Company lists · Data refreshed September 2026

Top 18 Fractional cfp services agencies based in Bellevue, United States

RevenueBase identified 31 fractional cfp services agencies headquartered in Bellevue, United States as of September 2026 and tracks 227 professional contacts across them, including 133 with verified work emails. New York is the largest hub.

This list covers fractional cfp services agencies 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 19, 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 19, 2026 86% judged on-target in blind review
31Companies
227Contacts tracked
133Verified emails
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The 18 largest fractional cfp services agencies based in Bellevue, United States

Ranked by team size
Top 18 of 31 fractional cfp services agencies based in Bellevue, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to fractional cfp services agencies: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 202611-5051 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 202611-5035 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 202611-5024 contacts →

Indirect 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 19, 2026
4Indirect evidenceBellevue, KY, United StatesHQ checked Sep 19, 202611-5012 contacts →

Indirect evidence

“We help businesses & business owners gain control over their finances.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“Your dedicated fee-only Bellevue financial advisory team for your retirement, your family, and your legacy.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-1011 contacts →

Indirect evidence

“We are Fiduciaries.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceBellevue, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“Experience the confidence you deserve.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect 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 19, 2026
10Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 202611-505 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 19, 2026
11Indirect evidenceBellevue, United StatesHQ checked Sep 19, 20261-105 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 19, 2026
12Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-104 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 19, 2026
13Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“At Cascade Guided Wealth, we believe that knowledge is power.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect 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 19, 2026
15Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Bellevue Asset Management LLC is an wealth manager overseeing more than $200 million in client assets.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Salinas Wealth Management is a premier fee-only financial planning practice dedicated to providing exceptional, personalized wealth management services to high-net-worth…”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Rain Dog Financial® is a fee-only, fiduciary financial planning and investment advisory firm based in Bellevue, Washington, serving clients across the greater Seattle area.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceBellevue, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026

Showing 18 of 31 fractional cfp services agencies based in Bellevue, United States

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Fractional cfp services agencies based in Bellevue, United States at a glance

As of Sep 19, 2026
58.6%Verified-email coverage
7.3Average contacts per company
1-10Median size (employees)
516.1%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
26
11-50
5

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 31 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 fractional cfp services agencies, 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 “fractional cfp services agencies”. 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 fractional cfp services agencies), 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 fractional cfp services agencies, 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, 133 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 19, 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.

Fractional cfp services agencies 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 fractional cfp services agencies, 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 fractional cfp services agencies are there based in Bellevue, United States?

RevenueBase identified 31 fractional cfp services agencies 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?

SCS, headquartered in Bellevue, tops this list with the largest team on record.

Which city has the most fractional cfp services agencies?

New York leads with 160 headquartered companies, followed by Atlanta (132) and Houston (113).

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 133 verified decision-maker contacts tracked across these 31 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 19, 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.