Company lists · Data refreshed September 2026

Top 25 Financial planning consulting firms based in Seattle, United States

Name: Financial planning consulting 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 30, 2026 81 companies tracked

RevenueBase identified 81 company matches for financial planning consulting firms associated with Seattle, United States as of September 2026 and tracks 777 professional contacts across them, including 420 with verified work emails. Across the United States, New York is the largest hub for this category (424 companies); Seattle has 81.

This list covers company matches for financial planning consulting firms associated with Seattle, 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 30, 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 30, 2026 How this list was built

81Companies

777Contacts tracked

420Verified emails

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

Ranked by team size

Top 25 of 81 company matches for financial planning consulting firms based in Seattle, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 30, 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.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Brighton Jones	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	201-500	349 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
2	Massmutual Northwest	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	51-200	80 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
3	Pillar Financial Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	11-50	29 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
4	Hunnex & Shoemaker	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	11-50	18 contacts →
	Exact match “Retirement Plan Consulting & Plan Administration A retirement plan is a guarantee for the future.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
5	Washington TAX Services, Watax, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “Washington Tax Services is a financial services company based out of 506 2nd Ave S.#1010, Seattle, Washington 98104” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
6	Garde Capital, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	11-50	15 contacts →
	Exact match “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
7	NTH Degree Cpas	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	13 contacts →
	Exact match “We understand that all businesses start with people and ideas.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
8	Wise Planning	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	11 contacts →
	Exact match “Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
9	Pacific Portfolio Consulting, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	11-50	11 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
10	North Star Marketing Group, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	10 contacts →
	Exact match “We Believe That Long-Term Customer Satisfaction Is The Cornerstone Of Our Success.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
11	Soundview Advisors	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “We have been entrusted with a great responsibility… At SoundView Advisors, we carry a strong conviction that your life is inherently valuable.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
12	Kutscher Benner Barsness & Stevens, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	8 contacts →
	Exact match “KBBS offers just one service: interdisciplinary financial counsel.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
13	Planscout	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “PlanScout provides a service for licensed financial professionals to create client-ready financial plans that help clients remain financially secure in retirement while reducing…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
14	Creative Money	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Financial Planning that doesn't suck.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
15	The Simmons Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “The Simmons Group is dedicated to the financial success of our clients.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
16	Ramsey & Associates, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
17	Greene Wealth Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	7 contacts →
	Exact match “Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
18	Arrivity Financial Planning	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “Life isn’t about how much money you have, make, or spend.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
19	The Lyman Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	6 contacts →
	Exact match “The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
20	Millennial Wealth, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Millennial Wealth, LLC is a fee-only financial planning firm based out of Seattle, WA.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
21	Truenorth Wealth Advisors	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “trueNorth is a Fee-Only wealth management firm, staffed by a team of CERTIFIED FINANCIAL PLANNING professionals.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
22	Northern Lights Advisors INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Northern Lights Advisors is a Seattle-based financial advisory and planning firm specializing in the financial complexities that accompany the local tech ecosystem and high-income…” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
23	Wallingford Financial Services	Exact match	Seattle, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
24	Hive Financial	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	5 contacts →
	Exact match “Offering comprehensive financial planning services with a specialization in sustainable, values-based or socially responsible investing.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase
25	DPA Wealth Partners	Exact match	Seattle, WA, United StatesHQ recorded Sep 30, 2026	1-10	4 contacts →
	Exact match “We are a Seattle-based financial planning and investment management firm.” Recorded in the RevenueBase company graph · Sep 30, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial planning consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 81 financial planning consulting firms based in Seattle, United States

See the full list, filter by size, metro and specialty, and access 420 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning consulting firms based in Seattle, United States at a glance

As of Sep 30, 2026

54.1%Verified-email coverage

9.6Average contacts per company

1-10Median size (employees)

Sep 30, 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 81 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 Seattle, United States whose business descriptions match “financial planning consulting firms” 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 420 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 30, 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.

Financial planning consulting firms 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 “financial planning consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning consulting firms are there based in Seattle, United States?

RevenueBase identified 81 company matches for financial planning consulting firms associated with Seattle, 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?

Brighton Jones 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 financial planning consulting firms?

New York leads the United States with 424 company records, followed by Houston (278) and Atlanta (231). Seattle has 81.

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 420 professional contacts with verified work emails tracked across these 81 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 30, 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.