Soundview Advisors

Soundview Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Olympia, Washington. On its latest Form ADV, filed March 24, 2026, it reports $387M in regulatory assets under management, 189 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	114437 · SEC file 801-68960
Office	1441 West Bay Drive Suite 201 Olympia, WA 98502
Phone	(360) 867-9890
Website	www.soundviewadvisors.com
Regulatory assets under management	$387M
Individual clients	77 non-high-net-worth, 112 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	11
Disciplinary disclosures	None reported
Latest Form ADV filing	March 24, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Olympia

• Stapp Wealth Management, PLLC $145M
• Prentice Financial Planning, LLC $97M
• Byrne & Company Wealth Management, LLC $143M
• Sawston Wealth Management LLC $45M
• GK Capital Partners $77M

See all 6 fee-only advisers in Olympia →

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