Company lists · Data refreshed September 2026

Top 25 Asset and wealth management consulting firms based in Seattle, United States

Name: Asset and wealth management consulting firms based in Seattle, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 94 companies tracked

RevenueBase identified 94 company matches for asset and wealth management consulting firms associated with Seattle, United States as of September 2026 and tracks 926 professional contacts across them, including 500 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Seattle has 94.

This list covers company matches for asset and wealth management consulting firms associated with Seattle, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 21, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 21, 2026 How this list was built

94Companies

926Contacts tracked

500Verified emails

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The 25 largest asset and wealth management consulting firms based in Seattle, United States

Ranked by team size

Top 25 of 94 company matches for asset and wealth management consulting firms based in Seattle, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Laird Norton Wetherby	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	151 contacts →
	Exact match “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Freestone Capital Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	142 contacts →
	Exact match “Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Empirical Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	117 contacts →
	Exact match “Complete financial peace of mind.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Badgley Phelps Wealth Managers	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	45 contacts →
	Exact match “Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Pillar Financial Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	29 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Merriman Wealth Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	28 contacts →
	Exact match “Wealth is the ability to fully experience life."-Thoreau At Merriman, we manage your wealth so you can lead your best life.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Mcadams Wright Ragen	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	26 contacts →
	Exact match “McAdams Wright Ragen, Inc.(MWR) is a majority employee-owned investment firm headquartered in the Pacific Northwest, with client assets under management of approximately $8…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	The Clarius Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	19 contacts →
	Exact match “The Clarius Group is a shared family office providing investment advisory, comprehensive wealth management, and family office services to families and individuals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Garde Capital, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Hohimer Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	14 contacts →
	Exact match “We are a Seattle based Wealth Management firm specializing in a White Glove / High Touch Experience for High Net Worth Individuals seeking the opportunity to work with a Firm…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Fulcrum Capital	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Pioneer Square Advisors, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	13 contacts →
	Exact match “Pioneer Square Advisors, LLC ("Pioneer") is an independent wealth management firm that offers a comprehensive suite of advisory services to high net worth clients and families.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Prince Financial Services	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	12 contacts →
	Exact match “We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Pacific Portfolio Consulting, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Prospero Wealth	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “Financial planning and asset management for busy tech professionals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Tapestry Associates, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	9 contacts →
	Exact match “Tapestry Associates is a personal asset, household and lifestyle consultancy for individuals and families of significant wealth and their trusted advisers.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Kunath Karren Rinne & Atkin, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Lenora Capital	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Lenora Capital was created in partnership with a group of family offices to deliver holistic private market solutions for deploying capital and providing comprehensive advisory…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Biddle Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Biddle Group was founded by an Executive Assistant with extensive experience working exclusively with high net-worth clients, our firm offers an unprecedented blend of personal…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Martin Nelson & Co., INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Martin Nelson & Company is dedicated to helping our customers achieve their financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Joshua Green Corporation	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Joshua Green Corporation is a Investment Management company located in 1425 4th Ave Ste 420, Seattle, WA, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	The Simmons Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “The Simmons Group is dedicated to the financial success of our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Greene Wealth Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Bear Mountain Capital INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Bond Financial Pllc	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “At Bond Financial we are passionate about helping people.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset and wealth management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 94 asset and wealth management consulting firms based in Seattle, United States

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Asset and wealth management consulting firms based in Seattle, United States at a glance

As of Sep 21, 2026

54.0%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

Sep 21, 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 94 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Seattle, United States whose business descriptions match “asset and wealth management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 500 professional contacts with verified work emails across the full matched dataset. 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 21, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset and wealth management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Seattle, United States?

RevenueBase identified 94 company matches for asset and wealth management consulting firms associated with Seattle, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Laird Norton Wetherby tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Seattle has 94.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 500 professional contacts with verified work emails tracked across these 94 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 21, 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 SmartSearch, 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.