We’re proud to be ranked #65 on the Baltimore Business Journal list of Greater Baltimore’s Largest Private Companies. We’re also one of only a few financial planning firms on the list and among the top in our category. Thanks to our clients, team, and partners who make this growth possible.

For more information please visit: https://www.bizjournals.com/baltimore/research/lists/2026/largest-private-companies-whiting-turner-allegis.html

The 2026 Greater Baltimore’s Private Companies ranking issued by the Baltimore Business Journal (BBJ) on 9/11/26 based on data as of 3/1/26 recognizes private companies in the greater Baltimore area. Heritage Financial Consultants applied for the recognition. The list is ranked by 2025 revenue totals and based on data from BBJ research and questionaries. 300 companies were recognized for this list. No fee was paid for the nomination, receipt, or promotion of the award. Third-party ratings are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.