Top Financial Services Companies in Baltimore, MD (37)
Johns Hopkins Federal Credit Union (JHCU) is a member-owned, federally chartered credit union independent from Johns Hopkins University and Health Systems. It serves as a mission-driven financial partner for the Johns Hopkins community, providing checking, savings, loans, and mortgages to employees, students, retirees, and Alumni Association members.
Founded in Baltimore in 1951, SECU is Maryland's largest credit union with nearly 240,000 members. As a member-owned financial services organization, it provides a wide range of banking products, including personal and business banking, financial advice, lending, and mortgage services. SECU is dedicated to supporting the financial well-being of its members and giving back to the communities it serves through...
T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term. Headquartered in Baltimore, Maryland, we provide an array of mutual funds, subadvisory services, separate account management, recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors. At T. Rowe Price, we...
T. Rowe Price's Top Stability & Growth Strengths
Strong Market Position & Advantage: The firm is positioned as a top-tier provider in retirement target-date solutions and a large global active manager by assets under management, indicating durable franchise strength in its core niches.
Strategic Partnerships: A partnership with Goldman Sachs to develop offerings blending public and private assets signals an attempt to broaden distribution and reinforce competitiveness in retirement and wealth channels.
Product Line Growth: Expansion in ETFs and alternatives, including private credit capabilities via Oak Hill Advisors, indicates active build-out of new product lanes beyond traditional active mutual funds.
Gross, Mendelsohn & Associates, P.A. is a full-service CPA and consulting firm serving businesses, nonprofits and families. The firm provides coordinated accounting, tax, business, technology and wealth advisory services to help clients make confident financial decisions, implement ERP and cybersecurity solutions, and plan for growth and succession.
For over 25 years, CMG Financial NMLS#1820 has delivered the personal service of a local lender, leveraging the resources of a national brand. Currently operating in all 50 states and the District of Columbia, CMG Financial branches have earned over 1200 Zillow reviews praising reliable preapprovals, ease of transaction, on-time closings, and transparency and communication throughout the mortgage process. Throughout...
Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape. Visit www.withum.com for more information. #WithumWay
Withum's Top Stability & Growth Strengths
Strong Revenue Growth: Reported revenue rose year over year and the firm moved up in Top 100 rankings, signaling momentum versus peers.
Market Expansion: The firm entered Houston, Chicago, and Western New York through targeted combinations, expanding its footprint and industry depth.
Strong Market Position & Advantage: Independent lists place the firm among the Top 25 in the U.S. and cite leadership across middle‑market niches such as technology, not‑for‑profit, healthcare, and financial services.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and...
UDR, Inc. (NYSE:UDR), an S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted U.S. markets. As of December 31, 2016, UDR owned or had an ownership position in 49,907 apartment homes including 3,604...
We are a full service employee benefits, actuarial, investment, and compensation consulting firm with over 40 years of experience providing consulting services to clients in the Public and Corporate Sectors, Nonprofit Organizations, as well as for the Federal Government. We build long-term partnerships with our clients by delivering understandable, insightful, and impactful solutions to complex benefits issues so that they...
Stout is a global advisory firm specializing in corporate finance, accounting and transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters. Learn about our Relentless Excellence®...
Stout's Top Stability & Growth Strengths
Investor Backing & Capital Strength: New private equity sponsorship from Integrum and prior Audax backing underpin continued expansion through recapitalization and acquisitions. Company and investor disclosures describe material scaling under prior ownership with capital positioned to sustain growth.
Market Expansion: Multiple acquisitions (DebtX Analytics, Appraisers and Planners, Pointe Advisory) and new practice launches (e.g., ESOP Consulting, Strategy) show active geographic and service-line growth, including new offerings in Switzerland. Recent Year in Review data also indicate a larger platform serving more engagements and clients.
Strong Market Position & Advantage: Repeated top placements in LSEG fairness‑opinion rankings and IAM Patent 1000 recognition for numerous experts confirm leadership in core niches like U.S. fairness opinions and IP expert testimony. A large, dedicated ESOP practice further reinforces specialist strength.
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...
JLL's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue expanded across 2024–2025, with multiple lines accelerating and management describing 2025 as reaching “new highs.” Real Estate Management Services is highlighted as growing year over year and providing a large, recurring base.
Healthy Cash Flow: Operating cash flow reached a record level in 2025 and free cash flow was also high, supporting capital return activity such as share repurchases. Cash generation is framed as strengthening alongside profitability and growth.
Diversified Revenue Streams: A larger recurring management-services base is described as stabilizing and supporting investment through cycles, while transactional businesses (leasing and capital markets) also rebounded. Variation within segments (e.g., softer proptech alongside stronger core lines) indicates multiple contributors rather than reliance on a single engine.
RSM is the leading provider of audit, tax and consulting services to the middle market. With over 11,000 employees across the U.S. and Canada and a global presence in 120 countries, our purpose is to deliver the power of being understood to our clients, colleagues and communities. As first-choice advisors, we are focused on developing leading professionals and innovative services...
RSM US LLP's Top Stability & Growth Strengths
Strategic Partnerships: The transatlantic partnership effective January 1, 2026 unites RSM US with the UK, Canada and Ireland (with integrated teams in India and El Salvador), forming an approximately $5B, ~23,000‑professional platform aimed at accelerating growth. Subsequent steps—such as an agreement in principle for RSM Mexico to join in June 2026—further expand the combined footprint.
Innovation-Driven Growth: A $1 billion, multi‑year AI and digital investment announced in 2025—and reiterated in 2026 materials—positions the firm to enhance productivity and build new tech‑enabled solutions. Leadership appointments in 2026 to scale digital and managed services align operating capacity to this program.
Strong Market Position & Advantage: The firm is ranked No. 5 in the U.S. and is widely recognized as a leading middle‑market provider, signaling national‑scale reach and brand strength. Headcount expansion indicators through mid‑2026 and a broadened cross‑border platform support durable competitiveness.
NMLS ID # 898795. Dominion Financial Services is a private lender serving professional single-family real estate investors. We offer fix & flip loans, 30-yr fixed rate rental loans, ground-up construction financing, and multifamily bridge loans. Dominion Financial Services was recognized by Inc. 5000 as one of the fastest-growing private company in America for 2022 and 2023.
Obran is a cooperative conglomerate corporation. We acquire and hold profitable small to medium size businesses and real estate on behalf of our worker-owners. We believe that everyone should own their most precious asset: their time. Through our portfolio of small businesses and real estate holdings, Obran Cooperative empowers our workers with ownership and education. Our unique holding cooperative structure allows...
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Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to...
Grant Thornton LLP (US)'s Top Stability & Growth Strengths
Investor Backing & Capital Strength: A growth-oriented private equity investment from New Mountain Capital (with minority investments from CDPQ and OA Private Capital) in 2024 supplied an “investment war chest” to accelerate technology, AI-enabled services, talent acquisition, and strategic expansion. This capital base also underpins the multinational platform strategy and the announced CBIZ deal.
Market Expansion: Grant Thornton Advisors announced a $5.0 billion acquisition of CBIZ that, upon closing, would lift the U.S. platform past $5 billion in domestic revenue and expand brand reach. The Advisors arm also combined with Grant Thornton Ireland in 2025 and has since grown its European footprint, signaling inorganic and international momentum.
Strong Market Position & Advantage: The firm is consistently ranked among the top U.S. accounting and professional services firms, operates across numerous U.S. offices, and is a premier leader for the mid‑market and private‑equity segments. Its inclusion among the small set of firms subject to annual PCAOB inspection underscores national scale and capital‑markets relevance.
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground...
Morgan Stanley's Top Stability & Growth Strengths
Strong Revenue Growth: Financials are highlighted by record net revenues across full-year and recent quarters, alongside broad-based gains in major divisions. Feedback suggests continued momentum with notable year-over-year increases in revenue and earnings.
Profitability: Earnings and diluted EPS are described as rising in tandem with top-line growth, indicating strong margins and capital efficiency. Observations point to record net income and consistent outperformance versus expectations.
Strong Market Position & Advantage: The firm is often portrayed as a top-tier or leading player in investment banking, wealth management, and capital markets. Industry rankings and awards underscore prominent standing and influence across core businesses.
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our...
Mutual of Omaha's Top Stability & Growth Strengths
Strong Market Position & Advantage: Medicare Supplement membership is described as among the top issuers nationwide, with placement near the top of the segment by enrollment. Leadership is also highlighted in specific adjacent niches such as reverse mortgages.
Strong Brand Reputation: Individual life insurance experience is positioned as highly regarded, including being ranked highest for overall customer satisfaction in a prominent industry study. The brand is repeatedly characterized as top-tier in its core lanes even when not the largest overall.
Investor Backing & Capital Strength: High insurer financial strength ratings are cited across core operating companies, supporting confidence in long-term claims-paying ability. Balance-sheet indicators such as rising admitted assets and policyholder surplus are presented as evidence of growing capital strength.
Lendmark Financial Services is a community-based consumer finance company that specializes in providing direct and indirect personal loans, automobile loans, debt consolidation loans, and merchant retail sales financing services. Lendmark has 500+ branch locations in 19 states. Our hybrid branch plus online digital experience allows us to offer the best personalized service to help meet your financial needs for planned...
We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and valuable financial advice and services at an affordable membership fee. Disclosures: https://facetwealth.com/legal-documents/social-media-disclosure/
Grant Thornton New Zealand is a leading professional services firm providing audit, tax, and advisory services to dynamic organizations across New Zealand. With a team of over 300 professionals, the firm combines local insight with global connectivity through the Grant Thornton International network. They are known for a collaborative, client-centered approach, delivering practical solutions that help businesses improve performance, grow...
