Firms by city
Registered investment advisers in Olympia, WA
5 SEC-registered advisers headquartered in Olympia, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Kiley Juergens Wealth Management | Olympia, WA | $2.2B |
| SoundView Advisors | Olympia, WA | $387M |
| Capstone Investment Group | Olympia, WA | $343M |
| Stapp Wealth Management, PLLC | Olympia, WA | $145M |
| Byrne & Company Wealth Management | Olympia, WA | $143M |
- Headquarters
- Olympia, WA
- Regulatory AUM
- $2.2B
- Headquarters
- Olympia, WA
- Regulatory AUM
- $387M
- Headquarters
- Olympia, WA
- Regulatory AUM
- $343M
- Headquarters
- Olympia, WA
- Regulatory AUM
- $145M
- Headquarters
- Olympia, WA
- Regulatory AUM
- $143M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Olympia on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Washington.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.