Company lists · Data refreshed September 2026

Top 25 Financial services consultants based in Seattle, United States

Name: Financial services consultants based in Seattle, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 51 companies tracked

RevenueBase identified 51 company matches for financial services consultants associated with Seattle, United States as of September 2026 and tracks 200 professional contacts across them, including 59 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Seattle has 51.

This list covers company matches for financial services consultants 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 16, 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 16, 2026 How this list was built

51Companies

200Contacts tracked

59Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial services consultants based in Seattle, United States

Ranked by team size

Top 25 of 51 company matches for financial services consultants based in Seattle, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Pillar Financial Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
2	Garde Capital, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
3	Pacific Portfolio Consulting, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
4	North Star Marketing Group, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
5	Kutscher Benner Barsness & Stevens, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	8 contacts →
	Exact match “KBBS offers just one service: interdisciplinary financial counsel.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	The Simmons Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
7	Ramsey & Associates, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
8	Greene Wealth Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
9	The Lyman Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
10	Northern Lights Advisors INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
11	Wallingford Financial Services	Exact match	Seattle, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	DPA Wealth Partners	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 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 16, 2026 · View company records in RevenueBase
13	BT Family Advisors	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “We provide personalized financial and investment support for individuals and families.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Pacific Northwest Asset Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “It’s simple.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Breakwater Investment Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Vinoble Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	11-50	2 contacts →
	Exact match “As a financial and benefits consultancy, we have the complementary expertise and coordinated resources you need to feel comfortable and confident in your personal and professional…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	The Capeloto & Hedrick CO	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “At The Capeloto Hedrick Co, we specialize in comprehensive financial planning, employer benefits consulting, and life transition strategies.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	PNW Financial	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Michael A Davis Consultant PC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “MICHAEL A DAVIS CONSULTANT PC is a company based out of Seattle, Washington, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	G7 Consulting	Exact match	Seattle, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Simply put, we have the right people with the right expertise and a single vision – your success.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Viceroy Investment Advisors LLC	Exact match	Seattle, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Simply put, we provide advice on your investments and finances.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Hazelburg Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “A boutique consulting firm providing strategic advice, professional guidance, and actionable solutions to companies and individuals” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Pradel Financial Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Pradel Financial Group is an independent financial services company based in Seattle, Washington.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Mcmahan Asset Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “McMahan Asset Management is an independent financial consulting firm located in Seattle, Washington.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Morgan CFO	Exact match	Seattle, WA, United StatesHQ recorded Sep 16, 2026	1-10	1 contacts →
	Exact match “Our stock in trade is transforming corporations by helping executives lead and financially succeed through strategic financial efficacy, a deep commitment to business relationship…” Recorded in the RevenueBase company graph · Sep 16, 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 services consultants”. 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 51 financial services consultants based in Seattle, United States

See the full list, filter by size, metro and specialty, and access 59 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services consultants based in Seattle, United States at a glance

As of Sep 16, 2026

29.5%Verified-email coverage

3.9Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 51 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 services consultants” 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 59 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 16, 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 services consultants 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 services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Seattle, United States?

RevenueBase identified 51 company matches for financial services consultants 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?

Pillar Financial Group 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 services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Seattle has 51.

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 59 professional contacts with verified work emails tracked across these 51 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 16, 2026.

Ready to reach these companies? Verified emails and direct dials for all 51 financial services consultants based in Seattle, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services consultants by geography

Browse the directory

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.