Investment advisers in Olympia, WA
5 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Kiley Juergens Wealth Management, LLC | $2.20 billion | 26 | 0 |
| Soundview Advisors | $387.2 million | 11 | 0 |
| Capstone Investment Group | $176.4 million | 12 | 2 |
| Stapp Wealth Management, Pllc | $145.1 million | 3 | 0 |
| Byrne & Company Wealth Management, LLC | $142.9 million | 2 | 0 |