Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Washington, United States

Name: Investment management consulting 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 21, 2026 69 companies tracked

RevenueBase identified 69 company matches for investment management consulting firms associated with Washington, United States as of September 2026 and tracks 357 professional contacts across them, including 134 with verified work emails. Across the United States, New York is the largest hub for this category (709 companies); Washington has 69.

This list covers company matches for investment management consulting firms associated with Washington, 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 September 21, 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 Sep 21, 2026 How this list was built

69Companies

357Contacts tracked

134Verified emails

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The 25 largest investment management consulting firms based in Washington, United States

Ranked by team size

Top 25 of 69 company matches for investment management consulting firms based in Washington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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	Patomak Global Partners	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	51-200	65 contacts →
	Exact match “Patomak is a financial services consultancy that provides industry and regulatory expertise, delivers value in an efficient manner, and provides a competitive edge to companies…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
2	Folger Nolan Fleming Douglas Incorporated	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	51-200	49 contacts →
	Exact match “Folger Nolan Fleming Douglas Incorporated marked its 135th anniversary in 2024.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
3	Geometric Wealth Advisors	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	31 contacts →
	Exact match “Comprehensive financial planning for executives and partners in management consulting, finance, and other demanding careers” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
4	Capital Asset Management Group	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	16 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Lynx Investment Advisory	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Blitzer, Clancy & Company	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	9 contacts →
	Exact match “Blitzer, Clancy & Company is a global leader in M&A advisory, growth consulting, and strategic advisory services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Gray Global Advisors, LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	7 contacts →
	Exact match “Gray Global Advisors is a full-service advisory firm that provides innovative industry focused strategic development and implementation services.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	HIP Consult INC	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	6 contacts →
	Exact match “HIP Consult is an independent management consulting firm, offering strategic and operational services to companies, investors, international agencies, and governments worldwide.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Outvox	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	6 contacts →
	Exact match “OutVox is a boutique management consultancy.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
10	Sullivan, Wood Capital Management, LLC	Exact match	Washington, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Sullivan, Wood Capital Management,L.L.C.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	Securities Litigation Analysts, LLC	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “For over 40 years, SLA principals have provided quantitative securities analysis and investor suitability and supervision analysis to clients involved in arbitrations, regulatory…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	Jewett And Company	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “Your business is our business.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
13	Accountmaster, INC	Exact match	Washington, PA, United StatesHQ recorded Sep 21, 2026	1-10	5 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Consultvisory	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	11-50	5 contacts →
	Exact match “At ConsultVisory, we specialize in navigating the intricate landscape of Regulatory Compliance, Finance & Accounting Services, Strategic Marketing, Information & Technology…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Capital Area Planning Group	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	4 contacts →
	Exact match “Capital Area Planning Group is a boutique financial planning and investment management firm based in Washington, D.C.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Adalan Private Wealth	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “We take a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	Kleiman International Consultants, INC	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Cinnamon Advisors	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	3 contacts →
	Exact match “Cinnamon Advisors is an advisory firm is dedicated to engaging clients at any stage of a businesses lifecycle.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Avenir Corporation	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “Avenir Corporation is an investment management firm registered with the Securities and Exchange Commission.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
20	SHB Advisors	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “SHB Advisors, LLC ("SHB Advisors" or "Company") is a limited liability company ("LLC") organized in the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Horizon Clarity	Exact match	Washington, IL, United StatesHQ recorded Sep 21, 2026	1-10	2 contacts →
	Exact match “We believe that we can only service clients at the highest level by doing three things well.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Beltway Wealth Management Powered By LPL Financial	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Milvian Capital	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match “Investment firm based in Washington, DC.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
24	ILG Private Wealth	Exact match	Washington, PA, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
25	Keystone Strategic Advisors, INC	Exact match	Washington, DC, United StatesHQ recorded Sep 21, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 21, 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 management consulting 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 69 investment management consulting firms based in Washington, United States

See the full list, filter by size, metro and specialty, and access 134 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Investment management consulting firms based in Washington, United States at a glance

As of Sep 21, 2026

37.5%Verified-email coverage

5.2Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 69 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 Washington, United States whose business descriptions match “investment management consulting 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 134 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 September 21, 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 management consulting 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 management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management consulting firms are there based in Washington, United States?

RevenueBase identified 69 company matches for investment management consulting firms associated with Washington, United States as of September 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?

Patomak Global Partners 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 management consulting firms?

New York leads the United States with 709 company records, followed by Chicago (216) and Atlanta (190). Washington has 69.

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 134 professional contacts with verified work emails tracked across these 69 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 September 21, 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.