Top 5 Investment Management Companies in Annapolis

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Below is the list of Top 5 Investment Management Companies in Annapolis ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Annapolis

1. Kelly Benefits, Financial Advisors, And Risk Management

Industry: Investment Management

Location: Annapolis, Maryland

Website: getkbi.com

Company Founded: 1999

Company Size: 1-10

Company Address: 810 East College Parkway, Annapolis, Maryland, United States

Kelly Benefits, Financial Advisors, And Risk Management Contact Details

Name Title LinkedIn Phone Email
Michael Kelly Vice President
Bryan Wasserman Financial Advisor
Requires/Intent
Robo-Advisors & AI Trading
Customer Relationship Management
IoT
Data Security
Technology
and more

2. Hopkins Investment Management

Industry: Investment Management

Location: Annapolis, Maryland

Company Founded: 2001

Company Size: 1-10

Company Address: 12 Francis Street, Annapolis, Maryland, United States

Hopkins Investment Management Contact Details

Name Title LinkedIn Phone Email
Martin Hopkins President
Requires/Intent
Cloud Solutions
Branding
Technology
Legal
and more

3. Eb-5 Worldwide

Industry: Investment Management

Location: Annapolis, Maryland

Website: eb5ww.com

Company Founded: 1990

Company Size: 11-50

Company Address: 77 West Street, Annapolis, Maryland, United States

Eb-5 Worldwide Contact Details

Name Title LinkedIn Phone Email
Lewis Laskin President
Requires/Intent
Private Wealth Management
E-commerce Integration
ESG Investing & Impact Analysis
Financial Management
Technology
and more

4. Barker Financial Management, Inc.

Industry: Investment Management

Location: Annapolis, Maryland

Website: barkerfinancialmanagement.com

Company Founded: 2006

Company Size: 1-10

Company Address: 1997 Annapolis Exchange Parkway, Annapolis, Maryland, United States

Barker Financial Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Terri Thomas Property Manager
Requires/Intent
Smart Contracts For Investment
Compliance & Risk Management
Customer Relationship Management
and more

5. Hobson Financial

Industry: Investment Management

Location: Annapolis, Maryland

Website: hobsonfinancial.net

Company Founded: 1998

Company Size: 1-10

Company Address: 2530 Riva Road, Annapolis, Maryland, United States

Hobson Financial Contact Details

Name Title LinkedIn Phone Email
Katie Morrow Assistant
Requires/Intent
Automation
Financial Due Diligence
Accounting
Financial Management
Public Relations
and more

Annapolis Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Kelly Kelly Benefits, Financial Advisors, And Risk Management Vice President
2 Bryan Wasserman Kelly Benefits, Financial Advisors, And Risk Management Financial Advisor
3 Martin Hopkins Hopkins Investment Management President
4 Lewis Laskin Eb-5 Worldwide President
5 Terri Thomas Barker Financial Management, Inc. Property Manager
6 Katie Morrow Hobson Financial Assistant

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