Company lists · Data refreshed September 2026

Top 25 Family office managers based in Bellevue, United States

RevenueBase identified 50 company matches for family office managers associated with Bellevue, United States as of September 2026 and tracks 445 professional contacts across them, including 256 with verified work emails. Across the United States, New York is the largest hub for this category (396 companies); Bellevue has 50.

This list covers company matches for family office managers associated with Bellevue, 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 September 20, 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 Sep 20, 2026 How this list was built
50Companies
445Contacts tracked
256Verified emails
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The 25 largest family office managers based in Bellevue, United States

Ranked by team size
Top 25 of 50 company matches for family office managers based in Bellevue, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5051 contacts →

Exact match

“At SCS, we develop enduring relationships with our clients by providing high quality guidance.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5038 contacts →

Exact match

“Since 1983, advisors at Evergreen Gavekal have put their clients’ interests above all else.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5035 contacts →

Exact match

“With wealth comes a host of new challenges and complexities.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5034 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5027 contacts →

Exact match

“Tschetter Group is an ensemble team of financial guides and investors using a value-based approach that gives people optimism about life and money.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“Fortis Financial Group is a financial planning and wealth management firm that empowers and educates our clients to grow and protect their wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5014 contacts →

Exact match

“Alterra Advisors is an independent wealth management firm.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5014 contacts →

Exact match

“Auxano Advisors is a multi-generational wealth management firm that promotes stewardship within our clients’ lives, to integrate their values and vision with their wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5013 contacts →

Exact match

“MarsJewett is the financial advisory team that treats you like family.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-1011 contacts →

Exact match

“Our Story: We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

“You have questions - we have answers.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-108 contacts →

Exact match

“Helping Clients Build, Manage and Protect their Wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-508 contacts →

Exact match

“Founded in Bristlecone Advisors is an independent fee-only wealth management firm and multi-family office.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“At Stabler Wealth Management we provide comprehensive wealth management services to our clients to help them prepare for their financial future.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-107 contacts →

Exact match

“The process of planning for the accumulation, conservation and ultimate distribution of wealth is a specialty of the Oak Street Law Group.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Our firm was built for and around our clients.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Personalized expertise for high net worth individuals and families.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 202611-505 contacts →

Exact match

“For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“At Opal Advisors, we help individuals and families with $1–5 million in investable assets answer one important question:"Am I on track to live the life I want?" Through…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“Leverage our network and experience to build your customized Virtual Family Office.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25Exact matchBellevue, WA, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

“At Stickney Research, you’ll find a team of warm, caring professionals who understand the unique set of challenges that affluent people face.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 25 of 50 family office managers based in Bellevue, United States

See the full list, filter by size, metro and specialty, and access 256 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Family office managers based in Bellevue, United States at a glance

As of Sep 20, 2026
57.5%Verified-email coverage
8.9Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
13
1,001-5,000
1

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 50 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 Bellevue, United States whose business descriptions match “family office managers” 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 256 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 September 20, 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.

Family office managers 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 “family office managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many family office managers are there based in Bellevue, United States?

RevenueBase identified 50 company matches for family office managers associated with Bellevue, United States as of September 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?

SCS 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 family office managers?

New York leads the United States with 396 company records, followed by Dallas (168) and Chicago (165). Bellevue has 50.

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 256 professional contacts with verified work emails tracked across these 50 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 September 20, 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.