Company lists · Data refreshed September 2026

Top 25 Personal financial coaches based in Seattle, United States

RevenueBase identified 57 personal financial coaches headquartered in Seattle, United States as of September 2026 and tracks 673 professional contacts across them, including 446 with verified work emails. New York is the largest hub.

This list covers personal financial coaches 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 20, 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 20, 2026 86% judged on-target in blind review
57Companies
673Contacts tracked
446Verified emails
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The 25 largest personal financial coaches based in Seattle, United States

Ranked by team size
Top 25 of 57 personal financial coaches based in Seattle, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial coaches: 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 20, 2026201-500349 contacts →

Indirect evidence

“Whether you want to save for the future or celebrate today, give back to the community or explore the globe, your values are every bit as unique as your fingerprints.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 202651-200117 contacts →

Partial evidence

“Complete financial peace of mind.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceSeattle, WA, United StatesHQ checked Sep 20, 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 20, 2026
4Indirect evidenceSeattle, WA, United StatesHQ checked Sep 20, 202611-5014 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-1011 contacts →

Partial evidence

“Wise Planning's holistic financial planning process helps people make informed financial choices and reach their goals.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceSeattle, WA, United StatesHQ checked Sep 20, 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 20, 2026
7Indirect evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-108 contacts →

Indirect evidence

“We have been entrusted with a great responsibility… At SoundView Advisors, we carry a strong conviction that your life is inherently valuable.”

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-108 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-107 contacts →

Partial evidence

Financial Planning that doesn't suck.”

Source: RevenueBase Database · checked Sep 20, 2026
10Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-107 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
11Strong evidenceSeattle, WA, United StatesHQ checked Sep 20, 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 20, 2026
12Indirect evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“We are a holistic wealth management firm that strives to provide top-tier financial planning and investment management services to our diverse client base.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“At Bond Financial we are passionate about helping people.”

Source: RevenueBase Database · checked Sep 20, 2026
15Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 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 20, 2026
16Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 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 20, 2026
17Indirect evidenceSeattle, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
19Strong evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
20Indirect evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“It’s simple.”

Source: RevenueBase Database · checked Sep 20, 2026
21Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Breakwater Investment Management is a boutique financial planning and investment advisory firm based in Seattle.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 202611-503 contacts →

Partial evidence

Financial Well-Being, For Everyone We help individuals, families and companies develop a plan to achieve greater financial well-being.”

Source: RevenueBase Database · checked Sep 20, 2026
23Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“We are an independent wealth management team providing thoughtful, timely & carefully considered solutions for all aspects of our clients' financial lives.”

Source: RevenueBase Database · checked Sep 20, 2026
24Partial evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“A different approach to financial planning and investments, Crafted Finance is about giving clients financial advice and services they love.”

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceSeattle, WA, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“One Day Wealth helps you get more out of life by empowering you to take control of your finances, freeing you to do the things that matter to you most.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 57 personal financial coaches based in Seattle, United States

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Personal financial coaches based in Seattle, United States at a glance

As of Sep 20, 2026
66.3%Verified-email coverage
11.8Average contacts per company
1-10Median size (employees)
403.5%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
50
11-50
5
51-200
1
201-500
1

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 57 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 coaches, 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 coaches”. 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 coaches), 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 coaches, 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, 446 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 20, 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 coaches 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 coaches, 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 coaches are there based in Seattle, United States?

RevenueBase identified 57 personal financial coaches 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?

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

Which city has the most personal financial coaches?

New York leads with 230 headquartered companies, followed by Atlanta (179) and Houston (156).

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 446 verified decision-maker contacts tracked across these 57 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 20, 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.