Company lists · Data refreshed September 2026

Top 19 Personal financial advisors based in Annapolis, United States

Name: Personal financial advisors based in Annapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 36 companies tracked

RevenueBase identified 36 company matches for personal financial advisors associated with Annapolis, United States as of September 2026 and tracks 224 professional contacts across them, including 95 with verified work emails. Across the United States, New York is the largest hub for this category (407 companies); Annapolis has 36.

This list covers company matches for personal financial advisors associated with Annapolis, 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 20, 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 20, 2026 How this list was built

36Companies

224Contacts tracked

95Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 19 largest personal financial advisors based in Annapolis, United States

Ranked by team size

Top 19 of 36 company matches for personal financial advisors based in Annapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Mdrn Capital	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	11-50	43 contacts →
	Exact match “We’re changing the way retirement planning is done as one of the first fully virtual retirement planning firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Built For Life Financial Agency	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match “These are the four pillars on which we base our life around here at BFL Agency: Our goal is to provide you with fair policies, reliable advice, and a sense of security that will…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Curio Wealth	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Curio Wealth is a fee-only financial advisory firm that creates value for clients by simplifying the complexities of their financial lives through integrated financial planning…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Kelly Insurance & Investments, Inc. Kelly Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	12 contacts →
	Exact match “Complete Reliable Solutions At Kelly Financial Advisors, we have been helping our clients build and preserve family wealth since Most of our clients are individuals and companies…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Premier Planning Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “Premier Planning Group was founded with the goal of assisting our clients in every aspect of their financial lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Marks Wealth, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	10 contacts →
	Exact match “Marks Wealth Management offers individualized financial planning, both locally and remote, to help individuals and companies reach their short-term and long-term goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	HF Advisory Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “HF Advisory Group is a boutique financial planning firm serving families, business owners, and individuals in the Baltimore-Washington metropolitan area.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Severn Financial Solutions, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Our approach is to listen first.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Blue Heron Financial Group	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At Blue Heron Financial, we believe that exceptional service is the cornerstone of success in the financial services industry-and the defining factor that sets us apart.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Financeforward, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “FinanceForward is a strategic-wealth-management firm dedicated to walking alongside you at every stage of your financial journey.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Severn Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “As an independent advisory firm, we take a collaborative approach to serve you properly.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	Valuewealth Services	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match “ValueWealth™ Services is an investment advisory & financial planning firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Leading Edge Wealth Advisors LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “To be the trusted resource, providing independent advice tailored to meet the unique needs of each of our clients and their families.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	RCS Financial Planning	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “RCS Financial Planning is a fiduciary financial advisory firm based in Annapolis, Maryland.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Wadsworth Financial Consulting, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We help clients design creative retirement strategies designed to lower their stress and increase their confidence so they can truly enjoy their lives.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Rational Wealth Solutions	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We believe decisions about your wealth should be based on logic.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Banyan Partners Alex. Brown	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Everything Banyan Partners does, we believe, helps our client-partners to successfully navigate the arc of life’s transitions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Endeavor Financial Advisors, LLC	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Endeavor Financial Advisors, LLC is a registered investment advisor firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Crest Wealth Advisors	Exact match	Annapolis, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Crest Wealth Advisors LLC is a fee-only, registered investment advisor offering financial planning and investment management services.” Recorded in the RevenueBase company graph · Sep 20, 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 “personal financial advisors”. 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 19 of 36 personal financial advisors based in Annapolis, United States

See the full list, filter by size, metro and specialty, and access 95 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Personal financial advisors based in Annapolis, United States at a glance

As of Sep 20, 2026

42.4%Verified-email coverage

6.2Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Annapolis, so it is reported there. Company counts and contact totals on this page are exact for Annapolis, over 36 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 Annapolis, United States whose business descriptions match “personal financial advisors” 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 95 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 20, 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.

Personal financial advisors 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 “personal financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many personal financial advisors are there based in Annapolis, United States?

RevenueBase identified 36 company matches for personal financial advisors associated with Annapolis, 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?

Mdrn Capital 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 personal financial advisors?

New York leads the United States with 407 company records, followed by Atlanta (266) and Houston (264). Annapolis has 36.

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 95 professional contacts with verified work emails tracked across these 36 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 36 personal financial advisors based in Annapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Personal financial advisors by geography

Browse the directory

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.