Company lists · Data refreshed September 2026
Top 13 Investment management firms based in Washington, United States
RevenueBase identified 33 investment management firms headquartered in Washington, United States as of September 2026 and tracks 180 professional contacts across them, including 53 with verified work emails. New York is the largest hub.
This list covers investment management 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, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 20, 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 13 largest investment management firms 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 20, 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 20, 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 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 6 contacts → | ||||
Partial evidence “Sullivan, Wood Capital Management,L.L.C.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 2 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 2 contacts → | ||||
Strong evidence “Avenir Corporation is an investment management firm registered with the Securities and Exchange Commission.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 2 contacts → | ||||
Indirect evidence “SHB Advisors, LLC ("SHB Advisors" or "Company") is a limited liability company ("LLC") organized in the U.S.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 1 contacts → | ||||
Partial evidence “Investment firm based in Washington, DC.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 1 contacts → | ||||
Strong evidence “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: RevenueBase Database · checked Sep 20, 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 firms. 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 firms.
- Partial evidence
- Its own public description names part of investment management firms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name investment management firms. 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 13 of 33 investment management firms based in Washington, United States
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Investment management firms based in Washington, United States at a glance
As of Sep 20, 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 33 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 firms, 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 firms”. 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 firms), 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 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 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, 53 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 20, 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 firms by metro in the United States
- Investment management firms in New York348
- Investment management firms in Chicago141
- Investment management firms in Atlanta122
- Investment management firms in Dallas111
- Investment management firms in Houston110
- Investment management firms in Boston96
- Investment management firms in San Diego93
- Investment management firms in Miami85
- Investment management firms in San Francisco84
- Investment management firms in Austin80
- Investment management firms in Scottsdale73
- Investment management firms in Los Angeles70
- Investment management firms in Denver67
- Investment management firms in Charlotte66
- Investment management firms in Tampa62
- Investment management firms in Portland58
- Investment management firms in Minneapolis55
- Investment management firms in Newport Beach54
- Investment management firms in Cincinnati52
- Investment management firms in Overland Park52
- Investment management firms in Irvine49
- Investment management firms in Raleigh46
- Investment management firms in Seattle45
- Investment management firms in Columbus43
- Investment management firms in Omaha43
- Investment management firms in San Antonio42
- Investment management firms in Indianapolis41
- Investment management firms in Pittsburgh41
- Investment management firms in Boca Raton39
- Investment management firms in Phoenix39
- Investment management firms in Birmingham35
- Investment management firms in Columbia35
- Investment management firms in Greenwood Village35
- Investment management firms in Las Vegas35
- Investment management firms in Madison35
- Investment management firms in Naples35
- Investment management firms in Richmond35
- Investment management firms in Rochester35
- Investment management firms in Springfield34
- Investment management firms in Fort Worth33
- Investment management firms in Washington33
- Investment management firms in Nashville32
- Investment management firms in Sarasota32
- Investment management firms in Grand Rapids31
- Investment management firms in Greenville30
- Investment management firms in Louisville30
- Investment management firms in Wilmington30
- Investment management firms in Tucson29
- Investment management firms in Bellevue28
- Investment management firms in Plano28
- Investment management firms in Jacksonville27
- Investment management firms in Memphis27
- Investment management firms in Pasadena26
- Investment management firms in Philadelphia26
- Investment management firms in Troy26
- Investment management firms in Colorado Springs25
- Investment management firms in Salt Lake City25
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 firms, 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 firms are there based in Washington, United States?
RevenueBase identified 33 investment management 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?
Folger Nolan Fleming Douglas Incorporated, headquartered in Washington, tops this list with the largest team on record.
Which city has the most investment management firms?
New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).
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 53 verified decision-maker contacts tracked across these 33 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 20, 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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