Top financial advisors in Olympia, WA
We’ve curated a list of the best financial advisors in Olympia, take a look at it below
Find an advisor in Olympia| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $259,591,065 | 12 advisors | ||
| 2 | $104,711,061 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Olympia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Olympia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Soundview Advisors
Soundview Advisors is a financial advisory firm based in Olympia, Washington. It currently has approximately $259,591,065 of assets under management and employs about 12 people. Soundview Advisors uses a fee structure of and a percentage of assets under your management.
Assets under management
$259,591,065
Headcount
12 advisors
Fee structure
A percentage of assets under your management
SEC number
801-68960
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Stapp Wealth Management, Pllc
Stapp Wealth Management, Pllc is a financial advisory firm based in Olympia, Washington. It currently has approximately $104,711,061 of assets under management and employs about 3 people. Stapp Wealth Management, Pllc uses a fee structure of and a percentage of assets under your management.
Assets under management
$104,711,061
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-123102
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.