Company lists · Data refreshed September 2026

Top 25 Retirement planning companies based in Bellevue, United States

Name: Retirement planning companies based in Bellevue, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 58 companies tracked

RevenueBase identified 58 company matches for retirement planning companies associated with Bellevue, United States as of September 2026 and tracks 2,833 professional contacts across them, including 1,618 with verified work emails. Across the United States, New York is the largest hub for this category (242 companies); Bellevue has 58.

This list covers company matches for retirement planning companies associated with Bellevue, 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 19, 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 19, 2026 How this list was built

58Companies

2,833Contacts tracked

1,618Verified emails

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The 25 largest retirement planning companies based in Bellevue, United States

Ranked by team size

Top 25 of 58 company matches for retirement planning companies based in Bellevue, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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	Symetra	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1,001-5,000	2,501 contacts →
	Exact match “Symetra is a financial services company offering retirement solutions, life insurance and employee benefits that help you plan well, be well and live well.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	SCS	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	11-50	51 contacts →
	Exact match “At SCS, we develop enduring relationships with our clients by providing high quality guidance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Highland Private Wealth Management	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	11-50	35 contacts →
	Exact match “With wealth comes a host of new challenges and complexities.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Marsjewett Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	11-50	13 contacts →
	Exact match “MarsJewett is the financial advisory team that treats you like family.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Mainsail Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	11 contacts →
	Exact match “Your dedicated fee-only Bellevue financial advisory team for your retirement, your family, and your legacy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	The Annuity & Life Source, INC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “We're a leader in the financial services industry, and have been a partner to our financial advisors for over 25 years, growing practices through curated content and customized…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	EQ Wealth Management	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “You have questions - we have answers.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Consilio Wealth Advisors	Exact match	Bellevue, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “Experience the confidence you deserve.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Snider Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	9 contacts →
	Exact match “With Snider Financial Group, you have found a financial partner dedicated to your best interests.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Leverage Planners Wealth Managment	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Leverage Planners Wealth Management is an independent advisory firm based in Bellevue, Washington.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Stewart Financial Group	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	8 contacts →
	Exact match “Starting a relationship with a financial advisor is one of the most important things a person will do in their lifetime.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Stabler Wealth Management	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “At Stabler Wealth Management we provide comprehensive wealth management services to our clients to help them prepare for their financial future.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Boone Wealth Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We are craftsmen of the financial world, and our passion is serving our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Moser Wealth Advisors	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Based in Bellevue, Washington, Moser Wealth Advisors is a regionally owned and operated wealth management firm that combines a Certified Public Accounting firm and Registered…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Emerald Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Our firm was built for and around our clients.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Fulcrum Wealth Advisors	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Our Mission: To help protect, preserve, and grow family wealth as it pertains to our clients’ individual goals, dreams, and legacy.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Capital Planning LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “For over 30 years, Capital Planning has assisted corporate executives, business owners, entrepreneurs, and high net worth families build and preserve wealth by providing…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Sound Legacy Wealth Advisors, LLC	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	B3 Wealth Strategies	Exact match	Bellevue, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “At B3 Wealth Strategies, we believe clients benefit from a number of advantages when working with us, including finding balance in their strategies.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Kaufman Filppu Ford	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Kaufman Filppu Ford was founded to provide a coordinated approach to income tax, retirement, business, and estate planning for business owners, key executives, and other…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Keel Financial Partners	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Helping our clients navigate the waters of life and crafting customized plans to seek their desired destination.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Stickney Research	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “At Stickney Research, you’ll find a team of warm, caring professionals who understand the unique set of challenges that affluent people face.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Cultivant	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “We help business owners design and implement comprehensive financial strategies that will address all of their personal financial objectives.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	Cascade Guided Wealth	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “At Cascade Guided Wealth, we believe that knowledge is power.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Truewealth Financial Partners	Exact match	Bellevue, WA, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “At TrueWealth Financial Partners we're a team of financial planners in Bellevue Washington that build financial modeling for clients who are either close to retirement or in a…” Recorded in the RevenueBase company graph · Sep 19, 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 planning 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 58 retirement planning companies based in Bellevue, United States

See the full list, filter by size, metro and specialty, and access 1,618 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Retirement planning companies based in Bellevue, United States at a glance

As of Sep 19, 2026

57.1%Verified-email coverage

48.8Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Bellevue, so it is reported there. Company counts and contact totals on this page are exact for Bellevue, over 58 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 Bellevue, United States whose business descriptions match “retirement planning 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 1,618 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 19, 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 planning 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 “retirement planning companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many retirement planning companies are there based in Bellevue, United States?

RevenueBase identified 58 company matches for retirement planning companies associated with Bellevue, 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?

Symetra 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 planning companies?

New York leads the United States with 242 company records, followed by Houston (179) and Atlanta (157). Bellevue has 58.

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 1,618 professional contacts with verified work emails tracked across these 58 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 19, 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.