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
Carles Ann Appling
Registered Affiliation(s):MORGAN STANLEY
Jon Mark Winegrad
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Andrew Glass Conner
Registered Affiliation(s):MADRONA FINANCIAL SERVICES, LLC
Raymond J Seiler
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Louis Valdivia III
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Gerald Albert Moody
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Daniel Andrew Knoll
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Ryan Patrick Harrigan
Registered Affiliation(s):MORGAN STANLEY
Anthony John Re
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Benjamin Dean Doughty
Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED
Alexander Boyd Young
Registered Affiliation(s):MORGAN STANLEY
Larry Donald Linn
Registered Affiliation(s):MORGAN STANLEY
Kevin M Byrne
Registered Affiliation(s):BYRNE & COMPANY WEALTH MANAGEMENT, LLC
Kelly Roy Caviezel
Registered Affiliation(s):LIGHTHOUSE WEALTH STRATEGIES, LLC
Tommy Clayton White
Registered Affiliation(s):PFS INVESTMENTS INC.
Michelle Rene Huffman
Registered Affiliation(s):PORTFOLIO STRATEGIES INC
Kevin Michael Donovan
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Rhonda Rae Arnett
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Deanna Lynn Hoyt
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
John Lance Knight
Registered Affiliation(s):MORGAN STANLEY
Chad Eugene Stalder
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Kevin Gerald Gleim
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Bryan Keith Baker
Registered Affiliation(s):KEY INVESTMENT SERVICES LLC
Linda Rose Jensen
Registered Affiliation(s):IMPACT PARTNERSHIP WEALTH, 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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