Company lists · Data refreshed September 2026

Top 25 Pension and retirement consulting firms based in Seattle, United States

Name: Pension and retirement consulting firms based in Seattle, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 29, 2026 39 companies tracked

RevenueBase identified 39 pension and retirement consulting firms headquartered in Seattle, United States as of September 2026 and tracks 4,751 professional contacts across them, including 3,365 with verified work emails. Across the United States, New York is the largest hub for this category (160 companies); Seattle has 39.

This list covers pension and retirement consulting firms headquartered in Seattle, 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 29, 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 29, 2026 86% judged on-target in blind review

39Companies

4,751Contacts tracked

3,365Verified emails

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The 25 largest pension and retirement consulting firms based in Seattle, United States

Ranked by team size

Top 25 of 39 pension and retirement consulting firms based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to pension and retirement consulting 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Milliman	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1,001-5,000	4,350 contacts →
	Partial evidence “Milliman is among the world’s largest independent actuarial and consulting firms.” Source: RevenueBase Database · checked Sep 29, 2026
2	NWPS	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	51-200	123 contacts →
	Partial evidence “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Source: RevenueBase Database · checked Sep 29, 2026
3	Massmutual Northwest	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	51-200	80 contacts →
	Indirect evidence “Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Northwest will help you take effective…” Source: RevenueBase Database · checked Sep 29, 2026
4	Pillar Financial Group	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	29 contacts →
	Partial evidence “Pillar Financial Group has over 200 years of combined experience in all areas of financial planning, including trust, fee based, advisory, business, retirement, tax strategies…” Source: RevenueBase Database · checked Sep 29, 2026
5	Leading Retirement Solutions	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Indirect evidence “Contact us at service@leadingretirement.com!” Source: RevenueBase Database · checked Sep 29, 2026
6	Hunnex & Shoemaker	Strong evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Strong evidence “Retirement Plan Consulting & Plan Administration A retirement plan is a guarantee for the future.” Source: RevenueBase Database · checked Sep 29, 2026
7	Garde Capital, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Indirect evidence “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Source: RevenueBase Database · checked Sep 29, 2026
8	The Simmons Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “The Simmons Group is dedicated to the financial success of our clients.” Source: RevenueBase Database · checked Sep 29, 2026
9	Ramsey & Associates, INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “When you want a personalized financial plan based on your goals and designed to deliver your vision, there’s only one choice: Ramsey & Associates, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
10	Greene Wealth Management, LLC	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Partial evidence “Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals…” Source: RevenueBase Database · checked Sep 29, 2026
11	Arrivity Financial Planning	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Life isn’t about how much money you have, make, or spend.” Source: RevenueBase Database · checked Sep 29, 2026
12	The Lyman Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 29, 2026
13	Northern Lights Advisors INC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Northern Lights Advisors is a Seattle-based financial advisory and planning firm specializing in the financial complexities that accompany the local tech ecosystem and high-income…” Source: RevenueBase Database · checked Sep 29, 2026
14	Wallingford Financial Services	Indirect evidence	Seattle, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
15	DPA Wealth Partners	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “We are a Seattle-based financial planning and investment management firm.” Source: RevenueBase Database · checked Sep 29, 2026
16	BT Family Advisors	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “We provide personalized financial and investment support for individuals and families.” Source: RevenueBase Database · checked Sep 29, 2026
17	Pacific Northwest Asset Management, LLC	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “It’s simple.” Source: RevenueBase Database · checked Sep 29, 2026
18	Oakwood Summit	Partial evidence	Seattle, United StatesHQ checked Sep 29, 2026	11-50	3 contacts →
	Partial evidence “Oakwood Summit is a strategic advisory firm specializing in advanced tax, retirement, and business planning for high-earning professionals and business owners.” Source: RevenueBase Database · checked Sep 29, 2026
19	Breakwater Investment Management	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.” Source: RevenueBase Database · checked Sep 29, 2026
20	The Boyle Group Wealth Management	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “We are a comprehensive wealth management firm specializing in asset management and retirement planning which can include investment strategy, income in retirement, tax efficiency…” Source: RevenueBase Database · checked Sep 29, 2026
21	Vinoble Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	11-50	2 contacts →
	Indirect evidence “As a financial and benefits consultancy, we have the complementary expertise and coordinated resources you need to feel comfortable and confident in your personal and professional…” Source: RevenueBase Database · checked Sep 29, 2026
22	The Capeloto & Hedrick CO	Partial evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Partial evidence “At The Capeloto Hedrick Co, we specialize in comprehensive financial planning, employer benefits consulting, and life transition strategies.” Source: RevenueBase Database · checked Sep 29, 2026
23	PNW Financial	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “PNW Financial of the Pacific Northwest is an independent, client-centered financial services firm that provides comprehensive financial and insurance services to businesses and…” Source: RevenueBase Database · checked Sep 29, 2026
24	Viceroy Investment Advisors LLC	Indirect evidence	Seattle, United StatesHQ checked Sep 29, 2026	1-10	2 contacts →
	Indirect evidence “Simply put, we provide advice on your investments and finances.” Source: RevenueBase Database · checked Sep 29, 2026
25	Pradel Financial Group	Indirect evidence	Seattle, WA, United StatesHQ checked Sep 29, 2026	1-10	1 contacts →
	Indirect evidence “Pradel Financial Group is an independent financial services company based in Seattle, Washington.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: pension and retirement consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names pension and retirement consulting firms.
Partial evidence: Its own public description names part of pension and retirement consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name pension and retirement consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 39 pension and retirement consulting firms based in Seattle, United States

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Pension and retirement consulting firms based in Seattle, United States at a glance

As of Sep 29, 2026

70.8%Verified-email coverage

121.8Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

1,001-5,000

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 39 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 pension and retirement consulting 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 Seattle, United States whose own description of what they do matches “pension and retirement consulting 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 pension and retirement consulting 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 pension and retirement consulting firms, and records with no verified work email. Companies headquartered outside Seattle 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, 3,365 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 29, 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.

Pension and retirement consulting 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 pension and retirement consulting 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 pension and retirement consulting firms are there based in Seattle, United States?

RevenueBase identified 39 pension and retirement consulting firms headquartered in Seattle, 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?

Milliman, headquartered in Seattle, tops this list with the largest team on record.

Which city in the United States has the most pension and retirement consulting firms?

New York leads the United States with 160 headquartered companies, followed by Houston (128) and Atlanta (101). Seattle has 39.

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 3,365 verified decision-maker contacts tracked across these 39 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 29, 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.