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Financial Advisors in Olympia, WA: 2026 rankings

83 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Olympia: Mike Oliver - COUNTRY Financial Representative, RFA Score 74/100; 4.9★ from 80 Google reviews.

  2. 48

    Most-reviewed: Evergreen Home Loans Gig Harbor NMLS 1102863, 188 Google reviews at 5.0★, the most of 83 ranked; ranked #48.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

83 Olympia financial advisors are ranked here by RFA Score, from eight published factors. 12 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 4.7★ across 83 rated firms.

Top 10 financial advisors in Olympia at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Olympia at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Mike Oliver - COUNTRY Financial Representative744.9★ (80)Lacey, 5 mi away—Top score
2Briarwood Financial725.0★ (163)Artondale, 24 mi away——
3America's Credit Union - Tumwater Branch714.9★ (29)Tumwater, 2 mi awaySat—
4America's Credit Union - DuPont Branch714.6★ (93)Joint Base Lewis McChord, 13 mi away——
5America's Credit Union - Madigan Branch714.9★ (85)Joint Base Lewis McChord, 17 mi away——
6First Command Financial Advisor - Ryan Feng715.0★ (91)Lakewood, 21 mi away——
7America's Credit Union - Main Office704.7★ (78)Joint Base Lewis McChord, 15 mi away——
8Retirement Resource Center LLC704.8★ (22)Olympia——
9Heart Financial Group704.7★ (23)Olympia——
10First Command Financial Advisor - Mario Oliver, RICP®704.9★ (49)Joint Base Lewis McChord, 14 mi away——

All 83 financial advisors in Olympia, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Briarwood Financial

    Based in Artondale, 24 mi away

    72/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 163 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 163 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    2801 Hollycroft St Ste B #1, Gig Harbor, WA 98335
    View profile for Briarwood Financial(360) 443-9993

  9. #9 Heart Financial Group

    Based in Olympia

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.7★ from 23 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 23 Google reviews
    Hours
    Mon–Thu 7:30 AM–4 PM · Fri 7:30 AM–3 PM · Sat–Sun closed
    Address
    3250 14th Ave NW, Olympia, WA 98502
    View profile for Heart Financial Group(360) 878-8065

  11. #11 America's Credit Union - South Tacoma Branch

    Based in Tacoma, 23 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 179 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 179 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu–Fri 9 AM–5:30 PM · Sat 10 AM–2 PM · Sun closed
    Address
    26 Place Shopping Center, 1917 S 72nd St Ste 25, Tacoma, WA 98408
    View profile for America's Credit Union - South Tacoma Branch(253) 964-3113

  12. #12 O Bee Credit Union

    Based in Olympia

    69/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.9★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 34 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu 9 AM–5:30 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    410 Cooper Point Rd SW, Olympia, WA 98502
    View profile for O Bee Credit Union(800) 642-4014

  15. #15 Stable Wealth

    Based in Lacey, 4 mi away

    68/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 15 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 15 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–1 PM · Sat–Sun closed
    Address
    676 Woodland Square Loop SE Ste 302w, Lacey, WA 98503
    View profile for Stable Wealth(360) 455-3799

  17. #17 Global Credit Union

    Based in Olympia

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 3.9★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 27 Google reviews
    Hours
    Mon–Fri 10 AM–6 PM · Sat–Sun closed
    Address
    1313 Cooper Point Rd SW, Olympia, WA 98502
    View profile for Global Credit Union(800) 525-9094

  19. #19 O Bee Credit Union

    Based in Tumwater, 2 mi away

    68/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.6★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 66 Google reviews
    Hours
    Mon–Tue 9 AM–5:30 PM · Wed closed · Thu 9 AM–5:30 PM · Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3900 Cleveland Ave SE, Tumwater, WA 98501
    View profile for O Bee Credit Union(360) 943-0740

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 83 ranked financial advisors here; the rest are on their profiles.

financial advisors in Olympia, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26BECU credit union664.0★ (115)21 mi
27Bank of America (with Drive-thru ATM)663.0★ (37)In Olympia
28America's Credit Union - University Place Branch664.3★ (59)21 mi
29CAPSTONE Investment Group, LLC653.7★ (6)In Olympia
30Bigelow Family Financial, LLC654.2★ (5)In Olympia
31Penny Lane Financial654.8★ (35)24 mi
32Apella Wealth654.0★ (4)In Olympia
33Edward Jones - Financial Advisor: Eric C Rowe654.3★ (6)4 mi
34Edward Jones - Financial Advisor: Elizabeth McCullough, CFP®|CEPA®|AAMS®|CRPC™|CRPS™655.0★ (3)In Olympia
35Edward Jones - Financial Advisor: Sarah C Keister, CRPC™655.0★ (3)In Olympia
36Edward Jones - Financial Advisor: Whitney C Kershner655.0★ (4)3 mi
37Bank of America Financial Center652.9★ (121)3 mi
38Cameron Wealth Management, Inc645.0★ (4)4 mi
39America's Credit Union - Home Loan Center644.4★ (13)13 mi
40Armour Wealth Advisors, LLC645.0★ (3)1 mi
41Edward Jones - Financial Advisor: Jon Emerson, CEPA®|AAMS®635.0★ (3)5 mi
42Batik Financial635.0★ (13)20 mi
43O Bee Credit Union634.1★ (33)24 mi
44Puget Sound Financial Strategies634.8★ (16)24 mi
45First Command Financial Advisor - George Calbert634.7★ (12)21 mi
46Ross Investment Group - Financial Advisor: Brent Ross625.0★ (13)24 mi
47Edward Jones - Financial Advisor: Joseph G Crest, AAMS®623.7★ (3)7 mi
48Evergreen Home Loans Gig Harbor NMLS 1102863625.0★ (188)24 mi
49America's Credit Union - North Fort Lewis Branch624.3★ (8)15 mi
50Chad Alvarado - Thrivent625.0★ (10)24 mi

Also serving Olympia

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Olympia
BusinessGoogle ratingDistance
Advitica Financial PlanningIn Olympia
Bamford's LTC- Planning4LTC5.0★ (1)In Olympia
Catalyst Financial Advisors and Associates - Thrivent5.0★ (1)In Olympia
Edward Jones - Financial Advisor: Brendan P Wood5.0★ (2)In Olympia
Edward Jones - Financial Advisor: Christian A MacMillan5.0★ (2)In Olympia
Edward Jones - Financial Advisor: Dan Young, CFP®|AAMS®4.5★ (2)In Olympia
Edward Jones - Financial Advisor: Kevin Evoy5.0★ (1)In Olympia
Edward Jones - Financial Advisor: Kirk L Mandlin, CIMA®|CRPC™5.0★ (1)In Olympia
Edward Jones - Financial Advisor: Shayne Dresbach5.0★ (1)In Olympia
Financial Advocates5.0★ (1)In Olympia
Holmes Financial Services5.0★ (1)In Olympia
Morgan Stanley5.0★ (2)In Olympia
Peter Watson - Prudential Financial5.0★ (1)In Olympia
Prentice Financial Planning, LLC5.0★ (2)In Olympia
Rebecca Stay - Morgan Stanley1.0★ (1)In Olympia
Retirement Strategies, Inc.5.0★ (1)In Olympia
Sawston Wealth Management, LLC5.0★ (2)In Olympia
Stapp Wealth Management, PLLC5.0★ (2)In Olympia
U.S. Bancorp Advisors - Financial Advisors: Melody Bliss2.0★ (1)In Olympia
Wells Fargo Advisors4.5★ (2)In Olympia

How we ranked Olympia financial advisors

We scored 83 Olympia financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Olympia data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Olympia: frequently asked questions

Which financial advisor has the highest RFA Score in Olympia?

By RFA Score, the highest-ranked financial advisor in Olympia, WA is Mike Oliver - COUNTRY Financial Representative with an RFA Score of 74/100. It has 4.9★ from 80 Google reviews. Briarwood Financial (#2) and America's Credit Union - Tumwater Branch (#3) follow. We ranked 83 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Olympia?

RankedFinancialAdvisors ranks 83 financial advisors serving Olympia, WA. 14 of them are based in Olympia; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Olympia work on weekends?

12 of 83 ranked financial advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are America's Credit Union - Tumwater Branch (#3), America's Credit Union - South Tacoma Branch (#11) and Bank of America (with Drive-thru ATM) (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Olympia financial advisors have?

The median Google rating among 83 rated financial advisors in Olympia is 4.7★, with a median of 12 reviews. Evergreen Home Loans Gig Harbor NMLS 1102863 has the most, 188 reviews, and ranks #48. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Olympia count in this ranking?

Yes, if they are within 25 mi of the Olympia city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Olympia ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Olympia a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Olympia

  1. November 2026: RFA Scores recalculated for 83 financial advisors serving Olympia.

More financial advisors and Olympia pages