Company lists · Data refreshed September 2026

Top 25 Fiduciary advisors based in Bethesda, United States

Name: Fiduciary advisors based in Bethesda, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 54 companies tracked

RevenueBase identified 54 company matches for fiduciary advisors associated with Bethesda, United States as of September 2026 and tracks 570 professional contacts across them, including 242 with verified work emails. Across the United States, New York is the largest hub for this category (479 companies); Bethesda has 54.

This list covers company matches for fiduciary 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 September 20, 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

54Companies

570Contacts tracked

242Verified emails

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The 25 largest fiduciary advisors based in Bethesda, United States

Ranked by team size

Top 25 of 54 company matches for fiduciary advisors based in Bethesda, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Seventy2 Capital Wealth Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	51-200	109 contacts →
	Exact match “Seventy2 Capital is a client-focused, growth-oriented wealth management practice dedicated to achieving client goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	First Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	201-500	106 contacts →
	Exact match “Financial Services for Personal and Business Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Potomac	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	51-200	47 contacts →
	Exact match “Our mission is to empower Financial Advisors like you with the confidence to aim higher, grow faster, and explore further.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	XML Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	41 contacts →
	Exact match “XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	HUB Investment Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	28 contacts →
	Exact match “We are an independent wealth management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Bull Harbor Capital	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	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 · Sep 20, 2026 · View company records in RevenueBase
7	Sargent Investment Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	13 contacts →
	Exact match “The Sargent Investment Group manages over $1billion in assets for approximately 235 families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Hightower Bethesda	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “At Hightower Bethesda, our commitment is you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	The Family Firm	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	10 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 · Sep 20, 2026 · View company records in RevenueBase
10	Sandbox Financial Partners	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “Sandbox Financial Partners is an independent wealth management and financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Edgemoor Investment Advisors	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Edgemoor Investment Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Harvest Wealth	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Harvest Wealth is a leading independent wealth management firm comprised of intelligent, experienced financial professionals who truly seek to put your needs first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Alikos Wealth Management, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	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 · Sep 20, 2026 · View company records in RevenueBase
14	Aegis Wealth	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	6 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 · Sep 20, 2026 · View company records in RevenueBase
15	Bridgewater Wealth & Financial Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	51-200	6 contacts →
	Exact match “Bridgewater Wealth & Financial Management is now The Colony Group!” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Divergent Planning, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	6 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 · Sep 20, 2026 · View company records in RevenueBase
17	Cardinal Wealth Management	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	5 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 · Sep 20, 2026 · View company records in RevenueBase
18	Bluepoint Financial, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “At BluePoint Financial, we believe life’s greatest adventures balance efficiency and indulgence-your wealth journey should be no different.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Family Office Research	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “Family Office Research was designed in 2005 with the affluent client in mind.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Capital Associates LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “CA Wealth Management’s unique model is fueled by the power of our partnerships.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Bluestone Financial Advisors, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Entrepreneurs tackle tough problems and drive innovation and create jobs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Bethesda Wealth Planning Group	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We deliver practical financial advice to individuals and families across the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Forty4 Financial	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 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 · Sep 20, 2026 · View company records in RevenueBase
24	Woodmont Wealth	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	11-50	1 contacts →
	Exact match “Financial planning firm serving clients throughout the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
25	NFP Wealth Team	Exact match	Bethesda, MD, United StatesHQ recorded Sep 20, 2026	1-10	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 · Sep 20, 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 “fiduciary 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 25 of 54 fiduciary advisors based in Bethesda, United States

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Fiduciary advisors based in Bethesda, United States at a glance

As of Sep 20, 2026

42.5%Verified-email coverage

10.6Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 54 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 “fiduciary 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 242 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 September 20, 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.

Fiduciary advisors by metro in the United States

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 “fiduciary advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fiduciary advisors are there based in Bethesda, United States?

RevenueBase identified 54 company matches for fiduciary advisors associated with Bethesda, United States as of September 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?

Seventy2 Capital Wealth Management 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 fiduciary advisors?

New York leads the United States with 479 company records, followed by Atlanta (308) and Houston (281). Bethesda has 54.

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 242 professional contacts with verified work emails tracked across these 54 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 September 20, 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 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.