Company lists · Data refreshed September 2026

Top 25 Fractional cfp services agencies based in Seattle, United States

RevenueBase identified 42 fractional cfp services agencies headquartered in Seattle, United States as of September 2026 and tracks 189 professional contacts across them, including 83 with verified work emails. New York is the largest hub.

This list covers fractional cfp services agencies 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 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
42Companies
189Contacts tracked
83Verified emails
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The 25 largest fractional cfp services agencies based in Seattle, United States

Ranked by team size
Top 25 of 42 fractional cfp services agencies based in Seattle, 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 evidenceSeattle, WA, United StatesHQ checked Sep 19, 202611-5029 contacts →

Indirect 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 19, 2026
2Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 202611-5015 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 19, 2026
3Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 202611-5011 contacts →

Indirect 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 19, 2026
4Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“We have been entrusted with a great responsibility… At SoundView Advisors, we carry a strong conviction that your life is inherently valuable.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“KBBS offers just one service: interdisciplinary financial counsel.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“Financial Planning that doesn't suck.”

Source: RevenueBase Database · checked Sep 19, 2026
7Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect evidence

“The Simmons Group is dedicated to the financial success of our clients.”

Source: RevenueBase Database · checked Sep 19, 2026
8Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect 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 19, 2026
9Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-107 contacts →

Indirect 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 19, 2026
10Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Life isn’t about how much money you have, make, or spend.”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect 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 19, 2026
12Partial evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Clara CFO Group: Financial Leadership for Growth-Stage Companies Clara CFO Group is a boutique Fractional CFO firm serving growth-stage companies generating $2M–$20M+ in annual…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Millennial Wealth, LLC is a fee-only financial planning firm based out of Seattle, WA.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect 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 19, 2026
15Indirect evidenceSeattle, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“We are a Seattle-based financial planning and investment management firm.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“We provide personalized financial and investment support for individuals and families.”

Source: RevenueBase Database · checked Sep 19, 2026
18Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“It’s simple.”

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

Indirect evidence

“Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“A different approach to financial planning and investments, Crafted Finance is about giving clients financial advice and services they love.”

Source: RevenueBase Database · checked Sep 19, 2026
21Indirect evidenceSeattle, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“Simply put, we provide advice on your investments and finances.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“At The Capeloto Hedrick Co, we specialize in comprehensive financial planning, employer benefits consulting, and life transition strategies.”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceSeattle, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“We provide advisory services to a small number of high net worth individuals and families.”

Source: RevenueBase Database · checked Sep 19, 2026
24Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Ignite Financial Planning, LLC is an independent financial planning firm headquartered in Seattle, WA.”

Source: RevenueBase Database · checked Sep 19, 2026
25Indirect evidenceSeattle, WA, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“McMahan Asset Management is an independent financial consulting firm located in Seattle, Washington.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 25 of 42 fractional cfp services agencies based in Seattle, United States

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

As of Sep 19, 2026
43.9%Verified-email coverage
4.5Average contacts per company
1-10Median size (employees)
381.0%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
3

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 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 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 Seattle, 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 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, 83 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 Seattle, United States?

RevenueBase identified 42 fractional cfp services agencies 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 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 83 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 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.