SOUNDVIEW ADVISORS
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About the firm
SoundView Advisors is a Pacific Northwest wealth management firm that partners with clients to manage their finances and reach their goals. Their services are fee-only, and because they are local, they can help navigate the benefit packages of many Pacific Northwest companies. They take on a limited number of clients and are committed to providing them with quality ongoing care.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial life planning including investments, taxes, retirement, education, insurance, and estate planning. Services are fee-only and include collaboration with other professionals to address related financial matters.
Who they serve
A limited number of clients seeking personalized financial planning and wealth management, including those employed by Pacific Northwest companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 77 | $41M |
| High Net Worth Individuals | 112 | $345M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Less than $750,000 | 1.25% |
| Next $750,000 to $3,000,000 | 0.75% |
| Next $3,000,001 to $10,000,000 | 0.50% |
| Next $10,000,001 and above | 0.40% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOUNDVIEW ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.