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
David Dotson
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Stephanie Jo Shinn
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Laurence Obrien Elvins
Registered Affiliation(s):TACOMA INVESTMENT GROUP
Lynn Christine Syler
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Kimberly Ann Fisher
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
John Francis Kiley
Registered Affiliation(s):KILEY JUERGENS WEALTH MANAGEMENT, LLC
Sari Tollefson Keim
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Richard Eric Gray
Registered Affiliation(s):EDWARD JONES
Cynthia Kocher
Registered Affiliation(s):FINANCIAL ADVOCATES INVESTMENT MANAGEMENT
Timothy John Truebenbach
Registered Affiliation(s):MORGAN STANLEY
John Joseph Walsh
Registered Affiliation(s):FINANCIAL INSIGHTS INC
Margie Michelle Chamberlin
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
Robert Ernest Hoffman
Registered Affiliation(s):LPL FINANCIAL LLC
Kurt A. Roddy
Registered Affiliation(s):PLANMEMBER SECURITIES CORPORATION
Aaron D Palmer
Registered Affiliation(s):EQUITABLE ADVISORS, LLC
Anona Martina Klabo
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Paula Calbom O'connor
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Erik Douglas Johnson
Registered Affiliation(s):MORGAN STANLEY
Rhonda Lynn Smith
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Glenn Ray Richardson
Registered Affiliation(s):LPL FINANCIAL LLC
Walter David Warren
Registered Affiliation(s):LPL FINANCIAL LLC
Lance Lynn Altheide
Registered Affiliation(s):AMERICAN INDEPENDENT SECURITIES GROUP, LLC
Kristen Le Fourtner
Registered Affiliation(s):LPL FINANCIAL LLC
Gregory Thomas Foos
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
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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