Company lists · Data refreshed September 2026

Top 25 Investment firms based in Bellevue, United States

RevenueBase identified 51 investment firms headquartered in Bellevue, United States as of September 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 (996 companies); Bellevue has 51.

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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 14, 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 14, 2026 86% judged on-target in blind review
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 investment firms based in Bellevue, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment firms: 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 14, 2026201-500210 contacts →

Indirect evidence

“Coldstream is an employee-owned financial services firm that’s been earning the trust of high net-worth clients since 1996.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5051 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5038 contacts →

Indirect evidence

“Since 1983, advisors at Evergreen Gavekal have put their clients’ interests above all else.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5035 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
5Strong evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5032 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5027 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“You have questions - we have answers.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceBellevue, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Experience the confidence you deserve.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 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 14, 2026
12Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 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 14, 2026
17Indirect evidenceBellevue, United StatesHQ checked Sep 14, 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 14, 2026
18Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 202651-2003 contacts →

Indirect evidence

“At Apella, our focus is You.”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-103 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
21Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 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 14, 2026
22Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
23Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
24Indirect evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“Wealth Management Company.”

Source: RevenueBase Database · checked Sep 14, 2026
25Strong evidenceBellevue, WA, United StatesHQ checked Sep 14, 20261-101 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 14, 2026

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 Sep 14, 2026
59.6%Verified-email coverage
11.4Average contacts per company
1-10Median size (employees)
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
36
11-50
11
51-200
1
201-500
1
1,001-5,000
1

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

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 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 “investment firms”. 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 investment firms), 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 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 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, 347 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 14, 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

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 investment firms, 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 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?

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

Which city in the United States has the most investment firms?

New York leads the United States with 996 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 347 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 14, 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.