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 financial services consultants headquartered in Seattle, United States as of September 2026 and tracks 200 professional contacts across them, including 59 with verified work emails. New York is the largest hub.

This list covers financial services consultants 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 16, 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 16, 2026 86% judged on-target in blind review

51Companies

200Contacts tracked

59Verified emails

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

Ranked by team size

Top 25 of 51 financial services consultants based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to financial services consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Pillar Financial Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	11-50	29 contacts →
	Partial 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 16, 2026
2	Garde Capital, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	11-50	15 contacts →
	Indirect evidence “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Source: RevenueBase Database · checked Sep 16, 2026
3	Pacific Portfolio Consulting, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	11-50	11 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
4	North Star Marketing Group, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	10 contacts →
	Indirect evidence “We Believe That Long-Term Customer Satisfaction Is The Cornerstone Of Our Success.” Source: RevenueBase Database · checked Sep 16, 2026
5	Kutscher Benner Barsness & Stevens, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	8 contacts →
	Partial evidence “KBBS offers just one service: interdisciplinary financial counsel.” Source: RevenueBase Database · checked Sep 16, 2026
6	The Simmons Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Partial evidence “The Simmons Group is dedicated to the financial success of our clients.” Source: RevenueBase Database · checked Sep 16, 2026
7	Ramsey & Associates, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	7 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 16, 2026
8	Greene Wealth Management, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Partial evidence “Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals…” Source: RevenueBase Database · checked Sep 16, 2026
9	The Lyman Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
10	Northern Lights Advisors INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
11	Wallingford Financial Services	Indirect evidence	Seattle, United StatesHQ checked Sep 16, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 16, 2026
12	DPA Wealth Partners	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “We are a Seattle-based financial planning and investment management firm.” Source: RevenueBase Database · checked Sep 16, 2026
13	BT Family Advisors	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Partial evidence “We provide personalized financial and investment support for individuals and families.” Source: RevenueBase Database · checked Sep 16, 2026
14	Pacific Northwest Asset Management, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	4 contacts →
	Indirect evidence “It’s simple.” Source: RevenueBase Database · checked Sep 16, 2026
15	Breakwater Investment Management	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	3 contacts →
	Partial evidence “Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.” Source: RevenueBase Database · checked Sep 16, 2026
16	Vinoble Group	Strong evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	11-50	2 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
17	The Capeloto & Hedrick CO	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Partial evidence “At The Capeloto Hedrick Co, we specialize in comprehensive financial planning, employer benefits consulting, and life transition strategies.” Source: RevenueBase Database · checked Sep 16, 2026
18	PNW Financial	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	2 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 16, 2026
19	Michael A Davis Consultant PC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Partial evidence “MICHAEL A DAVIS CONSULTANT PC is a company based out of Seattle, Washington, United States.” Source: RevenueBase Database · checked Sep 16, 2026
20	G7 Consulting	Indirect evidence	Seattle, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence “Simply put, we have the right people with the right expertise and a single vision – your success.” Source: RevenueBase Database · checked Sep 16, 2026
21	Viceroy Investment Advisors LLC	Indirect evidence	Seattle, United StatesHQ checked Sep 16, 2026	1-10	2 contacts →
	Indirect evidence “Simply put, we provide advice on your investments and finances.” Source: RevenueBase Database · checked Sep 16, 2026
22	Hazelburg Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Indirect evidence “A boutique consulting firm providing strategic advice, professional guidance, and actionable solutions to companies and individuals” Source: RevenueBase Database · checked Sep 16, 2026
23	Pradel Financial Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Partial evidence “Pradel Financial Group is an independent financial services company based in Seattle, Washington.” Source: RevenueBase Database · checked Sep 16, 2026
24	Mcmahan Asset Management, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Partial evidence “McMahan Asset Management is an independent financial consulting firm located in Seattle, Washington.” Source: RevenueBase Database · checked Sep 16, 2026
25	Morgan CFO	Partial evidence	Seattle, WA, United StatesHQ checked Sep 16, 2026	1-10	1 contacts →
	Partial evidence “Our stock in trade is transforming corporations by helping executives lead and financially succeed through strategic financial efficacy, a deep commitment to business relationship…” Source: RevenueBase Database · checked Sep 16, 2026

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 services consultants. 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 services consultants.
Partial evidence: Its own public description names part of financial services consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name financial services consultants. 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 25 of 51 financial services consultants based in Seattle, United States

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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)

621.6%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial services consultants, 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 “financial services consultants”. 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 services consultants), 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 services consultants, 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, 59 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 16, 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 services consultants 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 financial services consultants, 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 services consultants are there based in Seattle, United States?

RevenueBase identified 51 financial services consultants 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?

Pillar Financial Group, headquartered in Seattle, tops this list with the largest team on record.

Which city has the most financial services consultants?

New York leads with 317 headquartered companies, followed by Houston (160) and Atlanta (142).

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 59 verified decision-maker contacts tracked across these 51 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 16, 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.