Maryland's Top 21 Asset Management Firms
Maryland's Top 21 Asset Management Firms
Asset Management is a crucial industry in Maryland that harbors some of the top firms in the field. These institutions cater to both individual and institutional investors, offering extensive financial services that ensure optimal asset growth and risk mitigation. Services vary from firm to firm, including ETFs, financial advisory, securities, insurance, and more specialized products. The industry in Maryland is ripe with opportunities and is steering towards more innovative strategies, including interest rate hedging and leveraged investing, catering to the evolving needs of their clientele.
Top 21 asset management companies in Maryland
1. ProShares
- Website: proshares.com
- Headquarters: Bethesda, Maryland, United States
- Founded: 1999
- Headcount: 51-200
ProShares is a leading provider of ETFs, offering a diverse range of investment strategies to enhance returns and manage risk. With over $60 billion in assets, ProShares is known for its innovative products in areas such as dividend growth, interest rate hedging, and leveraged investing.
2. Grove Point Financial
- Website: grovepointfinancial.com
- Headquarters: Rockville, Maryland, United States
- Founded: 1984
- Headcount: 51-200
Grove Point Financial is a partnership of professionals in Rockville, Maryland. They are dedicated to growing independent businesses that serve clients and communities. With a focus on vision and transparency, they offer a range of financial services and solutions. Grove Point Financial is a subsidiary of Kestra Holdings and provides securities and investment advisory services.
3. Chapin Davis, Inc.
- Website: chapindavis.com
- Headquarters: Baltimore, Maryland, United States
- Founded: 1952
- Headcount: 51-200
Chapin Davis is a Baltimore-based full-service financial firm founded in 1952. They offer a range of financial services, including asset management, financial planning, and insurance services. With a commitment to individualized customer service, Chapin Davis helps clients reach their financial goals.
4. Fortigent, LLC
- Website: fortigent.com
- Headquarters: Rockville, Maryland, United States
- Founded: 1994
- Headcount: 51-200
Fortigent provides comprehensive investment management solutions to financial advisors, institutions, and family offices. Their offerings include custom portfolio management, research and analytics, and investment reporting.
5. Retirement Management Systems Inc.
- Website: manage401k.com
- Headquarters: Severna Park, Maryland, United States
- Founded: 2010
- Headcount: 11-50
Retirement Management Systems is a professional investment management company that helps individuals and their financial advisors manage retirement savings plans. With over 30 years of experience, they offer a disciplined portfolio management process and back-office trading operation for 401(k) and other company-sponsored accounts. Their team handles all the heavy lifting and ensures that the savings plan aligns with the client's overall wealth and retirement strategy.
6. EquityCompass Investment Management, LLC
- Website: equitycompass.com
- Headquarters: Baltimore, Maryland, United States
- Founded: 2008
- Headcount: 11-50
- Latest funding type: Ipo
EquityCompass is an asset management firm that offers fixed income and equity strategies designed to provide capital preservation, return stability and supplemental income, suitable for diversified portfolios
7. Advisors Preferred
- Website: advisorspreferred.com
- Headquarters: Rockville, Maryland, United States
- Founded: 2011
- Headcount: 11-50
Advisors Preferred is an SEC registered investment advisor that offers mutual funds and manages and grows mutual fund assets for customers.
8. Cardinal Gibbons School
- Website: cardinalgibbons.com
- Headquarters: Baltimore, Maryland, United States
- Headcount: 11-50
Cardinal Gibbons is an investment management firm based in the United States. It offers a range of investment solutions to its clients, including equity, fixed income, and alternative investment strategies.
9. Zora Corp
- Website: zorcorp.com
- Headquarters: Silver Spring, Maryland, United States
- Founded: 2009
- Headcount: 11-50
ZorCorp is a capital investment firm that offers financial services and expertise to clients. They provide support in various areas including investment planning, asset management, and financial analysis.
10. Lmm LLC
- Website: millervalue.com
- Headquarters: Baltimore, Maryland, United States
- Founded: 1999
- Headcount: 11-50
Miller Value Partners is an investment firm offering a range of strategies aimed at delivering high long-term returns. With a focus on understanding human behavior and the complex adaptive system of markets, we provide performance solutions for investors. Our strategies include Opportunity Equity, Deep Value, and Income Strategy.
11. Ithaka Group LLC
- Website: ithakagroup.com
- Headquarters: Bethesda, Maryland, United States
- Founded: 2008
- Headcount: 11-50
The Ithaka Group LLC is a growth-oriented investment company that offers strategies for concentrated growth investing with a team approach.
12. Boomerang Asset Management
- Website: boomerangasset.com
- Headquarters: Bethesda, Maryland, United States
- Headcount: 11-50
Boomerang Asset Management is a Washington, DC based company that offers general management services for private equity funds, distressed assets portfolio, receivership estates, and strategic investments. Its team of experienced professionals provides tailored solutions to meet the unique goals of clients.
13. MCB Real Estate LLC
- Website: mcbrealestate.com
- Headquarters: Baltimore, Maryland, United States
- Founded: 2007
- Headcount: 51-200
MCB Real Estate is an institutional investment management firm that specializes in retail, multifamily, mixed-use, industrial, office, and science+health properties. With its headquarters in Maryland, the company offers comprehensive investment solutions for real estate portfolios.
14. Promark Partners
- Website: promarkpartners.com
- Headquarters: Rockville, Maryland, United States
- Founded: 2000
- Headcount: 51-200
Promark Partners is a full-service real estate company with a diverse portfolio of owned and managed assets, specializing in commercial leasing and sales, development services, asset management, and consulting services.
15. ASB Capital Management
ASB Real Estate Investments Division is a leading real estate investment management firm investing in major urban markets across the U.S.
16. Ashton-Group Services, LLC
- Website: ashton-gs.com
- Headquarters: Annapolis Junction, Maryland, United States
- Headcount: 11-50
Ashton-GS is a company offering a range of financial services and solutions to meet the needs of individuals and businesses. With expertise in investment banking, asset management, and wealth management, they provide tailored strategies and advice to help clients achieve their financial goals.
17. The Family Firm, Inc.
- Website: familyfirm.com
- Headquarters: Bethesda, Maryland, United States
- Founded: 1984
- Headcount: 11-50
The Family Firm is a financial advisory firm that provides comprehensive and unbiased investment advice to clients. With a focus on balance and diversification, they help clients make sensible decisions about savings and lifestyle to build and sustain financial security.
18. Maryland Capital Management
- Website: mdcapital.com
- Headquarters: Towson, Maryland, United States
- Founded: 1978
- Headcount: 11-50
Maryland Capital Management (MCM) is an independent investment and wealth management firm, offering tailor-made solutions and comprehensive advice to individuals and institutions nationwide.
19. Omni Land Settlement Corporation
- Website: omniland.net
- Headquarters: Lutherville Timonium, Maryland, United States
- Founded: 1993
- Headcount: 11-50
Omniland.net is a company providing comprehensive investment advice and banking services to individuals and businesses. With a focus on personalized solutions and a wide range of financial products, we aim to help clients achieve their financial goals and maximize their returns.
20. The Loughlin Management Group, Inc.
- Website: loughlinmanagement.com
- Headquarters: Annapolis, Maryland, United States
- Headcount: 11-50
- Latest funding type: Acquired
Loughlin Management is a company offering comprehensive financial consulting services. They provide expert advice and guidance to clients in managing their investments and maximizing their profits. With a team of experienced investment bankers, they specialize in portfolio management, risk assessment, and financial analysis.
21. Ceros Financial Services, Inc.
- Website: cerosfs.com
- Headquarters: Rockville, Maryland, United States
- Founded: 1995
- Headcount: 11-50
CerosFS is a company that offers a range of financial services and solutions to its clients. With expertise in investment management, risk assessment, and strategic planning, they provide tailored solutions to meet their clients' financial goals.
Want to find more asset management companies?
If you want to find more companies that provide a variety of services including ETFs, investment advisory, and financial planning you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.
With Inven you'll also get to know the company's:
- Ownership: Which of these are private equity backed? Which are family-owned?
- Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
- Financials: How do these companies perform financially? What are their revenues and profit margins?
...and a lot more!
