Financial advisers in Olympia, WA
5 registered investment adviser firms in Olympia managing $3.1B in assets, based on public SEC Form ADV filings.
Kiley Juergens Wealth Management, LLC
Olympia, WA · Est. 2009
RegionalInternational
- AUM
- $2.2B
- Per adviser
- $367M
- Advisers
- 6
No reported disclosures
Soundview Advisors
Olympia, WA · Est. 2008
LocalInternational
- AUM
- $387M
- Per adviser
- $65M
- Advisers
- 6
No reported disclosures
Capstone Investment Group
Olympia, WA · Est. 2021
Local
- AUM
- $176M
- Per adviser
- $20M
- Advisers
- 9
No reported disclosures
Stapp Wealth Management, Pllc
Olympia, WA · Est. 2022
Local
- AUM
- $145M
- Per adviser
- $48M
- Advisers
- 3
No reported disclosures
Byrne & Company Wealth Management, LLC
Olympia, WA · Est. 2022
Local
- AUM
- $143M
- Per adviser
- $143M
- Advisers
- 1
No reported disclosures