Company lists · Data refreshed September 2026

Top 24 Investment firms based in Bellevue, United States

RevenueBase identified 51 investment firms headquartered in Bellevue, United States as of September 2026 and tracks 371 professional contacts across them, including 141 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
51Companies
371Contacts tracked
141Verified emails
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The 24 largest investment firms based in Bellevue, United States

Ranked by team size
Top 24 of 51 investment firms based in Bellevue, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
SCSIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 202611-5050

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

Source: company website · checked Sep 4, 2026
2
Concord VenturesStrong evidence
Bellevue, WA, United StatesHQ checked Sep 4, 202611-5031

“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…”

Source: company website · checked Sep 4, 2026
3
Tschetter GroupIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 202611-5027

“Tschetter Group is an ensemble team of financial guides and investors using a value-based approach that gives people optimism about life and money.”

Source: company website · checked Sep 4, 2026
4
Marsjewett Financial GroupIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 202611-5013

“MarsJewett is the financial advisory team that treats you like family.”

Source: company website · checked Sep 4, 2026
5
EQ Wealth ManagementIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 202611-5010

“You have questions - we have answers.”

Source: company website · checked Sep 4, 2026
6
Stabler Wealth ManagementIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-109

“At Stabler Wealth Management we provide comprehensive wealth management services to our clients to help them prepare for their financial future.”

Source: company website · checked Sep 4, 2026
7
Consilio Wealth AdvisorsIndirect evidence
Bellevue, United StatesHQ checked Sep 4, 20261-109

“Experience the confidence you deserve.”

Source: company website · checked Sep 4, 2026
8
Stewart Financial GroupIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-109

“Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime.”

Source: company website · checked Sep 4, 2026
9
Ascent Wealth SolutionsIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-108

“We invite you to discover and experience the power of our services.”

Source: company website · checked Sep 4, 2026
10
Boone Wealth Advisors, LLCIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-107

“We are craftsmen of the financial world, and our passion is serving our clients.”

Source: company website · checked Sep 4, 2026
11
Emerald Advisors, LLCIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-106

“Our firm was built for and around our clients.”

Source: company website · checked Sep 4, 2026
12
Capital Planning LLCIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 202611-505

“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: company website · checked Sep 4, 2026
13
B3 Wealth StrategiesIndirect evidence
Bellevue, United StatesHQ checked Sep 4, 20261-105

“At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies.”

Source: company website · checked Sep 4, 2026
14
Fulcrum Wealth AdvisorsIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-105

“Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.”

Source: company website · checked Sep 4, 2026
15
Cascade Guided WealthIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-103

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

Source: company website · checked Sep 4, 2026
16
Apella - BellevueIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 202651-2003

“At Apella, our focus is You.”

Source: company website · checked Sep 4, 2026
17
Winfield EquityStrong evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-103

“Winfield is a private investment firm focused on opportunities in a broad range of industries.”

Source: company website · checked Sep 4, 2026
18Bellevue, WA, United StatesHQ checked Sep 4, 20261-102

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

Source: company website · checked Sep 4, 2026
19
Asset Management StrategiesIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-102

“Our Mission is to help clients manage wealth for today and provide a legacy for tomorrow.”

Source: company website · checked Sep 4, 2026
20Bellevue, WA, United StatesHQ checked Sep 4, 20261-101

“Wealth Management Company.”

Source: company website · checked Sep 4, 2026
21Bellevue, WA, United StatesHQ checked Sep 4, 20261-101

“Meydenbauer Partners Capital Meydenbauer Partners Capital is the investment arm of Meydenbauer Partners, focused on real estate and private equity.”

Source: company website · checked Sep 4, 2026
22
Hara CapitalStrong evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-101

“Hara Capital is an investment manager to wealthy families and foundations.”

Source: company website · checked Sep 4, 2026
23
Promenade Wealth, LLCIndirect evidence
Bellevue, WA, United StatesHQ checked Sep 4, 20261-101

“In 2020, I launched my own RIA firm with the goal of serving clients with uncompromising ethical standards.”

Source: company website · checked Sep 4, 2026
24Bellevue, WA, United StatesHQ checked Sep 4, 20261-101

“Fee Only Registered Investment Advisor providing comprehensive wealth management services”

Source: company website · checked Sep 4, 2026

Showing 24 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 Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
35
11-50
12
51-200
2
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than this city, 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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 141 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 4, 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.

Investment firms by metro in the United States

Frequently asked

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

RevenueBase identified 51 investment firms 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 investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 141 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 4, 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.