Company lists · Data refreshed October 2026

Top 25 Investment firms based in Bellevue, United States

Name: Investment firms based in Bellevue, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 51 companies tracked

RevenueBase identified 51 company matches for investment firms associated with Bellevue, United States as of October 2026 and tracks 582 professional contacts across them, including 347 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Bellevue has 51.

This list covers company matches for investment firms associated with Bellevue, 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 October 1, 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 Oct 1, 2026 How this list was built

51Companies

582Contacts tracked

347Verified emails

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The 25 largest investment firms based in Bellevue, United States

Ranked by team size

Top 25 of 51 company matches for investment firms based in Bellevue, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Coldstream	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	201-500	210 contacts →
	Exact match “Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	SCS	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	51 contacts →
	Exact match “At SCS, we develop enduring relationships with our clients by providing high quality guidance.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Evergreen Gavekal	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	38 contacts →
	Exact match “Since 1983, advisors at Evergreen Gavekal have put their clients’ interests above all else.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Highland Private Wealth Management	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	35 contacts →
	Exact match “With wealth comes a host of new challenges and complexities.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Concord Ventures	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	32 contacts →
	Exact match “In 2001, Concord Ventures was established to create a premier boutique investment banking firm representing business sellers in the to market price range in Industries including…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Tschetter Group	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	27 contacts →
	Exact match “Tschetter Group is an ensemble team of financial guides and investors using a value-based approach that gives people optimism about life and money.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Marsjewett Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “MarsJewett is the financial advisory team that treats you like family.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	EQ Wealth Management	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	10 contacts →
	Exact match “You have questions - we have answers.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Consilio Wealth Advisors	Exact match	Bellevue, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “Experience the confidence you deserve.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Leverage Planners Wealth Managment	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Stewart Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	8 contacts →
	Exact match “Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Stabler Wealth Management	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “At Stabler Wealth Management we provide comprehensive wealth management services to our clients to help them prepare for their financial future.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Boone Wealth Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “We are craftsmen of the financial world, and our passion is serving our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Emerald Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Our firm was built for and around our clients.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Fulcrum Wealth Advisors	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	6 contacts →
	Exact match “Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Capital Planning LLC	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	11-50	5 contacts →
	Exact match “For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	B3 Wealth Strategies	Exact match	Bellevue, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Cascade Guided Wealth	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “At Cascade Guided Wealth, we believe that knowledge is power.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Apella - Bellevue	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	51-200	3 contacts →
	Exact match “At Apella, our focus is You.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Winfield Equity	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Winfield is a private investment firm focused on opportunities in a broad range of industries.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
21	Bellevue Asset Management Wa-Llc	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Bellevue Asset Management LLC is an wealth manager overseeing more than $200 million in client assets.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Asset Management Strategies	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Our Mission is to help clients manage wealth for today and provide a legacy for tomorrow.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
23	Promenade Wealth, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “In 2020, I launched my own RIA firm with the goal of serving clients with uncompromising ethical standards.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Maclachlan Wealth Management LLC	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Wealth Management Company.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Meydenbauer Partners Capital	Exact match	Bellevue, WA, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Meydenbauer Partners Capital Meydenbauer Partners Capital is the investment arm of Meydenbauer Partners, focused on real estate and private equity.” Recorded in the RevenueBase company graph · Oct 1, 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 “investment firms”. 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 investment firms based in Bellevue, United States

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Investment firms based in Bellevue, United States at a glance

As of Oct 1, 2026

59.6%Verified-email coverage

11.4Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 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 Bellevue, United States whose business descriptions match “investment firms” 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 347 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 October 1, 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.

Investment firms 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 “investment firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment firms are there based in Bellevue, United States?

RevenueBase identified 51 company matches for investment firms associated with Bellevue, United States as of October 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?

Coldstream 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 investment firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Bellevue 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 347 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 October 1, 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 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.