Company lists · Data refreshed September 2026
Top 18 Athlete wealth management firms based in Bellevue, United States
RevenueBase identified 31 athlete wealth management firms headquartered in Bellevue, United States as of September 2026 and tracks 242 professional contacts across them, including 135 with verified work emails. Across the United States, New York is the largest hub for this category (162 companies); Bellevue has 31.
This list covers athlete wealth management firms headquartered in Bellevue, 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.
The 18 largest athlete wealth management firms based in Bellevue, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 51 contacts → | ||||
Indirect evidence “At SCS, we develop enduring relationships with our clients by providing high quality guidance.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 2 | 34 contacts → | ||||
Strong evidence “Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 3 | 23 contacts → | ||||
Strong evidence “Fortis Financial Group is a financial planning and wealth management firm that empowers and educates our clients to grow and protect their wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 4 | 14 contacts → | ||||
Strong evidence “Alterra Advisors is an independent wealth management firm.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “MarsJewett is the financial advisory team that treats you like family.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 6 | 10 contacts → | ||||
Indirect evidence “You have questions - we have answers.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 7 | 8 contacts → | ||||
Strong evidence “Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 8 | 8 contacts → | ||||
Partial evidence “Helping Clients Build, Manage and Protect their Wealth.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 9 | 7 contacts → | ||||
Strong evidence “At Stabler Wealth Management we provide comprehensive wealth management services to our clients to help them prepare for their financial future.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Strong evidence “Based in Bellevue, Washington, Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 11 | 6 contacts → | ||||
Indirect evidence “Our firm was built for and around our clients.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 contacts → | ||||
Partial evidence “For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect evidence “Kaufman Filppu Ford was founded to provide a coordinated approach to income tax, retirement, business, and estate planning for business owners, key executives, and other…” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Indirect evidence “At Stickney Research, you’ll find a team of warm, caring professionals who understand the unique set of challenges that affluent people face.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Partial evidence “At Cascade Guided Wealth, we believe that knowledge is power.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Partial evidence “Our Mission is to help clients manage wealth for today and provide a legacy for tomorrow.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Strong evidence “Wealth Management Company.” Source: RevenueBase Database · checked Sep 30, 2026Thanks. The Data Team will review it. | |||||
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: athlete wealth management 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 athlete wealth management firms.
- Partial evidence
- Its own public description names part of athlete wealth management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name athlete wealth management 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 18 of 31 athlete wealth management firms based in Bellevue, United States
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Athlete wealth management firms based in Bellevue, United States at a glance
As of Sep 30, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Bellevue, so it is reported there. Company counts and contact totals on this page are exact for Bellevue, over 31 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 athlete wealth management 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 Bellevue, United States whose own description of what they do matches “athlete wealth management 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 athlete wealth management 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 athlete wealth management firms, and records with no verified work email. Companies headquartered outside Bellevue 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, 135 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.
Athlete wealth management firms by metro in the United States
- Athlete wealth management firms in New York162
- Athlete wealth management firms in Atlanta94
- Athlete wealth management firms in Dallas92
- Athlete wealth management firms in San Diego91
- Athlete wealth management firms in Houston89
- Athlete wealth management firms in Chicago77
- Athlete wealth management firms in Scottsdale77
- Athlete wealth management firms in Austin76
- Athlete wealth management firms in Los Angeles68
- Athlete wealth management firms in Denver60
- Athlete wealth management firms in Charlotte59
- Athlete wealth management firms in Tampa55
- Athlete wealth management firms in Cincinnati50
- Athlete wealth management firms in Boston47
- Athlete wealth management firms in San Francisco47
- Athlete wealth management firms in Newport Beach46
- Athlete wealth management firms in Irvine45
- Athlete wealth management firms in Miami45
- Athlete wealth management firms in Portland43
- Athlete wealth management firms in Raleigh41
- Athlete wealth management firms in Boca Raton38
- Athlete wealth management firms in Columbia36
- Athlete wealth management firms in Indianapolis36
- Athlete wealth management firms in Overland Park36
- Athlete wealth management firms in St. Louis36
- Athlete wealth management firms in Minneapolis35
- Athlete wealth management firms in Seattle35
- Athlete wealth management firms in Phoenix34
- Athlete wealth management firms in Pittsburgh34
- Athlete wealth management firms in Richmond33
- Athlete wealth management firms in Columbus32
- Athlete wealth management firms in Fort Worth32
- Athlete wealth management firms in Rochester32
- Athlete wealth management firms in Madison31
- Athlete wealth management firms in Colorado Springs30
- Athlete wealth management firms in Grand Rapids30
- Athlete wealth management firms in Las Vegas30
- Athlete wealth management firms in Omaha30
- Athlete wealth management firms in Greenville29
- Athlete wealth management firms in Plano29
- Athlete wealth management firms in San Antonio28
- Athlete wealth management firms in Louisville27
- Athlete wealth management firms in Birmingham26
- Athlete wealth management firms in Jacksonville26
- Athlete wealth management firms in Lexington26
- Athlete wealth management firms in Troy26
- Athlete wealth management firms in Nashville25
- Athlete wealth management firms in Springfield25
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 athlete wealth management 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 athlete wealth management firms are there based in Bellevue, United States?
RevenueBase identified 31 athlete wealth management firms headquartered in Bellevue, 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?
SCS, headquartered in Bellevue, tops this list with the largest team on record.
Which city in the United States has the most athlete wealth management firms?
New York leads the United States with 162 headquartered companies, followed by Atlanta (94) and Dallas (92). Bellevue has 31.
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 135 verified decision-maker contacts tracked across these 31 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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Athlete wealth management firms by geography
- Athlete wealth management firms based in Melbourne, Australia
- Athlete wealth management firms based in Sydney, Australia
- Athlete wealth management firms based in Calgary, Canada
- Athlete wealth management firms based in Toronto, Canada
- Athlete wealth management firms based in Vancouver, Canada
- Athlete wealth management firms based in Bordeaux, France
- Athlete wealth management firms based in Lyon, France
- Athlete wealth management firms based in Paris, France
- Athlete wealth management firms based in Toulouse, France
- Athlete wealth management firms based in Bangalore, India
- Athlete wealth management firms based in Mumbai, India
- Athlete wealth management firms based in New Delhi, India
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.
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