Top 10 advisors in Vancouver
We’ve curated a list of the best financial advisors in Vancouver, take a look at it below
Find an advisor in Vancouver| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,093,686,612 | 29 advisors | ||
| 2 | $944,230,557 | 5 advisors | ||
| 3 | $750,600,425 | 7 advisors | ||
| 4 | $745,861,785 | 14 advisors | ||
| 5 | $590,749,395 | 6 advisors | ||
| 6 | $522,778,639 | 1 advisors | ||
| 7 | $259,728,413 | 6 advisors | ||
| 8 | $254,194,839 | 16 advisors | ||
| 9 | $214,058,435 | 3 advisors | ||
| 10 | $196,194,676 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Vancouver, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Vancouver. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. First Pacific Financial, Inc.
Assets under management
$1,093,686,612
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
2. Sloy, Dahl & Holst, LLC
Assets under management
$944,230,557
Fee structure
A percentage of assets under your management
Hourly charges
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Manager To Collective Investment Funds
3. Baker Ellis Asset Management LLC
Assets under management
$750,600,425
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
4. Martel Wealth Advisors Inc
Assets under management
$745,861,785
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
5. Johnson Bixby
Assets under management
$590,749,395
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Leader Capital Corp.
Assets under management
$522,778,639
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
- Not sure which one to choose?Use our smart matching tool
7. Cairn Investment Group
Assets under management
$259,728,413
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
8. Harlow Wealth Management, Inc.
Assets under management
$254,194,839
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
% OF FEES PAID BY CLIENTS TO OUTSIDE MANAGERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
9. Great Northern Asset Management, LLC
Assets under management
$214,058,435
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. My Personal Cfo, LLC
Assets under management
$196,194,676
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.