Vault-13

Managers in Vancouver, WA

United States · 85 asset managers within 25 km (17 in Vancouver itself) · 131 wealth managers, banks and others

VancouverPortlandBeavertonHillsboroLake OswegoWest LinnCamasSalemCorvallisThe Dalles
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Portland, OR 61 · Lake Oswego, OR 31 · Beaverton, OR 3 · Camas, WA 3 · Gresham, OR 1 · Hillsboro, OR 1 · West Linn, OR 1

Asset managers in and around Vancouver

#Manager People here Assets Visa salary
51 WELLS FARGO & COMPANY/MN wealth · Vancouver WELLS FARGO CLEARING SERVICES, LLC · 8 related pages $671.4bn office $671.4bn
52 Fisher Asset Management, LLC wealth · Camas FISHER INVESTMENTS · 2 related pages $386.7bn · visa salary $125,000 office $386.7bn $125,0003 filings
53 BANK OF MONTREAL /CAN/ hedge funds, private equity, venture, real estate and 3 more · Portland BMO Family Office, LLC · 10 related pages $275.2bn office $275.2bn
54 FOCUS FINANCIAL PARTNERS INC. hedge funds, private equity, venture, real estate and 1 more · Portland COLONY GROUP LLC, Focus Partners Wealth · 6 related pages $181.9bn office $181.9bn
55 Thrivent Financial for Lutherans private equity, mutual funds, futures, wealth · Hillsboro Thrivent Advisor Network, LLC · 5 related pages $128.7bn office $128.7bn
56 Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Portland VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn office $121.1bn
57 AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · Portland TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn office $31.0bn
58 KEYCORP wealth · Gresham KEY INVESTMENT SERVICES LLC · 4 related pages $30.4bn office $30.4bn
59 OREGON PUBLIC EMPLOYEES RETIREMENT FUND asset owner · Portland $9.3bn based here $9.3bn
60 Efficient Advisors, LLC Beaverton $1.4bn based here $1.4bn
61 Cable Hill Partners, LLC Portland $1.0bn based here $1.0bn
62 M FINANCIAL INVESTMENT ADVISERS INC mutual funds · Portland $1.0bn office $1.0bn
63 Horst & Graben Wealth Management LLC Portland $760.2m based here $760.2m
64 Mengis Capital Management, Inc. Portland $657.7m based here $657.7m
65 STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC Portland $594.2m based here $594.2m
66 Wealth Advisors Northwest LLC Portland $293.2m based here $293.2m
67 My Personal CFO, LLC Vancouver $256.2m based here $256.2m
68 Silver Oak Advisory Group, Inc. Portland $253.6m based here $253.6m
69 Nierenberg Investment Management Company, LLC hedge funds, futures · Camas $235.5m based here $235.5m
70 Cairn Investment Group, Inc. Vancouver $226.7m based here $226.7m
71 IMS Capital Management Portland $216.8m based here $216.8m
72 Fort Vancouver Investment Management, LLC Vancouver $214.1m based here $214.1m
73 Columbia River Financial Group, LLC Vancouver $186.2m based here $186.2m
74 Dale Q Rice Investment Management Ltd Vancouver $184.4m based here $184.4m
75 North Ridge Wealth Advisors, Inc. Beaverton $177.7m based here $177.7m
76 Helium Advisors LLC Vancouver $120.4m based here $120.4m
77 Samara Investment Management, LLC Beaverton $108.7m based here $108.7m
78 Xena Financial Planning, LLC Portland $104.2m based here $104.2m
79 Price Financial Group Wealth Management, Inc Portland $6.0m based here $6.0m
80 Oregon Health & Science University asset owner · Portland based here
81 503 PARTNERS, LLC venture · Portland office
82 CAPYBARA MANAGEMENT, LLC venture · Portland office
83 FAIRWAY AMERICA INVESTMENT ADVISORS, LLC real estate · Portland office
84 MOTUS VENTURES, LLC venture · Portland office
85 NODE BY MESH LLC venture · Portland NODE BY MESH LLC, MESH VENTURES LLC office

85 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.