About the Portfolio Management & Investment Advice in Maryland Market Research Report
What’s Included in the Portfolio Management & Investment Advice in Maryland Market Research Report
Definition of the Portfolio Management & Investment Advice in Maryland?
This industry comprises establishments primarily engaged in managing the portfolio assets (i.e., funds) of others on a fee or commission basis and/or providing customized investment advice to clients on a fee basis. Establishments providing portfolio management have the authority to make investment decisions, and they derive fees based on the size and/or overall performance of the portfolio.
What’s included in the Portfolio Management & Investment Advice in Maryland?
The Portfolio Management & Investment Advice in Maryland includes large cap equity asset management, fixed-income asset management, equity specialties asset management, alternatives asset management, fee-based financial investment advice services and financial planning services. Related terms covered in the Portfolio Management & Investment Advice in Maryland industry report includes the assets (e.g. equities, fixed income, real estate and alternative assets) managed on behalf of clients, an investment fund, usually only open to customers that meet specific wealth characteristics, that undertakes a range of investment and trading activities, an investment fund traded on stock exchanges that holds assets (e.g. stocks, commodities or bonds) and trades close to its net asset value over the course of the trading day, a portfolio management strategy where the manager makes specific investments with the goal of outperforming an investment benchmark index and a financial strategy in which an investor or a fund manager invests in accordance with a pre-determined strategy that doesn't entail any forecasting.
Industry Performance of the Portfolio Management & Investment Advice industry in Maryland
Benchmark the Portfolio Management & Investment Advice in Maryland industry performance with all MD county and national performance.
Portfolio Management & Investment Advice in Maryland
#8 in Highest Revenue 3.3% of state's GDPRevenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)
Portfolio Management & Investment Advice in the US
Revenue (2025)
Annual Growth (2020-25)
Annual Growth (2025-30)
For the full list of industry drivers, see report purchase options.
Key Drivers of the Portfolio Management & Investment Advice industry in Maryland
See how key industry drivers, such as are impacting Portfolio Management & Investment Advice in Maryland
Maryland Economic Indicators
Population
New Business Formation
View more economic information in MD State Economic profile
US Key External Drivers
S&P 500
Yield on 10-year Treasury note
Per capita disposable income
For the full list of industry drivers, see report purchase options.
County Data of the Portfolio Management & Investment Advice industry in Maryland
Access proprietary data on county in the Portfolio Management & Investment Advice in Maryland, such as Montgomery County, Baltimore County and Anne Arundel County. Data includes figures on revenue, establishments, employees and wages by counties.
Key Statistics of the Portfolio Management & Investment Advice industry in Maryland
Download 18 years of historical data and 5 years of projected performance.
