Investment Firms
Ranked by number of FTEs and, in the event of a tie, by the year established. Figures as of 6/3/2011.
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Rank YeaR Address Website FTEs executives locally
1 1 Edward Jones (37 Clark County Branches) 360.892.6002 73 X X X X X X X X X Marta Halvorsen, Regional Leader, Financial advisor 1988
12555 Manchester Road nD andy nygard, aaMS, CFP, Financial advisor
Saint Louis, MO 63131 www.edwardjones.com Steve Savage, aaMS, Financial advisor
2 2 Financial Network Investment Corp. 360.695.0981 30 X X X X X X X X Ronald C Boyce, Co-Regional Director 1985
15597 S.E. Mill Plain Blvd. 360.695.1329 Lance P. Boyce, Co-Regional Director
Vancouver, Wa 98684 www.financialnetwork.com Ward L. Jones, Co-Regional Director, OSJ Manager
3 3 First Independent Wealth 360.699.4221 19 X X X X X X X X X X Jennifer M. Rhoads, Director of Wealth Management 2003
Management, 1220 Main St., Suite 300 360.759.3553 Michael Macnab,VP, Manager of Trust & Investments
Vancouver, Wa 98660 www.firstindy.com John Cameron, Senior VP, Manager of Investment advisory & Brokerage
4 4 Morgan Stanley Smith Barney 360.696.0071 15 X X X X X X X X X X X Rick Grimshaw, CPM, CIMa, Branch Manager 1987
1701 S.E. Columbia River Drive, Suite 120 360.992.7999 Curtis Lowery, CIMa, Senior Vice President
Vancouver, Wa 98661 www.morganstanleyindividual.com Linda Haines, CFP, CIMa, First Vice President
5 6 Riverview Asset Management & 360.693.7442 12 X X X X X X X X X John a. karas Esq., President, CEO 1999
Trust Co. Inc. , 900 Washington St., 360.693.7546 Christopher a. Butler, CFP, Senior Vice President
Suite 900, Vancouver, Wa 98660 www.riverviewinvestments.com Lori M. Hawkins, CTFa, Senior Vice President
6 5 Waddell & Reed Financial Advisors 360.694.1266 10 X X X X X X X X X X Rich Williams 1979
16219 S.E. 12th St., Suite 203 360.737.2371 Managing Principal
Vancouver, Wa 98683 www.waddell.com
7 7 Thrivent Financial For Lutherans 360.335.3350 9 X X X X X X X X Doug Ruecker, Senior Partner 1975
16701 S.E. McGillivray Blvd., Suite 250 360.369.4821
Vancouver, Wa 98683 www.thrivent.com
8 10 City Financial Group Inc. 360.694.0159 9 X X X X X X X X X X Dennis L. Breitenstein, President 1982
3606 Main St., Suite 100 360.735.1239 Linda D. Breitenstein, Owner
Vancouver, Wa 98663 www.cityfinancialgroup.net
9 8 Martel Wealth Advisors Inc. 360.694.9940 9 X X X X X X X X X Mark S. Martel, CFP 1982
2001 S.E. Columbia River Drive, Suite 100 360.694.9999 Randall D. Bateman, CFP, CLU
Vancouver, Wa 98661 www.martelwealthadvisors.com Ira S. nies, CFP, aaI
10 11 Johnson Bixby & Assoc. LLC 360.695.1795 8 X X X X X X X X X Heidi M. Bixby, CFP 1983
1610 “C” St., Suite 201 360.695.1798 kimberly Baker, CFP
Vancouver, Wa 98663 www.johnsonbixby.com Rebecca Eckert, CFP, ChFC
11 14 Wells Fargo Advisors 360.993.3754 7 X X X X X X X X X X Jeff Grubb 1863
700 Washington, Suite 501 nD Executive Vice President, Regional Managing Director
Vancouver, Wa 98660 www.wellsfargo.com
12 12 Financial Advisors - KMS 360.693.9253 7 X X X X X X X X X David W. Mason, CFP, CDFa 1990
315 W. Mill Plain Blvd., Suite 200 360.693.9260 Ralph H. Doggett, CFP, Ea
Vancouver, Wa 98660 www.financialadvisorskms.com
13 9 Boyce Financial Group LLC 360.695.0981 7 X X X X X X Ronald C Boyce, CFP, CEO, President 1991
15597 S.E. Mill Plain Blvd. 360.695.1329 Lance P. Boyce, CFP, Executive Vice President
Vancouver, Wa 98684 www.boycefinancialgroup.com Ward L. Jones, OSJ
14 13 Raymond James Financial Services Inc.; 360.693.6571 6 X X Joe Palena, CLU, ChFC 1972
Palena Assoc. Inc., 915 Broadway St., 360.696.1766 David Palena, CLU, aEP
Third Floor, Vancouver, Wa 98660 www.raymondjames.com Larry Lafady, CLU, ChFC
15 15 Foster & Assoc. 360.883.2623 6 X X X X X X X X X X Dan Foster, President 1998
15609 S.E. Mill Plain Blvd., Suite 100 www.ameripriseadvisors.com Mike Mignano,Vice President
Vancouver, Wa 98684 /dan.h.foster-cpa Devlin Carothers, Financial advisor
16 17 Reliance Investing Inc. 360.694.4015 5 X X X X X X X X Destry Witt, President 1992
1498 S.E. Tech Center Place, Suite 160 360.694.7301
Vancouver, Wa 98683 www.relianceinvesting.com
17 16 Laurus Wealth Management 360.514.8300 5 X X X X X X X X X X Michael R. Burgoyne, ChFC, CFP, aIF, President, 1998
201 n.E. Park Plaza Drive, Suite 145 360.514.8303 Wealth advisor; Philip R. Hopkins, aIF, Wealth advisor
Vancouver, Wa 98684 www.lwmllc.com Walter D. Warren, Wealth advisor
18 nR Garrow Equity LLC 360.553.7040 5 X X Russ Garrow, President 2008
1305 Columbia St. nD Dennis Rugg
Vancouver, Wa 98665 www.garrowequity.com alan Ford
19 18 Limoges Investment Management PC 360.694.2752 4 X X X X X X X X X Craig Limoges, CFa, CFP, Ea, President & Investment advisor 1993
1104 Main St., Suite 320 nD George Middleton, CFa, CPa-PFS, Investment advisor
Vancouver, Wa 98660 www.limogesinvest.com
20 nR Dale Q. Rice Investment Management Ltd. 360.693.7577 4 X X X X X X X Dale Q. Rice, President 1998
1917 Main St. 360.695.3899
Vancouver, Wa 98660 na
21 19 Thompson Financial Services LLC 360.694.3886 4 X X X X X X X X X X X Dick Thompson, CPa 2000
915 Broadway St., Suite 310 nD Mary Thompson, CPa
Vancouver, Wa 98660 na
22 22 Crosby & Assoc./Ameriprise Financial 360.573.3346 • 360.573.3392 3 X X X X X X X X Patty Carnovale, Financial advisor 1983
Services Inc. 10000 n.E. Seventh ave., www.ameripriseadvisors.com
Suite 320, Vancouver, Wa 98685 / patty.j.carnovale/profile
23 26 Meier Financial 360.514.8114 3 X X X X X X X X X X X Gary a. Meier, ChFC, CLU 1984
201 n.E. Park Plaza Drive, Suite 286 360.514.8115
Vancouver, Wa 98684 www.garymeier.com
24 21 Threshold Inc. 360.694.2556 3 X X X X X X X Mary B. Meyers, Registered Representative 1989
1055 Officers Row 360.694.1186 Colin ault, Registered Representative
Vancouver, Wa 98661 www.thresholdinc.net Kirsten Larsen, Office Manager & Admin. Assistant
25 nR Kirkendall Financial Services 360.256.5106 2 X X X X X X X X Stephen R. kirkendall, CFP, ChFC, Owner 1976
12014 S.E. Mill Plain Blvd., Suite 220a 360.882.5156
Vancouver, Wa 98684 www.kirkendallfinancial.com
Research by Kim Smith Companies that did not respond to list questionnaires were removed. Expanded and updated lists are available in electronic NA=Not applicable ND=Not disclosed
Source: A representative of each company format year round. Call 360.448.6010 with corrections and additions, or 360.695.2442 to purchase electronic lists. NR= Not ranked