Company lists · Data refreshed September 2026

Top 25 Investment firms based in Washington, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 4, 2026 58 companies tracked

RevenueBase identified 58 investment firms headquartered in Washington, United States as of September 2026 and tracks 4,094 professional contacts across them, including 2,477 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Washington, 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 Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

58Companies

4,094Contacts tracked

2,477Verified emails

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The 25 largest investment firms based in Washington, United States

Ranked by team size

Top 25 of 58 investment firms based in Washington, 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.
#	Company	Headquarters	Employees	Contacts
1	The Carlyle GroupStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1,001-5,000	2,557
	“Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit…” Source: company website · checked Sep 4, 2026
2	Dark Alpha Capital LLCStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	n/a	87
	“Dark Alpha Capital is an investment firm focused on acquiring private companies.” Source: company website · checked Sep 4, 2026
3	Folger Nolan Fleming Douglas IncorporatedIndirect evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	51-200	49
	“Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.” Source: company website · checked Sep 4, 2026
4	Excalibur Investment BankingStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	11-50	32
	“Excalibur is an Investment Bank that Represents Companies in Buy-Side Mergers & Acquisitions, Sell-Side Mergers & Acquisitions, and Capital Raising Transactions.” Source: company website · checked Sep 4, 2026
5	Armstrong, Fleming And Moore, INCIndirect evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	11-50	29
	“We are pioneers of financial planning in D.C.” Source: company website · checked Sep 4, 2026
6	Height Capital MarketsStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	11-50	20
	“Height Capital Markets is a privately-held capital markets firm that provides research, advisory and investment banking services to institutional investors, financial sponsors…” Source: company website · checked Sep 4, 2026
7	Farr, Miller & WashingtonStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	11-50	19
	“We Depend on Our Clients Farr, Miller & Washington, founded in 1996, is a 100% employee owned investment management firm headquartered in Washington, DC.” Source: company website · checked Sep 4, 2026
8	Marshfield AssociatesStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	11-50	17
	“Marshfield Associates is a concentrated, long-only value investment adviser established in 1989.” Source: company website · checked Sep 4, 2026
9	Springharbor Financial Group LLCStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	11-50	13
	“SpringHarbor is a private investment firm based in Washington, DC founded by former Comptroller of the Currency, Eugene Ludwig.” Source: company website · checked Sep 4, 2026
10	Sullivan, Wood Capital Management, LLCIndirect evidence	Washington, United StatesHQ checked Sep 4, 2026	1-10	6
	“Sullivan, Wood Capital Management,L.L.C.” Source: company website · checked Sep 4, 2026
11	Capital Area Planning GroupStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	4
	“Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.” Source: company website · checked Sep 4, 2026
12	Valor Wealth PartnersStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	4
	“Valor Wealth Partners was formed to bring a level of excellence to financial planning and investment management services that many people were not receiving.” Source: company website · checked Sep 4, 2026
13	Socrates Capital Group LTDStrong evidence	Washington, DC, United States	11-50	3
	“Socrates Capital is a private investment firm based in London UK with offices also in Toronto Canada (Socrates Capital Group Headquarters) and Munich Germany.” Source: company website · checked Sep 4, 2026
14	Adalan Private WealthIndirect evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	3
	“We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Source: company website · checked Sep 4, 2026
15	Barrack Yard AdvisorsIndirect evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	3
	“We provide wealth management oversight & guidance, as well as money management services, to individuals and their entities.” Source: company website · checked Sep 4, 2026
16	Cbig LAWStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	2
	“CBIG Law is an investment management law firm that advises hedge funds, private equity, real estate, cryptocurrency, venture capital, and other alternative investment fund…” Source: company website · checked Sep 4, 2026
17	Avenir CorporationStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	2
	“Avenir Corporation is an investment management firm registered with the Securities and Exchange Commission.” Source: company website · checked Sep 4, 2026
18	Horizon ClarityIndirect evidence	Washington, IL, United StatesHQ checked Sep 4, 2026	1-10	2
	“We believe that we can only service clients at the highest level by doing three things well.” Source: company website · checked Sep 4, 2026
19	LandersonicStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	2
	“Landersonic is an American investment firm specializing in acquiring small telecom companies through strategic buyouts.” Source: company website · checked Sep 4, 2026
20	SHB AdvisorsIndirect evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	2
	“SHB Advisors, LLC ("SHB Advisors" or "Company") is a limited liability company ("LLC") organized in the U.S.” Source: company website · checked Sep 4, 2026
21	Haeffner Wealth AdvisorsIndirect evidence	Washington, MO, United StatesHQ checked Sep 4, 2026	1-10	1
	“Our goal is to help you reach YOUR financial goals.” Source: company website · checked Sep 4, 2026
22	Mejia Capital LLCStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	1
	“Mejia Capital is an independent wealth management firm that provides comprehensive investment management advice to empower clients around the world to achieve their financial…” Source: company website · checked Sep 4, 2026
23	Milvian CapitalStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	1
	“Investment firm based in Washington, DC.” Source: company website · checked Sep 4, 2026
24	American ELM CapitalStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	1
	“American Elm Capital is a boutique investment firm that buys stable, profitable businesses in any industry.” Source: company website · checked Sep 4, 2026
25	Beltway Wealth Management Powered By LPL FinancialStrong evidence	Washington, DC, United StatesHQ checked Sep 4, 2026	1-10	1
	“Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Source: company website · checked Sep 4, 2026

Showing 25 of 58 investment firms based in Washington, United States

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Investment firms based in Washington, 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

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 this city, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 58 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 Washington, 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 Washington 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, 2,477 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 Washington, United States?

RevenueBase identified 58 investment firms headquartered in Washington, 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?

The Carlyle Group, headquartered in Washington, 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 2,477 verified decision-maker contacts tracked across these 58 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.