Soundview Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Olympia, WA. Its latest Form ADV filing, dated March 24, 2026, reports $387M in regulatory assets under management, 11 employee, 1 office, and 842 accounts.
Assets Under Management
$387M
Employees
11
Offices
1 office
Total Clients
190
Primary office
OLYMPIA, WA
1441 WEST BAY DRIVE, SUITE 201, OLYMPIA, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
112
2
Individuals
40.5%
77
3
Charitable
0.5%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$387Mas of March 24, 2026
Discretionary100.0%
$387M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$387M
Total Accounts842
10Y AUM Change+$180M (+87.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee17:1
10Y Employee Change+2 (+22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.