Company lists · Data refreshed September 2026

Top 25 401k plan advisors based in Seattle, United States

Name: 401k plan advisors based in Seattle, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 42 companies tracked

RevenueBase identified 42 401k plan advisors headquartered in Seattle, United States as of September 2026 and tracks 396 professional contacts across them, including 190 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Seattle, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

42Companies

396Contacts tracked

190Verified emails

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The 25 largest 401k plan advisors based in Seattle, United States

Ranked by team size

Top 25 of 42 401k plan advisors based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	NWPS	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	51-200	123 contacts →
	Strong evidence “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Source: RevenueBase Database · checked Sep 19, 2026
2	Pillar Financial Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Partial evidence “Pillar Financial Group has over 200 years of combined experience in all areas of financial planning, including trust, fee based, advisory, business, retirement, tax strategies…” Source: RevenueBase Database · checked Sep 19, 2026
3	Leading Retirement Solutions	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	22 contacts →
	Indirect evidence “Contact us at service@leadingretirement.com!” Source: RevenueBase Database · checked Sep 19, 2026
4	First Hill Trust Company	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “At First Hill Trust Company, we deliver retirement, fiduciary, and employee benefit solutions that simplify plan management, reduce compliance risk, and strengthen employee…” Source: RevenueBase Database · checked Sep 19, 2026
5	Hunnex & Shoemaker	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	18 contacts →
	Partial evidence “Retirement Plan Consulting & Plan Administration A retirement plan is a guarantee for the future.” Source: RevenueBase Database · checked Sep 19, 2026
6	Garde Capital, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	15 contacts →
	Indirect evidence “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Source: RevenueBase Database · checked Sep 19, 2026
7	Pacific Portfolio Consulting, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Partial evidence “With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio’s team of advisors is personally and…” Source: RevenueBase Database · checked Sep 19, 2026
8	Prospero Wealth	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Indirect evidence “Financial planning and asset management for busy tech professionals.” Source: RevenueBase Database · checked Sep 19, 2026
9	The Simmons Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Indirect evidence “The Simmons Group is dedicated to the financial success of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
10	Ramsey & Associates, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “When you want a personalized financial plan based on your goals and designed to deliver your vision, there’s only one choice: Ramsey & Associates, Inc.” Source: RevenueBase Database · checked Sep 19, 2026
11	Greene Wealth Management, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals…” Source: RevenueBase Database · checked Sep 19, 2026
12	Pillar International Insurance Advisors	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	6 contacts →
	Strong evidence “Independent insurance and benefit plan advisory firm for leading enterprises, their owners and other stakeholders.” Source: RevenueBase Database · checked Sep 19, 2026
13	Arrivity Financial Planning	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Life isn’t about how much money you have, make, or spend.” Source: RevenueBase Database · checked Sep 19, 2026
14	The Lyman Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Source: RevenueBase Database · checked Sep 19, 2026
15	Northern Lights Advisors INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Partial evidence “Northern Lights Advisors is a Seattle-based financial advisory and planning firm specializing in the financial complexities that accompany the local tech ecosystem and high-income…” Source: RevenueBase Database · checked Sep 19, 2026
16	Wallingford Financial Services	Indirect evidence	Seattle, United StatesHQ checked Sep 19, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026
17	DPA Wealth Partners	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “We are a Seattle-based financial planning and investment management firm.” Source: RevenueBase Database · checked Sep 19, 2026
18	BT Family Advisors	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “We provide personalized financial and investment support for individuals and families.” Source: RevenueBase Database · checked Sep 19, 2026
19	First Washington Corporation	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	4 contacts →
	Indirect evidence “Established in 1937, First Washington Corporation is the oldest investment firm in Washington State.” Source: RevenueBase Database · checked Sep 19, 2026
20	Oakwood Summit	Partial evidence	Seattle, United StatesHQ checked Sep 19, 2026	11-50	3 contacts →
	Partial evidence “Oakwood Summit is a strategic advisory firm specializing in advanced tax, retirement, and business planning for high-earning professionals and business owners.” Source: RevenueBase Database · checked Sep 19, 2026
21	Breakwater Investment Management	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	3 contacts →
	Partial evidence “Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.” Source: RevenueBase Database · checked Sep 19, 2026
22	Vinoble Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	2 contacts →
	Indirect evidence “As a financial and benefits consultancy, we have the complementary expertise and coordinated resources you need to feel comfortable and confident in your personal and professional…” Source: RevenueBase Database · checked Sep 19, 2026
23	Viceroy Investment Advisors LLC	Indirect evidence	Seattle, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “Simply put, we provide advice on your investments and finances.” Source: RevenueBase Database · checked Sep 19, 2026
24	The Capeloto & Hedrick CO	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “At The Capeloto Hedrick Co, we specialize in comprehensive financial planning, employer benefits consulting, and life transition strategies.” Source: RevenueBase Database · checked Sep 19, 2026
25	PNW Financial	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	2 contacts →
	Indirect evidence “PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and…” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: 401k plan advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names 401k plan advisors.
Partial evidence: Its own public description names part of 401k plan advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name 401k plan advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 42 401k plan advisors based in Seattle, United States

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401k plan advisors based in Seattle, United States at a glance

As of Sep 19, 2026

48.0%Verified-email coverage

9.4Average contacts per company

1-10Median size (employees)

300.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Seattle, so it is reported there. Company counts and contact totals on this page are exact for Seattle, over 42 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Seattle, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Seattle are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 190 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Seattle, United States?

RevenueBase identified 42 401k plan advisors headquartered in Seattle, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

NWPS, headquartered in Seattle, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 190 verified decision-maker contacts tracked across these 42 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.