Company lists · Data refreshed September 2026

Top 22 Corporate financial planning firms based in Seattle, United States

RevenueBase identified 32 corporate financial planning firms headquartered in Seattle, United States as of September 2026 and tracks 210 professional contacts across them, including 60 with verified work emails. New York is the largest hub.

This list covers corporate 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
32Companies
210Contacts tracked
60Verified emails
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The 22 largest corporate financial planning firms based in Seattle, United States

Ranked by team size
Top 22 of 32 corporate 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 corporate 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 202651-20080 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
2Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 202611-5029 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
3Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-108 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
4Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“KBBS offers just one service: interdisciplinary financial counsel.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-107 contacts →

Partial evidence

“The Simmons Group is dedicated to the financial success of our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-107 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
7Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Life isn’t about how much money you have, make, or spend.”

Source: RevenueBase Database · checked Sep 19, 2026
8Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-105 contacts →

Strong evidence

“Millennial Wealth, LLC is a fee-only financial planning firm based out of Seattle, WA.”

Source: RevenueBase Database · checked Sep 19, 2026
9Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-105 contacts →

Strong evidence

“trueNorth is a Fee-Only wealth management firm, staffed by a team of CERTIFIED FINANCIAL PLANNING professionals.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceSeattle, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
11Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-104 contacts →

Strong evidence

“We are a Seattle-based financial planning and investment management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“We provide personalized financial and investment support for individuals and families.”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“It’s simple.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.”

Source: RevenueBase Database · checked Sep 19, 2026
15Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong evidence

“At The Capeloto Hedrick Co, we specialize in comprehensive financial planning, employer benefits consulting, and life transition strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
16Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSeattle, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Simply put, we provide advice on your investments and finances.”

Source: RevenueBase Database · checked Sep 19, 2026
18Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Ignite Financial Planning, LLC is an independent financial planning firm headquartered in Seattle, WA.”

Source: RevenueBase Database · checked Sep 19, 2026
19Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Pradel Financial Group is an independent financial services company based in Seattle, Washington.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“McMahan Asset Management is an independent financial consulting firm located in Seattle, Washington.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Consulting”

Source: RevenueBase Database · checked Sep 19, 2026
22Strong evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Embolden Financial Planning LLC helps people at every stage of life.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 22 of 32 corporate financial planning firms based in Seattle, United States

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

As of Sep 19, 2026
28.6%Verified-email coverage
6.6Average contacts per company
1-10Median size (employees)
643.8%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
30
11-50
1
51-200
1

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 32 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 corporate 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 “corporate 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 corporate 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 corporate 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, 60 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.

Corporate 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 corporate 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 corporate financial planning firms are there based in Seattle, United States?

RevenueBase identified 32 corporate 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?

Massmutual Northwest, headquartered in Seattle, tops this list with the largest team on record.

Which city has the most corporate financial planning firms?

New York leads with 206 headquartered companies, followed by Houston (109) and Atlanta (104).

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 60 verified decision-maker contacts tracked across these 32 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.