Radar · Asset Management in Maryland
Best Asset Management Companies in Maryland, United States
The 52 best Asset Management companies in Maryland, United States in 2026, ranked by funding and momentum. Funding, investors, founders, valuation, tech stack and live signals. Top: Brown Advisory.
By Rohit KhannaTrends & Stories
52companies tracked
$1Bdisclosed funding
0unicorns
4have raised
Ranked: Best Asset Management companies in Maryland
| # | Company | Disclosed funding | Last round | Stage | Founder | Founded | Tech stack | Recent signals |
|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Diversified investment management firm | $1.0B | 41 mo ago | Public | Priyank Soni Founder | 1993 | DrupalApple iCloud MailPHP+20 | 1 award |
| 2 | Estwa Provides investment management, financial planning, wealth advisory, and other services | $4M | 24 mo ago | Series A | — | — | — | — |
| 3 | Verdence Provider of investment management services | — | 3 mo ago | Series A | Leo Kelly CEO | 2017 | WordPressMySQLPHP+37 | 1 job opening · 1 award |
| 4 | WMS Partners Wealth management firm | — | 58 mo ago | Acquired | Timothy Chase Chairman | 1993 | — | — |
| 5 | Legg Mason Diversified investment management firm | — | 101 mo ago | Acquired | — | 1899 | — | — |
| 6 | FORT LP Diversified investment management firm | — | 126 mo ago | Late Stage | Yves Balcer Co-Founder & Principal | 1993 | — | — |
| 7 | Beltway Capital Management Diversified investment management firm | — | 229 mo ago | Series A | Darren Sweeney Managing Director | 2002 | — | — |
| 8 | (k)rpg, llc (k)RPG, LLC offers investment management solutions, comprehensive financial planning, and advisory services… | — | — | Acquired | — | 2004 | — | — |
Top 7 Asset Management companies in Maryland
#1
Public · Baltimore, Maryland · founded 1993 · 770 employees$1Braised▾
Public · Baltimore, Maryland · founded 1993 · 770 employees
Brown Advisory is an investment firm provides clients' investment and strategic advice, service and individualized attention. Brown Advisory is not a lending institution or an investment bank.
LinkedIn Pulse recent public activity · Jul 2026
Audience: 30k LinkedIn followers — 44.7% of this cohort's audience
Activity: 1 awards announced in 12 mo
Funding rounds
- Feb 2023Series D$439.8M
- Nov 2018Series C$12.5M
- Jan 2016Series C$541.9M
- Apr 2010Series B$29.7M
Founders & team
Investors
Clark Enterprises, ABS Capital, Woodbrook Capital
#2
Series A · Rockville, Maryland · 20 employees$4Mraised▾
Series A · Rockville, Maryland · 20 employees
Provides investment management, financial planning, wealth advisory, and other services
Funding rounds
- Jul 2024Series A$4M
#3
Series A · Hunt Valley, Maryland · founded 2017 · 52 employees—raised▾
Series A · Hunt Valley, Maryland · founded 2017 · 52 employees
Provider of investment management services
LinkedIn Pulse recent public activity · Jul 2026
Audience: 2k LinkedIn followers — 3.5% of this cohort's audience
Hiring: 1 hiring post in 12 mo (public) · hiring: Director of Estate Planning & Tax Strategy
Activity: 1 awards announced in 12 mo
Funding rounds
- Mar 2026Series A—
- Jul 2021Seed—
Founders & team
Investors
Emigrant Partners, Wealth Partners Capital Group, HGGC
Tech stack
Alpine.JsCloudflareCloudflare Bot ManagementContact Form 7Core-JsDocusign
#4
Acquired · Towson, Maryland · founded 1993 · 81 employees—raised▾
Acquired · Towson, Maryland · founded 1993 · 81 employees
Wealth management firm
Founders & team
Investors
TRIA Capital Partners
#5
Acquired · Baltimore, Maryland · founded 1899 · 1127 employees—raised▾
Acquired · Baltimore, Maryland · founded 1899 · 1127 employees
Diversified investment management firm
Investors
DuPont, Shanda, KKR, Trian Partners, Greyrock Investments
Tech stack
OnetrustGoogle Tag ManagerLinkedin AdsHstsCloudflare
#6
Late Stage · Chevy Chase, Maryland · founded 1993 · 55 employees—raised▾
Late Stage · Chevy Chase, Maryland · founded 1993 · 55 employees
Diversified investment management firm
Funding rounds
- Jan 2016PE—
Founders & team
Investors
Goldman Sachs
#7
Series A · Hunt Valley, Maryland · founded 2002 · 28 employees—raised▾
Series A · Hunt Valley, Maryland · founded 2002 · 28 employees
Operator of an investment platform that acquires commercial and residential mortgage loans intended for government, banks, insurers and financial institutions. The company is engaged in the acquisition of a broad spectrum of underperforming and performing that can be significant financial liabilities and then selling these assets and residential loans including traditional mortgages, HELOCs and reverse mortgages at a competitive price.
Founders & team
Investors
Redwood Capital Investments
Tech stack
WordpressMysqlPhpChart.JsBootstrapThe Events Calendar
Funding & investor landscape
$1Btotal disclosed funding
2companies funded
5disclosed rounds
0rounds last 90 days
Most active investors
Goldman Sachs1 rounds
Notable founders
Priyank Soni
Founder · Brown Advisory
Marco Crombach
Founder and Managing Director · Brown Advisory
Leo Kelly
CEO · Verdence
Timothy Chase
Chairman · WMS Partners
David Citron
Ex-CIO · WMS Partners
Yves Balcer
Co-Founder & Principal · FORT LP
Sanjiv Kumar
Co-Founder · FORT LP
Darren Sweeney
Managing Director · Beltway Capital Management
Robert J. Litter
Managing Director · Beltway Capital Management
Prism market signals · United States · country-scoped Prism corpus, 13,477,469 docs
Market landscape — 10 sub-themes by coverage
Share of Asset Management coverage by sub-theme.
Regulatory-risk over time rising
Funding & growth over time
funding rising · growth rising
Common questions
How many Asset Management companies are there in Maryland, United States?
Radar tracks 52 indexable Asset Management companies headquartered in Maryland, United States that meet our profile-completeness bar.
What is the total funding raised by Asset Management companies in Maryland, United States?
The Asset Management companies in Maryland, United States on this list have raised a combined $1B in disclosed equity funding across 2 funded companies.
Which is the highest-funded Asset Management company in Maryland, United States?
Brown Advisory is the highest-funded Asset Management company in Maryland, United States, with $1B in disclosed equity funding.
How many Asset Management companies in Maryland, United States are funded?
2 of the 52 Asset Management companies in Maryland, United States on this list have disclosed at least one equity funding round.
How many Asset Management unicorns are there in Maryland, United States?
None of the Asset Management companies in Maryland, United States on this list currently has a disclosed valuation of $1B or more.
Who are the top investors in Maryland, United States Asset Management companies?
The most active investors in Maryland, United States Asset Management companies on this list include ABS Capital, Clark Enterprises, DuPont, Emigrant Partners, FG Ventures.
Rohit KhannaTrends & Stories
Rohit lives in the feed. He covers what's moving right now — the funding rounds, launches and shifts breaking across the trade press — and ties them back to where the sector is heading.