- American Asset Management Group (AAMG)
 - Rockville - Independent, fee based, SEC-registered money management firm. - Artesia Technologies
- Rockville - Offers expertise in digital asset management.
- Atlantica Associates LLC
- Offering currency risk research for emerging markets, consulting on European Monetary Union, Forex advice, and Dollar-Euro-Yen exchange rates.
- Azzad Asset Management, LLC
- Falls Church - Offers investments in Muslim belief based funds.
- Creative Investment Research
- Provides information on banks, thrifts, and brokerage firms owned by women and minorities. Publishes the Minority Bank Monitor. Provides general investment research services.
- Federal Realty Investment Trust
- Rockville - Manages, develops, and redevelops prime retail properties.
- ICMA Retirement Corporation
- Services to public sector employees.
- ICS Financial
- Fairfax - Offers estate planning, insurance services, and asset management.
- Investment Management Lara Group
- Vienna - Registered investment advisor with the SEC specialising in professional investment management services and asset management.
- J.E. Robert Companies
- McLean - Commercial mortgage investment and asset management firm with offices in the U.S. and France.
- Kiplinger
- Puts financial events in perspective on a daily basis. Stock quotes, mutual fund rankings, financial FAQs, and other interactive resources.
- MBAnalysis
- Bethesda - Stock valuation for the professional investor.
- Millennium Financial Services, LLP
- Rockville - Multi-faceted financial planning firm.
- Profit Value Fund
- Silver Spring
- Telemet America, Inc.
- Alexandria - Provides real-time stock quotes, charts, and news to professional and private investors.
- Washington Real Estate Investment Trust
- Rockville - Invests in a range of income-producing property types.
- Washington Society of Investment Analysts, Inc.
- Association of investment professionals offering classes, events, career support, and more.
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