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
RB 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 PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Soundview Advisors financial advisors in Olympia, WA

Every SEC-registered investment adviser representative at a Soundview Advisors office in Olympia, A to Z.

The short answer

5 registered advisors work at Soundview Advisors in Olympia, out of 5 at the firm nationwide; it ranks number 7 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

Soundview Advisors advisors in Olympia, A to Z

Every Soundview Advisors advisor →

Soundview Advisors advisors in every city and state →Soundview Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Olympia

All Olympia advisors →

Edward Jones 16LPL Financial LLC 11Morgan Stanley 11Ameriprise Financial Services, LLC 7Kiley Juergens Wealth Management, LLC 6Capstone Investment Group 5Thrivent Investment Management Inc. 5Prentice Financial Planning, LLC 4J.P. Morgan Securities LLC 3

Questions

How many financial advisors does Soundview Advisors have in Olympia?

5 investment adviser representatives are registered at Soundview Advisors offices in Olympia, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Soundview Advisors one of the largest advisor employers in Olympia?

Soundview Advisors ranks number 7 in Olympia by registered advisors; Edward Jones has the most, with 16.

How do I check a Soundview Advisors advisor in Olympia?

Each advisor below links to a profile with their registrations, exams, designations 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 Soundview Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.