Company lists · Data refreshed September 2026

Top 21 Investment advisory services based in Baltimore, United States

Name: Investment advisory services based in Baltimore, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 36 companies tracked

RevenueBase identified 36 company matches for investment advisory services associated with Baltimore, United States as of September 2026 and tracks 1,468 professional contacts across them, including 1,108 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Baltimore has 36.

This list covers company matches for investment advisory services associated with Baltimore, 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

36Companies

1,468Contacts tracked

1,108Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 21 largest investment advisory services based in Baltimore, United States

Ranked by team size

Top 21 of 36 company matches for investment advisory services based in Baltimore, 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	Brown Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1,001-5,000	1,157 contacts →
	Exact match “Brown Advisory is an independent investment management and strategic advisory firm committed to delivering client-first investment performance, strategic advice and the highest…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	1919 Investment Counsel	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	51-200	124 contacts →
	Exact match “1919 Investment Counsel is a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Chapin Davis, INC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	51-200	33 contacts →
	Exact match “We offer our customers services specializing in transactional, holistic wealth management and insurance services.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Porter & Company	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	11-50	20 contacts →
	Exact match “For over 25 years, Porter Stansberry has built a reputation for doing some of the most important work in the financial advisory business.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	WPG Financial Group	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	15 contacts →
	Exact match “At WPG Financial Group, our approach to financial planning is personalized, strategic, and team-based.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	WBH Advisory	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “WBH Advisory, Inc.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Passive Capital Management, LLC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	11 contacts →
	Exact match “Passive Capital Management, LLC (PCM) is a fee-only registered investment advisor that provides advisory services and financial planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	The Shaw LAW Group	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Built by and for financial services experts, The Shaw Law Group is a legal advisory firm serving financial services firms and advisors in Maryland, Pennsylvania, Virginia and…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Kimberly Services LLC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Here at KSL we strive to give each and every one of our clients a distinguished and strategic experience to meet their specific needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Buttonwood Financial Advisors	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Buttonwood is a Maryland-based investment advisory firm that serves clients throughout the United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Palmieri & Shannahan	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Northwestern Mutual Private Client Group” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	LMM LLC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	11-50	6 contacts →
	Exact match “LMM LLC is a registered investment advisor, specializing in long-term, value-based investment management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Foundry Wealth Advisors, LLC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “At Foundry Wealth Advisors, we think about wealth management differently.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Winco Invest	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “We provide investment management & advisory services including finance, property management, and law services to foreign nationals who wants to enjoy a stress free investment…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Tillinghast & Associates	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Financial success doesn't happen by chance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Quillion Wealth Management	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	11-50	3 contacts →
	Exact match “At Quillion Wealth Management our goal is to be a trusted advocate for our clients and to provide customized, innovative, financial guidance that addresses their distinct needs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Schiff Wealth Advisors, LLC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Schiff Wealth Advisors was founded on the principle that an effective investment portfolio directly reflects the investor’s primary financial objectives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Chaikin Advisory Solutions	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	201-500	1 contacts →
	Exact match “Chaikin Advisory Solution’s team of 30+ analysts are dedicated to uncovering the most profitable individual investment opportunities and making sense of the financial markets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Atlas Sustainable Wealth	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are a Financial Planning and Investment Advisory firm, and we are passionate about Sustainability.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Caplan Financial Group, LLC	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Anchor Wealth Advisors	Exact match	Baltimore, MD, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Anchor Wealth Advisors, LLC is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients - enabling you to…” 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 “investment advisory services”. 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 21 of 36 investment advisory services based in Baltimore, United States

See the full list, filter by size, metro and specialty, and access 1,108 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Investment advisory services based in Baltimore, United States at a glance

As of Sep 20, 2026

75.5%Verified-email coverage

40.8Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Baltimore, so it is reported there. Company counts and contact totals on this page are exact for Baltimore, over 36 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 Baltimore, United States whose business descriptions match “investment advisory services” 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 1,108 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.

Investment advisory services 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 “investment advisory services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment advisory services are there based in Baltimore, United States?

RevenueBase identified 36 company matches for investment advisory services associated with Baltimore, 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?

Brown Advisory 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 investment advisory services?

New York leads the United States with 532 company records, followed by Atlanta (274) and Houston (253). Baltimore has 36.

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 1,108 professional contacts with verified work emails tracked across these 36 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.

Ready to reach these companies? Verified emails and direct dials for all 36 investment advisory services based in Baltimore, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment advisory services by geography

Browse the directory

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.