverton, OR 97005
    View profile for Fidelity Investments(888) 745-1531

  5. #5 Romano Capital, Inc.

    Based in Vancouver

    65/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 2.6★ from 5 Google reviews, listed on Google as “Investment company”.

    • 2.6★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4660 NE 77th Ave Ste 200, Vancouver, WA 98662
    View profile for Romano Capital, Inc.(360) 952-3811

  8. #8 VOYA

    Based in Portland, 11 mi away

    64/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 3.7★ from 6 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 6 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    6500 S Macadam Ave #125, Portland, OR 97239
    View profile for VOYA(503) 937-0378

  11. #11 Indigo Wealth Management

    Based in Vancouver

    62/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    900 Washington St Ste 8001, Vancouver, WA 98660
    View profile for Indigo Wealth Management(360) 258-1005

  18. #18 Human Investing

    Based in Lake Oswego, 16 mi away

    59/100RFA Score

    Ranked #18 because of its Google rating and review volume: 5.0★ from 32 Google reviews.

    • 5.0★ from 32 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    6000 Meadows Rd #105, Lake Oswego, OR 97035
    View profile for Human Investing(503) 905-3100

  19. #19 TenBridge Partners

    Based in Portland, 8 mi away

    59/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 22 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    806 SW Broadway #800, Portland, OR 97205
    View profile for TenBridge Partners(971) 277-1077

  20. #20 Fidelity Investments

    Based in Vancouver

    59/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 3.6★ from 28 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 28 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    655 W Columbia Way Ste 404, Vancouver, WA 98660
    View profile for Fidelity Investments(800) 224-7285

  24. #24 Hargrove Financial

    Based in Vancouver

    58/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1055 Officers Row, Vancouver, WA 98661
    View profile for Hargrove Financial(360) 450-5013

  25. #25 Strada Financial Group

    Based in Gresham, 13 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.6★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 4.6★ from 27 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1510 NE Village St, Fairview, OR 97024
    View profile for Strada Financial Group(503) 667-5355

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 105 ranked investment advisors here; the rest are on their profiles.

investment advisors in Vancouver, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Charles Schwab583.7★ (13)In Vancouver
27Morgan Stanley Financial Advisors574.3★ (6)In Vancouver
28Haley Stinson - Edelman Financial Engines575.0★ (5)In Vancouver
29Edward Jones - Financial Advisor: Devin M Uskoski575.0★ (5)In Vancouver
30De La Torre Wealth Strategies575.0★ (5)In Vancouver
31OnMark Asset Management, LLC575.0★ (5)15 mi
32Edelman Financial Engines574.2★ (6)In Vancouver
33Deschutes Investment Consulting, LLC.574.4★ (12)9 mi
34Edward Jones - Financial Advisor: Mike Hill, CFP®565.0★ (4)In Vancouver
35Edward Jones - Financial Advisor: Kayla Gunderson, CFP®|ChFC®|CRPC™|CRPS™565.0★ (4)In Vancouver
36Edward Jones - Financial Advisor: Bryan Anderson, AAMS®564.1★ (12)9 mi
37Eldon Reese Advisory Group565.0★ (10)13 mi
38Interactive Wealth Advisors, Inc.565.0★ (7)8 mi
39Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC565.0★ (3)In Vancouver
40Asset Preservation Wealth & Tax, Financial Advisors565.0★ (3)In Vancouver
41Edward Jones - Financial Advisor: Vicki Fitzsimmons, AAMS®565.0★ (3)In Vancouver
42Momentous Wealth Management565.0★ (3)In Vancouver
43Briana Blocker - Associate Manager, Ameriprise Financial Services, LLC565.0★ (3)In Vancouver
44NW Advisory LLC565.0★ (11)14 mi
45Edward Jones - Financial Advisor: Lori Ruiz, AAMS®564.6★ (10)12 mi
46MassMutual Oregon554.3★ (16)16 mi
47Pinnacle Wealth Advisors554.4★ (14)15 mi
48AIM Wealth Advisory Group - Ameriprise Financial Services, LLC555.0★ (7)11 mi
49Jensen Investment Management, Inc.554.3★ (3)16 mi
50Edward Jones - Financial Advisor: Jed W Conradi, ChFC®|AAMS®555.0★ (6)9 mi

Also serving Vancouver

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Vancouver
BusinessGoogle ratingDistance
Allworth Financial4.4★ (7)In Vancouver
Anchor Financial ~ A Five Rings Financial Agency5.0★ (8)In Vancouver
Bank of America (with Drive-thru ATM)2.4★ (106)In Vancouver
Bank of America (with Drive-thru ATM)2.7★ (88)In Vancouver
Bank of America (with Drive-thru ATM)2.7★ (74)In Vancouver
Barker Wealth Management, LLC5.0★ (12)In Vancouver
Blanchard Wealth Solutions5.0★ (8)In Vancouver
Evergreen Home Loans Vancouver NMLS 90434.7★ (94)In Vancouver
First Command Financial Advisor - Adam Bartek, RICP®5.0★ (7)In Vancouver
First Command Financial Advisor - Ruben Artiga5.0★ (17)In Vancouver
First Pacific Financial4.9★ (149)In Vancouver
Harlow Wealth Management5.0★ (40)In Vancouver
Hayes Consulting and Coaching5.0★ (8)In Vancouver
JAG Financial5.0★ (8)In Vancouver
Jason Nichols - COUNTRY Financial Representative5.0★ (49)In Vancouver
Johnson Bixby4.6★ (10)In Vancouver
Opsahl Dawson - Vancouver4.4★ (73)In Vancouver
Tim White - COUNTRY Financial Representative4.6★ (7)In Vancouver
Tom Goetz II - COUNTRY Financial Agent3.4★ (11)In Vancouver
Westface College Planning5.0★ (14)In Vancouver

How we ranked Vancouver investment advisors

We scored 105 Vancouver investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Vancouver data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Vancouver: frequently asked questions

Which investment advisor has the highest RFA Score in Vancouver?

By RFA Score, the highest-ranked investment advisor in Vancouver, WA is IPX1031: Sara Remley with an RFA Score of 73/100. It has 5.0★ from 47 Google reviews. Green Line NW, LLC (#2) and Finity Group (#3) follow. We ranked 105 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Vancouver?

RankedFinancialAdvisors ranks 105 investment advisors serving Vancouver, WA. 20 of them are based in Vancouver; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

What Google rating do Vancouver investment advisors have?

The median Google rating among 105 rated investment advisors in Vancouver is 5.0★, with a median of 5 reviews. Finity Group has the most, 103 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Vancouver count in this ranking?

Yes, if they are within 25 mi of the Vancouver city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Vancouver ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Vancouver a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Vancouver

  1. November 2026: RFA Scores recalculated for 105 investment advisors serving Vancouver.

More investment advisors and Vancouver pages