Company lists · Data refreshed September 2026

Top 18 Investment firms based in Baltimore, United States

RevenueBase identified 30 investment firms headquartered in Baltimore, United States as of September 2026 and tracks 266 professional contacts across them, including 135 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Baltimore, 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
30Companies
266Contacts tracked
135Verified emails
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The 18 largest investment firms based in Baltimore, United States

Ranked by team size
Top 18 of 30 investment firms based in Baltimore, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1
1919 Investment CounselStrong evidence
Baltimore, MD, United StatesHQ checked Sep 4, 202651-200122

“1919 Investment Counsel is a registered investment advisor.”

Source: company website · checked Sep 4, 2026
2
Porter & CompanyIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 202611-5021

“For over 25 years, Porter Stansberry has built a reputation for doing some of the most important work in the financial advisory business.”

Source: company website · checked Sep 4, 2026
3
Bengur Bryan & Co., INCIndirect evidence
Baltimore, United StatesHQ checked Sep 4, 202611-5018

“Bengur Bryan & Co, Inc.”

Source: company website · checked Sep 4, 2026
4
WPG Financial GroupIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 20261-1015

“At WPG Financial Group, our approach to financial planning is personalized, strategic, and team-based.”

Source: company website · checked Sep 4, 2026
5
WBH AdvisoryIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 202611-5010

“WBH Advisory, Inc.”

Source: company website · checked Sep 4, 2026
6Baltimore, MD, United StatesHQ checked Sep 4, 202611-509

“EquityCompass Investment Management, LLC (“EquityCompass”) is a Baltimore-based SEC registered investment adviser offering a broad range of portfolio strategies and custom plans…”

Source: company website · checked Sep 4, 2026
7Baltimore, MD, United StatesHQ checked Sep 4, 20261-106

“Buttonwood is a Maryland-based investment advisory firm that serves clients throughout the United States.”

Source: company website · checked Sep 4, 2026
8
LMM LLCStrong evidence
Baltimore, MD, United StatesHQ checked Sep 4, 202611-506

“LMM LLC is a registered investment advisor, specializing in long-term, value-based investment management.”

Source: company website · checked Sep 4, 2026
9
Incap Group, INCStrong evidence
Baltimore, MD, United StatesHQ checked Sep 4, 20261-106

“InCap Group is a boutique investment bank specializing in the financial services industry.”

Source: company website · checked Sep 4, 2026
10
Lullwater & COIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 20261-104
Source: company website · checked Sep 4, 2026
11Baltimore, MD, United StatesHQ checked Sep 4, 20261-104

“At Foundry Wealth Advisors, we think about wealth management differently.”

Source: company website · checked Sep 4, 2026
12
Winco InvestStrong evidence
Baltimore, MD, United StatesHQ checked Sep 4, 202611-504

“We provide investment management & advisory services including finance, property management, and law services to foreign nationals who wants to enjoy a stress free investment…”

Source: company website · checked Sep 4, 2026
13
Greenhouse Funds LllpIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 20261-102

“Greenhouse Funds is a company based out of Baltimore, Maryland, United States.”

Source: company website · checked Sep 4, 2026
14
Quillion Wealth ManagementIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 202611-502

“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.”

Source: company website · checked Sep 4, 2026
15Baltimore, MD, United StatesHQ checked Sep 4, 20261-102

“Schiff Wealth Advisors was founded on the principle that an effective investment portfolio directly reflects the investor’s primary financial objectives.”

Source: company website · checked Sep 4, 2026
16
Prox Capital GroupStrong evidence
Baltimore, MD, United StatesHQ checked Sep 4, 20261-102

“PROX is not your average investment firm.”

Source: company website · checked Sep 4, 2026
17
Caplan Financial Group, LLCIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 20261-101
Source: company website · checked Sep 4, 2026
18
Tidepointe AdvisorsIndirect evidence
Baltimore, MD, United StatesHQ checked Sep 4, 20261-101

“We connect our private network of investors and private equity firms with acquisition and financing opportunities.”

Source: company website · checked Sep 4, 2026

Showing 18 of 30 investment firms based in Baltimore, United States

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Investment firms based in Baltimore, United States at a glance

As of Sep 4, 2026
1-10Median size (employees)
New YorkLargest hub · 1002 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
17
11-50
10
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Baltimore, over 30 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Baltimore, United States whose own description of what they do matches “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude
Companies whose own description does not clearly place them among investment firms, and records with no verified work email. Companies headquartered outside Baltimore 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 an evidence 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, 135 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 4, 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.

Investment firms by metro in the United States

Frequently asked

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

RevenueBase identified 30 investment firms headquartered in Baltimore, 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?

1919 Investment Counsel, headquartered in Baltimore, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 135 verified decision-maker contacts tracked across these 30 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 4, 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.