Company lists · Data refreshed September 2026

Top 18 Millennial wealth management companies based in Bellevue, United States

Name: Millennial wealth management companies based in Bellevue, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 30 companies tracked

RevenueBase identified 30 company matches for millennial wealth management companies associated with Bellevue, United States as of September 2026 and tracks 305 professional contacts across them, including 171 with verified work emails. Across the United States, New York is the largest hub for this category (204 companies); Bellevue has 30.

This list covers company matches for millennial wealth management companies 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 September 17, 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 Sep 17, 2026 How this list was built

30Companies

305Contacts tracked

171Verified emails

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The 18 largest millennial wealth management companies based in Bellevue, United States

Ranked by team size

Top 18 of 30 company matches for millennial wealth management companies based in Bellevue, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	SCS	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
2	Evergreen Gavekal	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
3	Parcion Private Wealth	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	11-50	34 contacts →
	Exact match “Based in Bellevue, WA, and led by nationally ranked financial advisor Terry Cook, CFP® CIMA®, Parcion Private Wealth (Parcion) is an independent wealth management firm servicing…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Fortis Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	11-50	23 contacts →
	Exact match “Fortis Financial Group is a financial planning and wealth management firm that empowers and educates our clients to grow and protect their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Alterra Advisors	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Alterra Advisors is an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Auxano Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “Auxano Advisors is a multi-generational wealth management firm that promotes stewardship within our clients’ lives, to integrate their values and vision with their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Marsjewett Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “MarsJewett is the financial advisory team that treats you like family.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Cascade Wealth Strategies	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “Helping Clients Build, Manage and Protect their Wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Stabler Wealth Management	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
10	Moser Wealth Advisors	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Based in Bellevue, Washington, Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Fulcrum Wealth Advisors	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
12	Capital Planning LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
13	Sound Legacy Wealth Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Opal Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “At Opal Advisors, we help individuals and families with $1–5 million in investable assets answer one important question:"Am I on track to live the life I want?" Through…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	B3 Wealth Strategies	Exact match	Bellevue, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
16	Cascade Guided Wealth	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “At Cascade Guided Wealth, we believe that knowledge is power.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Asset Management Strategies	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 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 · Sep 17, 2026 · View company records in RevenueBase
18	Maclachlan Wealth Management LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Wealth Management Company.” Recorded in the RevenueBase company graph · Sep 17, 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 “millennial wealth management companies”. 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 18 of 30 millennial wealth management companies based in Bellevue, United States

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Millennial wealth management companies based in Bellevue, United States at a glance

As of Sep 17, 2026

56.1%Verified-email coverage

10.2Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

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 30 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 “millennial wealth management companies” 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 171 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 September 17, 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.

Millennial wealth management companies 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 “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many millennial wealth management companies are there based in Bellevue, United States?

RevenueBase identified 30 company matches for millennial wealth management companies associated with Bellevue, United States as of September 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?

SCS 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 millennial wealth management companies?

New York leads the United States with 204 company records, followed by Atlanta (103) and Houston (83). Bellevue has 30.

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 171 professional contacts with verified work emails tracked across these 30 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 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 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.