Adviser Record

Investment advisers in Olympia, WA

5 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in WA

FirmAssetsEmployeesDisclosures
Kiley Juergens Wealth Management, LLC$2.20 billion260
Soundview Advisors$387.2 million110
Capstone Investment Group$176.4 million122
Stapp Wealth Management, Pllc$145.1 million30
Byrne & Company Wealth Management, LLC$142.9 million20