Company lists · Data refreshed September 2026
Top 25 Investment management consultants based in Washington, United States
RevenueBase identified 62 investment management consultants headquartered in Washington, United States as of September 2026 and tracks 337 professional contacts across them, including 100 with verified work emails. Across the United States, New York is the largest hub for this category (640 companies); Washington has 62.
This list covers investment management consultants 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 28, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 25 largest investment management consultants based in Washington, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 49 contacts → | ||||
Indirect evidence “Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 30 contacts → | ||||
Indirect evidence “We are pioneers of financial planning in D.C.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 20 contacts → | ||||
Strong evidence “We Depend on Our Clients Farr, Miller & Washington, founded in 1996, is a 100% employee owned investment management firm headquartered in Washington, DC.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 17 contacts → | ||||
Partial evidence “Marshfield Associates is a concentrated, long-only value investment adviser established in 1989.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 16 contacts → | ||||
Partial evidence “At Capital Asset Management Group, we help our clients to implement and nurture the strategic plans developed through our learning center, the Institute for Financial Independence.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 11 contacts → | ||||
Partial evidence “In 1992, our founder, Peter Tanous, recognized a need for the type of conflict-free investment advice that was predominantly only available to large pension plans and endowments.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 9 contacts → | ||||
Partial evidence “District Settlement Finance is composed of an experienced team of professionals specializing in settlement, annuity, and wealth management.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Partial evidence “Sullivan, Wood Capital Management,L.L.C.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “Your business is our business.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 5 contacts → | ||||
Indirect evidence “WISE is a research and advisory firm founded on the belief that wealth managers and trust companies deserve the type of high-quality data analytics that are common…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “AccountMaster is a Financial Advisory firm, through Money Concepts Capital Corp, serving the Greater Pittsburgh area that takes great pride in being your "One Stop Shop" for all…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Strong evidence “Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 contacts → | ||||
Strong evidence “Wealth management firm delivering world-class financial advice and investment management services to further racial and gender equity, and a sustainable planet.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 3 contacts → | ||||
Indirect evidence “At First Financial Group USA, Inc, our mission is to meet our clients’ financial needs by providing financial services without losing site of the personal attention and service…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 contacts → | ||||
Indirect evidence “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: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 contacts → | ||||
Partial evidence “We provide wealth management oversight & guidance, as well as money management services, to individuals and their entities.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 contacts → | ||||
Strong evidence “Avenir Corporation is an investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 2 contacts → | ||||
Partial evidence “Preserve Private Wealth (PPW) is a modern, independent wealth management firm providing personalized money management and comprehensive financial planning in a fiduciary capacity.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 contacts → | ||||
Indirect evidence “We believe that we can only service clients at the highest level by doing three things well.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Indirect evidence “Building on your success.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Partial evidence “Investment firm based in Washington, DC.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: investment management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names investment management consultants.
- Partial evidence
- Its own public description names part of investment management consultants, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 62 investment management consultants based in Washington, United States
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Investment management consultants based in Washington, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Washington, so it is reported there. Company counts and contact totals on this page are exact for Washington, over 62 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 management consultants, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search 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 Smart Search, 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 management consultants”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names investment management consultants), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among investment management consultants, 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 its RevenueBase Smart Search 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, 100 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 28, 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 management consultants by metro in the United States
- Investment management consultants in New York640
- Investment management consultants in Atlanta265
- Investment management consultants in Dallas243
- Investment management consultants in Chicago240
- Investment management consultants in Houston236
- Investment management consultants in Miami186
- Investment management consultants in San Diego181
- Investment management consultants in Boston177
- Investment management consultants in Austin167
- Investment management consultants in Scottsdale154
- Investment management consultants in Charlotte152
- Investment management consultants in San Francisco151
- Investment management consultants in Denver149
- Investment management consultants in Los Angeles146
- Investment management consultants in Tampa125
- Investment management consultants in Portland119
- Investment management consultants in Cincinnati111
- Investment management consultants in Irvine103
- Investment management consultants in Newport Beach103
- Investment management consultants in Columbus94
- Investment management consultants in Minneapolis94
- Investment management consultants in Raleigh92
- Investment management consultants in Seattle92
- Investment management consultants in Overland Park91
- Investment management consultants in Indianapolis87
- Investment management consultants in Pittsburgh87
- Investment management consultants in Phoenix86
- Investment management consultants in Boca Raton84
- Investment management consultants in Omaha83
- Investment management consultants in Birmingham82
- Investment management consultants in San Antonio80
- Investment management consultants in Columbia75
- Investment management consultants in Grand Rapids75
- Investment management consultants in Bellevue73
- Investment management consultants in Richmond72
- Investment management consultants in Greenville71
- Investment management consultants in Rochester70
- Investment management consultants in Las Vegas65
- Investment management consultants in Greenwood Village64
- Investment management consultants in Louisville64
- Investment management consultants in Wilmington64
- Investment management consultants in Orlando63
- Investment management consultants in Nashville61
- Investment management consultants in Lexington60
- Investment management consultants in Madison60
- Investment management consultants in Fort Worth59
- Investment management consultants in Colorado Springs58
- Investment management consultants in Memphis58
- Investment management consultants in Jacksonville57
- Investment management consultants in Sarasota57
- Investment management consultants in Fort Lauderdale56
- Investment management consultants in Naples56
- Investment management consultants in Plano56
- Investment management consultants in Pasadena55
- Investment management consultants in Salt Lake City55
- Investment management consultants in Tulsa53
- Investment management consultants in Walnut Creek53
- Investment management consultants in Springfield52
- Investment management consultants in Troy52
- Investment management consultants in Tucson51
- Investment management consultants in Philadelphia50
- Investment management consultants in Cleveland47
- Investment management consultants in Alpharetta46
- Investment management consultants in Virginia Beach43
- Investment management consultants in Coral Gables42
- Investment management consultants in Lake Oswego42
- Investment management consultants in Melville42
- Investment management consultants in Plymouth42
- Investment management consultants in Oklahoma City41
- Investment management consultants in Bethesda40
- Investment management consultants in Franklin40
- Investment management consultants in Westlake Village40
- Investment management consultants in Baton Rouge39
- Investment management consultants in Brentwood39
- Investment management consultants in Mclean39
- Investment management consultants in Red Bank39
- Investment management consultants in Buffalo38
- Investment management consultants in Lincoln38
- Investment management consultants in Roseville38
- Investment management consultants in St. Louis38
- Investment management consultants in Knoxville37
- Investment management consultants in Lafayette37
- Investment management consultants in San Jose37
- Investment management consultants in Stamford37
- Investment management consultants in Fort Collins36
- Investment management consultants in Greensboro36
- Investment management consultants in Kansas City36
- Investment management consultants in Bloomington35
- Investment management consultants in Charleston35
- Investment management consultants in Reston35
- Investment management consultants in Ann Arbor34
- Investment management consultants in Bloomfield Hills34
- Investment management consultants in Jackson34
- Investment management consultants in Naperville34
- Investment management consultants in Pittsford34
- Investment management consultants in The Woodlands34
- Investment management consultants in Chesterfield33
- Investment management consultants in Englewood33
- Investment management consultants in Little Rock33
- Investment management consultants in Princeton33
- Investment management consultants in West Chester33
- Investment management consultants in West Des Moines33
- Investment management consultants in Baltimore32
- Investment management consultants in Reno32
- Investment management consultants in Santa Barbara32
- Investment management consultants in Arlington31
- Investment management consultants in Carmel31
- Investment management consultants in Chattanooga31
- Investment management consultants in Concord31
- Investment management consultants in Fort Wayne31
- Investment management consultants in Westport31
- Investment management consultants in Annapolis30
- Investment management consultants in Boise30
- Investment management consultants in Frisco30
- Investment management consultants in Honolulu30
- Investment management consultants in Lancaster30
- Investment management consultants in Littleton30
- Investment management consultants in Milwaukee30
- Investment management consultants in Rockville30
- Investment management consultants in Wayne30
- Investment management consultants in Albuquerque29
- Investment management consultants in Boulder29
- Investment management consultants in Burlington29
- Investment management consultants in Minnetonka29
- Investment management consultants in Providence29
- Investment management consultants in Sacramento29
- Investment management consultants in Beverly Hills28
- Investment management consultants in Marietta28
- Investment management consultants in Vienna28
- Investment management consultants in Woodbury28
- Investment management consultants in Edina27
- Investment management consultants in Portsmouth27
- Investment management consultants in Southfield27
- Investment management consultants in Towson27
- Investment management consultants in Wichita27
- Investment management consultants in Alexandria26
- Investment management consultants in Bend26
- Investment management consultants in Northbrook26
- Investment management consultants in Southlake26
- Investment management consultants in Bedford25
- Investment management consultants in Berwyn25
- Investment management consultants in Clearwater25
- Investment management consultants in Dublin25
- Investment management consultants in Lakewood25
- Investment management consultants in Spokane25
- Investment management consultants in Tallahassee25
- Investment management consultants in Winter Park25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names investment management consultants, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many investment management consultants are there based in Washington, United States?
RevenueBase identified 62 investment management consultants 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?
Folger Nolan Fleming Douglas Incorporated, headquartered in Washington, tops this list with the largest team on record.
Which city in the United States has the most investment management consultants?
New York leads the United States with 640 headquartered companies, followed by Atlanta (265) and Dallas (243). Washington has 62.
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 100 verified decision-maker contacts tracked across these 62 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 28, 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 Smart Search, 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.
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