Company lists · Data refreshed September 2026

Top 25 Comprehensive financial planning firms based in Seattle, United States

Name: Comprehensive financial planning 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 19, 2026 91 companies tracked

RevenueBase identified 91 comprehensive financial planning firms headquartered in Seattle, United States as of September 2026 and tracks 1,150 professional contacts across them, including 656 with verified work emails. New York is the largest hub.

This list covers comprehensive financial planning 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 19, 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 19, 2026 86% judged on-target in blind review

91Companies

1,150Contacts tracked

656Verified emails

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The 25 largest comprehensive financial planning firms based in Seattle, United States

Ranked by team size

Top 25 of 91 comprehensive financial planning firms based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to comprehensive financial planning 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	Brighton Jones	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	201-500	349 contacts →
	Indirect evidence “Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints.” Source: RevenueBase Database · checked Sep 19, 2026
2	Laird Norton Wetherby	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 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 19, 2026
3	Empirical Wealth Management	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	51-200	117 contacts →
	Partial evidence “Complete financial peace of mind.” Source: RevenueBase Database · checked Sep 19, 2026
4	Massmutual Northwest	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	51-200	80 contacts →
	Partial evidence “Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective…” Source: RevenueBase Database · checked Sep 19, 2026
5	Badgley Phelps Wealth Managers	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	45 contacts →
	Indirect 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 19, 2026
6	Pillar Financial Group	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Strong 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 19, 2026
7	Merriman Wealth Management, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 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 19, 2026
8	Mcadams Wright Ragen	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	51-200	26 contacts →
	Indirect 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 19, 2026
9	Garde Capital, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 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 19, 2026
10	Hohimer Wealth Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	14 contacts →
	Indirect 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 19, 2026
11	Pioneer Square Advisors, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 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 19, 2026
12	Prince Financial Services	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	12 contacts →
	Partial evidence “We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Source: RevenueBase Database · checked Sep 19, 2026
13	Wise Planning	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	11 contacts →
	Strong evidence “Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals.” Source: RevenueBase Database · checked Sep 19, 2026
14	Pacific Portfolio Consulting, LLC	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	11-50	11 contacts →
	Strong 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 19, 2026
15	Prospero Wealth	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	9 contacts →
	Strong evidence “Financial planning and asset management for busy tech professionals.” Source: RevenueBase Database · checked Sep 19, 2026
16	Soundview Advisors	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 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 19, 2026
17	Kutscher Benner Barsness & Stevens, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	8 contacts →
	Partial evidence “KBBS offers just one service: interdisciplinary financial counsel.” Source: RevenueBase Database · checked Sep 19, 2026
18	Creative Money	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Strong evidence “Financial Planning that doesn't suck.” Source: RevenueBase Database · checked Sep 19, 2026
19	Aspire Capital Advisors LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial 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 19, 2026
20	The Simmons Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial evidence “The Simmons Group is dedicated to the financial success of our clients.” Source: RevenueBase Database · checked Sep 19, 2026
21	Ramsey & Associates, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	7 contacts →
	Partial 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 19, 2026
22	Greene Wealth Management, LLC	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 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 19, 2026
23	Arrivity Financial Planning	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Indirect evidence “Life isn’t about how much money you have, make, or spend.” Source: RevenueBase Database · checked Sep 19, 2026
24	Bear Mountain Capital INC	Strong evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Strong 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 19, 2026
25	Bond Financial Pllc	Partial evidence	Seattle, WA, United StatesHQ checked Sep 19, 2026	1-10	6 contacts →
	Partial evidence “At Bond Financial we are passionate about helping people.” Source: RevenueBase Database · checked Sep 19, 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: comprehensive financial planning 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 comprehensive financial planning firms.
Partial evidence: Its own public description names part of comprehensive financial planning firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name comprehensive financial planning 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 91 comprehensive financial planning firms based in Seattle, United States

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Comprehensive financial planning firms based in Seattle, United States at a glance

As of Sep 19, 2026

57.0%Verified-email coverage

12.6Average contacts per company

1-10Median size (employees)

387.9%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 91 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 comprehensive financial planning 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 “comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning 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, 656 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 19, 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.

Comprehensive financial planning 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 comprehensive financial planning 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 comprehensive financial planning firms are there based in Seattle, United States?

RevenueBase identified 91 comprehensive financial planning 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?

Brighton Jones, headquartered in Seattle, tops this list with the largest team on record.

Which city has the most comprehensive financial planning firms?

New York leads with 353 headquartered companies, followed by Atlanta (245) and Houston (241).

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 656 verified decision-maker contacts tracked across these 91 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 19, 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.