Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Seattle, United States

RevenueBase identified 82 personal financial accounting firms headquartered in Seattle, United States as of September 2026 and tracks 372 professional contacts across them, including 172 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); Seattle has 82.

This list covers personal financial accounting 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
82Companies
372Contacts tracked
172Verified emails
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The 25 largest personal financial accounting firms based in Seattle, United States

Ranked by team size
Top 25 of 82 personal financial accounting 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 personal financial accounting 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 evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5043 contacts →

Indirect evidence

“Hagen Kurth Perman, CPAs has been serving the Puget Sound region for more than 40 years.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5015 contacts →

Partial evidence

“Washington Tax Services is a financial services company based out of 506 2nd Ave S.#1010, Seattle, Washington 98104”

Source: RevenueBase Database · checked Sep 29, 2026
3Indirect evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5015 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
4Indirect evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-1013 contacts →

Indirect evidence

“We understand that all businesses start with people and ideas.”

Source: RevenueBase Database · checked Sep 29, 2026
5Indirect evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5012 contacts →

Indirect evidence

“Hawthorne & Co.”

Source: RevenueBase Database · checked Sep 29, 2026
6Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Partial evidence

“The principals and employees of Hunt Jackson, PLLC are committed to operating a full-service accounting firm that blends the in-depth competence of seasoned professionals with the…”

Source: RevenueBase Database · checked Sep 29, 2026
7Strong evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5011 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 29, 2026
8Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“WZB is a full service public accounting firm located in Seattle, Washington.”

Source: RevenueBase Database · checked Sep 29, 2026
9Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-5010 contacts →

Partial evidence

“King & Oliason is a Seattle tax accounting firm specializing in tax consulting and tax return preparation for high net worth individuals, their families, non-profit organizations…”

Source: RevenueBase Database · checked Sep 29, 2026
10Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-108 contacts →

Partial evidence

“KBBS offers just one service: interdisciplinary financial counsel.”

Source: RevenueBase Database · checked Sep 29, 2026
11Indirect evidenceSeattle, WA, United StatesHQ checked Sep 29, 202611-507 contacts →

Indirect evidence

“Minar Northey, CPA’s is a company based out of 100 W HARRISON ST, Seattle, Washington, United States.”

Source: RevenueBase Database · checked Sep 29, 2026
12Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“At Aspire Capital Advisors, we’re honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals.”

Source: RevenueBase Database · checked Sep 29, 2026
13Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-107 contacts →

Partial evidence

“The Simmons Group is dedicated to the financial success of our clients.”

Source: RevenueBase Database · checked Sep 29, 2026
14Strong evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-107 contacts →

Strong 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
15Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-107 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
16Indirect evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-106 contacts →

Indirect evidence

“Life isn’t about how much money you have, make, or spend.”

Source: RevenueBase Database · checked Sep 29, 2026
17Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-106 contacts →

Partial 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
18Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial evidence

“Whether you're launching a startup, scaling a growing business, or leading an established enterprise, we're here to elevate your financial management.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-105 contacts →

Partial 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
20Indirect evidenceSeattle, United StatesHQ checked Sep 29, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 29, 2026
21Partial evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-104 contacts →

Partial evidence

“We are a Seattle-based financial planning and investment management firm.”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceSeattle, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“At The Myers Associates we believe in the value of relationships.”

Source: RevenueBase Database · checked Sep 29, 2026
23Strong evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-104 contacts →

Strong evidence

“We provide personalized financial and investment support for individuals and families.”

Source: RevenueBase Database · checked Sep 29, 2026
24Indirect evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“It’s simple.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceSeattle, WA, United StatesHQ checked Sep 29, 20261-104 contacts →

Indirect evidence

“Tax and Wealth Advisory Formed in 2002 to continue the Pacific Northwest Private Client Services practice at Andersen, RAUPC helps individuals and families maximize their wealth…”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 82 personal financial accounting firms based in Seattle, United States

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Personal financial accounting firms based in Seattle, United States at a glance

As of Sep 29, 2026
46.2%Verified-email coverage
4.5Average contacts per company
1-10Median size (employees)
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
65
11-50
17

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 82 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 personal financial accounting 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 “personal financial accounting 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 personal financial accounting 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 personal financial accounting 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, 172 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.

Personal financial accounting 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 personal financial accounting 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 personal financial accounting firms are there based in Seattle, United States?

RevenueBase identified 82 personal financial accounting 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?

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

Which city in the United States has the most personal financial accounting firms?

New York leads the United States with 443 headquartered companies, followed by Houston (290) and Atlanta (244). Seattle has 82.

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 172 verified decision-maker contacts tracked across these 82 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.