Company lists · Data refreshed September 2026

Top 25 Asset management companies for estates based in Washington, United States

RevenueBase identified 60 asset management companies for estates headquartered in Washington, United States as of September 2026 and tracks 330 professional contacts across them, including 84 with verified work emails. Across the United States, New York is the largest hub for this category (560 companies); Washington has 60.

This list covers asset management companies for estates headquartered in Washington, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 30, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 30, 2026 86% judged on-target in blind review
60Companies
330Contacts tracked
84Verified emails
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The 25 largest asset management companies for estates based in Washington, United States

Ranked by team size
Top 25 of 60 asset management companies for estates based in Washington, United States, ranked by team size, largest first. Data refreshed Sep 30, 2026. RevenueBase Smart Search rates how each company's information relates to asset management companies for estates: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 202651-20049 contacts →

Indirect evidence

“Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.”

Source: RevenueBase Database · checked Sep 30, 2026
2Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 202611-5030 contacts →

Indirect evidence

“We are pioneers of financial planning in D.C.”

Source: RevenueBase Database · checked Sep 30, 2026
3Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-1026 contacts →

Indirect evidence

“You want more from your property manager.”

Source: RevenueBase Database · checked Sep 30, 2026
4Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 202611-5020 contacts →

Partial evidence

“We Depend on Our Clients Farr, Miller & Washington, founded in 1996, is a 100% employee owned investment management firm headquartered in Washington, DC.”

Source: RevenueBase Database · checked Sep 30, 2026
5Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 202611-5017 contacts →

Indirect evidence

“Marshfield Associates is a concentrated, long-only value investment adviser established in 1989.”

Source: RevenueBase Database · checked Sep 30, 2026
6Strong evidenceWashington, DC, United StatesHQ checked Sep 30, 202611-5016 contacts →

Strong evidence

“At Capital Asset Management Group, we help our clients to implement and nurture the strategic plans developed through our learning center, the Institute for Financial Independence.”

Source: RevenueBase Database · checked Sep 30, 2026
7Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 202611-509 contacts →

Partial evidence

“District Settlement Finance is composed of an experienced team of professionals specializing in settlement, annuity, and wealth management.”

Source: RevenueBase Database · checked Sep 30, 2026
8Strong evidenceWashington, DC, United StatesHQ checked Sep 30, 202611-506 contacts →

Strong evidence

“At Solid Properties Management, we are committed to helping property owners run their assets efficiently and effectively.”

Source: RevenueBase Database · checked Sep 30, 2026
9Partial evidenceWashington, United StatesHQ checked Sep 30, 20261-106 contacts →

Partial evidence

“Sullivan, Wood Capital Management,L.L.C.”

Source: RevenueBase Database · checked Sep 30, 2026
10Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-104 contacts →

Partial evidence

“Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.”

Source: RevenueBase Database · checked Sep 30, 2026
11Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-104 contacts →

Partial evidence

“Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving.”

Source: RevenueBase Database · checked Sep 30, 2026
12Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“Shepherd Realty Capital is a company based out of 2201 Wisconsin Ave NW, Washington, Washington DC, United States.”

Source: RevenueBase Database · checked Sep 30, 2026
13Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-103 contacts →

Indirect evidence

“We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.”

Source: RevenueBase Database · checked Sep 30, 2026
14Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-103 contacts →

Partial evidence

“We provide wealth management oversight & guidance, as well as money management services, to individuals and their entities.”

Source: RevenueBase Database · checked Sep 30, 2026
15Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Avenir Corporation is an investment management firm registered with the Securities and Exchange Commission.”

Source: RevenueBase Database · checked Sep 30, 2026
16Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-102 contacts →

Partial evidence

“Preserve Private Wealth (PPW) is a modern, independent wealth management firm providing personalized money management and comprehensive financial planning in a fiduciary capacity.”

Source: RevenueBase Database · checked Sep 30, 2026
17Indirect evidenceWashington, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
18Indirect evidenceWashington, IL, United StatesHQ checked Sep 30, 20261-102 contacts →

Indirect evidence

“We believe that we can only service clients at the highest level by doing three things well.”

Source: RevenueBase Database · checked Sep 30, 2026
19Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“MZ Capital Management is an independent wealth management firm.”

Source: RevenueBase Database · checked Sep 30, 2026
20Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Investment firm based in Washington, DC.”

Source: RevenueBase Database · checked Sep 30, 2026
21Indirect evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Building on your success.”

Source: RevenueBase Database · checked Sep 30, 2026
22Indirect evidenceWashington, PA, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 30, 2026
23Indirect evidenceWashington, MI, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“On Point Planning.”

Source: RevenueBase Database · checked Sep 30, 2026
24Partial evidenceWashington, DC, United StatesHQ checked Sep 30, 20261-101 contacts →

Partial evidence

“Globus Capital Advisors is a leading financial services company providing diverse wealth management and advisory services to individuals, businesses, and institutions.”

Source: RevenueBase Database · checked Sep 30, 2026
25Indirect evidenceWashington, MO, United StatesHQ checked Sep 30, 20261-101 contacts →

Indirect evidence

“Our goal is to help you reach YOUR financial goals.”

Source: RevenueBase Database · checked Sep 30, 2026

Showing 25 of 60 asset management companies for estates based in Washington, United States

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Asset management companies for estates based in Washington, United States at a glance

As of Sep 30, 2026
25.5%Verified-email coverage
5.5Average contacts per company
1-10Median size (employees)
Sep 30, 2026Page data refreshed

Companies by employee count

1-10
50
11-50
9
51-200
1

Email recency for this list is measured across the whole United States list rather than for Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 60 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management companies for estates, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Washington, United States whose own description of what they do matches “asset management companies for estates”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names asset management companies for estates), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among asset management companies for estates, and records with no verified work email. Companies headquartered outside Washington are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 84 across the full list. 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 30, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Asset management companies for estates by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names asset management companies for estates, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many asset management companies for estates are there based in Washington, United States?

RevenueBase identified 60 asset management companies for estates headquartered in Washington, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Folger Nolan Fleming Douglas Incorporated, headquartered in Washington, tops this list with the largest team on record.

Which city in the United States has the most asset management companies for estates?

New York leads the United States with 560 headquartered companies, followed by Atlanta (250) and Houston (242). Washington has 60.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 84 verified decision-maker contacts tracked across these 60 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 30, 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 Smart Search, 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.