Company lists · Data refreshed September 2026
Top 23 Financial advisory outsourcing companies based in Bellevue, United States
RevenueBase identified 42 financial advisory outsourcing companies headquartered in Bellevue, United States as of September 2026 and tracks 10,048 professional contacts across them, including 5,960 with verified work emails. Across the United States, New York is the largest hub for this category (393 companies); Bellevue has 42.
This list covers financial advisory outsourcing companies 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 28, 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 23 largest financial advisory outsourcing companies based in Bellevue, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 9,567 contacts → | ||||
Strong evidence “CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 210 contacts → | ||||
Partial evidence “Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 51 contacts → | ||||
Indirect evidence “At SCS, we develop enduring relationships with our clients by providing high quality guidance.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 35 contacts → | ||||
Indirect evidence “With wealth comes a host of new challenges and complexities.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 24 contacts → | ||||
Strong evidence “Avier Wealth Advisors provides comprehensive financial planning and investment advisory services on a fee-only basis to individuals and families.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 23 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 13 contacts → | ||||
Strong evidence “MarsJewett is the financial advisory team that treats you like family.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 12 contacts → | ||||
Indirect evidence “We help businesses & business owners gain control over their finances.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 8 contacts → | ||||
Partial evidence “Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 8 contacts → | ||||
Strong evidence “Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 6 contacts → | ||||
Partial 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 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 5 contacts → | ||||
Indirect 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 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 contacts → | ||||
Strong evidence “Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 contacts → | ||||
Indirect evidence “At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Indirect evidence “We provide outsourced CFO, Accounting, and Management Consulting to help you reach the next level with your business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 4 contacts → | ||||
Indirect evidence “Helping our clients navigate the waters of life and crafting customized plans to seek their desired destination.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 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 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 contacts → | ||||
Partial evidence “We help business owners design and implement comprehensive financial strategies that will address all of their personal financial objectives.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 contacts → | ||||
Indirect evidence “At Cascade Guided Wealth, we believe that knowledge is power.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 3 contacts → | ||||
Indirect evidence “At Apella, our focus is You.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 3 contacts → | ||||
Strong evidence “After many years of experience working in the business world, Chris Davies started Davies Tax Advisors with the vision to be the "go-to" financial advisor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Indirect evidence “Wealth Management Company.” Source: RevenueBase Database · checked Sep 28, 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: financial advisory outsourcing companies. 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 financial advisory outsourcing companies.
- Partial evidence
- Its own public description names part of financial advisory outsourcing companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisory outsourcing companies. 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 23 of 42 financial advisory outsourcing companies based in Bellevue, United States
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Financial advisory outsourcing companies based in Bellevue, United States at a glance
As of Sep 28, 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 42 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 financial advisory outsourcing companies, 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 “financial advisory outsourcing companies”. 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 financial advisory outsourcing companies), 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 financial advisory outsourcing companies, 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, 5,960 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 28, 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.
Financial advisory outsourcing companies by metro in the United States
- Financial advisory outsourcing companies in New York393
- Financial advisory outsourcing companies in Atlanta189
- Financial advisory outsourcing companies in Houston185
- Financial advisory outsourcing companies in Dallas156
- Financial advisory outsourcing companies in Chicago151
- Financial advisory outsourcing companies in San Diego134
- Financial advisory outsourcing companies in Los Angeles128
- Financial advisory outsourcing companies in Austin122
- Financial advisory outsourcing companies in Miami121
- Financial advisory outsourcing companies in Denver116
- Financial advisory outsourcing companies in Charlotte109
- Financial advisory outsourcing companies in Tampa107
- Financial advisory outsourcing companies in Scottsdale101
- Financial advisory outsourcing companies in San Francisco96
- Financial advisory outsourcing companies in Boston87
- Financial advisory outsourcing companies in Raleigh80
- Financial advisory outsourcing companies in Irvine78
- Financial advisory outsourcing companies in Cincinnati76
- Financial advisory outsourcing companies in Portland76
- Financial advisory outsourcing companies in Columbus75
- Financial advisory outsourcing companies in Overland Park71
- Financial advisory outsourcing companies in Seattle66
- Financial advisory outsourcing companies in Newport Beach65
- Financial advisory outsourcing companies in Columbia64
- Financial advisory outsourcing companies in Indianapolis63
- Financial advisory outsourcing companies in Minneapolis63
- Financial advisory outsourcing companies in Phoenix63
- Financial advisory outsourcing companies in Birmingham61
- Financial advisory outsourcing companies in Boca Raton59
- Financial advisory outsourcing companies in Greenville59
- Financial advisory outsourcing companies in San Antonio59
- Financial advisory outsourcing companies in Pittsburgh57
- Financial advisory outsourcing companies in Omaha56
- Financial advisory outsourcing companies in Rochester56
- Financial advisory outsourcing companies in Colorado Springs52
- Financial advisory outsourcing companies in Orlando52
- Financial advisory outsourcing companies in Grand Rapids51
- Financial advisory outsourcing companies in Las Vegas51
- Financial advisory outsourcing companies in Richmond50
- Financial advisory outsourcing companies in Fort Lauderdale49
- Financial advisory outsourcing companies in Washington49
- Financial advisory outsourcing companies in Wilmington48
- Financial advisory outsourcing companies in Fort Worth47
- Financial advisory outsourcing companies in Louisville46
- Financial advisory outsourcing companies in Plano46
- Financial advisory outsourcing companies in Salt Lake City45
- Financial advisory outsourcing companies in Greenwood Village44
- Financial advisory outsourcing companies in Springfield44
- Financial advisory outsourcing companies in Jacksonville43
- Financial advisory outsourcing companies in Troy42
- Financial advisory outsourcing companies in Nashville41
- Financial advisory outsourcing companies in Lexington40
- Financial advisory outsourcing companies in Madison40
- Financial advisory outsourcing companies in Philadelphia39
- Financial advisory outsourcing companies in Lafayette38
- Financial advisory outsourcing companies in Sarasota38
- Financial advisory outsourcing companies in Franklin37
- Financial advisory outsourcing companies in Tucson36
- Financial advisory outsourcing companies in Walnut Creek36
- Financial advisory outsourcing companies in Alpharetta35
- Financial advisory outsourcing companies in Cleveland35
- Financial advisory outsourcing companies in Pasadena35
- Financial advisory outsourcing companies in Lincoln34
- Financial advisory outsourcing companies in Tulsa34
- Financial advisory outsourcing companies in Melville33
- Financial advisory outsourcing companies in Memphis33
- Financial advisory outsourcing companies in Oklahoma City33
- Financial advisory outsourcing companies in Virginia Beach33
- Financial advisory outsourcing companies in Brentwood32
- Financial advisory outsourcing companies in Charleston32
- Financial advisory outsourcing companies in San Jose32
- Financial advisory outsourcing companies in Baton Rouge31
- Financial advisory outsourcing companies in Jackson31
- Financial advisory outsourcing companies in Naples31
- Financial advisory outsourcing companies in West Des Moines30
- Financial advisory outsourcing companies in Fort Collins29
- Financial advisory outsourcing companies in Knoxville29
- Financial advisory outsourcing companies in Lake Oswego29
- Financial advisory outsourcing companies in West Chester29
- Financial advisory outsourcing companies in Bloomington27
- Financial advisory outsourcing companies in Coral Gables27
- Financial advisory outsourcing companies in Princeton27
- Financial advisory outsourcing companies in Rockville27
- Financial advisory outsourcing companies in The Woodlands27
- Financial advisory outsourcing companies in Boise26
- Financial advisory outsourcing companies in Buffalo26
- Financial advisory outsourcing companies in Roseville26
- Financial advisory outsourcing companies in Chattanooga25
- Financial advisory outsourcing companies in Frisco25
- Financial advisory outsourcing companies in Mclean25
- Financial advisory outsourcing companies in Southfield25
- Financial advisory outsourcing companies in St Louis25
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 financial advisory outsourcing companies, 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 financial advisory outsourcing companies are there based in Bellevue, United States?
RevenueBase identified 42 financial advisory outsourcing companies 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?
CLA Cliftonlarsonallen, headquartered in Bellevue, tops this list with the largest team on record.
Which city in the United States has the most financial advisory outsourcing companies?
New York leads the United States with 393 headquartered companies, followed by Atlanta (189) and Houston (185). Bellevue has 42.
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 5,960 verified decision-maker contacts tracked across these 42 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 28, 2026.
Ready to reach these companies? Verified emails and direct dials for all 42 financial advisory outsourcing companies based in Bellevue, United States. Start with a free account, no credit card.
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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.
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