Top 5 financial advisor firms in Olympia

5 SEC-registered financial advisor firms are headquartered in Olympia, WA, with $3.22B in combined regulatory assets under management. The largest by assets are Kiley Juergens Wealth Management ($2.2B), SoundView Advisors ($387M) and Capstone Investment Group ($343M).

5
Financial advisor firms: $3.22B
Their combined AUM: $343M
Median firm AUM: 4,431
Clients of the top 5

The 5 largest by assets

1
Kiley Juergens Wealth Management
RIA
$2.2B
0.70% to 1.00% a year
2
SoundView Advisors
RIA
$387M
0.40% to 1.25% a year
3
Capstone Investment Group
RIA
$343M
Up to 1.85% a year
4
Stapp Wealth Management, PLLC
RIA
$145M
0.20% to 1.00%
5
Byrne & Company Wealth Management
RIA
$143M
Regulatory AUM

Profiles of the top 5

No. 1 · RIA

Kiley Juergens Wealth Management

Kiley Juergens Wealth Management is an investment adviser based in Olympia, WA, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $2.2 billion, as filed on 17 July 2026.

Kiley Juergens Wealth Management charges 0.70%–1.00% a year for its Investment Management Fee.

Regulatory AUM: $2.2B
Clients: 3,070
Advisory staff: 6
Fee schedule: 0.70% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 2409 Pacific Ave Se, Olympia, WA 98501
Phone: 360-350-4747

No. 2 · RIA

SoundView Advisors

SoundView Advisors is an investment adviser based in Olympia, WA, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $387 million, as filed on 24 March 2026.

SoundView Advisors charges 0.40%–1.25% a year for its Investment Management.

Regulatory AUM: $387M
Clients: 190
Advisory staff: 6
Founded: 2007
Fee schedule: 0.40% to 1.25% a year
Custodians: Pershing, Charles Schwab
Headquarters: 1441 West Bay Drive, Suite 201, Olympia, WA 98502
Phone: 360-867-9890
Website: soundviewadvisors.com

No. 3 · RIA

Capstone Investment Group

Capstone Investment Group is an investment adviser based in Olympia, WA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and banking or thrift institutions. Its regulatory assets under management total $343 million, as filed on 23 September 2026.

Capstone Investment Group charges up to 1.85% a year for its Standard Annual Asset Management Fees.

Regulatory AUM: $343M
Clients: 819
Advisory staff: 8
Fee schedule: Up to 1.85% a year
Minimum account: $200,000
Custodians: Charles Schwab, Raymond James
Headquarters: 2405 Evergreen Park Drive SW BLDG A, Olympia, WA 98502
Phone: 360-570-9888
Website: yourcapstone.com

No. 4 · RIA

Stapp Wealth Management, PLLC

Stapp Wealth Management, PLLC is an investment adviser based in Olympia, WA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $145 million, as filed on 4 June 2026.

Stapp Wealth Management, PLLC charges 0.20%–1.00% for its Investment management. The brochure does not state whether the rate is annual.

Regulatory AUM: $145M
Clients: 215
Advisory staff: 3
Fee schedule: 0.20% to 1.00%
Custodians: Charles Schwab
Headquarters: 1800 Cooper Point Road SW, BLDG #10, Olympia, WA 98502-1179
Phone: 360-754-8895
Website: stappfinancial.com

No. 5 · RIA

Byrne & Company Wealth Management

Byrne & Company Wealth Management is an investment adviser based in Olympia, WA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $143 million, as filed on 18 May 2026.

Regulatory AUM: $143M
Clients: 137
Advisory staff: 1
Custodians: Charles Schwab
Headquarters: 611 Columbia Street NW, #2D, Olympia, WA 98501
Phone: 360-338-0645
Website: byrnewm.com

Questions about financial advisors in Olympia

How many financial advisor firms are headquartered in Olympia?

5 SEC-registered financial advisor firms report their principal office in Olympia, WA, managing $3.22B in regulatory assets between them.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Olympia?

Kiley Juergens Wealth Management, with $2.2B in regulatory assets under management on its latest Form ADV. The next largest are SoundView Advisors ($387M) and Capstone Investment Group ($343M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Olympia?

The median firm manages $343M in regulatory assets. That is the midpoint of the 5 firms headquartered in Olympia.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Olympia charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.85% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Olympia?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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