Top 5 Investment Management Companies in Rockville

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

Investment Management Companies in Rockville

1. Key Wealth Managers

Industry: Investment Management

Location: Rockville, Maryland

Website: wbrockville.com

Company Size: 11-50

Company Address: 9210 Corporate Boulevard, Rockville, Maryland, United States

Key Wealth Managers Contact Details

Name Title LinkedIn Phone Email
Matthew Krivonak Senior Partner
Diana Leon Executive Vice President
Josh Marciano Financial Advisor
Requires/Intent
CRM Systems
Cybersecurity Solutions
and more

2. Stellar Advisors

Industry: Investment Management

Location: Rockville, Maryland

Company Size: 11-50

Company Address: 11200 Rockville Pike, Rockville, Maryland, United States

Stellar Advisors Contact Details

Name Title LinkedIn Phone Email
Barbara Frost Leasing Agent
Earl Raven Rental Property Manager
Mimi Lyddane Receptionist
Requires/Intent
IoT
Customer Relationship Management
Hedge Fund Strategies
Public Relations
Tax Optimization For Investments
and more

3. Burt Wealth Advisors

Industry: Investment Management

Location: Rockville, Maryland

Website: burtwealthadvisors.com

Company Founded: 1985

Company Size: 11-50

Company Address: 6010 Executive Boulevard, Rockville, Maryland, United States

Burt Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Deanna Tomasetti Associate Financial Planner
Sophie Leahy Associate Advisor
Requires/Intent
Institutional Asset Management
Robo-Advisors & AI Trading
Advertising
Cybersecurity Solutions
and more

4. Investment Planning Associates, Inc.

Industry: Investment Management

Location: Rockville, Maryland

Website: ipa-ria.com

Company Size: 1-10

Company Address: 11140 Rockville Pike, Rockville, Maryland, United States

Investment Planning Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Chuck Donalies Fee-only Financial Planner
Maria Robinson Administrative Assistant
Chuck Donalies Fee-only Financial Planner
Requires/Intent
High-Frequency Trading Solutions
Web Development
Public Relations
Accounting
Compliance & Risk Management
and more

5. Financial Strategies, Inc.

Industry: Investment Management

Location: Rockville, Maryland

Website: financialstrategiesinc.net

Company Founded: 1984

Company Size: 1-10

Company Address: 11300 Rockville Pike, Rockville, Maryland, United States

Financial Strategies, Inc. Contact Details

Name Title LinkedIn Phone Email
Steve Tarchala Life And Health Specialist
Requires/Intent
HR & Payroll Services
IPO Advisory
Automation
IoT
and more
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Rockville Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Matthew Krivonak Key Wealth Managers Senior Partner
2 Diana Leon Key Wealth Managers Executive Vice President
3 Josh Marciano Key Wealth Managers Financial Advisor
4 Barbara Frost Stellar Advisors Leasing Agent
5 Earl Raven Stellar Advisors Rental Property Manager
6 Mimi Lyddane Stellar Advisors Receptionist
7 Deanna Tomasetti Burt Wealth Advisors Associate Financial Planner
8 Sophie Leahy Burt Wealth Advisors Associate Advisor
9 Chuck Donalies Investment Planning Associates, Inc. Fee-only Financial Planner
10 Maria Robinson Investment Planning Associates, Inc. Administrative Assistant
11 Chuck Donalies Investment Planning Associates, Inc. Fee-only Financial Planner
12 Steve Tarchala Financial Strategies, Inc. Life And Health Specialist

Investment Management companies in different cities of Maryland

No. Industry Number of Contacts Download
1 Investment Management Companies in Baltimore 1840
2 Investment Management Companies in Bethesda 2415
3 Investment Management Companies in Chevy Chase 575
4 Investment Management Companies in Annapolis 575