Company lists · Data refreshed September 2026

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

Name: Asset 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 14, 2026 77 companies tracked

RevenueBase identified 77 asset management consulting firms headquartered in Seattle, United States as of September 2026 and tracks 429 professional contacts across them, including 203 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms 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 14, 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 14, 2026 86% judged on-target in blind review

77Companies

429Contacts tracked

203Verified emails

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

Ranked by team size

Top 25 of 77 asset management consulting firms based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: 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	Badgley Phelps Wealth Managers	Partial evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
2	Pillar Financial Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
3	Mcadams Wright Ragen	Strong evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
4	AMI Assettrack	Partial evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	11-50	23 contacts →
	Partial evidence “AMI is a team of curious, brave, honest, hardworking people who make rock star ninja warrior heroes of asset managers.” Source: RevenueBase Database · checked Sep 14, 2026
5	Garde Capital, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
6	Hohimer Wealth Management	Partial evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
7	Atreg, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	11-50	14 contacts →
	Indirect evidence “A linchpin of the semiconductor industry for nearly 25 years founded in and headquartered in Seattle, USA, ATREG, Inc.” Source: RevenueBase Database · checked Sep 14, 2026
8	Pioneer Square Advisors, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
9	Pacific Portfolio Consulting, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
10	Soundview Advisors	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “We have been entrusted with a great responsibility… At SoundView Advisors, we carry a strong conviction that your life is inherently valuable.” Source: RevenueBase Database · checked Sep 14, 2026
11	Kutscher Benner Barsness & Stevens, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “KBBS offers just one service: interdisciplinary financial counsel.” Source: RevenueBase Database · checked Sep 14, 2026
12	Kunath Karren Rinne & Atkin, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
13	Lenora Capital	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
14	Joshua Green Corporation	Partial evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
15	Aspire Capital Advisors LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “At Aspire Capital Advisors, we’re honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals.” Source: RevenueBase Database · checked Sep 14, 2026
16	The Simmons Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “The Simmons Group is dedicated to the financial success of our clients.” Source: RevenueBase Database · checked Sep 14, 2026
17	Ramsey & Associates, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect 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 14, 2026
18	Greene Wealth Management, LLC	Strong evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Strong 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 14, 2026
19	Arrivity Financial Planning	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “Life isn’t about how much money you have, make, or spend.” Source: RevenueBase Database · checked Sep 14, 2026
20	Bear Mountain Capital INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Partial evidence “We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Source: RevenueBase Database · checked Sep 14, 2026
21	The Lyman Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 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 14, 2026
22	Northern Lights Advisors INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect 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 14, 2026
23	Wallingford Financial Services	Indirect evidence	Seattle, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
24	Hive Financial	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “Offering comprehensive financial planning services with a specialization in sustainable, values-based or socially responsible investing.” Source: RevenueBase Database · checked Sep 14, 2026
25	DPA Wealth Partners	Partial evidence	Seattle, WA, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Partial evidence “We are a Seattle-based financial planning and investment management firm.” Source: RevenueBase Database · checked Sep 14, 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 consulting firms. 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 consulting firms.
Partial evidence: Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management consulting firms. 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 77 asset management consulting firms based in Seattle, United States

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

As of Sep 14, 2026

47.3%Verified-email coverage

5.6Average contacts per company

1-10Median size (employees)

690.9%Largest-city concentration · New York

Sep 14, 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 77 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 consulting firms, 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 consulting firms”. 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 consulting firms), 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 consulting firms, 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, 203 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 14, 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 consulting firms 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 consulting firms, 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 consulting firms are there based in Seattle, United States?

RevenueBase identified 77 asset management consulting firms 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?

Badgley Phelps Wealth Managers, headquartered in Seattle, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 203 verified decision-maker contacts tracked across these 77 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 14, 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.