Top Investment Firms in Maryland
24 Companies
List of the Top Maryland Investment Management Firms
Sponsored
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
25% Funding & Investment50% Accounting25% Commercial FinancingSee all 1 projectsBarney And Company is a firm specializing in estate planning and tax services. They are noted for their professionalism, reasonable pricing, and effective communication, with 100% of reviewers recommending their services for both personal and business needs. Clients appreciate their personable approach and timely execution, with no areas for improvement identified.
Industry Experience
Barney And Company has received positive feedback primarily from clients in the nonprofit sector, particularly emphasizing their expertise in estate planning and taxes. Clients appreciate their professional and timely service, alongside transparent billing practices. The overall sentiment is highly favorable, with clients noting the firm's personable approach and effective communication. This suggests that organizations in need of reliable financial and tax-related services may find Barney And Company to be a suitable partner.
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NonprofitWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients have consistently noted that Barney And Company offers reasonable pricing and excellent value for money. One reviewer highlighted the firm's cost as 'very reasonable' with an 'upfront' billing structure that avoids surprises. Overall sentiment reflects satisfaction with both the quality of service and the affordability, leading clients to recommend the company for various needs, including estate planning and taxes.Was this helpful?
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UndisclosedUndisclosed2 - 9Rockville, MD
Services provided
20% Funding & Investment60% Financial Advising & Planning20% Financial ConsultingFerguson Johnson Wealth Management is a Financial Advising & Planning company. The company is in Rockville, Maryland. Their services include Financial Advising & Planning and Funding & Investment.
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UndisclosedUndisclosed50 - 249Baltimore, MD
Services provided
50% Funding & Investment50% Commercial FinancingCommercial Financing and Funding & Investment company Access Holdings was launched in 2013. The midsize team offers Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Columbia, MD
Services provided
50% Funding & Investment50% Commercial FinancingColumbiaNational Real Estate Finance, LLC is a Commercial Financing and Funding & Investment company. Their services include Commercial Financing.
Read moreSee All Locations (3)Columbia, MD
10330 Old Columbia Rd #105
Columbia, MD 2104616 - 20
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UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
50% Funding & Investment50% Commercial FinancingMicroVest Capital Management, LLC is a Commercial Financing and Funding & Investment company. Based in Bethesda, Maryland, the team provides Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed10 - 49Baltimore, MD
Services provided
100% Funding & InvestmentBrown Capital Management is a Funding & Investment company. Their small team is headquartered in Baltimore, Maryland. Their services include Funding & Investment.
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UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2019, Harbor Stone Advisors is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Bethesda, MD
Services provided
50% Funding & Investment50% Commercial FinancingIn Bethesda, Maryland, Columbia Partners Private Capital is a Commercial Financing and Funding & Investment company. The team focuses on Commercial Financing and Funding & Investment.
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UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
50% Funding & Investment50% Business Valuation ServicesHeadquartered in Baltimore, Maryland, Tucker & Meltzer LLC is a Business Valuation Services and Funding & Investment company. They specialize in Business Valuation Services and Funding & Investment.
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UndisclosedUndisclosed1,000 - 9,999Baltimore, MD
Services provided
50% Funding & Investment50% Financial Advising & PlanningFounded in 2007, Passive Capital Managament is a Financial Advising & Planning and Funding & Investment company. The company provides Financial Advising & Planning and Funding & Investment.
Read moreBaltimore,
2650 Quarry Lake
Baltimore, 21209501 - 750
13154783130
See All Locations (2)Baltimore, MD
2650 Quarry Lake Drive
Baltimore, MD 21208201 - 250
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UndisclosedUndisclosed50 - 249Timonium, MD
Services provided
20% Funding & Investment40% Business Consulting20% HR Consulting +2 services10% Corporate Training & Coaching10% Executive SearchThink Consulting is a Business Consulting company. Founded in 2004, the team offers Business Consulting and HR Consulting.
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UndisclosedUndisclosed2 - 9Chevy Chase, MD
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFarragut Capital Partners is a Financial Advising & Planning company based in Chevy Chase, Maryland. The team offers Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosed250 - 999Chevy Chase, MD
Services provided
10% Funding & Investment50% Commercial Development30% Commercial Property Management +1 service10% Commercial FinancingCommercial Development company Polinger Company is located in Chevy Chase, Maryland. Established in 1947, the team offers Commercial Development and Commercial Property Management.
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$250,000+$300+ / hr2 - 9Forest Hill, MD
Services provided
20% Funding & Investment20% Accounting20% Financial Advising & Planning +2 services20% Financial Consulting20% Insurance Services & BrokersAccounting company Chesapeake Financial Planners is based in Forest Hill, Maryland. Their services include Accounting and Financial Advising & Planning.
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UndisclosedUndisclosed2 - 9Frederick, MD
Services provided
20% Funding & Investment50% Business Valuation Services30% Commercial FinancingEstablished in 2019, BVC Equity Advisors is a small Business Valuation Services company. Their team offers Business Valuation Services and Commercial Financing.
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$1,000+$25 - $49 / hr2 - 9Upper Marlboro, MD
Services provided
15% Funding & Investment25% Accounting25% Business Consulting +2 services25% Financial Consulting10% Document Digitization & ManagementRoyale Tax & Financial Services is a Business Consulting company. Founded in 2019, their team provides Business Consulting and Accounting.
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UndisclosedUndisclosed2 - 9Pocomoke City, MD
Services provided
50% Funding & Investment50% Commercial FinancingFounded in 2002, Sunset Properties is a Commercial Financing and Funding & Investment company. The agency specializes in Commercial Financing and Funding & Investment, and is small.
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UndisclosedUndisclosed10 - 49Annapolis, MD
Services provided
10% Funding & Investment20% Accounting10% Branding +6 services10% Business Consulting10% Financial Advising & Planning10% Financial Consulting10% Fractional CFO Services10% Fractional CMO Services10% Marketing StrategyEstablished in 1984, Novotny, Larash, Venters & Wolf LLC is an Accounting company. The company focuses on Accounting and Branding, and is small.
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UndisclosedUndisclosed2 - 9Baltimore, MD
Services provided
10% Funding & Investment30% Business Consulting20% Accounting +4 services10% Commercial Brokerage Services10% Commercial Development10% Commercial Financing10% Financial Advising & PlanningBetter Business Consulting Group LLC is a Baltimore, Maryland-based Business Consulting company. They offer Business Consulting and Accounting and were founded in 2017.
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UndisclosedUndisclosedFreelancerChevy Chase, MD
Services provided
25% Funding & Investment50% Financial Advising & Planning25% Commercial FinancingFinancial Advising & Planning company Blue Creek Equity Partners is headquartered in Chevy Chase, Maryland. They provide Financial Advising & Planning and Commercial Financing.
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UndisclosedUndisclosedFreelancerBaltimore, MD
Services provided
20% Funding & Investment20% Business Consulting20% Commercial Brokerage Services +3 services20% Financial Advising & Planning10% Business Valuation Services10% Commercial FinancingCap Ex Management is a Business Consulting company launched in 2019. The small team focuses on Business Consulting and Commercial Brokerage Services.
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UndisclosedUndisclosed50 - 249Baltimore, MD
Services provided
50% Funding & Investment50% Commercial FinancingReinvestment Fund, a Commercial Financing and Funding & Investment company, offer Commercial Financing and Funding & Investment. They were established in 1985.
Read moreSee All Locations (3)Baltimore, MD
1707 North Charles Street, Suite 200B
Baltimore, MD 212012 - 5
410.783.1110
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UndisclosedUndisclosed10 - 49Bethesda, MD
Services provided
50% Funding & Investment50% Business ConsultingMonticello Associates is a small Business Consulting and Funding & Investment company founded in 1992. Their team offers Business Consulting and Funding & Investment.
Read moreSee All Locations (4)Bethesda, MD
6931 Arlington Road, Suite 580
Bethesda, MD 208141
+1.240.600.1730
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UndisclosedUndisclosed250 - 999Rockville, MD
Services provided
25% Funding & Investment50% Business Valuation Services25% Market ResearchISS ESG is a Business Valuation Services company founded in 1993. Their services include Business Valuation Services and Market Research.
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Focus (x-axis)
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Ability to Deliver considers three criteria:
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List of the Top 1 Maryland Investment Management Firms
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UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
21.5/40.016.2/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed2 - 9Rockville, MD
Ability to deliver
5.3/40.00/20 Reviews0/10 Clients & Experience5.3/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed50 - 249Baltimore, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Columbia, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Bethesda, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed10 - 49Baltimore, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% Funding & Investment -
UndisclosedUndisclosed2 - 9Baltimore, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Bethesda, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed2 - 9Baltimore, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed1,000 - 9,999Baltimore, MD
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
50% Funding & Investment50% Other -
UndisclosedUndisclosed50 - 249Timonium, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed2 - 9Chevy Chase, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
25% Funding & Investment75% Other -
UndisclosedUndisclosed250 - 999Chevy Chase, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
10% Funding & Investment90% Other -
$250,000+$300+ / hr2 - 9Forest Hill, MD
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% Funding & Investment80% Other -
UndisclosedUndisclosed2 - 9Frederick, MD
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
20% Funding & Investment80% Other -
$1,000+$25 - $49 / hr2 - 9Upper Marlboro, MD
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
15% Funding & Investment85% Other
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