Falists

Washington · 9 advisers

Financial Advisors in Olympia, Washington

Looking for a financial advisor in Olympia, Washington? Falists indexes 9 SEC-registered and state-registered investment advisers in Olympia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $2.20B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

9

With website

8

Largest AUM

$2.20B

Financial planning

7

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth8Planning7Trusts8Retirement2Institutional3

Top advisors in Olympia

Ranked by AUM · Fees, team & specialties at a glance

View all 9 →

More cities in Washington

Seattle (173)Bellevue (85)Spokane (37)Vancouver (25)Kirkland (23)Bellingham (15)Tacoma (15)Gig Harbor (13)Mercer Island (12)Edmonds (8)Everett (6)Federal Way (6)

Common questions

How many financial advisors are in Olympia, Washington?
9 registered investment advisers are listed in our Olympia directory, sourced from public SEC filings.
What types of advisors are in Olympia?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Olympia?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.