Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in Seattle, United States

Name: Millennial wealth management companies 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 34 companies tracked

RevenueBase identified 34 company matches for millennial wealth management companies associated with Seattle, United States as of September 2026 and tracks 512 professional contacts across them, including 323 with verified work emails. Across the United States, New York is the largest hub for this category (204 companies); Seattle has 34.

This list covers company matches for millennial wealth management companies associated with Seattle, 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

34Companies

512Contacts tracked

323Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest millennial wealth management companies based in Seattle, United States

Ranked by team size

Top 25 of 34 company matches for millennial wealth management companies based in Seattle, 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	Laird Norton Wetherby	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	51-200	151 contacts →
	Exact match “Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Freestone Capital Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	51-200	142 contacts →
	Exact match “Freestone is an independent, fee-only wealth advisor to select high net worth individuals and families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Badgley Phelps Wealth Managers	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	11-50	45 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Merriman Wealth Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	51-200	28 contacts →
	Exact match “Wealth is the ability to fully experience life."-Thoreau At Merriman, we manage your wealth so you can lead your best life.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Hohimer Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	11-50	14 contacts →
	Exact match “We are a Seattle based Wealth Management firm specializing in a White Glove / High Touch Experience for High Net Worth Individuals seeking the opportunity to work with a Firm…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Fulcrum Capital	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “Fulcrum Capital is a 100% independently owned, wealth management firm founded in 2007.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Pioneer Square Advisors, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	11-50	13 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Prince Financial Services	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	11-50	12 contacts →
	Exact match “We help successful professionals, businesses, & families achieve financial freedom that supports lasting legacies.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Pacific Portfolio Consulting, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	11-50	11 contacts →
	Exact match “With over 20 years in the field of providing comprehensive financial guidance to individuals, families, and institutions, Pacific Portfolio’s team of advisors is personally and…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Prospero Wealth	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	9 contacts →
	Exact match “Financial planning and asset management for busy tech professionals.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Arrivity Financial Planning	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Life isn’t about how much money you have, make, or spend.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Bear Mountain Capital INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	The Lyman Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “The Lyman Group is a relationship-focused firm with 50 years of experience in asking the right questions, navigating choices, and creating financial strategies that advocate for…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	BT Family Advisors	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “We provide personalized financial and investment support for individuals and families.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Baker Ellis Asset Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Humanize Wealth	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Do more than grow your wealth - Humanize it.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Breakwater Investment Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	3 contacts →
	Exact match “Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Crafted Finance	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “A different approach to financial planning and investments, Crafted Finance is about giving clients financial advice and services they love.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Adams Financial Concepts, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Adams Financial Concepts, LLC was founded in by A.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Duncan & Haley, LTD	Exact match	Seattle, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Passage Wealth Advisors, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Passage Wealth Advisors, LLC is an independently owned wealth management firm providing quality investment advice and a broad array of sophisticated financial solutions for…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	CI Columbia Pacific Private Wealth	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	11-50	1 contacts →
	Exact match “Columbia Pacific Wealth Management (CPWM) provides comprehensive personal financial management solutions and investment opportunities for high net worth families and institutions.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Ignite Financial Planning, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Ignite Financial Planning, LLC is an independent financial planning firm headquartered in Seattle, WA.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Evergreen Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Evergreen Wealth Management an independent wealth management company based in Seattle.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	Vertical Ascent Wealth Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “A wealth management company providing stability, clarity and tranquility to our client's financial lives.” 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 25 of 34 millennial wealth management companies based in Seattle, United States

See the full list, filter by size, metro and specialty, and access 323 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

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

As of Sep 17, 2026

63.1%Verified-email coverage

15.1Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 34 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 Seattle, 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 323 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 Seattle, United States?

RevenueBase identified 34 company matches for millennial wealth management companies associated with Seattle, 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?

Laird Norton Wetherby 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). Seattle has 34.

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 323 professional contacts with verified work emails tracked across these 34 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.

Ready to reach these companies? Verified emails and direct dials for all 34 millennial wealth management companies based in Seattle, United States. Start with a free account, no credit card.

Download this list →

Related lists

Millennial wealth management companies by geography

Browse the directory

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.