Company lists · Data refreshed September 2026

Top 15 Association financial advisory firms based in Baltimore, United States

RevenueBase identified 26 association financial advisory firms headquartered in Baltimore, United States as of September 2026 and tracks 313 professional contacts across them, including 156 with verified work emails. New York is the largest hub.

This list covers association financial advisory 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 19, 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 19, 2026 86% judged on-target in blind review
26Companies
313Contacts tracked
156Verified emails
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The 15 largest association financial advisory firms based in Baltimore, United States

Ranked by team size
Top 15 of 26 association financial advisory firms based in Baltimore, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory 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 19, 202651-200124 contacts →

Partial evidence

“1919 Investment Counsel is a registered investment advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 19, 202651-20034 contacts →

Indirect evidence

“Lombard Securities has been helping the seasoned broker become independent since 1991.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 19, 202651-20033 contacts →

Indirect evidence

“We offer our customers services specializing in transactional, holistic wealth management and insurance services.”

Source: RevenueBase Database · checked Sep 19, 2026
4Strong evidenceBaltimore, MD, United StatesHQ checked Sep 19, 202611-5020 contacts →

Strong 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 19, 2026
5Partial evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20261-1015 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
6Partial evidenceBaltimore, MD, United StatesHQ checked Sep 19, 202611-5011 contacts →

Partial evidence

“WBH Advisory, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
7Strong evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20261-107 contacts →

Strong evidence

“Built by and for financial services experts, The Shaw Law Group is a legal advisory firm serving financial services firms and advisors in Maryland, Pennsylvania, Virginia and…”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Northwestern Mutual Private Client Group”

Source: RevenueBase Database · checked Sep 19, 2026
10Partial evidenceBaltimore, MD, United StatesHQ checked Sep 19, 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 19, 2026
11Partial evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

Financial success doesn't happen by chance.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceBaltimore, MD, United StatesHQ checked Sep 19, 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 19, 2026
13Strong evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20261-102 contacts →

Strong 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 19, 2026
14Strong evidenceBaltimore, MD, United StatesHQ checked Sep 19, 2026201-5001 contacts →

Strong 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 19, 2026
15Strong evidenceBaltimore, MD, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong 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 19, 2026

Showing 15 of 26 association financial advisory firms based in Baltimore, United States

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Association financial advisory firms based in Baltimore, United States at a glance

As of Sep 19, 2026
49.8%Verified-email coverage
12.0Average contacts per company
1-10Median size (employees)
1180.8%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
15
11-50
6
51-200
4
201-500
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 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 association financial advisory 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 “association financial advisory 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 association financial advisory 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 association financial advisory 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, 156 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 19, 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.

Association financial advisory 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 association financial advisory 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 association financial advisory firms are there based in Baltimore, United States?

RevenueBase identified 26 association financial advisory 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?

1919 Investment Counsel, headquartered in Baltimore, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 156 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 19, 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.