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Home > Financial Consulting Firms > Best Financial Consulting Firms in Seattle, WA 2021

Best Financial Consulting Firms in Seattle, WA 2021

There is a growing feeling of anxiety revolving around financial stability. This topic has been long dreaded by many due to its complex nature. But experts said that people need to learn to invest more. This call is even more relevant after it was revealed that the median savings of American households is only $4,833. There are many factors that affect this so there is a need to have a professional handy so they can properly guide and educate those in need.

Surveys also highlighted the need for people to take financial planning seriously. Numbers revealed 58% of Americans have only $1,000 in savings. Another survey also revealed that 20% of the population does not allocate their annual income into savings. Lastly, it was found that only a quarter of Americans have a written financial plan. 

It’s not too late! For those in Seattle, Washington, here are some of the best financial consulting firms that can help reach people and businesses to achieve financial stability.

Best Financial Consulting Firms in Seattle, WA 2021

Russell Investments

With more than 80 years of experience, Russell Investments is a global investment manager dedicated to helping investors reach their long-term goals.

Russell Investments wants its clients to get off using emotions when picking investments and start thinking strategically. It started 84 years ago in 1936 when it was formed by Frank Russell. The company is considered as the pioneer institutional investment consulting firm when it launched the service 51 years ago. It then started offering multi-asset portfolios 35 years ago to individual consumers. In the 21st century, Russell Investments is a company with $2.5 trillion in assets under advice and $270.1 billion in assets under management. 

Russell Investments caters to both individual and institutional investors. For individual investors, it offers services including tax-managed investments, fund performance & pricing, defined contribution solutions and model portfolios. Institutional investors, on the other hand, can avail of outsourced CIO, customized portfolio services and funds & strategies planning. This Seattle company also offers investment programs like defined benefit plans and defined contribution plans.

Verus Investments

Success at what Verus Investments does preserves and fortifies the wellbeing of individuals, families and communities. It relies on objective observation, rigorous research, demonstrable facts, and measurable results to help guide its clients.

Verus is all about investing based on empirical research, well-thought off advice and personalized client service. The company opened in 1986 and has since expanded to have $438 billion in client assets that is composed of corporate, educational & charitable organizations, multi-employer, public defined benefit plans, insurance providers and hospitals.

Verus’ strategy in carrying out its consulting service is to follow the data that leads to insight. Then, turn those insights into ideas that would eventually result in clients achieving their financial goals. This promise is made possible by the company’s roster of professional financial consultants who are all capable of untangling the complexities of financial planning. So whether it is the government’s obligations to meet the needs of its retirees, the spending needs of an endowment and strategies that fit the needs of a corporate pension plan, Verus can truly be trusted as an expert.

With industrial fiduciaries becoming more complex in recent years, Verus Investments offers its clients a hand and ultimately helps them achieve their financial goals. Despite its expansion in recent years, Verus remains committed to being an independent, research-driven and the client-focused institution it was back in 1986.

Business Factors & Finance

Business Factors & Finance is comprised of experts that will help clients improve their business's cash flow with invoice factoring.

With 40 years of experience under its belt, Business Factors & Finance is the industry leader in financial consulting in and outside the Seattle area. The firm was started by two renowned names in the financial sector -- America’s Factors and Riviera Finance. Since 1999, the company has been working to help bring financial stability to small -- and medium-sized businesses in the U.S. and Canada by being a dependable factoring and capital resource.

The company offers a full range of financial services to its clients including asset-based lending, cash flow loans, payroll factoring, revenue-based loans, small business factoring and working capital loans. These services are offered to clients engaged in all major industries like information technology, manufacturing, government contracting and human resources.

Business Factors & Finance takes pride in its several characteristics that make it the go-to financial consultant in the Seattle area. It boasts of its non-recourse factoring, an easy application process, low fees & complimentary credit checks on clients and over 20 years of experience dealing in the telecom, oil & gas, freight and payroll sectors.

Prism Capital Management

Prism Capital Management stands out as a boutique independent advisory firm. It is free to recommend the best financial products to help its clients meet their goals.

Prism Capital Management was founded by Dieter Drews as a way to help investors achieve financial stability and other future financial goals. 

The financial consultant offers services like fiduciary trust/trustee services, wealthy planning, retirement and in-retirement planning, investment advisory service and strategic social security planning. These services can be customized to fit the needs of individual, family and small business clients who turned to the company for dependable financial service. 

The company is known for its fiduciary services. As a 401K specialist, Prism Capital serves in 3(21) and 3(38) fiduciary capacity. The company knows the inner workings of both and has since been working to ensure that its clients see their employees achieve a comfortable retirement. It turns this promise into reality by remaining committed to its client’s goals of keeping all the pieces together in order for retirement programs to function properly.

Moss Adams

Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing and protecting prosperity.

Moss Adams started back more than a hundred years ago. Founder John G. McIntosh formed the company in 1913 to cater to the accounting needs of the forest products industry of the Pacific Northwest. The company has since grown to serve businesses outside the Washington state and is considered as the 15th largest accounting and consulting firm between 1990 and 2000.

The company’s consulting solution includes assessment & planning, investment banking, post-merger integration, M&A integration and financial services. Due diligence is among the consulting services extended by Moss Adams to its clients. This service saves both buyers and sellers time as the company is the one in-charge of researching over factors that might affect deal negotiations. This service covers an assessment of current earning and quality of earnings, analysis of key revenue and cost drivers and input on closing deal structure.

The services offered by Moss Adams are open for businesses regardless of industry and size. It has clients in the aerospace & defense, healthcare, nonprofit, petroleum, retail and technology sectors.

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