Financial advisors in Olympia, WA

118 advisors · page 2 of 4

Ao Vang
Financial advisor at Capstone Investment Group
Capstone Investment Group · $342.7M AUM
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Benjamin Doughty
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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Brendan Wood
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Brian Cockrell
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Brian Kerrigan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Bryan Pettit
Financial advisor at Capstone Investment Group
Capstone Investment Group · $342.7M AUM
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Cara Macmillan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Carly Sipe
Financial advisor at Kiley Juergens Wealth Management, LLC
Kiley Juergens Wealth Management, LLC · $2.2B AUM
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Cassidy Stevick
Financial advisor at Columbia River Advisors
Columbia River Advisors · $191.1M AUM
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Chase Munoz
Financial advisor at Rainier Capital Investments LLC
Rainier Capital Investments LLC · $45M AUM
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Christen Harrison
Financial advisor at Soundview Advisors
Soundview Advisors · $387.2M AUM
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Christian Macmillan
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Colleen Gillespie
Financial advisor at Sawston Wealth Management LLC
Sawston Wealth Management LLC · $45.3M AUM
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Corrina Phillips
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
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David Stuhlmiller
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Dean Evans
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Derek Thomas
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Don Williams
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Fiorella Requeno Solorzano
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Francisco Barreto
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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George Zelenak
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Greg Kero
Financial advisor at Gk Capital Partners
Gk Capital Partners · $77.1M AUM
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Helen Wofford
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Jacob Kent
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Janeen Babas
Financial advisor at &Partners
&Partners · $30.27B AUM
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Jeffrey Geuin
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jeffrey Wachtman
Financial advisor at Capstone Investment Group
Capstone Investment Group · $342.7M AUM
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Jill Tokarczyk
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Jodi Carlton
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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John Hampton
Financial advisor at &Partners
&Partners · $30.27B AUM
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Olympia, WA

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Olympia, WA.

How this list works

Before you hire an advisor in Olympia, WA