Company lists · Data refreshed September 2026

Top 23 Fiduciary advisors based in Towson, United States

RevenueBase identified 32 company matches for fiduciary advisors associated with Towson, United States as of September 2026 and tracks 347 professional contacts across them, including 201 with verified work emails. Across the United States, New York is the largest hub for this category (479 companies); Towson has 32.

This list covers company matches for fiduciary advisors associated with Towson, 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
32Companies
347Contacts tracked
201Verified emails
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The 23 largest fiduciary advisors based in Towson, United States

Ranked by team size
Top 23 of 32 company matches for fiduciary advisors based in Towson, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202651-20067 contacts →

Exact match

“Please be aware of hiring scams.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202611-5041 contacts →

Exact match

“Founded in 1994, Founders Financial, LLC is the parent company of Founders Financial Securities, LLC, a privately-held, full-service registered investment adviser (RIA) and…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202611-5023 contacts →

Exact match

“Black Diamond Financial, LLC is a fee-only registered investment adviser with a unique and holistic focus on preserving and enhancing wealth.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202611-5021 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202611-5013 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202611-5010 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8Exact matchTowson, MD, United StatesHQ recorded Sep 20, 202611-509 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-109 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-106 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“Partnership Wealth Management is a Baltimore-based Registered Investment Advisor that serves clients in Annapolis, Alexandria, Washington, DC, and in over a dozen states around…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-105 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-104 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Constellation Financial Advisors, Inc.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-103 contacts →

Exact match

“Nazelrod & Associates is a dedicated team of professionals serving the financial needs of Baltimore families and businesses since 1987.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“Jemma Financial Services is nationwide Registered Investment Advisor focused on helping individuals take better control of their financial futures.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-102 contacts →

Exact match

“What Do We Do?”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23Exact matchTowson, MD, United StatesHQ recorded Sep 20, 20261-101 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase

Showing 23 of 32 fiduciary advisors based in Towson, United States

See the full list, filter by size, metro and specialty, and access 201 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Fiduciary advisors based in Towson, United States at a glance

As of Sep 20, 2026
57.9%Verified-email coverage
10.8Average contacts per company
1-10Median size (employees)
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
22
11-50
8
51-200
1
201-500
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 32 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 Towson, 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 201 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 Towson, United States?

RevenueBase identified 32 company matches for fiduciary advisors associated with Towson, 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?

Greenspring Advisors 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). Towson has 32.

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 201 professional contacts with verified work emails tracked across these 32 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.