Company lists · Data refreshed October 2026
Top 13 Investment banks and m and a advisors based in Bethesda, United States
RevenueBase identified 26 company matches for investment banks and m and a advisors associated with Bethesda, United States as of October 2026 and tracks 168 professional contacts across them, including 53 with verified work emails. Across the United States, New York is the largest hub for this category (967 companies); Bethesda has 26.
This list covers company matches for investment banks and m and a 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 October 17, 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 13 largest investment banks and m and a advisors based in Bethesda, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 57 contacts → | ||||
Exact match “The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 2 | 14 contacts → | ||||
Exact match “MMG Financial Advisory guides and supports companies as they migrate through change and address challenges that come with a more complex organizational size and structure.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 3 | 9 contacts → | ||||
Exact match “The Food Partners, headquartered in Washington DC, is the nation’s preeminent investment banking firm to the food industry.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 4 | 9 contacts → | ||||
Exact match “Founded in 1986 by former Deloitte professionals, National Capital LLC,(“NCC”) and its Subsidiary NC Securities, LLC, member FINRA and SIPC provides investment banking advisory…” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 5 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 6 | 5 contacts → | ||||
Exact match “The Bethesda Financial Group LLC (BFG) was founded in to assist businesses in addressing critical financial and strategic needs.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 7 | 2 contacts → | ||||
Exact match “Navigare Advisory Partners is a Middle Market strategic management consulting firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 8 | 2 contacts → | ||||
Exact match “The Advantage You Need in High-Stakes Negotiations, Chessiecap delivers highly customized financial solutions and advice to founders, owners and CEOs of small- to mid-sized U.S.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 9 | 1 contacts → | ||||
Exact match “Aperture Financial Group, LLC is a world class business advisory and consulting services firm.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 10 | 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 · Oct 17, 2026 · View company records in RevenueBase | |||||
| 11 | 1 contacts → | ||||
Exact match “GEM Equity Markets is a specialized real estate investment banking and services firm led by industry veterans with decades of advisory, finance, and transaction experience.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 12 | 1 contacts → | ||||
Exact match “The Capital Business Collective is a boutique investment bank & private equity advisory located in Washington, DC.” Recorded in the RevenueBase company graph · Oct 17, 2026 · View company records in RevenueBase | |||||
| 13 | 1 contacts → | ||||
Exact match “Ballpoint Capital Partners is a fintech company specializing in complex financial advisory services.” Recorded in the RevenueBase company graph · Oct 17, 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 banks and m and a 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 13 of 26 investment banks and m and a advisors based in Bethesda, United States
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Investment banks and m and a advisors based in Bethesda, United States at a glance
As of Oct 17, 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 26 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 “investment banks and m and a 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 53 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 October 17, 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 banks and m and a advisors by metro in the United States
- Investment banks and m and a advisors in New York967
- Investment banks and m and a advisors in Chicago218
- Investment banks and m and a advisors in Los Angeles200
- Investment banks and m and a advisors in Houston184
- Investment banks and m and a advisors in Dallas175
- Investment banks and m and a advisors in Atlanta172
- Investment banks and m and a advisors in Miami155
- Investment banks and m and a advisors in Boston122
- Investment banks and m and a advisors in San Francisco118
- Investment banks and m and a advisors in Charlotte98
- Investment banks and m and a advisors in Denver96
- Investment banks and m and a advisors in Austin95
- Investment banks and m and a advisors in San Diego83
- Investment banks and m and a advisors in Washington81
- Investment banks and m and a advisors in Tampa70
- Investment banks and m and a advisors in Scottsdale62
- Investment banks and m and a advisors in Newport Beach60
- Investment banks and m and a advisors in Minneapolis59
- Investment banks and m and a advisors in Boca Raton51
- Investment banks and m and a advisors in St. Louis50
- Investment banks and m and a advisors in Irvine47
- Investment banks and m and a advisors in Philadelphia47
- Investment banks and m and a advisors in Phoenix45
- Investment banks and m and a advisors in Seattle43
- Investment banks and m and a advisors in Birmingham37
- Investment banks and m and a advisors in Portland37
- Investment banks and m and a advisors in Nashville36
- Investment banks and m and a advisors in Raleigh36
- Investment banks and m and a advisors in Cleveland33
- Investment banks and m and a advisors in Fort Lauderdale33
- Investment banks and m and a advisors in Las Vegas33
- Investment banks and m and a advisors in Richmond33
- Investment banks and m and a advisors in Columbus31
- Investment banks and m and a advisors in Columbia29
- Investment banks and m and a advisors in Orlando29
- Investment banks and m and a advisors in Indianapolis28
- Investment banks and m and a advisors in Santa Monica28
- Investment banks and m and a advisors in Fort Worth26
- Investment banks and m and a advisors in Cincinnati25
- Investment banks and m and a advisors in Salt Lake City25
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 banks and m and a advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many investment banks and m and a advisors are there based in Bethesda, United States?
RevenueBase identified 26 company matches for investment banks and m and a advisors associated with Bethesda, United States as of October 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?
The Oakleaf 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 investment banks and m and a advisors?
New York leads the United States with 967 company records, followed by Chicago (218) and Los Angeles (200). Bethesda has 26.
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 53 professional contacts with verified work emails tracked across these 26 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 October 17, 2026.
Ready to reach these companies? Verified emails and direct dials for all 26 investment banks and m and a advisors based in Bethesda, United States. Start with a free account, no credit card.
Download this list →Related lists
Investment banks and m and a advisors by geography
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- Investment banks and m and a advisors based in Perth, Australia
- Investment banks and m and a advisors based in Sydney, Australia
- Investment banks and m and a advisors based in Vienna, Austria
- Investment banks and m and a advisors based in Belo Horizonte, Brazil
- Investment banks and m and a advisors based in Curitiba, Brazil
- Investment banks and m and a advisors based in Porto Alegre, Brazil
- Investment banks and m and a advisors based in Rio De Janeiro, Brazil
- Investment banks and m and a advisors based in Sao Paulo, Brazil
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.
More company lists
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- Lists A-Z
- New lists
- Investment banks and m and a advisors based in Buenos Aires, Argentina
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Company intelligence · public preview
Top 13 investment banks and m and a 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 26 matching company records for investment banks and m and a advisors based in Bethesda, United States, with 168 tracked contacts and 53 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 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 13 investment banks and m and a 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 |  The Oakleaf Groupoakleaf.comHQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 57 contacts → |
“The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  MMG Financial Advisorymmgadvisory.comHQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 14 contacts → |
“MMG Financial Advisory guides and supports companies as they migrate through change and address challenges that come with a more complex organizational size and structure.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Food Partnersthefoodpartners.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 9 contacts → |
“The Food Partners, headquartered in Washington DC, is the nation’s preeminent investment banking firm to the food industry.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | National Capital Companies, LLCnationalcapital.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 9 contacts → |
“Founded in 1986 by former Deloitte professionals, National Capital LLC,(“NCC”) and its Subsidiary NC Securities, LLC, member FINRA and SIPC provides investment banking advisory…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Cardinal Wealth Managementcardinalwm.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 5 contacts → |
“Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Bethesda Financial Groupbfgfinancial.comHQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 5 contacts → |
“The Bethesda Financial Group LLC (BFG) was founded in to assist businesses in addressing critical financial and strategic needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Navigare Advisory Partnersnavigareadvisorypartners.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 2 contacts → |
“Navigare Advisory Partners is a Middle Market strategic management consulting firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Chessiecap, INCchessiecap.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 2 contacts → |
“The Advantage You Need in High-Stakes Negotiations, Chessiecap delivers highly customized financial solutions and advice to founders, owners and CEOs of small- to mid-sized U.S.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Aperture Financial Group LLCaperturefinancial.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Aperture Financial Group, LLC is a world class business advisory and consulting services firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  GEM Equity Markets LLCgemequity.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“GEM Equity Markets is a specialized real estate investment banking and services firm led by industry veterans with decades of advisory, finance, and transaction experience.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Capital Business Collectivecapbizcollective.comHQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“The Capital Business Collective is a boutique investment bank & private equity advisory located in Washington, DC.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ballpoint Capital, LLCballpointcap.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Ballpoint Capital Partners is a fintech company specializing in complex financial advisory services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 26 company matches
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Investment banks and m and a advisors: dataset insights
October 17, 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
26 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 26 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: October 17, 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 ↗
Investment banks and m and a advisors by metro in the United States
- Investment banks and m and a advisors in New York967
- Investment banks and m and a advisors in Chicago218
- Investment banks and m and a advisors in Los Angeles200
- Investment banks and m and a advisors in Houston184
- Investment banks and m and a advisors in Dallas175
- Investment banks and m and a advisors in Atlanta172
- Investment banks and m and a advisors in Miami155
- Investment banks and m and a advisors in Boston122
- Investment banks and m and a advisors in San Francisco118
- Investment banks and m and a advisors in Charlotte98
- Investment banks and m and a advisors in Denver96
- Investment banks and m and a advisors in Austin95
- Investment banks and m and a advisors in San Diego83
- Investment banks and m and a advisors in Washington81
- Investment banks and m and a advisors in Tampa70
- Investment banks and m and a advisors in Scottsdale62
- Investment banks and m and a advisors in Newport Beach60
- Investment banks and m and a advisors in Minneapolis59
- Investment banks and m and a advisors in Boca Raton51
- Investment banks and m and a advisors in St. Louis50
- Investment banks and m and a advisors in Irvine47
- Investment banks and m and a advisors in Philadelphia47
- Investment banks and m and a advisors in Phoenix45
- Investment banks and m and a advisors in Seattle43
- Investment banks and m and a advisors in Birmingham37
- Investment banks and m and a advisors in Portland37
- Investment banks and m and a advisors in Nashville36
- Investment banks and m and a advisors in Raleigh36
- Investment banks and m and a advisors in Cleveland33
- Investment banks and m and a advisors in Fort Lauderdale33
- Investment banks and m and a advisors in Las Vegas33
- Investment banks and m and a advisors in Richmond33
- Investment banks and m and a advisors in Columbus31
- Investment banks and m and a advisors in Columbia29
- Investment banks and m and a advisors in Orlando29
- Investment banks and m and a advisors in Indianapolis28
- Investment banks and m and a advisors in Santa Monica28
- Investment banks and m and a advisors in Fort Worth26
- Investment banks and m and a advisors in Cincinnati25
- Investment banks and m and a advisors in Salt Lake City25
Questions about this company list
What does Exact match mean for investment banks and m and a 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 investment banks and m and a advisors did RevenueBase find based in Bethesda, United States?
The saved snapshot records 26 matching company records, 168 tracked contacts and 53 verified emails. The public preview displays 13 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: October 17, 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
Investment banks and m and a advisors by geography
- Investment banks and m and a advisors based in Buenos Aires, Argentina
- Investment banks and m and a advisors based in Adelaide, Australia
- Investment banks and m and a advisors based in Brisbane, Australia
- Investment banks and m and a advisors based in Melbourne, Australia
- Investment banks and m and a advisors based in Perth, Australia
- Investment banks and m and a advisors based in Sydney, Australia
- Investment banks and m and a advisors based in Vienna, Austria
- Investment banks and m and a advisors based in Belo Horizonte, Brazil
- Investment banks and m and a advisors based in Curitiba, Brazil
- Investment banks and m and a advisors based in Porto Alegre, Brazil
- Investment banks and m and a advisors based in Rio De Janeiro, Brazil
- Investment banks and m and a advisors based in Sao Paulo, Brazil
Cite this list
RevenueBase Data Team. Top 13 investment banks and m and a advisors based in Bethesda, United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-banks-and-m-and-a-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
- Investment banks and m and a advisors based in Buenos Aires, Argentina
- Investment banks and m and a advisors based in Adelaide, Australia
- Investment banks and m and a advisors based in Brisbane, Australia
- Investment banks and m and a advisors based in Melbourne, Australia
- Investment banks and m and a advisors based in Perth, Australia
- Investment banks and m and a advisors based in Sydney, Australia
Company intelligence · public preview
Top 13 investment banks and m and a advisors based in Bethesda, United States
RevenueBase records 26 matching company records for investment banks and m and a advisors based in Bethesda, United States, with 168 tracked contacts and 53 verified work emails.
This public preview shows 13 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: October 17, 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 13 investment banks and m and a 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 | The Oakleaf Groupoakleaf.com HQ: Bethesda, MD, United StatesReported employees: 51-200 | Bethesda, MD, United States | 51-200 | Exact match | 57 contacts → |
“The Oakleaf Group is a nationwide consulting and advisory firm for the mortgage and structured finance industries.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | MMG Financial Advisorymmgadvisory.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 14 contacts → |
“MMG Financial Advisory guides and supports companies as they migrate through change and address challenges that come with a more complex organizational size and structure.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | The Food Partnersthefoodpartners.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 9 contacts → |
“The Food Partners, headquartered in Washington DC, is the nation’s preeminent investment banking firm to the food industry.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | National Capital Companies, LLCnationalcapital.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 9 contacts → |
“Founded in 1986 by former Deloitte professionals, National Capital LLC,(“NCC”) and its Subsidiary NC Securities, LLC, member FINRA and SIPC provides investment banking advisory…” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Cardinal Wealth Managementcardinalwm.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 5 contacts → |
“Cardinal Wealth Management is an independent financial services and wealth management firm, with offices in Bethesda and Tyson's Corner.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Bethesda Financial Groupbfgfinancial.com HQ: Bethesda, MD, United StatesReported employees: 11-50 | Bethesda, MD, United States | 11-50 | Exact match | 5 contacts → |
“The Bethesda Financial Group LLC (BFG) was founded in to assist businesses in addressing critical financial and strategic needs.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Navigare Advisory Partnersnavigareadvisorypartners.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 2 contacts → |
“Navigare Advisory Partners is a Middle Market strategic management consulting firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Chessiecap, INCchessiecap.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 2 contacts → |
“The Advantage You Need in High-Stakes Negotiations, Chessiecap delivers highly customized financial solutions and advice to founders, owners and CEOs of small- to mid-sized U.S.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Aperture Financial Group LLCaperturefinancial.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Aperture Financial Group, LLC is a world class business advisory and consulting services firm.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | 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 · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | GEM Equity Markets LLCgemequity.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“GEM Equity Markets is a specialized real estate investment banking and services firm led by industry veterans with decades of advisory, finance, and transaction experience.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Capital Business Collectivecapbizcollective.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“The Capital Business Collective is a boutique investment bank & private equity advisory located in Washington, DC.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Ballpoint Capital, LLCballpointcap.com HQ: Bethesda, MD, United StatesReported employees: 1-10 | Bethesda, MD, United States | 1-10 | Exact match | 1 contacts → |
“Ballpoint Capital Partners is a fintech company specializing in complex financial advisory services.” Recorded description excerpt · October 17, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 13 of 26 company matches
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Investment banks and m and a advisors: dataset insights
October 17, 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
26 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 26 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: October 17, 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 ↗
Investment banks and m and a advisors by metro in the United States
- Investment banks and m and a advisors in New York967
- Investment banks and m and a advisors in Chicago218
- Investment banks and m and a advisors in Los Angeles200
- Investment banks and m and a advisors in Houston184
- Investment banks and m and a advisors in Dallas175
- Investment banks and m and a advisors in Atlanta172
- Investment banks and m and a advisors in Miami155
- Investment banks and m and a advisors in Boston122
- Investment banks and m and a advisors in San Francisco118
- Investment banks and m and a advisors in Charlotte98
- Investment banks and m and a advisors in Denver96
- Investment banks and m and a advisors in Austin95
- Investment banks and m and a advisors in San Diego83
- Investment banks and m and a advisors in Washington81
- Investment banks and m and a advisors in Tampa70
- Investment banks and m and a advisors in Scottsdale62
- Investment banks and m and a advisors in Newport Beach60
- Investment banks and m and a advisors in Minneapolis59
- Investment banks and m and a advisors in Boca Raton51
- Investment banks and m and a advisors in St. Louis50
- Investment banks and m and a advisors in Irvine47
- Investment banks and m and a advisors in Philadelphia47
- Investment banks and m and a advisors in Phoenix45
- Investment banks and m and a advisors in Seattle43
- Investment banks and m and a advisors in Birmingham37
- Investment banks and m and a advisors in Portland37
- Investment banks and m and a advisors in Nashville36
- Investment banks and m and a advisors in Raleigh36
- Investment banks and m and a advisors in Cleveland33
- Investment banks and m and a advisors in Fort Lauderdale33
- Investment banks and m and a advisors in Las Vegas33
- Investment banks and m and a advisors in Richmond33
- Investment banks and m and a advisors in Columbus31
- Investment banks and m and a advisors in Columbia29
- Investment banks and m and a advisors in Orlando29
- Investment banks and m and a advisors in Indianapolis28
- Investment banks and m and a advisors in Santa Monica28
- Investment banks and m and a advisors in Fort Worth26
- Investment banks and m and a advisors in Cincinnati25
- Investment banks and m and a advisors in Salt Lake City25
Questions about this company list
What does Exact match mean for investment banks and m and a 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 investment banks and m and a advisors did RevenueBase find based in Bethesda, United States?
The saved snapshot records 26 matching company records, 168 tracked contacts and 53 verified emails. The public preview displays 13 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: October 17, 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
Investment banks and m and a advisors by geography
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- Investment banks and m and a advisors based in Brisbane, Australia
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Cite this list
RevenueBase Data Team. Top 13 investment banks and m and a advisors based in Bethesda, United States. Snapshot: October 17, 2026. https://revenuebase.ai/companies/investment-banks-and-m-and-a-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
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- Investment banks and m and a advisors based in Buenos Aires, Argentina
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