Company lists · Data refreshed September 2026

Top 25 Asset management companies for estates based in Seattle, United States

Name: Asset management companies for estates based in Seattle, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 30, 2026 86 companies tracked

RevenueBase identified 86 asset management companies for estates headquartered in Seattle, United States as of September 2026 and tracks 919 professional contacts across them, including 508 with verified work emails. Across the United States, New York is the largest hub for this category (560 companies); Seattle has 86.

This list covers asset management companies for estates 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 30, 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 30, 2026 86% judged on-target in blind review

86Companies

919Contacts tracked

508Verified emails

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The 25 largest asset management companies for estates based in Seattle, United States

Ranked by team size

Top 25 of 86 asset management companies for estates based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management companies for estates: 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	Laird Norton Wetherby	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	51-200	151 contacts →
	Indirect evidence “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Source: RevenueBase Database · checked Sep 30, 2026
2	Freestone Capital Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	51-200	142 contacts →
	Indirect evidence “Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families.” Source: RevenueBase Database · checked Sep 30, 2026
3	Empirical Wealth Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	51-200	117 contacts →
	Indirect evidence “Complete financial peace of mind.” Source: RevenueBase Database · checked Sep 30, 2026
4	Badgley Phelps Wealth Managers	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	45 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
5	Pillar Financial Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	29 contacts →
	Indirect 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 30, 2026
6	Merriman Wealth Management, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	51-200	28 contacts →
	Indirect evidence “Wealth is the ability to fully experience life."-Thoreau At Merriman, we manage your wealth so you can lead your best life.” Source: RevenueBase Database · checked Sep 30, 2026
7	Mcadams Wright Ragen	Strong evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	51-200	26 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
8	Metropolitan Management CO	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	51-200	21 contacts →
	Partial evidence “Managing multifamily and commercial properties has been a passion of Metropolitan Management for over twenty years.” Source: RevenueBase Database · checked Sep 30, 2026
9	The Clarius Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	19 contacts →
	Partial evidence “The Clarius Group is a shared family office providing investment advisory, comprehensive wealth management, and family office services to families and individuals.” Source: RevenueBase Database · checked Sep 30, 2026
10	Garde Capital, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 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 30, 2026
11	Hohimer Wealth Management	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	14 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
12	Fulcrum Capital	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Partial evidence “Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007.” Source: RevenueBase Database · checked Sep 30, 2026
13	Pioneer Square Advisors, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	13 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 30, 2026
14	Prince Financial Services	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	12 contacts →
	Indirect evidence “We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Source: RevenueBase Database · checked Sep 30, 2026
15	Pacific Portfolio Consulting, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	11 contacts →
	Indirect 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 30, 2026
16	Prospero Wealth	Strong evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	9 contacts →
	Strong evidence “Financial planning and asset management for busy tech professionals.” Source: RevenueBase Database · checked Sep 30, 2026
17	Tapestry Associates, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	9 contacts →
	Partial evidence “Tapestry Associates is a personal asset, household and lifestyle consultancy for individuals and families of significant wealth and their trusted advisers.” Source: RevenueBase Database · checked Sep 30, 2026
18	We Trust Company	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	11-50	8 contacts →
	Indirect evidence “For over two decades WE Trust Company has been solving complicated financial matters for individuals and families in the Pacific Northwest.” Source: RevenueBase Database · checked Sep 30, 2026
19	Kutscher Benner Barsness & Stevens, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “KBBS offers just one service: interdisciplinary financial counsel.” Source: RevenueBase Database · checked Sep 30, 2026
20	Kunath Karren Rinne & Atkin, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	8 contacts →
	Indirect evidence “KKRA was founded in 1983 as a fee-only investment advisory firm with a dedication to its clients first and foremost.” Source: RevenueBase Database · checked Sep 30, 2026
21	Lenora Capital	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 30, 2026
22	Joshua Green Corporation	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Partial evidence “Joshua Green Corporation is a Investment Management company located in 1425 4th Ave Ste 420, Seattle, WA, United States.” Source: RevenueBase Database · checked Sep 30, 2026
23	The Simmons Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	7 contacts →
	Indirect evidence “The Simmons Group is dedicated to the financial success of our clients.” Source: RevenueBase Database · checked Sep 30, 2026
24	Greene Wealth Management, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 30, 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 30, 2026
25	Arrivity Financial Planning	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 30, 2026	1-10	6 contacts →
	Indirect evidence “Life isn’t about how much money you have, make, or spend.” Source: RevenueBase Database · checked Sep 30, 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: asset management companies for estates. 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 asset management companies for estates.
Partial evidence: Its own public description names part of asset management companies for estates, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management companies for estates. 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 86 asset management companies for estates based in Seattle, United States

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Asset management companies for estates based in Seattle, United States at a glance

As of Sep 30, 2026

55.3%Verified-email coverage

10.7Average contacts per company

1-10Median size (employees)

Sep 30, 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 86 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 asset management companies for estates, 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 “asset management companies for estates”. 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 asset management companies for estates), 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 asset management companies for estates, 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, 508 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 30, 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.

Asset management companies for estates 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 asset management companies for estates, 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 asset management companies for estates are there based in Seattle, United States?

RevenueBase identified 86 asset management companies for estates 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?

Laird Norton Wetherby, headquartered in Seattle, tops this list with the largest team on record.

Which city in the United States has the most asset management companies for estates?

New York leads the United States with 560 headquartered companies, followed by Atlanta (250) and Houston (242). Seattle has 86.

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 508 verified decision-maker contacts tracked across these 86 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 30, 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.