Company lists · Data refreshed September 2026

Top 25 Retirement plan advisors based in Seattle, United States

Name: Retirement plan advisors based in Seattle, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 96 companies tracked

RevenueBase identified 96 company matches for retirement plan advisors associated with Seattle, United States as of September 2026 and tracks 1,213 professional contacts across them, including 681 with verified work emails. Across the United States, New York is the largest hub for this category (398 companies); Seattle has 96.

This list covers company matches for retirement plan advisors 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 21, 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 21, 2026 How this list was built

96Companies

1,213Contacts tracked

681Verified emails

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The 25 largest retirement plan advisors based in Seattle, United States

Ranked by team size

Top 25 of 96 company matches for retirement plan advisors based in Seattle, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Brighton Jones	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	201-500	349 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Laird Norton Wetherby	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
3	NWPS	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	123 contacts →
	Exact match “Advisors want a retirement plan provider who gets their client's needs, takes care of the details and offers proactive support.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Massmutual Northwest	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	80 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Badgley Phelps Wealth Managers	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
6	Pillar Financial Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	29 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Mcadams Wright Ragen	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	51-200	26 contacts →
	Exact match “McAdams Wright Ragen, Inc.(MWR) is a majority employee-owned investment firm headquartered in the Pacific Northwest, with client assets under management of approximately $8…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Leading Retirement Solutions	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	22 contacts →
	Exact match “Contact us at service@leadingretirement.com!” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	First Hill Trust Company	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “At First Hill Trust Company, we deliver retirement, fiduciary, and employee benefit solutions that simplify plan management, reduce compliance risk, and strengthen employee…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Hunnex & Shoemaker	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	18 contacts →
	Exact match “Retirement Plan Consulting & Plan Administration A retirement plan is a guarantee for the future.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Garde Capital, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	15 contacts →
	Exact match “At Garde Capital, learning your story is our primary concern and the advice we provide will grow from there.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Fulcrum Capital	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
13	Pioneer Square Advisors, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
14	Prince Financial Services	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
15	Pacific Portfolio Consulting, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
16	Elliott Cove Capital Management	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “Partnership & Performance Elliott Cove Capital Management is a Northwest based investment partner.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Soundview Advisors	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “We have been entrusted with a great responsibility… At SoundView Advisors, we carry a strong conviction that your life is inherently valuable.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Kutscher Benner Barsness & Stevens, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “KBBS offers just one service: interdisciplinary financial counsel.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Joshua Green Corporation	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Joshua Green Corporation is a Investment Management company located in 1425 4th Ave Ste 420, Seattle, WA, United States.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	Aspire Capital Advisors LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “At Aspire Capital Advisors, we’re honored to help businesses, non-profits and individuals plan, manage and work toward their financial goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	The Simmons Group	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “The Simmons Group is dedicated to the financial success of our clients.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Ramsey & Associates, INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Greene Wealth Management, LLC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Greene Wealth Management is a privately held independent Registered Investment Advisor providing financial planning, consulting, and investment management services to individuals…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	Arrivity Financial Planning	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
25	Bear Mountain Capital INC	Exact match	Seattle, WA, United StatesHQ recorded Sep 21, 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 21, 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 “retirement plan advisors”. 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 96 retirement plan advisors based in Seattle, United States

See the full list, filter by size, metro and specialty, and access 681 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement plan advisors based in Seattle, United States at a glance

As of Sep 21, 2026

56.1%Verified-email coverage

12.6Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 96 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 “retirement plan advisors” 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 681 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 21, 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.

Retirement plan advisors 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 “retirement plan advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement plan advisors are there based in Seattle, United States?

RevenueBase identified 96 company matches for retirement plan advisors 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?

Brighton Jones 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 retirement plan advisors?

New York leads the United States with 398 company records, followed by Houston (260) and Atlanta (253). Seattle has 96.

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 681 professional contacts with verified work emails tracked across these 96 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 21, 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.