Company lists · Data refreshed November 2026
Top 18 Fee-based advisors based in Bethesda, United States
RevenueBase identified 27 company matches for fee-based advisors associated with Bethesda, United States as of November 2026 and tracks 333 professional contacts across them, including 109 with verified work emails. Across the United States, New York is the largest hub for this category (222 companies); Bethesda has 27.
This list covers company matches for fee-based advisors associated with Bethesda, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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.
The 18 largest fee-based advisors based in Bethesda, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 129 contacts → | ||||
Exact match “Financial Services for Personal and Business Planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 2 | 28 contacts → | ||||
Exact match “We are an independent wealth management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 3 | 14 contacts → | ||||
Exact match “Bull Harbor Capital provides the highest level of investment and wealth management counsel to a high net worth and institutional audience.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 4 | 12 contacts → | ||||
Exact match “At Hightower Bethesda, our commitment is you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 5 | 9 contacts → | ||||
Exact match “The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 6 | 7 contacts → | ||||
Exact match “Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 7 | 7 contacts → | ||||
Exact match “Alikos Wealth Management, LLC firmly believes that managing wealth isn’t simply about acquiring assets; it’s about you.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 8 | 5 contacts → | ||||
Exact match “CA Wealth Management’s unique model is fueled by the power of our partnerships.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 9 | 4 contacts → | ||||
Exact match “Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 10 | 4 contacts → | ||||
Exact match “We deliver practical financial advice to individuals and families across the United States.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 11 | 3 contacts → | ||||
Exact match “Entrepreneurs tackle tough problems and drive innovation and create jobs.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 12 | 2 contacts → | ||||
Exact match “Divergent Planning is a fee-only, independent Registered Investment Advisory firm providing personalized guidance and accountability to help clients navigate the financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Gratus Wealth Management caters to clients close to or in retirement.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 14 | 1 contacts → | ||||
Exact match “We believe that investing in a socially responsible fashion with a focus on companies with a positive record on environmental, social responsibility and corporate governance…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 15 | 1 contacts → | ||||
Exact match “Middleton Advisory is a fee-only Registered Investment Advisor founded in 2010.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 16 | 1 contacts → | ||||
Exact match “Advisory services offered through LPL Financial, a registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 17 | 1 contacts → | ||||
Exact match “We are an experienced full-service independent financial planning team of advisors at NFP headquartered in Bethesda, MD.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
| 18 | 1 contacts → | ||||
Exact match “Mosaic Wealth Partners is an independent, full service financial planning and advisory firm providing professional and objective financial guidance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “fee-based advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 18 of 27 fee-based advisors based in Bethesda, United States
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Fee-based advisors based in Bethesda, United States at a glance
As of Nov 6, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Bethesda, so it is reported there. Company counts and contact totals on this page are exact for Bethesda, over 27 companies.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Company records associated with Bethesda, United States whose business descriptions match “fee-based advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 109 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in San Diego137
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Boston70
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many fee-based advisors are there based in Bethesda, United States?
RevenueBase identified 27 company matches for fee-based advisors associated with Bethesda, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
First Financial Group tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city in the United States has the most fee-based advisors?
New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156). Bethesda has 27.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 109 professional contacts with verified work emails tracked across these 27 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.
Ready to reach these companies? Verified emails and direct dials for all 27 fee-based advisors based in Bethesda, United States. Start with a free account, no credit card.
Download this list →Related lists
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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 SmartSearch, 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.
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Company intelligence · public preview
Top 18 fee-based advisors based in Bethesda, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 27 matching company records for fee-based advisors based in Bethesda, United States, with 333 tracked contacts and 109 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 fee-based advisors based in Bethesda, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  First Financial Groupffgadvisors.comHQ: Bethesda, MD, United StatesReported employees: 201-500 | Bethesda, MD, United States | 201-500 | Exact match | 129 contacts → |
“Financial Services for Personal and Business Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  HUB Investment Partnersafsfinancialgroup.comHQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 28 contacts → |
“We are an independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Bull Harbor Capitalbullharborcapital.comHQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 14 contacts → |
“Bull Harbor Capital provides the highest level of investment and wealth management counsel to a high net worth and institutional audience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Hightower Bethesdahightoweradvisors.comHQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 12 contacts → |
“At Hightower Bethesda, our commitment is you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  The Family Firmfamilyfirm.comHQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 9 contacts → |
“The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Aegis Wealthaegiswealth.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 7 contacts → |
“Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Alikos Wealth Management, LLCalikoswm.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 7 contacts → |
“Alikos Wealth Management, LLC firmly believes that managing wealth isn’t simply about acquiring assets; it’s about you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Capital Associates LLCcapitalassoc.netHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 5 contacts → |
“CA Wealth Management’s unique model is fueled by the power of our partnerships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Cardinal Wealth Managementcardinalwm.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 4 contacts → |
“Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bethesda Wealth Planning Groupb-wpg.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 4 contacts → |
“We deliver practical financial advice to individuals and families across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Bluestone Financial Advisors, LLCbfa-llc.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 3 contacts → |
“Entrepreneurs tackle tough problems and drive innovation and create jobs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Divergent Planning, LLCdivergentplanning.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 2 contacts → |
“Divergent Planning is a fee-only, independent Registered Investment Advisory firm providing personalized guidance and accountability to help clients navigate the financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Gratus Wealth Managementgratuswealth.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Gratus Wealth Management caters to clients close to or in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Forty4 Financialforty4financial.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“We believe that investing in a socially responsible fashion with a focus on companies with a positive record on environmental, social responsibility and corporate governance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Middleton Advisorymiddletonadvisory.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Middleton Advisory is a fee-only Registered Investment Advisor founded in 2010.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Butera Wealth Management By LPL Financialbuterawealth.lpl.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Advisory services offered through LPL Financial, a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  NFP Wealth Teamwealthteam.nfp.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“We are an experienced full-service independent financial planning team of advisors at NFP headquartered in Bethesda, MD.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mosaic Wealth Partnersmosaicwp.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Mosaic Wealth Partners is an independent, full service financial planning and advisory firm providing professional and objective financial guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 27 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
27 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Bethesda, so it is reported there. Company counts and contact totals on this page are exact for Bethesda, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Fee-based advisors by metro in the United States
- Fee-based advisors in New York222
- Fee-based advisors in Houston167
- Fee-based advisors in Atlanta156
- Fee-based advisors in San Diego137
- Fee-based advisors in Dallas129
- Fee-based advisors in Chicago124
- Fee-based advisors in Charlotte110
- Fee-based advisors in Denver109
- Fee-based advisors in Austin108
- Fee-based advisors in Scottsdale106
- Fee-based advisors in San Francisco89
- Fee-based advisors in Tampa88
- Fee-based advisors in Columbus81
- Fee-based advisors in Los Angeles81
- Fee-based advisors in Portland73
- Fee-based advisors in Cincinnati71
- Fee-based advisors in Raleigh71
- Fee-based advisors in Boston70
- Fee-based advisors in Overland Park70
- Fee-based advisors in Phoenix65
- Fee-based advisors in St. Louis63
- Fee-based advisors in San Antonio62
- Fee-based advisors in Indianapolis60
- Fee-based advisors in Columbia59
- Fee-based advisors in Miami59
- Fee-based advisors in Birmingham58
- Fee-based advisors in Newport Beach57
- Fee-based advisors in Pittsburgh56
- Fee-based advisors in Rochester55
- Fee-based advisors in Minneapolis54
- Fee-based advisors in Omaha54
- Fee-based advisors in Louisville53
- Fee-based advisors in Bellevue52
- Fee-based advisors in Richmond51
- Fee-based advisors in Seattle51
- Fee-based advisors in Grand Rapids50
- Fee-based advisors in Irvine50
- Fee-based advisors in Jacksonville48
- Fee-based advisors in Boca Raton46
- Fee-based advisors in Colorado Springs46
- Fee-based advisors in Greenville46
- Fee-based advisors in Greenwood Village45
- Fee-based advisors in Las Vegas45
- Fee-based advisors in Nashville43
- Fee-based advisors in Plano42
- Fee-based advisors in Sarasota42
- Fee-based advisors in Fort Worth41
- Fee-based advisors in Lexington41
- Fee-based advisors in Madison41
- Fee-based advisors in Wilmington41
- Fee-based advisors in Naples40
- Fee-based advisors in Tucson39
- Fee-based advisors in Walnut Creek38
- Fee-based advisors in Washington37
- Fee-based advisors in Baton Rouge35
- Fee-based advisors in Fort Lauderdale35
- Fee-based advisors in Franklin35
- Fee-based advisors in Springfield35
- Fee-based advisors in Troy35
- Fee-based advisors in Charleston34
- Fee-based advisors in Memphis34
- Fee-based advisors in Bloomington33
- Fee-based advisors in Lincoln33
- Fee-based advisors in Orlando33
- Fee-based advisors in Salt Lake City33
- Fee-based advisors in Tulsa33
- Fee-based advisors in Alpharetta32
- Fee-based advisors in Ann Arbor32
- Fee-based advisors in Oklahoma City32
- Fee-based advisors in St. Petersburg32
- Fee-based advisors in Jackson31
- Fee-based advisors in Lafayette31
- Fee-based advisors in Little Rock31
- Fee-based advisors in Brentwood30
- Fee-based advisors in Knoxville30
- Fee-based advisors in Mclean30
- Fee-based advisors in Pasadena30
- Fee-based advisors in Virginia Beach30
- Fee-based advisors in Arlington29
- Fee-based advisors in Cleveland29
- Fee-based advisors in Sacramento29
- Fee-based advisors in San Jose29
- Fee-based advisors in West Chester29
- Fee-based advisors in Frisco28
- Fee-based advisors in Greensboro28
- Fee-based advisors in Lake Oswego28
- Fee-based advisors in Philadelphia28
- Fee-based advisors in Pittsford28
- Fee-based advisors in Plymouth28
- Fee-based advisors in Reno28
- Fee-based advisors in The Woodlands28
- Fee-based advisors in Kansas City27
- Fee-based advisors in Lancaster27
- Fee-based advisors in Westlake Village27
- Fee-based advisors in Boise26
- Fee-based advisors in Buffalo26
- Fee-based advisors in Chesterfield26
- Fee-based advisors in Milwaukee26
- Fee-based advisors in Spokane26
- Fee-based advisors in Carmel25
- Fee-based advisors in Reston25
- Fee-based advisors in Rockville25
Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in Bethesda, United States?
The saved snapshot records 27 matching company records, 333 tracked contacts and 109 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 18 fee-based advisors based in Bethesda, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/bethesda.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
Company intelligence · public preview
Top 18 fee-based advisors based in Bethesda, United States
RevenueBase records 27 matching company records for fee-based advisors based in Bethesda, United States, with 333 tracked contacts and 109 verified work emails.
This public preview shows 18 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 6, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 18 fee-based advisors based in Bethesda, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | First Financial Groupffgadvisors.com HQ: Bethesda, MD, United StatesReported employees: 201-500 | Bethesda, MD, United States | 201-500 | Exact match | 129 contacts → |
“Financial Services for Personal and Business Planning.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HUB Investment Partnersafsfinancialgroup.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 28 contacts → |
“We are an independent wealth management firm.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Bull Harbor Capitalbullharborcapital.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 14 contacts → |
“Bull Harbor Capital provides the highest level of investment and wealth management counsel to a high net worth and institutional audience.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Hightower Bethesdahightoweradvisors.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 12 contacts → |
“At Hightower Bethesda, our commitment is you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | The Family Firmfamilyfirm.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 9 contacts → |
“The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Aegis Wealthaegiswealth.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 7 contacts → |
“Wealth management is a highly personal process and at Aegis Wealth we offer a tailored, holistic approach.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Alikos Wealth Management, LLCalikoswm.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 7 contacts → |
“Alikos Wealth Management, LLC firmly believes that managing wealth isn’t simply about acquiring assets; it’s about you.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Capital Associates LLCcapitalassoc.net HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 5 contacts → |
“CA Wealth Management’s unique model is fueled by the power of our partnerships.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Cardinal Wealth Managementcardinalwm.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 4 contacts → |
“Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Bethesda Wealth Planning Groupb-wpg.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 4 contacts → |
“We deliver practical financial advice to individuals and families across the United States.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Bluestone Financial Advisors, LLCbfa-llc.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 3 contacts → |
“Entrepreneurs tackle tough problems and drive innovation and create jobs.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Divergent Planning, LLCdivergentplanning.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 2 contacts → |
“Divergent Planning is a fee-only, independent Registered Investment Advisory firm providing personalized guidance and accountability to help clients navigate the financial…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Gratus Wealth Managementgratuswealth.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Gratus Wealth Management caters to clients close to or in retirement.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Forty4 Financialforty4financial.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“We believe that investing in a socially responsible fashion with a focus on companies with a positive record on environmental, social responsibility and corporate governance…” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Middleton Advisorymiddletonadvisory.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Middleton Advisory is a fee-only Registered Investment Advisor founded in 2010.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Butera Wealth Management By LPL Financialbuterawealth.lpl.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Advisory services offered through LPL Financial, a registered investment advisor.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | NFP Wealth Teamwealthteam.nfp.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“We are an experienced full-service independent financial planning team of advisors at NFP headquartered in Bethesda, MD.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mosaic Wealth Partnersmosaicwp.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Mosaic Wealth Partners is an independent, full service financial planning and advisory firm providing professional and objective financial guidance.” Recorded description excerpt · November 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 18 of 27 company matches
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Fee-based advisors: dataset insights
November 6, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
27 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole United States list rather than for Bethesda, so it is reported there. Company counts and contact totals on this page are exact for Bethesda, over 27 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 6, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
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Questions about this company list
What does Exact match mean for fee-based advisors?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many fee-based advisors did RevenueBase find based in Bethesda, United States?
The saved snapshot records 27 matching company records, 333 tracked contacts and 109 verified emails. The public preview displays 18 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 6, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Fee-based advisors by geography
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada
- Fee-based advisors based in Paris, France
- Fee-based advisors based in Bangalore, India
- Fee-based advisors based in Mumbai, India
- Fee-based advisors based in Pune, India
- Fee-based advisors based in Singapore, Singapore
- Fee-based advisors based in Cape Town, South Africa
Cite this list
RevenueBase Data Team. Top 18 fee-based advisors based in Bethesda, United States. Snapshot: November 6, 2026. https://revenuebase.ai/companies/fee-based-advisors/united-states/bethesda.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Fee-based advisors based in Melbourne, Australia
- Fee-based advisors based in Sydney, Australia
- Fee-based advisors based in Sao Paulo, Brazil
- Fee-based advisors based in Calgary, Canada
- Fee-based advisors based in Toronto, Canada
- Fee-based advisors based in Vancouver, Canada