Company lists · Data refreshed September 2026
Top 16 Financial advisor recruitment firms based in Rockville, United States
RevenueBase identified 25 financial advisor recruitment firms headquartered in Rockville, United States as of September 2026 and tracks 214 professional contacts across them, including 69 with verified work emails. Across the United States, New York is the largest hub for this category (428 companies); Rockville has 25.
This list covers financial advisor recruitment firms headquartered in Rockville, 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 28, 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.
The 16 largest financial advisor recruitment firms based in Rockville, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 61 contacts → | ||||
Strong evidence “Quantum Financial Advisors is a comprehensive financial services firm committed to helping you improve your long-term financial success through personalized service and expertise.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 29 contacts → | ||||
Strong evidence “Founded in 1997 by Jonathan Abbett, CLU, ChFC and John Gracyalny, CLU, ChFC, Financial Advantage Associates is an independently owned and operated financial advisory firm serving…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Partial evidence “Grove Point Financial was incorporated in 1984 and operates out of its headquarters in Rockville, Maryland.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 16 contacts → | ||||
Partial evidence “With more than four decades dedicated to managing money and providing financial advice, we have helped guide clients through all types of environments-the good times and bad.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 12 contacts → | ||||
Indirect evidence “Time.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 9 contacts → | ||||
Partial evidence “For more than 25 years, Burt Wealth Advisors has served as a trusted partner of high net worth individuals and families wishing to protect and grow their assets.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 contacts → | ||||
Strong evidence “Jacques Financial is family owned and operated by three generations of Certified Public Accountants, financial advisors, and an attorney dedicated to providing financial services…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “The Robert Joseph Group is a boutique consulting and direct-hire placement firm that provides the most cost-effective alternative to local, regional or national firms for project…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Strong evidence “Wealth Advisors Group, LLC is a premier Financial Services Firm serving the needs of high net worth clients in the areas of investment strategies, retirement planning, tax…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial evidence “For independent advisors like you, it is really hard to tap into high quality services, resources, and training that helps you be the best.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “Mylestone Plans is a national leader in helping members of the business and non-profit community achieve their financial goals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Thanks for stopping by!” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Partial evidence “Foxman Asset Advisors thrive on helping individual and business clients reach their dreams and live them.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 3 contacts → | ||||
Indirect evidence “Gratus is a boutique finance and accounting search firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Strong evidence “Patrick Casey & Associates, LLC is an executive recruiting company specializing in the recruitment of financial advisors, mergers and acquisitions of financial firms, and the…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Strong evidence “CHANGE AGENTS The resource for Financial Advisors looking for a change.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: financial advisor recruitment firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names financial advisor recruitment firms.
- Partial evidence
- Its own public description names part of financial advisor recruitment firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisor recruitment firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 16 of 25 financial advisor recruitment firms based in Rockville, United States
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Financial advisor recruitment firms based in Rockville, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Rockville, so it is reported there. Company counts and contact totals on this page are exact for Rockville, over 25 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 financial advisor recruitment 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 Rockville, United States whose own description of what they do matches “financial advisor recruitment 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 financial advisor recruitment 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 financial advisor recruitment firms, and records with no verified work email. Companies headquartered outside Rockville 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, 69 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 28, 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.
Financial advisor recruitment firms by metro in the United States
- Financial advisor recruitment firms in New York428
- Financial advisor recruitment firms in Atlanta164
- Financial advisor recruitment firms in Chicago162
- Financial advisor recruitment firms in Houston144
- Financial advisor recruitment firms in Dallas140
- Financial advisor recruitment firms in San Diego103
- Financial advisor recruitment firms in Austin98
- Financial advisor recruitment firms in Los Angeles93
- Financial advisor recruitment firms in Charlotte92
- Financial advisor recruitment firms in Denver90
- Financial advisor recruitment firms in San Francisco87
- Financial advisor recruitment firms in Boston86
- Financial advisor recruitment firms in Miami83
- Financial advisor recruitment firms in Scottsdale79
- Financial advisor recruitment firms in Tampa68
- Financial advisor recruitment firms in Phoenix64
- Financial advisor recruitment firms in Portland60
- Financial advisor recruitment firms in Minneapolis57
- Financial advisor recruitment firms in Irvine53
- Financial advisor recruitment firms in Overland Park53
- Financial advisor recruitment firms in Raleigh53
- Financial advisor recruitment firms in Omaha51
- Financial advisor recruitment firms in Cincinnati50
- Financial advisor recruitment firms in Greenville48
- Financial advisor recruitment firms in Boca Raton47
- Financial advisor recruitment firms in Indianapolis47
- Financial advisor recruitment firms in Newport Beach46
- Financial advisor recruitment firms in Pittsburgh45
- Financial advisor recruitment firms in Rochester44
- Financial advisor recruitment firms in San Antonio44
- Financial advisor recruitment firms in Birmingham43
- Financial advisor recruitment firms in Columbus43
- Financial advisor recruitment firms in Columbia42
- Financial advisor recruitment firms in Seattle40
- Financial advisor recruitment firms in Washington40
- Financial advisor recruitment firms in Orlando39
- Financial advisor recruitment firms in Wilmington39
- Financial advisor recruitment firms in Plano38
- Financial advisor recruitment firms in Richmond38
- Financial advisor recruitment firms in Fort Lauderdale37
- Financial advisor recruitment firms in Fort Worth36
- Financial advisor recruitment firms in Las Vegas36
- Financial advisor recruitment firms in Bellevue34
- Financial advisor recruitment firms in Greenwood Village32
- Financial advisor recruitment firms in Louisville32
- Financial advisor recruitment firms in Grand Rapids31
- Financial advisor recruitment firms in Sarasota31
- Financial advisor recruitment firms in St. Louis30
- Financial advisor recruitment firms in Cleveland29
- Financial advisor recruitment firms in Colorado Springs29
- Financial advisor recruitment firms in Jacksonville29
- Financial advisor recruitment firms in Tulsa29
- Financial advisor recruitment firms in Walnut Creek29
- Financial advisor recruitment firms in Alpharetta27
- Financial advisor recruitment firms in Madison27
- Financial advisor recruitment firms in Kansas City26
- Financial advisor recruitment firms in Philadelphia26
- Financial advisor recruitment firms in Tucson26
- Financial advisor recruitment firms in Brentwood25
- Financial advisor recruitment firms in Frisco25
- Financial advisor recruitment firms in Lexington25
- Financial advisor recruitment firms in Salt Lake City25
- Financial advisor recruitment firms in Springfield25
- Financial advisor recruitment firms in Troy25
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 financial advisor recruitment 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 financial advisor recruitment firms are there based in Rockville, United States?
RevenueBase identified 25 financial advisor recruitment firms headquartered in Rockville, 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?
Quantum Financial Advisors, headquartered in Rockville, tops this list with the largest team on record.
Which city in the United States has the most financial advisor recruitment firms?
New York leads the United States with 428 headquartered companies, followed by Atlanta (164) and Chicago (162). Rockville has 25.
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 69 verified decision-maker contacts tracked across these 25 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 28, 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.
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