This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-15-2004
- Office Locations
- 1
Office Locations
About Soundview Advisors
Soundview Advisors is an Olympia, WA wealth management firm providing comprehensive financial planning and ongoing advisory support, with a disciplined, diversified investment approach tailored to each client’s goals and designed to avoid short-term market speculation. The team intentionally serves a limited number of clients and commonly custodians with Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
KEVIN M RIGG
Advisor, CHIEF TECHNOLOGY OFFICER, TREASURER
- CRD
- #4708409
- Ownership
- 25% but less than 50%
KEVIN LEE SLATER
Advisor, President
- CRD
- #4790152
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Austin Abraham Boyce
Advisor & Trading Analyst, CERTIFIED FINANCIAL PLANNER®
- CRD
- #8139727
CHRISTEN NICHOLE HARRISON
Financial Advisor
- CRD
- #6711968
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $387,237,483 | $459,902 |
| Non-Discretionary | $0 | -- |
| Total | $387,237,483 | $459,902 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing