Company lists · Data refreshed October 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 Oct 1, 2026 47 companies tracked

RevenueBase identified 47 company matches for asset management consulting firms associated with Seattle, United States as of October 2026 and tracks 358 professional contacts across them, including 177 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Seattle has 47.

This list covers company matches for asset 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 October 1, 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 Oct 1, 2026 How this list was built

47Companies

358Contacts tracked

177Verified emails

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

Ranked by team size

Top 25 of 47 company matches for asset management consulting firms based in Seattle, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	VERUS	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	51-200	113 contacts →
	Exact match “We’ve Merged with Cerity Partners, Stay Connected by Following Their Page.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Lumonic	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “Unify your front-to-back office workflows-from diligence to monitoring to actionable reporting.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Mcadams Wright Ragen	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
4	AMI Assettrack	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	11-50	23 contacts →
	Exact match “AMI is a team of curious, brave, honest, hardworking people who make rock star ninja warrior heroes of asset managers.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Garde Capital, INC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
6	Atreg, INC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “A linchpin of the semiconductor industry for nearly 25 years founded in and headquartered in Seattle, USA, ATREG, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Pacific Portfolio Consulting, LLC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
8	Kunath Karren Rinne & Atkin, LLC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
9	Lenora Capital	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
10	Joshua Green Corporation	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
11	The Simmons Group	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
12	Greene Wealth Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 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 · Oct 1, 2026 · View company records in RevenueBase
13	The Lyman Group	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Northern Lights Advisors INC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	DPA Wealth Partners	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We are a Seattle-based financial planning and investment management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	BT Family Advisors	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “We provide personalized financial and investment support for individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	First Washington Corporation	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Established in 1937, First Washington Corporation is the oldest investment firm in Washington State.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Baker Ellis Asset Management	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Breakwater Investment Management	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Passage Wealth Advisors, LLC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Passage Wealth Advisors, LLC is an independently owned wealth management firm providing quality investment advice and a broad array of sophisticated financial solutions for…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Michael A Davis Consultant PC	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “MICHAEL A DAVIS CONSULTANT PC is a company based out of Seattle, Washington, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Viceroy Investment Advisors LLC	Exact match	Seattle, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Simply put, we provide advice on your investments and finances.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Objective Advisors LLC	Exact match	Seattle, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “We provide advisory services to a small number of high net worth individuals and families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Micawber Capital	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Investment Advisor” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Evergreen Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Evergreen Wealth Management an independent wealth management company based in Seattle.” Recorded in the RevenueBase company graph · Oct 1, 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 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 47 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 Oct 1, 2026

49.4%Verified-email coverage

7.6Average contacts per company

1-10Median size (employees)

Oct 1, 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 47 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 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 177 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 October 1, 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 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 47 company matches for asset management consulting firms associated with Seattle, United States as of October 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?

VERUS 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 management consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). Seattle has 47.

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 177 professional contacts with verified work emails tracked across these 47 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 October 1, 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.