Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Olympia, WA

Every SEC-registered investment adviser representative at a firm office in Olympia, with the firms that employ the most of them.

The short answer

104 registered advisors work in Olympia; the most are at Edward Jones (16). 21 list the CFP designation and 72 are also registered broker representatives.

Firms with the most advisors in Olympia

FirmAdvisors in Olympia
Edward Jones news16
LPL Financial LLC news11
Morgan Stanley news11
Ameriprise Financial Services, LLC news7
Kiley Juergens Wealth Management, LLC6
Capstone Investment Group5
Soundview Advisors5
Thrivent Investment Management Inc.5
Prentice Financial Planning, LLC4
J.P. Morgan Securities LLC news3
&Partners news2
Cetera Investment Advisers LLC news2
Gk Capital Partners2
Stapp Wealth Management, Pllc2
Stifel, Nicolaus & Company, Incorporated news2
Strategic Advisers LLC2
Altair Investment Management1
Apella Wealth1
Berets Financial Services LLC1
Cooper Point Advisors LLC1
Cruz Wealth Management, LLC1
Focus Partners Wealth, LLC1
LPL Enterprise, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1

Advisors in Olympia, A to Z

CFP advisors in Olympia →

Other cities in Washington

All of Washington →

Seattle 1,964Bellevue 1,401Spokane 514Vancouver 494Camas 300Tacoma 288Kirkland 276Bellingham 198Mercer Island 157Gig Harbor 136Kennewick 123Redmond 111Edmonds 104Everett 104Lynnwood 103Yakima 103Renton 99Issaquah 93Federal Way 89Silverdale 80Bothell 73Spokane Valley 67Wenatchee 66Puyallup 64

Questions

How many financial advisors are in Olympia, WA?

104 investment adviser representatives are registered at firm offices in Olympia, Washington, according to the SEC's Investment Adviser Public Disclosure records. 72 of them are also registered as broker representatives, and 21 list the CFP designation.

Which firm has the most financial advisors in Olympia?

Edward Jones, with 16 registered advisors in Olympia, followed by LPL Financial LLC with 11.

How do I check a financial advisor in Olympia?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.