Company lists · Data refreshed October 2026

Top 25 Investment firms based in Bethesda, United States

Name: Investment firms based in Bethesda, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 35 companies tracked

RevenueBase identified 35 company matches for investment firms associated with Bethesda, United States as of October 2026 and tracks 301 professional contacts across them, including 144 with verified work emails. Across the United States, New York is the largest hub for this category (1,039 companies); Bethesda has 35.

This list covers company matches for investment firms 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 1, 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 Oct 1, 2026 How this list was built

35Companies

301Contacts tracked

144Verified emails

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The 25 largest investment firms based in Bethesda, United States

Ranked by team size

Top 25 of 35 company matches for investment firms based in Bethesda, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	XML Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	41 contacts →
	Exact match “XML Financial Group (“XML”) is an independent wealth and investment management firm, with an affiliated broker-dealer, XML Securities, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	HUB Investment Partners	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	28 contacts →
	Exact match “We are an independent wealth management firm.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Heritage Investors Management Corporation	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “Heritage Investors Management is a financial services company based out of 7101 Wisconsin Ave #950, Bethesda, Maryland, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	MV Financial	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	16 contacts →
	Exact match “MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	Fvlcrum Funds	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	14 contacts →
	Exact match “FVLCRUM is an investment firm leveraging our expertise in business strategy, operations, acquisitions, and technology to create increased value in companies.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Bull Harbor Capital	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	14 contacts →
	Exact match “Bull Harbor Capital provides the highest level of investment and wealth management counsel to a high net worth and institutional audience.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	Sargent Investment Group	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “The Sargent Investment Group manages over $1billion in assets for approximately 235 families.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Torray Investment Partners	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	13 contacts →
	Exact match “Torray Investment Partners’ primary objective of creating and preserving wealth for clients in a disciplined and consistent manner has deep roots.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Hightower Bethesda	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	12 contacts →
	Exact match “At Hightower Bethesda, our commitment is you.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Capitol Hill Group	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	11 contacts →
	Exact match “Founded in 1991, Capitol Hill Group is a private firm with diversified investments in real estate, technology, healthcare, biotech, retail, art, entertainment and asset management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Hillman Capital Management, INC	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	10 contacts →
	Exact match “HCM is a corporation formed under the Maryland General Corporation Law for the primary purpose of engaging in investment management.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	Edgemoor Investment Advisors	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	7 contacts →
	Exact match “Edgemoor Investment Advisors, Inc.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Bridgewater Wealth & Financial Management	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	51-200	6 contacts →
	Exact match “Bridgewater Wealth & Financial Management is now The Colony Group!” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Columbia Partners Private Capital	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Cardinal Wealth Management	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	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 1, 2026 · View company records in RevenueBase
16	Bethesda Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	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 1, 2026 · View company records in RevenueBase
17	Bluepoint Financial, LLC	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	4 contacts →
	Exact match “At BluePoint Financial, we believe life’s greatest adventures balance efficiency and indulgence-your wealth journey should be no different.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
18	Capital Associates LLC	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “CA Wealth Management’s unique model is fueled by the power of our partnerships.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
19	Woodmont Wealth	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	11-50	1 contacts →
	Exact match “Financial planning firm serving clients throughout the country.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
20	Mosaic Wealth Partners	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	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 1, 2026 · View company records in RevenueBase
21	Gratus Wealth Management	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Gratus Wealth Management caters to clients close to or in retirement.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
22	Capital Business Collective	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	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 1, 2026 · View company records in RevenueBase
23	Arthur Stein Financial	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Investment management and financial planning in the Washington, DC area” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
24	Worch Financial Group	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
25	Butera Wealth Management By LPL Financial	Exact match	Bethesda, MD, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “Advisory services offered through LPL Financial, a registered investment advisor.” Recorded in the RevenueBase company graph · Oct 1, 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 firms”. 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 25 of 35 investment firms based in Bethesda, United States

See the full list, filter by size, metro and specialty, and access 144 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment firms based in Bethesda, United States at a glance

As of Oct 1, 2026

47.8%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 35 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 firms” 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 144 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 1, 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 firms 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 firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 35 company matches for investment firms 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?

XML Financial 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 firms?

New York leads the United States with 1,039 company records, followed by Chicago (285) and Dallas (281). Bethesda has 35.

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 144 professional contacts with verified work emails tracked across these 35 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 1, 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.