Dakota
Dakota
Book a Demo
Talk to an Expert

SoundView Advisors

EST. AUM
$408,102,245

CONTACTS
3

CLIENT ACCOUNTS
1,084

Firm Details

Metro area Seattle
CRD Number 114437
Website soundviewadvisors.com
Client types

Overview

SoundView Advisors is a Washington based, fee-only RIA offering comprehensive financial planning services to a limited number of clients. SoundView has locations in Olympia and Seattle.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy