Company lists · Data refreshed September 2026

Top 24 Portfolio management firms based in Columbia, United States

Name: Portfolio management firms based in Columbia, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 37 companies tracked

RevenueBase identified 37 company matches for portfolio management firms associated with Columbia, United States as of September 2026 and tracks 273 professional contacts across them, including 131 with verified work emails. Across the United States, New York is the largest hub for this category (328 companies); Columbia has 37.

This list covers company matches for portfolio management firms associated with Columbia, 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

37Companies

273Contacts tracked

131Verified emails

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

The 24 largest portfolio management firms based in Columbia, United States

Ranked by team size

Top 24 of 37 company matches for portfolio management firms based in Columbia, 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	Baltimore-Washington Financial Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	11-50	58 contacts →
	Exact match “BWFA is one of the area’s leading comprehensive wealth management firms.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	Labrunerie Financial	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	16 contacts →
	Exact match “If you're looking for a solid company that has the experience and the knowledge to put your interests first, come see us.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Williams Asset Management	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	11-50	16 contacts →
	Exact match “When you choose to work with Williams Asset Management, you’ll be aligning yourself with a highly respected, fee-based independent financial planning and investment management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Convergence Wealth	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “Our Mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Metropolitan Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	1-10	14 contacts →
	Exact match “Knowledge is the key to a successful financial future.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Hobbs Group Advisors, LLC	Exact match	Columbia, SC, United StatesHQ recorded Sep 20, 2026	11-50	10 contacts →
	Exact match “Hobbs Group Advisors, LLC is a comprehensive financial planning firm and SEC Registered Investment Advisor headquartered in Columbia, SC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	JK Financial	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “JK Financial has been helping and serving individuals since Founder, Jeff Kaufman, comes from a small farming community in Iowa.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Phoenix Private Wealth	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	11-50	9 contacts →
	Exact match “Phoenix Private Wealth services encompass a full spectrum of financial support that ranges from retirement planning, asset allocation strategies, tax efficient investing…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	WR Wealth Planners	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	8 contacts →
	Exact match “At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Vision Wealth Partners	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	11-50	8 contacts →
	Exact match “We believe that the right people, following the right process, can produce the right results.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Triada Advisors	Exact match	Columbia, IL, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Navigating the world of financial planning and investing can be overwhelming without trusted guidance.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	The Mcdaniel Corporation The Retirement Planning Specialists	Exact match	Columbia, SC, United StatesHQ recorded Sep 20, 2026	11-50	7 contacts →
	Exact match “The McDaniel Corporation has a professional staff of dedicated, experienced, knowledgeable and highly competent personnel who are trained and licensed to offer a broad range of…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	Eagle Bluffs Wealth Management	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “Eagle Bluffs Wealth Management provides concierge-style wealth management and financial planning services by building closer relationships with a small group of individuals…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Offit Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “A financial services firm who's professionals serve individuals, families and closely held businesses with a client-centric approach.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Janoskie Financial & Associates	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Welcome, we are Janoskie Financial & Associates, a financial organization in Columbia, MD.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
16	Truman Wealth Advisors	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Hi, I'm Mindy McCubbin and I am the founder and owner of Truman Wealth Advisors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Forum Advisory Services	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Our services encompass a wide range of wealth management strategies, including investment management, retirement planning, estate planning, tax optimization, and risk management.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Efinancial Advisors	Exact match	Columbia, SC, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “EFinancial Advisors is an asset and wealth management firm located at 1715 Pickens St, Columbia, SC.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Milestone Wealth Advisors David Grookett & Zach Coggins	Exact match	Columbia, SC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “David and Zach are committed to helping you pursue your long-term financial goals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	J.E. Wilson Advisors Of Apollon	Exact match	Columbia, SC, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Apollon Wealth Management was established, first and foremost, to benefit our clients.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
21	Lynch Retirement Investment Group LLC	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	11-50	2 contacts →
	Exact match “The Lynch Retirement Investment Group was established by John M.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
22	Theus Wealth Advisors	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “We are Marathon Financial, DBA Theus Wealth Advisors, offering broadbased, strategic financial planning; wise, wealth management; risk management and insurance analysis with an…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
23	Trek Wealth Planning	Exact match	Columbia, MO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “Trek Wealth Planning provides financial planning and investment management services to families across the country who want to be intentional with their money and plan for the…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
24	LIM Financial Group	Exact match	Columbia, MD, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “It is our mission at Lim Financial Group to take the stress out of your finances through proper financial planning and help you focus on achieving your dreams.” 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 “portfolio management 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 24 of 37 portfolio management firms based in Columbia, United States

See the full list, filter by size, metro and specialty, and access 131 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Portfolio management firms based in Columbia, United States at a glance

As of Sep 20, 2026

48.0%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Columbia, so it is reported there. Company counts and contact totals on this page are exact for Columbia, over 37 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 Columbia, United States whose business descriptions match “portfolio management 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 131 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.

Portfolio management 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 “portfolio management firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management firms are there based in Columbia, United States?

RevenueBase identified 37 company matches for portfolio management firms associated with Columbia, 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?

Baltimore-Washington Financial Advisors 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 portfolio management firms?

New York leads the United States with 328 company records, followed by Chicago (146) and Atlanta (119). Columbia has 37.

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 131 professional contacts with verified work emails tracked across these 37 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 37 portfolio management firms based in Columbia, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio management firms 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.