Company lists · Data refreshed September 2026

Top 18 Asset management consulting firms based in Towson, United States

RevenueBase identified 26 asset management consulting firms headquartered in Towson, United States as of September 2026 and tracks 223 professional contacts across them, including 136 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Towson, 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
26Companies
223Contacts tracked
136Verified emails
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The 18 largest asset management consulting firms based in Towson, United States

Ranked by team size
Top 18 of 26 asset management consulting firms based in Towson, 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
1Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 202651-20067 contacts →

Indirect evidence

“Please be aware of hiring scams.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 202611-5021 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 202611-5013 contacts →

Indirect evidence

“One Advisor Twice the Advice Chesapeake Financial Advisors was founded in 1998 by Tom Taylor, CPA/PFS.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“At Red Oak Financial Group, we are truly a family business.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“Securities and advisory services offered through Commonwealth Financial Network®, Member a Registered Investment Adviser.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 202611-509 contacts →

Indirect evidence

“At GRB & A, we are committed to making a positive, enduring impact on our clients, colleagues and community.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-109 contacts →

Indirect evidence

“Our mission is to provide our clients with peace of mind that their financial interests and legacy are being thoughtfully managed and carefully reviewed by a team of advisors.”

Source: RevenueBase Database · checked Sep 14, 2026
8Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Since 1986, we have been committed to serving clients with a high level of personal service and a disciplined approach to managing and preserving wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Alere Planning’s mission is to bring thoughtful guidance to emotional and complex life transitions.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“We know that retirement planning and wealth management can be complex and sometimes overwhelming.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Since 1985, the founders of Forecast Strategic Advisors have developed and refined the process for building road maps that lead business owners and high income individuals to…”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Blue Curve Advisory is focused on turning clients into friends and cultivating lifetime relationships through our collaborative and educational approach.”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Constellation Financial Advisors, Inc.”

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

Indirect evidence

“Kings Mill Wealth Advisors is a multigenerational financial planning firm with over 50 years of combined experience in the industry.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“We believe that every successful person has the fundamental desire to create prosperity for themselves and their loved ones.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Okun Financial Group is a company based out of 100 West Road Suite 408, Towson, Maryland, United States.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“What Do We Do?”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceTowson, MD, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“We are a boutique, independent financial planning firm that collaborates with our upper middle-class clients to help them reach financial success and financial peace of mind.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 18 of 26 asset management consulting firms based in Towson, United States

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

As of Sep 14, 2026
61.0%Verified-email coverage
8.6Average contacts per company
1-10Median size (employees)
2046.2%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
19
11-50
6
51-200
1

Email recency for this list is measured across the whole United States list rather than for Towson, so it is reported there. Company counts and contact totals on this page are exact for Towson, over 26 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 Towson, 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 Towson 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, 136 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 Towson, United States?

RevenueBase identified 26 asset management consulting firms headquartered in Towson, 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?

Greenspring Advisors, headquartered in Towson, 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 136 verified decision-maker contacts tracked across these 26 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.