Top 10 Investment Management Companies in Vancouver

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Below is the list of Top 10 Investment Management Companies in Vancouver ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Vancouver

1. Harland Group

Industry: Investment Management

Location: Vancouver, Washington

Website: harlandgroup.com

Company Founded: 2004

Company Size: 1-10

Harland Group Contact Details

Name Title LinkedIn Phone Email
Michael Giles Founder And Chief Executive Officer
Requires/Intent
E-commerce Integration
Accounting
and more

2. First Pacific Financial

Industry: Investment Management

Location: Vancouver, Washington

Website: fp-financial.com

Company Size: 11-50

Company Address: 610 Esther Street, Vancouver, Washington, United States

First Pacific Financial Contact Details

Name Title LinkedIn Phone Email
Harrison Hinz Financial Advisor
Jonathan Thomson Financial Advisor
Rafik Fouad Advisor At First Pacific Financial
Joanne Brouwer Portfolio Administrator
Chad White Director Of Technology
Requires/Intent
ERP Solutions
Technology
and more

3. Riverview Trust Company

Industry: Investment Management

Location: Vancouver, Washington

Website: riverviewtrust.com

Company Founded: 1998

Company Size: 11-50

Company Address: 900 Washington Street, Vancouver, Washington, United States

Riverview Trust Company Contact Details

Name Title LinkedIn Phone Email
Chris Cline President And Chief Executive Officer
Joline Ortiz Vice President, Senior Investment Officer
Maggie Traverso Svp, Private Wealth Director
Kristine Muleback Trust Officer
Chris Butler Chief Operations Officer
Terry Gee Senior Trust Operations Specialist
Requires/Intent
High-Frequency Trading Solutions
ERP Solutions
Branding
M&A Advisory
CRM Systems
and more

4. Sustainable Wealth Management

Industry: Investment Management

Location: Vancouver, Washington

Website: sustainablewealthmgt.com

Company Founded: 2004

Company Size: 1-10

Company Address: 300 East 17th Street, Vancouver, Washington, United States

Sustainable Wealth Management Contact Details

Name Title LinkedIn Phone Email
Justin Curtiss Financial Planner
Taylor Vilhauer Investment Consultant
Mara Masters Client Services
Requires/Intent
Business Expansion
Financial Due Diligence
FinTech Solutions For Investment Firms
Automation
AI-Powered Financial Forecasting
and more

5. Leader Capital Corp

Industry: Investment Management

Location: Vancouver, Washington

Website: leadercapital.com

Company Founded: 1997

Company Size: 1-10

Company Address: 315 West Mill Plain Boulevard, Vancouver, Washington, United States

Leader Capital Corp Contact Details

Name Title LinkedIn Phone Email
Brian Landwer Regional Vice President - Midwest
John Lekas President, Chief Executive Officer
Dennis Karnaukh Salesperson
Charlene Sweeney Operations Associate
Requires/Intent
Risk Management & Compliance
Advertising
Predictive Analytics
and more

6. The Agnew Company

Industry: Investment Management

Location: Vancouver, Washington

Website: theagnewcompany.com

Company Size: 1-10

Company Address: 7600 Northwest 41st Street, Vancouver, Washington, United States

The Agnew Company Contact Details

Name Title LinkedIn Phone Email
Mckee Thomason Portfolio Manager, Commercial Real Estate
Darrin Kasteler Vice President
Requires/Intent
AI
Digital Marketing
and more

7. Lighthouse Community Credit Union

Industry: Investment Management

Location: Vancouver, Washington

Website: lhccu.com

Company Founded: 1953

Company Size: 11-50

Company Address: 702 Jefferson Street, Vancouver, Washington, United States

Lighthouse Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Steve Bernhoft President And Chief Financial Officer
Requires/Intent
SEO
Predictive Analytics
Software Development
Digital Marketing
Alternative Investment Consulting
and more
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Vancouver Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Giles Harland Group Founder And Chief Executive Officer
2 Harrison Hinz First Pacific Financial Financial Advisor
3 Jonathan Thomson First Pacific Financial Financial Advisor
4 Rafik Fouad First Pacific Financial Advisor At First Pacific Financial
5 Joanne Brouwer First Pacific Financial Portfolio Administrator
6 Chad White First Pacific Financial Director Of Technology
7 Chris Cline Riverview Trust Company President And Chief Executive Officer
8 Joline Ortiz Riverview Trust Company Vice President, Senior Investment Officer
9 Maggie Traverso Riverview Trust Company Svp, Private Wealth Director
10 Kristine Muleback Riverview Trust Company Trust Officer
11 Chris Butler Riverview Trust Company Chief Operations Officer
12 Terry Gee Riverview Trust Company Senior Trust Operations Specialist
13 Justin Curtiss Sustainable Wealth Management Financial Planner
14 Taylor Vilhauer Sustainable Wealth Management Investment Consultant
15 Mara Masters Sustainable Wealth Management Client Services
16 Brian Landwer Leader Capital Corp Regional Vice President - Midwest
17 John Lekas Leader Capital Corp President, Chief Executive Officer
18 Dennis Karnaukh Leader Capital Corp Salesperson
19 Charlene Sweeney Leader Capital Corp Operations Associate
20 Mckee Thomason The Agnew Company Portfolio Manager, Commercial Real Estate
21 Darrin Kasteler The Agnew Company Vice President
22 Steve Bernhoft Lighthouse Community Credit Union President And Chief Financial Officer

Investment Management companies in different cities of Washington

No. Industry Number of Contacts Download
1 Investment Management Companies in Seattle 3192
2 Investment Management Companies in Bellevue 1680