Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
We understand your financial needs are not always the same! Choosing the right financial advisor in Olympia is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Olympia & pick the one as per your needs
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Olympia, Washington, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and non-vetted financial advisors in Olympia, Washington, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Olympia, Washington have an average of 11 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
FINANCIAL ADVOCATES INVESTMENT MANAGEMENT 1601 Cooper Point Road Nw, Olympia, WA, 98502 | 151298 | $3,580,994,144 | 20722 | A Percentage of AUM, Hourly charges, Fixed Fees |
KILEY JUERGENS WEALTH MANAGEMENT, LLC 2409 Pacific Ave Se, Olympia, WA, 98501 | 151088 | $1,276,044,614 | 5440 | A Percentage of AUM, Hourly charges, Fixed Fees |
SOUNDVIEW ADVISORS 1441 West Bay Drive, Suite 201 Olympia, WA, 98502 | 114437 | $290,771,258 | 1029 | A Percentage of AUM |
CAPSTONE INVESTMENT GROUP 2405 Evergreen Park Drive Sw Bldg A, Olympia, WA, 98502 | 159918 | $108,868,143 | 1064 | A Percentage of AUM, Hourly charges |
BYRNE & COMPANY WEALTH MANAGEMENT, LLC 611 Columbia Street Nw, #2d, Olympia, WA, 98501 | 160581 | $108,648,872 | 414 | A Percentage of AUM, Hourly charges |
STAPP WEALTH MANAGEMENT, PLLC 1800 Cooper Point Road Sw, Bldg #10 Olympia, WA, 98502-1179 | 116553 | $104,711,061 | 269 | A Percentage of AUM |
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