Company lists · Data refreshed September 2026

Top 15 Asset management consulting firms based in Baltimore, United States

RevenueBase identified 30 asset management consulting firms headquartered in Baltimore, United States as of September 2026 and tracks 1,400 professional contacts across them, including 1,063 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Baltimore, 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 14, 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 14, 2026 86% judged on-target in blind review
30Companies
1,400Contacts tracked
1,063Verified emails
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The 15 largest asset management consulting firms based in Baltimore, United States

Ranked by team size
Top 15 of 30 asset management consulting firms based in Baltimore, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: 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
1Partial evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261,001-5,0001,157 contacts →

Partial evidence

“Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 202651-200124 contacts →

Indirect evidence

“1919 Investment Counsel is a registered investment advisor.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 202611-5020 contacts →

Indirect evidence

“For over 25 years, Porter Stansberry has built a reputation for doing some of the most important work in the financial advisory business.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-1015 contacts →

Indirect evidence

“At WPG Financial Group, our approach to financial planning is personalized, strategic, and team-based.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

“WBH Advisory, Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Buttonwood is a Maryland-based investment advisory firm that serves clients throughout the United States.”

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceBaltimore, MD, United StatesHQ checked Sep 14, 202611-506 contacts →

Partial evidence

“LMM LLC is a registered investment advisor, specializing in long-term, value-based investment management.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-104 contacts →

Partial evidence

“At Foundry Wealth Advisors, we think about wealth management differently.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Financial success doesn't happen by chance.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceBaltimore, MD, United StatesHQ checked Sep 14, 202611-503 contacts →

Partial evidence

“At Quillion Wealth Management our goal is to be a trusted advocate for our clients and to provide customized, innovative, financial guidance that addresses their distinct needs.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Schiff Wealth Advisors was founded on the principle that an effective investment portfolio directly reflects the investor’s primary financial objectives.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 2026201-5001 contacts →

Indirect evidence

“Chaikin Advisory Solution’s team of 30+ analysts are dedicated to uncovering the most profitable individual investment opportunities and making sense of the financial markets.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“We are a Financial Planning and Investment Advisory firm, and we are passionate about Sustainability.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceBaltimore, MD, United StatesHQ checked Sep 14, 20261-101 contacts →

Partial evidence

“Anchor Wealth Advisors, LLC is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients - enabling you to…”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 15 of 30 asset management consulting firms based in Baltimore, United States

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Asset management consulting firms based in Baltimore, United States at a glance

As of Sep 14, 2026
75.9%Verified-email coverage
46.7Average contacts per company
1-10Median size (employees)
1773.3%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
6
51-200
1
201-500
1
1,001-5,000
1

Email recency for this list is measured across the whole United States list rather than for Baltimore, so it is reported there. Company counts and contact totals on this page are exact for Baltimore, over 30 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 consulting firms, 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 Baltimore, United States whose own description of what they do matches “asset management consulting firms”. 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 consulting firms), 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 consulting firms, and records with no verified work email. Companies headquartered outside Baltimore 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, 1,063 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 14, 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 consulting firms 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 consulting firms, 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 consulting firms are there based in Baltimore, United States?

RevenueBase identified 30 asset management consulting firms headquartered in Baltimore, 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?

Brown Advisory, headquartered in Baltimore, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 1,063 verified decision-maker contacts tracked across these 30 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 14, 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.