Company lists · Data refreshed September 2026

Top 25 Asset management consulting firms based in Columbia, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 72 companies tracked

RevenueBase identified 72 asset management consulting firms headquartered in Columbia, United States as of September 2026 and tracks 440 professional contacts across them, including 202 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Columbia, 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

72Companies

440Contacts tracked

202Verified emails

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The 25 largest asset management consulting firms based in Columbia, United States

Ranked by team size

Top 25 of 72 asset management consulting firms based in Columbia, 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Baltimore-Washington Financial Advisors	Partial evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	11-50	58 contacts →
	Partial evidence “BWFA is one of the area’s leading comprehensive wealth management firms.” Source: RevenueBase Database · checked Sep 14, 2026
2	Abacus Planning Group	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 14, 2026	11-50	49 contacts →
	Indirect evidence “Abacus Planning Group is a fee-only financial planning and investment counsel firm headed by Cheryl R.” Source: RevenueBase Database · checked Sep 14, 2026
3	Labrunerie Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 14, 2026	1-10	16 contacts →
	Indirect evidence “If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Source: RevenueBase Database · checked Sep 14, 2026
4	Williams Asset Management	Strong evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	11-50	16 contacts →
	Strong evidence “When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Source: RevenueBase Database · checked Sep 14, 2026
5	Convergence Wealth	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 14, 2026	1-10	14 contacts →
	Indirect evidence “Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.” Source: RevenueBase Database · checked Sep 14, 2026
6	Metropolitan Wealth Advisors	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	1-10	14 contacts →
	Indirect evidence “Knowledge is the key to a successful financial future.” Source: RevenueBase Database · checked Sep 14, 2026
7	Michael Oana Retirement Planning Specialist	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 14, 2026	1-10	11 contacts →
	Indirect evidence “As Retirement Planning Specialists, we love helping our clients plan and implement their retirement dreams whether it is a retirement full of travel, friends, or family.” Source: RevenueBase Database · checked Sep 14, 2026
8	Hobbs Group Advisors, LLC	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Indirect evidence “Hobbs Group Advisors, LLC is a comprehensive financial planning firm and SEC Registered Investment Advisor headquartered in Columbia, SC.” Source: RevenueBase Database · checked Sep 14, 2026
9	JK Financial	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “JK Financial has been helping and serving individuals since Founder, Jeff Kaufman, comes from a small farming community in Iowa.” Source: RevenueBase Database · checked Sep 14, 2026
10	Phoenix Private Wealth	Partial evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	11-50	9 contacts →
	Partial evidence “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Source: RevenueBase Database · checked Sep 14, 2026
11	Barron Financial Group	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 14, 2026	1-10	9 contacts →
	Indirect evidence “Our mission at Barron Financial Group is to make a positive, life-giving difference in the lives of our clients and their loved ones by helping them to envision their dreams and…” Source: RevenueBase Database · checked Sep 14, 2026
12	WR Wealth Planners	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Source: RevenueBase Database · checked Sep 14, 2026
13	Vision Wealth Partners	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Indirect evidence “We believe that the right people, following the right process, can produce the right results.” Source: RevenueBase Database · checked Sep 14, 2026
14	Triada Advisors	Indirect evidence	Columbia, IL, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Indirect evidence “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Source: RevenueBase Database · checked Sep 14, 2026
15	Reveal Wealth	Partial evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	1-10	7 contacts →
	Partial evidence “Reveal Wealth, is a Maryland-based wealth management and financial planning firm.” Source: RevenueBase Database · checked Sep 14, 2026
16	The Mcdaniel Corporation The Retirement Planning Specialists	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 14, 2026	11-50	7 contacts →
	Indirect evidence “The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable and highly competent personnel who are trained and licensed to offer a broad range of…” Source: RevenueBase Database · checked Sep 14, 2026
17	Williamson & Associates	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “We have been meeting the financial needs of individuals and businesses for over 35 years.” Source: RevenueBase Database · checked Sep 14, 2026
18	First Community Financial Consultants	Indirect evidence	Columbia, SC, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Indirect evidence “At First Community Financial Consultants, we’ll work with you to map a financial future based on your lifestyle.” Source: RevenueBase Database · checked Sep 14, 2026
19	Eagle Bluffs Wealth Management	Partial evidence	Columbia, MO, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Partial evidence “Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Source: RevenueBase Database · checked Sep 14, 2026
20	Wagener-Lee, Wealth Advisors LLC	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	11-50	5 contacts →
	Indirect evidence “You might be nearing retirement, making a complicated decision on executive benefits, selling your business, or funding a cause near your heart.” Source: RevenueBase Database · checked Sep 14, 2026
21	DAY Financial Group, INC	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Indirect evidence “We provide some of the most personal service available, striving to create financial success for each of our clients.” Source: RevenueBase Database · checked Sep 14, 2026
22	Clearview Wealth Advisors	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Our goal is to provide families and business owners with assistance in building their financial freedom.” Source: RevenueBase Database · checked Sep 14, 2026
23	Offit Advisors	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach.” Source: RevenueBase Database · checked Sep 14, 2026
24	Janoskie Financial & Associates	Indirect evidence	Columbia, MD, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Source: RevenueBase Database · checked Sep 14, 2026
25	Truman Wealth Advisors	Indirect evidence	Columbia, MO, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence “Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.” Source: RevenueBase Database · checked Sep 14, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: asset management consulting firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names asset management consulting firms.
Partial evidence: Its own public description names part of asset management consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name asset management consulting firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 72 asset management consulting firms based in Columbia, United States

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

As of Sep 14, 2026

45.9%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

738.9%Largest-city concentration · New York

Sep 14, 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 Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 72 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 Columbia, 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 Columbia 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, 202 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 Columbia, United States?

RevenueBase identified 72 asset management consulting firms headquartered in Columbia, 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?

Baltimore-Washington Financial Advisors, headquartered in Columbia, 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 202 verified decision-maker contacts tracked across these 72 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.