Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Seattle, United States

Name: Insurance brokers for wealth planning based in Seattle, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 47 companies tracked

RevenueBase identified 47 insurance brokers for wealth planning headquartered in Seattle, United States as of September 2026 and tracks 1,129 professional contacts across them, including 637 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning 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 17, 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 17, 2026 86% judged on-target in blind review

47Companies

1,129Contacts tracked

637Verified emails

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The 25 largest insurance brokers for wealth planning based in Seattle, United States

Ranked by team size

Top 25 of 47 insurance brokers for wealth planning based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: 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	Brighton Jones	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	201-500	349 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
2	Laird Norton Wetherby	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	51-200	151 contacts →
	Partial evidence “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
3	USI Kibble & Prentice	Strong evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	201-500	148 contacts →
	Strong evidence “USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement…” Source: RevenueBase Database · checked Sep 17, 2026
4	Freestone Capital Management	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	51-200	142 contacts →
	Partial evidence “Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families.” Source: RevenueBase Database · checked Sep 17, 2026
5	Massmutual Northwest	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	51-200	80 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
6	Badgley Phelps Wealth Managers	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	11-50	45 contacts →
	Partial evidence “Since 1966, Badgley Phelps Wealth Managers has been dedicated to helping high-net-worth individuals, families, corporations, and foundations protect their assets and grow their…” Source: RevenueBase Database · checked Sep 17, 2026
7	Pillar Financial Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 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 17, 2026
8	Merriman Wealth Management, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	51-200	28 contacts →
	Partial evidence “Wealth is the ability to fully experience life."-Thoreau At Merriman, we manage your wealth so you can lead your best life.” Source: RevenueBase Database · checked Sep 17, 2026
9	Sprague Israel Giles, INC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Partial evidence “Since 1958, Sprague Israel Giles (SIG) has offered a full range of Commercial, Employee Benefits, and Personal Insurance products and services to Northwest businesses and…” Source: RevenueBase Database · checked Sep 17, 2026
10	Pioneer Square Advisors, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	11-50	13 contacts →
	Partial evidence “Pioneer Square Advisors, LLC ("Pioneer") is an independent wealth management firm that offers a comprehensive suite of advisory services to high net worth clients and families.” Source: RevenueBase Database · checked Sep 17, 2026
11	Prince Financial Services	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	11-50	12 contacts →
	Indirect evidence “We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Source: RevenueBase Database · checked Sep 17, 2026
12	Fortiphi	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “Western Washington's Premier Business Benefits & Insurance The Fortiphi name was built on the premise of lifelong building, protecting and strengthening, and we are honored and…” Source: RevenueBase Database · checked Sep 17, 2026
13	NRG Insurance	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Partial evidence “NRG Insurance is a certified B Corp based in Seattle.” Source: RevenueBase Database · checked Sep 17, 2026
14	Bear Mountain Capital INC	Strong evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Source: RevenueBase Database · checked Sep 17, 2026
15	Anchor Insurance	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “At Anchor Insurance, we stand ready to support your every need.” Source: RevenueBase Database · checked Sep 17, 2026
16	Rockwell Insurance Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial evidence “The Rockwell Insurance Group is a Seattle based company focused on delivering superior insurance solutions to corporations and individuals.” Source: RevenueBase Database · checked Sep 17, 2026
17	Wallingford Financial Services	Indirect evidence	Seattle, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
18	WIN Group Wealth Integrity Network Group	Strong evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Strong evidence “WIN Group (Wealth Integrity Network Group), is a privately-owned insurance and digital marketing organization based in Seattle, WA.” Source: RevenueBase Database · checked Sep 17, 2026
19	DPA Wealth Partners	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “We are a Seattle-based financial planning and investment management firm.” Source: RevenueBase Database · checked Sep 17, 2026
20	Avant-Garde Insurance Group, LLC	Strong evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Strong evidence “Avant-Garde Insurance Group is a boutique insurance brokerage specializing in providing comprehensive insurance solutions to individuals, families, and businesses.” Source: RevenueBase Database · checked Sep 17, 2026
21	Madison Park Advisors	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “We are an independent wealth management team providing thoughtful, timely & carefully considered solutions for all aspects of our clients' financial lives.” Source: RevenueBase Database · checked Sep 17, 2026
22	The Boyle Group Wealth Management	Strong evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Strong evidence “We are a comprehensive wealth management firm specializing in asset management and retirement planning which can include investment strategy, income in retirement, tax efficiency…” Source: RevenueBase Database · checked Sep 17, 2026
23	Duncan & Haley, LTD	Indirect evidence	Seattle, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
24	Passage Wealth Advisors, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Partial evidence “Passage Wealth Advisors, LLC is an independently owned wealth management firm providing quality investment advice and a broad array of sophisticated financial solutions for…” Source: RevenueBase Database · checked Sep 17, 2026
25	Vinoble Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 17, 2026	11-50	2 contacts →
	Indirect 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 17, 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: insurance brokers for wealth planning. 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 insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. 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 47 insurance brokers for wealth planning based in Seattle, United States

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Insurance brokers for wealth planning based in Seattle, United States at a glance

As of Sep 17, 2026

56.4%Verified-email coverage

24.0Average contacts per company

1-10Median size (employees)

523.4%Largest-city concentration · New York

Sep 17, 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 47 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 insurance brokers for wealth planning, 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 “insurance brokers for wealth planning”. 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 insurance brokers for wealth planning), 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 insurance brokers for wealth planning, 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, 637 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 17, 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.

Insurance brokers for wealth planning 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 insurance brokers for wealth planning, 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 insurance brokers for wealth planning are there based in Seattle, United States?

RevenueBase identified 47 insurance brokers for wealth planning 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?

Brighton Jones, headquartered in Seattle, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

New York leads with 246 headquartered companies, followed by Houston (160) and Dallas (136).

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 637 verified decision-maker contacts tracked across these 47 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 17, 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.