#1Kiley Juergens Wealth Management, LLC
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Serves this area from Olympia, WA (40 mi)
Retirement Plan Advisors in Lewis County, WA
The top-ranked retirement plan advisors serving Lewis County, WA are Kiley Juergens Wealth Management, LLC, Investors Portfolio Services LLC and Weinand Financial, Inc.. We list 13 retirement plan advisors serving Lewis County, WA. 13 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Lewis County, WA. 13 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Lewis County
#2Investors Portfolio Services LLC
INVESTORS PORTFOLIO SERVICES LLCServes this area from Puyallup, WA (41 mi)#3Weinand Financial, Inc.
WEINAND FINANCIAL, INC.Serves this area from WA#4Columbia River Advisors
COLUMBIA RIVER ADVISORS, LLCServes this area from Tacoma, WA (46 mi)#5Financial Insights Wealth Management
FINANCIAL INSIGHTS INCServes this area from Tacoma, WA (47 mi)#6Rainier Family Wealth, Inc.
RAINIER FAMILY WEALTH, INC.Serves this area from Tacoma, WA (47 mi)#7Gould Capital, LLC
GOULD CAPITAL, LLCServes this area from Tacoma, WA (48 mi)#8Seneschal Family Office
SENESCHAL ADVISORS, LLCServes this area from Tacoma, WA (48 mi)#9Stolz & Associates, Ps
STOLZ & ASSOCIATES, PSServes this area from Tacoma, WA (49 mi)#10Meridian Wealth Management
MERIDIAN WEALTH MANAGEMENT, LLCServes this area from Artondale, WA (51 mi)
3 more providers serving this area
- Opportunus Wealth Management, LLC, Canterwood, WA (56 mi)
- Leonard Rickey Investment Advisors, P.L.L.C., Yakima, WA (87 mi)
- Capital Advisors Wealth Management, Yakima, WA (87 mi)
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Frequently asked questions
How many retirement plan advisors serve Lewis County?
We list 13 retirement plan advisors serving Lewis County, WA: 0 based there and 13 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Lewis County?
The top-ranked retirement plan advisors serving Lewis County, WA are Kiley Juergens Wealth Management, LLC, Investors Portfolio Services LLC, Weinand Financial, Inc., Columbia River Advisors and Financial Insights Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lewis County are verified against official records?
10 of the top 10 match an active official record: Kiley Juergens Wealth Management, LLC (U.S. Securities and Exchange Commission), Investors Portfolio Services LLC (U.S. Securities and Exchange Commission), Weinand Financial, Inc. (U.S. Securities and Exchange Commission), Columbia River Advisors (U.S. Securities and Exchange Commission) and Financial Insights Wealth Management (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Centralia, Chehalis, Winlock, Fords Prairie, Napavine, Morton, Mossyrock, Toledo, Vader, Pe Ell, Onalaska, Packwood, Mineral