Company lists · Data refreshed September 2026

Top 12 Asset and wealth management consulting firms based in Annapolis, United States

Name: Asset and wealth management consulting firms based in Annapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 21, 2026 26 companies tracked

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Annapolis, United States as of September 2026 and tracks 101 professional contacts across them, including 38 with verified work emails. Across the United States, New York is the largest hub for this category (747 companies); Annapolis has 26.

This list covers company matches for asset and wealth management consulting firms associated with Annapolis, 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

26Companies

101Contacts tracked

38Verified emails

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The 12 largest asset and wealth management consulting firms based in Annapolis, United States

Ranked by team size

Top 12 of 26 company matches for asset and wealth management consulting firms based in Annapolis, 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	Kelly Insurance & Investments, Inc. Kelly Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	12 contacts →
	Exact match “Complete Reliable Solutions At Kelly Financial Advisors, we have been helping our clients build and preserve family wealth since Most of our clients are individuals and companies…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Marks Wealth, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	10 contacts →
	Exact match “Marks Wealth Management offers individualized financial planning, both locally and remote, to help individuals and companies reach their short-term and long-term goals.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Blue Heron Financial Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “At Blue Heron Financial, we believe that exceptional service is the cornerstone of success in the financial services industry-and the defining factor that sets us apart.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Financeforward, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “FinanceForward is a strategic-wealth-management firm dedicated to walking alongside you at every stage of your financial journey.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Severn Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “As an independent advisory firm, we take a collaborative approach to serve you properly.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Valuewealth Services	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “ValueWealth™ Services is an investment advisory & financial planning firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Leading Edge Wealth Advisors LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “To be the trusted resource, providing independent advice tailored to meet the unique needs of each of our clients and their families.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Wadsworth Financial Consulting, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “We help clients design creative retirement strategies designed to lower their stress and increase their confidence so they can truly enjoy their lives.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Rational Wealth Solutions	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “We believe decisions about your wealth should be based on logic.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Endeavor Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Endeavor Financial Advisors, LLC is a registered investment advisor firm.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Crest Wealth Advisors	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Crest Wealth Advisors LLC is a fee-only, registered investment advisor offering financial planning and investment management services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	W1	Exact match	Annapolis, MD, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “We believe we can make the world a better place by financially empowering individuals, families, and organizations.” 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 “asset and wealth management consulting firms”. 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 12 of 26 asset and wealth management consulting firms based in Annapolis, United States

See the full list, filter by size, metro and specialty, and access 38 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset and wealth management consulting firms based in Annapolis, United States at a glance

As of Sep 21, 2026

37.6%Verified-email coverage

3.9Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Annapolis, so it is reported there. Company counts and contact totals on this page are exact for Annapolis, over 26 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 Annapolis, United States whose business descriptions match “asset and wealth management consulting firms” 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 38 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.

Asset and wealth management consulting firms 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 “asset and wealth management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset and wealth management consulting firms are there based in Annapolis, United States?

RevenueBase identified 26 company matches for asset and wealth management consulting firms associated with Annapolis, 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?

Kelly Insurance & Investments, Inc. Kelly Financial Advisors, LLC 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 asset and wealth management consulting firms?

New York leads the United States with 747 company records, followed by Atlanta (249) and Chicago (243). Annapolis has 26.

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 38 professional contacts with verified work emails tracked across these 26 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.