{"id":18161,"date":"2025-05-12T15:54:19","date_gmt":"2025-05-12T15:54:19","guid":{"rendered":"https:\/\/pillarwm.com\/investment-firms\/?page_id=18161"},"modified":"2025-05-12T15:54:19","modified_gmt":"2025-05-12T15:54:19","slug":"seattle-to-consider","status":"publish","type":"page","link":"https:\/\/pillarwm.com\/investment-firms\/seattle-to-consider\/","title":{"rendered":"Investment Firms in Seattle To Consider"},"content":{"rendered":"\n<div class=\"gb-element-b5b2d16e\">\n<div><!-- HFCM by 99 Robots - Snippet # 4: Dynamic TOC -->\n<div class=\"toc-sidebar\" id=\"toc\">\r\n  <div class=\"toc-title\" onclick=\"toggleTOC()\">\r\n    Table of Content\r\n    <span class=\"toc-toggle-icon\">\u25bc<\/span>\r\n  <\/div>\r\n  <nav class=\"toc-nav\" id=\"toc-nav\"><\/nav>\r\n<\/div>\r\n\r\n\r\n<style>\r\n\/* TOC Sidebar *\/\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px;\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: 80vh;\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n.toc-sidebar {\r\n  position: sticky;\r\n  top: 100px; \/* Distance from top of viewport *\/\r\n  background: #fff;\r\n  border-left: 4px solid #0073aa;\r\n  padding: 15px;\r\n  font-family: 'Segoe UI', sans-serif;\r\n  font-size: 14px;\r\n  border-radius: 8px;\r\n  box-shadow: 0 2px 10px rgba(0, 0, 0, 0.08);\r\n  max-height: calc(100vh - 120px);\r\n  overflow-y: auto;\r\n  transition: all 0.3s ease;\r\n}\r\n\r\n\/* TOC title *\/\r\n.toc-title {\r\n  font-weight: bold;\r\n  font-size: 16px;\r\n  margin-bottom: 10px;\r\n  display: flex;\r\n  justify-content: space-between;\r\n  align-items: center;\r\n  cursor: pointer;\r\n}\r\n\r\n\/* Toggle icon *\/\r\n.toc-toggle-icon {\r\n  font-size: 14px;\r\n  transition: transform 0.3s ease;\r\n}\r\n\r\n.toc-collapsed .toc-toggle-icon {\r\n  transform: rotate(-90deg);\r\n}\r\n\r\n\/* Collapse behavior *\/\r\n.toc-collapsed #toc-nav {\r\n  max-height: 0;\r\n  opacity: 0;\r\n  overflow: hidden;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n#toc-nav {\r\n  max-height: 1000px;\r\n  transition: max-height 0.3s ease, opacity 0.3s ease;\r\n}\r\n\r\n\/* TOC links *\/\r\n.toc-nav a {\r\n  display: block;\r\n  margin-bottom: 6px;\r\n  color: #333;\r\n  text-decoration: none;\r\n  padding-left: 0;\r\n  transition: all 0.2s ease;\r\n}\r\n\r\n.toc-nav a:hover {\r\n  color: #0073aa;\r\n  padding-left: 5px;\r\n}\r\n\r\n\/* Indented H3 links *\/\r\n.toc-nav a.toc-h3 {\r\n  padding-left: 15px;\r\n  font-size: 13px;\r\n}\r\n\r\n\/* Hide on mobile *\/\r\n@media screen and (max-width: 768px) {\r\n  .toc-sidebar {\r\n    display: none;\r\n  }\r\n}\r\n<\/style>\r\n\r\n\n<!-- \/end HFCM by 99 Robots -->\n\n<\/div>\n\n\n\n<div>\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-78.png\" alt=\"Investment Firms in Seattle To Consider\" class=\"wp-image-45340\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-78.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/image-78-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When navigating the dynamic financial landscape of Seattle, aligning with an investment firm that understands your long-term goals can make a substantial difference. Whether you seek portfolio customization, strategic M&amp;A advisory, or comprehensive wealth planning, the city offers a variety of firms dedicated to helping clients make informed and effective financial decisions. The following firms provide a spectrum of services tailored to high-net-worth individuals, institutions, and businesses. Explore your options with these 10 investment firms in Seattle to consider.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc5cRdqnFjRG-r06y5wZTTr8hog20hOqGnwW1QWGEzSV0NvGplDFAsr_te2MU6-wK32CgYnVh2p-p_0dLwcgREuDe9wx-Q-gtWgAXl5ItRzviP3I9lFfERIOagabRpG-0KAbITJcQ.png\" alt=\"\" class=\"wp-image-45350\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc5cRdqnFjRG-r06y5wZTTr8hog20hOqGnwW1QWGEzSV0NvGplDFAsr_te2MU6-wK32CgYnVh2p-p_0dLwcgREuDe9wx-Q-gtWgAXl5ItRzviP3I9lFfERIOagabRpG-0KAbITJcQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc5cRdqnFjRG-r06y5wZTTr8hog20hOqGnwW1QWGEzSV0NvGplDFAsr_te2MU6-wK32CgYnVh2p-p_0dLwcgREuDe9wx-Q-gtWgAXl5ItRzviP3I9lFfERIOagabRpG-0KAbITJcQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Blakely Harbor Advisors<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Blakely Harbor Advisors is an independent investment advisory firm founded in 2009 by Elizabeth MacElwee Jones, CFA. With over three decades of investment experience, the firm specializes in designing tailored portfolios for endowments, nonprofits, and high-net-worth individuals. Their personalized approach emphasizes an understanding of each client\u2019s goals and values, resulting in investment strategies that are uniquely customized.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 754-308804<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> info@blakelyharboradvisors.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 800 5th Ave #4100, Seattle, WA 98104<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"http:\/\/www.blakelyharboradvisors.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> blakelyharboradvisors.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcPm6pzSh8l-JpwI-s5nx2Aw14BwigqToK0Gn2FSrFinaT-ovxO8CRjapX2t4ijAez1OOPgWoEiguzf7aHnHyoxQfg25mQhPKzg3M0k9rNopT2LfBfvNCLyVBjraBhysEi_MzwWmQ.png\" alt=\"\" class=\"wp-image-45344\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcPm6pzSh8l-JpwI-s5nx2Aw14BwigqToK0Gn2FSrFinaT-ovxO8CRjapX2t4ijAez1OOPgWoEiguzf7aHnHyoxQfg25mQhPKzg3M0k9rNopT2LfBfvNCLyVBjraBhysEi_MzwWmQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcPm6pzSh8l-JpwI-s5nx2Aw14BwigqToK0Gn2FSrFinaT-ovxO8CRjapX2t4ijAez1OOPgWoEiguzf7aHnHyoxQfg25mQhPKzg3M0k9rNopT2LfBfvNCLyVBjraBhysEi_MzwWmQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Steelhead Advisors<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Steelhead Advisors is a specialized investment banking firm based in Seattle, with a focus on M&amp;A advisory services for emerging tech companies. Founded by Gregory D. Rivers, the firm has completed over $8 billion in transactions and offers strategic mentorship to CEOs navigating growth and capital planning.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 415-448-5970<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> grivers@steelheadadvisors.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 800 2nd Ave, Seattle, WA 98104<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"http:\/\/steelheadadvisors.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> steelheadadvisors.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeAsesSewtG2PkmR3fa8wiHO1QMC6sifRbrwybyD8dJIaknAAy6TK9R6DJnFPRS-dYTjBCugMRXLBh_kG42-t6N0HXDt1pvKrX_pVCfPOWlR8HwJ8mbSP5rnxlpWH03SdbF_EMJ8g.png\" alt=\"\" class=\"wp-image-45347\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeAsesSewtG2PkmR3fa8wiHO1QMC6sifRbrwybyD8dJIaknAAy6TK9R6DJnFPRS-dYTjBCugMRXLBh_kG42-t6N0HXDt1pvKrX_pVCfPOWlR8HwJ8mbSP5rnxlpWH03SdbF_EMJ8g.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXeAsesSewtG2PkmR3fa8wiHO1QMC6sifRbrwybyD8dJIaknAAy6TK9R6DJnFPRS-dYTjBCugMRXLBh_kG42-t6N0HXDt1pvKrX_pVCfPOWlR8HwJ8mbSP5rnxlpWH03SdbF_EMJ8g-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Radicle Wealth Management<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Radicle Wealth Management, co-founded by Joshua W. Moullet and Shawn E. Contento, delivers comprehensive financial guidance through a value-driven lens. Based in Tacoma with operations in Seattle, they emphasize collaborative decision-making and view wealth management as a continuous life journey: Plant. Grow. Harvest. Repeat.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-922-2966<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> info@radiclewealth.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 701 5th Ave Suite 4200, Seattle, WA 98104<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"https:\/\/radiclewealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> radiclewealth.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdPY8oSyPaHaPDp2A1uSoWvVHsZjXU8iWr2TbY8bP2LZU6sUOGyARzimo3T_o9XlNCkSV0L62VObjC4FEZHETlswl97UnZbp4hw95lN20-hEZbTRJ5y1irp_fUgn89PiVKI86FkgQ.png\" alt=\"\" class=\"wp-image-45348\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdPY8oSyPaHaPDp2A1uSoWvVHsZjXU8iWr2TbY8bP2LZU6sUOGyARzimo3T_o9XlNCkSV0L62VObjC4FEZHETlswl97UnZbp4hw95lN20-hEZbTRJ5y1irp_fUgn89PiVKI86FkgQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdPY8oSyPaHaPDp2A1uSoWvVHsZjXU8iWr2TbY8bP2LZU6sUOGyARzimo3T_o9XlNCkSV0L62VObjC4FEZHETlswl97UnZbp4hw95lN20-hEZbTRJ5y1irp_fUgn89PiVKI86FkgQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>4. Empirical Wealth Management<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Founded in 2006, Empirical Wealth Management offers a broad spectrum of financial services including investment management, estate planning, and executive compensation consulting. With nearly $7 billion in assets under management, they operate across six states with a team of over 90 professionals rooted in academically grounded strategies.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-923-3474<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> info@empirical.net<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 1420 5th Ave #3150, Seattle, WA 98101<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"https:\/\/www.empirical.net\/\" rel=\"nofollow noopener\" target=\"_blank\"> empirical.net<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdK5Hf_kukaQ29aRVUpNtrv2njrGNceMMX0B-RLM3fZrZrUyLIFVcPjUaEytizqvrLfafTVyQ5krNNKQfckKJcmUxAmIXafnOKIETrGFaH1zzEp8GE5ebwZR8FYhW6XtFkMpehm.png\" alt=\"\" class=\"wp-image-45352\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdK5Hf_kukaQ29aRVUpNtrv2njrGNceMMX0B-RLM3fZrZrUyLIFVcPjUaEytizqvrLfafTVyQ5krNNKQfckKJcmUxAmIXafnOKIETrGFaH1zzEp8GE5ebwZR8FYhW6XtFkMpehm.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdK5Hf_kukaQ29aRVUpNtrv2njrGNceMMX0B-RLM3fZrZrUyLIFVcPjUaEytizqvrLfafTVyQ5krNNKQfckKJcmUxAmIXafnOKIETrGFaH1zzEp8GE5ebwZR8FYhW6XtFkMpehm-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>5. Sapling Wealth Management, LLC<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Founded in 2010 by former Wall Street analyst Will Hicks, Sapling Wealth Management provides personalized advisory services for clients with under $5 million in liquid assets. They specialize in 401(k) consulting and individualized portfolio planning, with a focus on transparency and integrity.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-622-1210<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> will@saplingwealth.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 600 University St #1901, Seattle, WA 98101<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"https:\/\/www.saplingwealth.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> saplingwealth.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdNPIbnnP2ilNtuF7e2-kspd5h_b-_e0pzexBVVlS1SsxSV6OWZ4_dwezD-4dGKxMkroXeNly1eElb2GMdV-qxdITKTQNNxebssylKWWzfD_uh_1te8NU6vJIzJZLqa7r0QID0q.png\" alt=\"\" class=\"wp-image-45349\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdNPIbnnP2ilNtuF7e2-kspd5h_b-_e0pzexBVVlS1SsxSV6OWZ4_dwezD-4dGKxMkroXeNly1eElb2GMdV-qxdITKTQNNxebssylKWWzfD_uh_1te8NU6vJIzJZLqa7r0QID0q.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdNPIbnnP2ilNtuF7e2-kspd5h_b-_e0pzexBVVlS1SsxSV6OWZ4_dwezD-4dGKxMkroXeNly1eElb2GMdV-qxdITKTQNNxebssylKWWzfD_uh_1te8NU6vJIzJZLqa7r0QID0q-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>6. Greene Wealth Management LLC<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Greene Wealth Management delivers customized investment advisory services from its downtown Seattle office. The firm prioritizes client-centric strategies built on open communication and tailored planning.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-623-2200<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> kirkg@greenewealthmgmt.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 1301 5th Ave, Seattle, WA 98101<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"http:\/\/www.greenewealthmgmt.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> greenewealthmgmt.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcuaAaxEaik7hO3pfVpt8SPoVkoA1r-ZSCth9EwvKCZjZe3kNxigCSSfkoXNj8uSwENJXt1UX9eCaJjDB2EPTHJxrmSoB0HG8p9oZmu_hC7_h_W87-ayCtc6XbQEAamGkbEwnDKYQ.png\" alt=\"\" class=\"wp-image-45343\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcuaAaxEaik7hO3pfVpt8SPoVkoA1r-ZSCth9EwvKCZjZe3kNxigCSSfkoXNj8uSwENJXt1UX9eCaJjDB2EPTHJxrmSoB0HG8p9oZmu_hC7_h_W87-ayCtc6XbQEAamGkbEwnDKYQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXcuaAaxEaik7hO3pfVpt8SPoVkoA1r-ZSCth9EwvKCZjZe3kNxigCSSfkoXNj8uSwENJXt1UX9eCaJjDB2EPTHJxrmSoB0HG8p9oZmu_hC7_h_W87-ayCtc6XbQEAamGkbEwnDKYQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>7. Badgley Phelps Wealth Managers<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Since 1966, Badgley Phelps has served a diverse client base including individuals, corporations, and foundations. Their in-house research and custom portfolios are built to align with each client&#8217;s long-term objectives. In 2021, they joined Focus Financial to broaden their capabilities.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-623-6172<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> info@badgley.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 1420 5th Ave, Seattle, WA 98101<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"http:\/\/www.badgley.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> badgley.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc_481VstPbo_uX-dZjuEFFPq_PUZFqhY8PVaX46WgcBYN7d1UV6R2vyz8lIbP5WcCQJTbHI5-DceptsZnfxT11hc5Agmhir1XIM9S4Sr0_6sqUe-CSkbK_mDRNsd5ugEu1KoVo.png\" alt=\"\" class=\"wp-image-45346\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc_481VstPbo_uX-dZjuEFFPq_PUZFqhY8PVaX46WgcBYN7d1UV6R2vyz8lIbP5WcCQJTbHI5-DceptsZnfxT11hc5Agmhir1XIM9S4Sr0_6sqUe-CSkbK_mDRNsd5ugEu1KoVo.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXc_481VstPbo_uX-dZjuEFFPq_PUZFqhY8PVaX46WgcBYN7d1UV6R2vyz8lIbP5WcCQJTbHI5-DceptsZnfxT11hc5Agmhir1XIM9S4Sr0_6sqUe-CSkbK_mDRNsd5ugEu1KoVo-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>8. Pacific Portfolio Consulting LLC<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Managing over $4.8 billion in assets, Pacific Portfolio Consulting provides clients with a full suite of services ranging from portfolio management to institutional retirement strategies. Established in 1992, the firm aims to support financial independence with thoughtful guidance.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-623-6641<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> larry@pacific-portfolio.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 450 Alaskan Way S, Seattle, WA 98104<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"https:\/\/www.pacific-portfolio.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> pacific-portfolio.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdy7fMCdTElYq8YrrUVW4ZNUO3Fv4KV0hL02nvhy4YHj_Gs7ioGSN3SVkLGXREburTicqQeuO5q3g53e2MPIldIeh2Z9nTtCXOWMoYYLD6EThOkGCjsR0Ry3s6YtpaDvIZX54YhyQ.png\" alt=\"\" class=\"wp-image-45345\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdy7fMCdTElYq8YrrUVW4ZNUO3Fv4KV0hL02nvhy4YHj_Gs7ioGSN3SVkLGXREburTicqQeuO5q3g53e2MPIldIeh2Z9nTtCXOWMoYYLD6EThOkGCjsR0Ry3s6YtpaDvIZX54YhyQ.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdy7fMCdTElYq8YrrUVW4ZNUO3Fv4KV0hL02nvhy4YHj_Gs7ioGSN3SVkLGXREburTicqQeuO5q3g53e2MPIldIeh2Z9nTtCXOWMoYYLD6EThOkGCjsR0Ry3s6YtpaDvIZX54YhyQ-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>9. Madison Park Capital Advisors LLC<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Madison Park Capital Advisors delivers tailored wealth management services for clients locally and internationally. Their team of experienced professionals emphasizes unbiased, comprehensive advice to meet a variety of personal and institutional financial needs.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-623-6722<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> dan@madisonparkca.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 701 5th Ave #4200, Seattle, WA 98104<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"http:\/\/www.madisonparkca.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> madisonparkca.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"712\" height=\"430\" src=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdF_xR-C3lf35dGVy5qq75hoS-pIoPR8wgaeF2MaWAq-aZuFVn5OMH2Mmz1ge0S-7ROoUmFJVfe0MbuxzpvRV5b9AwDEzI8eLsb2wUXUsojARP3gmC6YCX4Jqu6Tp5bxgRQCMGrag.png\" alt=\"\" class=\"wp-image-45351\" srcset=\"https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdF_xR-C3lf35dGVy5qq75hoS-pIoPR8wgaeF2MaWAq-aZuFVn5OMH2Mmz1ge0S-7ROoUmFJVfe0MbuxzpvRV5b9AwDEzI8eLsb2wUXUsojARP3gmC6YCX4Jqu6Tp5bxgRQCMGrag.png 712w, https:\/\/pillarwm.com\/investment-firms\/wp-content\/uploads\/2025\/05\/AD_4nXdF_xR-C3lf35dGVy5qq75hoS-pIoPR8wgaeF2MaWAq-aZuFVn5OMH2Mmz1ge0S-7ROoUmFJVfe0MbuxzpvRV5b9AwDEzI8eLsb2wUXUsojARP3gmC6YCX4Jqu6Tp5bxgRQCMGrag-600x362.png 600w\" sizes=\"(max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>10. Breakwater Investment Management<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Breakwater Investment Management provides fee-only advisory services, including financial planning, investment management, and trust services. Their client-first approach ensures personalized attention and a focus on transparency for individuals and families navigating complex wealth issues.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phone:<\/strong> 206-624-9000<br><\/li>\n\n\n\n<li><strong>Email:<\/strong> manageraddy@breakwater.com<br><\/li>\n\n\n\n<li><strong>Address:<\/strong> 2033 6th Ave Suite 1010, Seattle, WA 98154<br><\/li>\n\n\n\n<li><strong>Website:<\/strong><a href=\"https:\/\/www.breakwater.com\/\" rel=\"nofollow noopener\" target=\"_blank\"> breakwater.com<br><\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Seattle offers a diverse landscape of investment firms, each with its own philosophy, specialties, and service models. Whether you\u2019re looking to grow a personal portfolio, guide a foundation\u2019s assets, or explore strategic business exits, these firms provide a range of opportunities tailored to a variety of client needs. Consider these investment firms in your search for dedicated and insightful financial partnership.<\/p>\n\n\n<!-- HFCM by 99 Robots - Snippet # 1: Awards Layout -->\n<div id=\"badge\" class=\"badge_section\">\r\n<span class=\"badge_heading\"><b>Is your business featured in this article?<\/b><\/span>\r\n<p class=\"badge_text\">Showcase your recognition by adding our award badge to your website! 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