Top Financial Advisors in Olympia, Washington
Finding the right financial advisor in Olympia is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Olympia, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Olympia, WA.
Find the Best Financial Advisor Firms in Olympia:
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
CRD#: 151298
Address: 1601 Cooper Point Road Nw, Olympia, WA 98502
Clients: 9,334
Average Clients per Advisor: 68
AUM: $ 3.6B
SOUNDVIEW ADVISORS
CRD#: 114437
Address: 1441 West Bay Drive Suite 201, Olympia, WA 98502
Clients: 98
Average Clients per Advisor: 16
AUM: $ 291M
WILHELM FINANCIAL SERVICES, PLLC
CRD#: 117504
Address: Olympia, WA
AUM: $ 116M
CAPSTONE INVESTMENT GROUP
CRD#: 159918
Address: 2405 Evergreen Park Drive Sw Bldg A, Olympia, WA 98502
Clients: 426
Average Clients per Advisor: 142
AUM: $ 109M
BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD#: 160581
Address: 611 Columbia Street Nw, #2d, Olympia, WA 98501
Clients: 96
Average Clients per Advisor: 96
AUM: $ 109M
STAPP WEALTH MANAGEMENT, PLLC
CRD#: 116553
Address: 1800 Cooper Point Road Sw Bldg #10, Olympia, WA 98502
Clients: 218
Average Clients per Advisor: 72
AUM: $ 105M
How We Chose the Top Financial Advisors in Olympia, Washington
To create this list of top financial advisor firms in Olympia, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Olympia has to offer.
Search Financial Advisors in Olympia, Washington
Robert Severin Harkson
Registered Affiliation(s):ADVISORY ALPHA, LLC
David Michael Haas
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Joseph Bailey
Registered Affiliation(s):LPL FINANCIAL LLC
Marta Diane Wilkins
Registered Affiliation(s):MORGAN STANLEY
Grace Pokyong Park
Registered Affiliation(s):EAGLE STRATEGIES LLC
Cale Robinson
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jason E Tvedt
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Cecile Marie Baggenstos
Registered Affiliation(s):WILEY BROS.-AINTREE CAPITAL, LLC
Timothy Mark Scheuffele
Registered Affiliation(s):EDWARD JONES
Mark Thomas Boyer
Registered Affiliation(s):KILEY JUERGENS WEALTH MANAGEMENT, LLC
Audra Leah Perkins
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Andrew Thomas Prentice
Registered Affiliation(s):PRENTICE FINANCIAL PLANNING, LLC
Jason Charles Andrew
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Justin Edward Paden
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Ned Allen Jacobson
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
David Lee Jerke
Registered Affiliation(s):LPL FINANCIAL LLC
Debbie Renee Vichot
Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.
Noah Raphael Bailey
Registered Affiliation(s):LPL FINANCIAL LLC
John Milton Gould
Registered Affiliation(s):GOULD CAPITAL, LLC
Steven Ferdinand Fattorini
Registered Affiliation(s):TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
Helen Joanne Wofford
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Mark D Sullivan
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Marty Ray Paterson
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
John Robert Mitchell
Registered Affiliation(s):MORGAN STANLEY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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