List of Financial planners in Vancouver
There are 153 Financial planners in Vancouver as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 56 Financial planners which is 36.60% of all Financial planners in Vancouver are single-owner operations, while the remaining 97 which is 63.40% are part of larger brands. Average age of Financial planners in Vancouver is 5 years and 6 months.Financial planners are also establishing a strong digital presence across various platforms: 86 have LinkedIn profiles, 85 have Facebook Pages, 22 are active on Instagram, 77 have X (formerly Twitter) handles, 1 are on TikTok, and 27 have YouTube channels. About 137 Financial planners have their own website and the remaining 16 don’t have their own website.
- 153
Number of Financial planners
- 67
Email addresses
- 152
Phone numbers
- 137
With Websites
- 86
LinkedIn Profiles
- 85
Facebook Profiles
- 22
Instagram Handles
- 77
X Handles
- 1
TikTok Profiles
- 27
YouTube Channels
Download list of Financial planners in Vancouver
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| First Command | Address | Vancouver | Washington | United States | Phone | 1 | 1 | Link | ||||||
| Momentous Wealth Management | Address | Vancouver | Washington | United States | Phone | 3 | 5 | Link | ||||||
| First Command Financial Advisor - Adam Bartek | Address | Vancouver | Washington | United States | Phone | 2 | 5 | Link | ||||||
| Harlow Wealth Management | Address | Vancouver | Washington | United States | Phone | 1 | 5 | Link | ||||||
| Ark Wealth Management - Ameriprise Financial Services, LLC | Address | Vancouver | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Rebecca Rooks - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Vancouver | Washington | United States | Phone | 1 | 2 | Link | ||||||
| Katie Jo Swasey - Financial Advisor, Ameriprise Financial Services, LLC | Address | Vancouver | Washington | United States | Phone | 1 | 5 | Link | ||||||
| David Welch - Financial Advisor, Ameriprise Financial Services, LLC | Address | Vancouver | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Robert Katsuno - Financial Advisor, Ameriprise Financial Services, LLC | Address | Vancouver | Washington | United States | Phone | 0 | 0 | Link | ||||||
| Briana Blocker - Financial Advisor, Ameriprise Financial Services, LLC | Address | Vancouver | Washington | United States | Phone | 4 | 4 | Link |
[
{
"name": "First Command",
"address": "40**********",
"phone": "********9328",
"email": "cl**********@fi**********",
"lat": 45.6321993,
"lng": -122.6676019,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 1,
"rating_count": 1,
"category_name": "Insurance agencies,Financial planners,Banks"
},
{
"name": "Momentous Wealth Management",
"address": "30**********",
"phone": "********4570",
"email": "in**@mo**********",
"lat": 45.6343797,
"lng": -122.6690862,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 5,
"rating_count": 3,
"category_name": "Investment companies,Financial planners,Financial advisors,Investment services"
},
{
"name": "First Command Financial Advisor - Adam Bartek",
"address": "40**********",
"phone": "********9328",
"email": "AR******@fi**********",
"lat": 45.6321993,
"lng": -122.6676019,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 5,
"rating_count": 2,
"category_name": "Financial planners"
},
{
"name": "Harlow Wealth Management",
"address": "40**********",
"phone": "********2522",
"email": "as*@ha**********",
"lat": 45.6322162,
"lng": -122.6677567,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial consultants,Accountants,Financial planners,Tax preparations"
},
{
"name": "Ark Wealth Management - Ameriprise Financial Services, LLC",
"address": "31**********",
"phone": "********2972",
"email": "Ar**********@am******",
"lat": 45.6262371,
"lng": -122.6379595,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 0,
"rating_count": 0,
"category_name": "Investment services,Financial planners"
},
{
"name": "Rebecca Rooks - Private Wealth Advisor, Ameriprise Financial Services, LLC",
"address": "14**********",
"phone": "********4573",
"email": "RE**********@am******",
"lat": 45.6108752,
"lng": -122.4996937,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 2,
"rating_count": 1,
"category_name": "Investment services,Financial planners"
},
{
"name": "Katie Jo Swasey - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "14**********",
"phone": "********5522",
"email": "Ka**********@am******",
"lat": 45.6107227,
"lng": -122.4997061,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 5,
"rating_count": 1,
"category_name": "Investment services,Financial consultants,Financial planners"
},
{
"name": "David Welch - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "14**********",
"phone": "********7488",
"email": "Da*********@am******",
"lat": 45.6108752,
"lng": -122.4996937,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Robert Katsuno - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "14**********",
"phone": "********5485",
"email": "ro**********@am******",
"lat": 45.6108841,
"lng": -122.4997497,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "Briana Blocker - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "14**********",
"phone": "********5530",
"email": "Br**********@am******",
"lat": 45.6107833,
"lng": -122.4997854,
"url": "ht**********",
"country": "United States",
"state": "Washington",
"city": "Vancouver",
"star_count": 4,
"rating_count": 4,
"category_name": "Investment services,Financial planners"
}
]Loading...
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How many Financial planners are there in Vancouver?
There are a total of 153 Financial planners in Vancouver as of October 15, 2025.
Number of Financial planners in Vancouver with Phone Number
Number of Financial planners in Vancouver with Email
List of Financial planners in Vancouver with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
TikTok Profiles
YouTube Channels
Download sales qualified leads of Financial planners in the Vancouver
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Data of Financial planners in Vancouver with/without Website
Download the list of Financial planners in Vancouver as of October 15, 2025 with and without website information.
Number of Financial planners in Vancouver with website
Number of Financial planners in Vancouver without website
List of Financial planners in Vancouver By Ratings
Download the data of the number of star-rated Financial planners in Vancouver as of October 15, 2025.
Number of 1 star-rated Financial planners in Vancouver
Number of 2 star-rated Financial planners in Vancouver
Number of 3 star-rated Financial planners in Vancouver
Number of 4 star-rated Financial planners in Vancouver
Number of 5 star-rated Financial planners in Vancouver
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