Baltimore is home to a diverse range of investment management firms, each offering specialized financial services to individuals, institutions, and businesses. Whether you’re seeking wealth management, private equity, real estate investment, or financial planning, these firms provide tailored solutions to help clients achieve their financial goals. Below is a curated list of top investment firms in Baltimore, along with their key services and contact details.
Investment Firms in Baltimore
- Wealth Daily
- A.G. Campbell Advisory LLC
- Equity Compass Strategies
- War Horse Cities
- Buttonwood Financial Advisors
- Griffin Moor International LLP
- Savano Capital Partners
- Integral Capital Partners
- Patriot Capital
- WBH Advisory
1. Wealth Daily
Wealth Daily is a free daily investment newsletter founded in 2005 by Angel Publishing, offering independent financial insights across various sectors, including stocks, bonds, energy, commodities, and real estate. The publication aims to provide readers with tools to achieve financial freedom through accessible, actionable market analysis often overlooked by mainstream media. Its editorial team, with over 75 years of combined experience, delivers content such as stock picks, market trends, and investment strategies to help investors make informed decisions. Wealth Daily is headquartered in Baltimore, Maryland, and is part of Angel Publishing’s suite of financial research services.
🔹 Services: Investment Management, Market Analysis, Stock Picks, Financial Newsletters
📍 Address: 3 E Read St, Baltimore, MD 21202
📞 Phone: (877) 303-4529
🔗 Website: Wealth Daily
📧 Contact: [email protected]
2. A.G. Campbell Advisory LLC
A.G. Campbell Advisory, LLC is an independent investment advisory firm founded in 2012, offering personalized investment management, financial planning, and family office services to high-net-worth individuals and institutions. With offices in Baltimore, MD, and Naples, FL, the firm is committed to providing clients with the resources of a large institution while maintaining the flexibility and personalized service of a boutique firm. A.G. Campbell Advisory emphasizes core values such as trust, ethics, independence, transparency, and opportunity, ensuring that client interests are always prioritized.
🔹 Services: Investment Management, Financial Planning, Family Office Services
📍 Address: 1340 Smith Ave #200, Baltimore, MD 21209
📞 Phone: (800) 262-7617
🔗 Website: A.G. Campbell Advisory
📧 Contact: [email protected]
3. Equity Compass Strategies
EquityCompass Investment Management, LLC is a Baltimore-based SEC-registered investment adviser and a wholly owned subsidiary of Stifel Financial Corp. Established in 2006, the firm offers a diverse range of portfolio strategies for individuals, financial intermediaries, and institutional clients across the U.S. As of July 31, 2024, EquityCompass managed over $5.0 billion in assets. The firm employs a research-driven, rules-based investment process that integrates traditional investment theory with quantitative techniques.
🔹 Services: Investment Management, Portfolio Strategies, Risk Management
📍 Address: 1 South St, 16th floor, Baltimore, MD 21202
📞 Phone: (443) 224-1231
🔗 Website: Equity Compass
📧 Contact: [email protected]
4. War Horse Cities
War Horse Cities is a Baltimore-based real estate development and investment firm committed to revitalizing urban communities through mission-driven projects that enhance economic, social, and environmental well-being. The firm collaborates closely with local communities to design and develop spaces that foster collaboration, inclusivity, and sustainability.
🔹 Services: Real Estate Investment, Urban Development, Community Revitalization
📍 Address: 900 E Fort Ave, Baltimore, MD 21230
📞 Phone: (443) 478-1200
🔗 Website: War Horse Cities
📧 Contact: [email protected]
5. Buttonwood Financial Advisors
Buttonwood Financial Advisors is a fee-only, fiduciary investment advisory firm based in Baltimore, Maryland, dedicated to providing objective financial guidance without conflicts of interest. Established in 2008, the firm offers comprehensive services, including financial planning, investment management, tax strategy, retirement planning, estate and legacy planning, and insurance strategy.
🔹 Services: Investment Management, Financial Planning, Retirement & Estate Planning
📍 Address: 1 N Haven St, Suite 204, Baltimore, MD 21202
📞 Phone: (410) 988-2391
🔗 Website: Buttonwood Financial
📧 Contact: [email protected]
6. Griffin Moor International LLP
Griffin Moor International, LLP is a boutique corporate advisory firm established in 2011, specializing in mergers and acquisitions (M&A), strategic capitalization, and capital procurement advisory services for privately held companies in the lower-middle market.
🔹 Services: Investment Management, M&A Advisory, Capital Procurement
📍 Address: 100 International Drive, Baltimore, MD 21202
📞 Phone: (410) 929-7781
🔗 Website: Griffin Moor
📧 Contact: [email protected]
7. Savano Capital Partners
Savano Capital Partners is a Baltimore-based private equity firm specializing in providing liquidity solutions to shareholders of rapidly growing, expansion-stage private companies. The firm focuses on investments in technology-driven businesses across sectors such as software, communications, e-commerce, and healthcare.
🔹 Services: Investment Management, Private Equity, Growth Capital
📍 Address: 2850 Quarry Lake Dr, Suite 304, Baltimore, MD 21209
📞 Phone: (443) 873-3561
🔗 Website: Savano Capital
📧 Contact: [email protected]
8. Integral Capital Partners
ICP Group is a leading specialty chemical manufacturer with a strong investment focus in industrial solutions. While primarily an operating company, its strategic investments in coatings, adhesives, and sealants demonstrate a commitment to growth through acquisitions and innovation.
🔹 Services: Investment Management, Industrial Sector Investments
📍 Address: S Calvert St, Baltimore, MD 21202
📞 Phone: (443) 872-0880
🔗 Website: ICP Group
📧 Contact: [email protected]
9. Patriot Capital
Patriot Capital is a private equity firm specializing in debt and minority equity investments for small and medium-sized privately held companies across the U.S. The firm emphasizes a relationship-driven approach to support growth and operational improvements.
🔹 Services: Investment Management, Private Equity, Debt Financing
📍 Address: 509 S Exeter St #210, Baltimore, MD 21202
📞 Phone: (443) 573-3010
🔗 Website: Patriot Capital
📧 Contact: [email protected]
10. WBH Advisory
WBH Advisory is a trusted wealth management firm offering customized financial planning and investment solutions to individuals, families, and businesses. Their experienced advisors specialize in retirement planning, tax optimization, and portfolio management.
🔹 Services: Investment Management, Wealth Planning, Retirement Strategies
📍 Address: 1829 Reisterstown Rd #225, Baltimore, MD 21208
📞 Phone: (410) 653-7979
🔗 Website: WBH Advisory
📧 Contact: [email protected]
Baltimore’s investment management landscape offers a variety of firms catering to different financial needs, from wealth management and private equity to real estate and corporate advisory services. Whether you’re an individual investor or a business seeking growth capital, these firms provide expertise, transparency, and tailored solutions to help you achieve long-term financial success.
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