City
Wealth management firms in Olympia, Washington
As of October 2, 2026, 16 wealth management firms, including broker-dealer firms, with their main office in Olympia, Washington reported $3.7 billion in regulatory assets under management; the largest by assets was Kiley Juergens Wealth Management, LLC, with $2.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 16
- Regulatory assets under management
- $3.7 billion
- Average per firm
- $233.2 million
- SEC-registered, of those listed
- 6 of 16 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Kiley Juergens Wealth Management, LLC | SEC | $2.2 billion | 6,799 |
| 2 | Soundview Advisors | SEC | $387.2 million | 842 |
| 3 | Capstone Investment Group | SEC | $342.7 million | 1,328 |
| 4 | Wilhelm Financial Services, PLLC | SEC | $171.3 million | 34 |
| 5 | Stapp Wealth Management, PLLC | SEC | $145.1 million | 215 |
| 6 | Byrne & Company Wealth Management, LLC | SEC | $142.9 million | 438 |
| 7 | Prentice Financial Planning, LLC | State | $97.3 million | 519 |
| 8 | GK Capital Partners | State | $77.1 million | 74 |
| 9 | Sawston Wealth Management LLC | State | $45.3 million | 218 |
| 10 | Rainier Capital Investments LLC | State | $45.0 million | 90 |
| 11 | Sustain Financial Inc. | State | $38.7 million | 156 |
| 12 | Cooper Point Advisors LLC | State | $27.2 million | 33 |
| 13 | Cruz Wealth Management, LLC | State | $4.1 million | 14 |
| 14 | Altair Investment Management | State | $3.5 million | 27 |
| 15 | Van Hubly Investments LLC | State | $2.3 million | 14 |
| 16 | Berets Financial Services LLC | State | $997,000 | 17 |
Wealth management firms in Washington, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.