Registered investment advisers in Maryland

AUM: $2.2T
Per adviser: $4.0B
Advisers: 545

No reported disclosures

T.Rowe Price Investment Management, INC.

Baltimore, MD · Est. 2021

AUM: $204.2B
Per adviser: $1.9B
Advisers: 105

No reported disclosures

Brown Advisory

Baltimore, MD · Est. 1991

AUM: $124.3B
Per adviser: $457M
Advisers: 272

No reported disclosures

Proshare Advisors LLC

Bethesda, MD · Est. 2005

AUM: $85.3B
Per adviser: $2.4B
Advisers: 35

No reported disclosures

Pnc Capital Advisors LLC

Baltimore, MD · Est. 2009

AUM: $50.9B
Per adviser: $2.3B
Advisers: 22

No reported disclosures

Chevy Chase Trust Company

Bethesda, MD · Est. 1997

AUM: $44.9B
Per adviser: $1.1B
Advisers: 42

No reported disclosures

Asb Capital Management LLC

Bethesda, MD · Est. 2000

AUM: $36.7B
Per adviser: $1.1B
Advisers: 33

No reported disclosures

1919 Investment Counsel, LLC

Baltimore, MD · Est. 2004

AUM: $26.0B
Per adviser: $501M
Advisers: 52

No reported disclosures

Arlington Capital Partners

Bethesda, MD · Est. 2012

AUM: $18.2B
Per adviser: $587M
Advisers: 31

No reported disclosures

Durable Capital Partners LP

Bethesda, MD · Est. 2019

AUM: $17.6B
Per adviser: $1.3B
Advisers: 14

No reported disclosures

Ullico Investment Advisors, INC.

Silver Spring, MD · Est. 1990

AUM: $13.9B
Per adviser: $240M
Advisers: 58

No reported disclosures

Jmi Management, L.P.

Baltimore, MD · Est. 2014

AUM: $13.6B
Per adviser: $309M
Advisers: 44

No reported disclosures

Artemis Real Estate Partners

Chevy Chase, MD · Est. 2012

AUM: $11.4B
Per adviser: $187M
Advisers: 61

No reported disclosures

Realterm

Annapolis, MD · Est. 2023

AUM: $10.9B
Per adviser: $100M
Advisers: 109

No reported disclosures

Brown Advisory Investment Solutions Group LLC

Baltimore, MD · Est. 2003

AUM: $9.8B
Per adviser: $547M
Advisers: 18

No reported disclosures

D.F. Dent And Company, INC.

Baltimore, MD · Est. 1980

AUM: $7.9B
Per adviser: $493M
Advisers: 16

No reported disclosures

Midcap Financial Services Capital Management, LLC

Bethesda, MD · Est. 2016

AUM: $7.3B
Per adviser: $60M
Advisers: 122

No reported disclosures

Harbor Investment Advisory, LLC

Lutherville, MD · Est. 2010

AUM: $6.9B
Per adviser: $229M
Advisers: 30

No reported disclosures

T. Rowe Price (Canada), INC.

Baltimore, MD · Est. 1991

AUM: $6.6B
Per adviser: $728M
Advisers: 9

No reported disclosures

Greenspring Advisors, LLC

Towson, MD · Est. 2007

AUM: $6.5B
Per adviser: $166M
Advisers: 39

No reported disclosures

T. Rowe Price Advisory Services, INC.

Owings Mills, MD · Est. 2000

AUM: $5.9B
Per adviser: $89M
Advisers: 66

No reported disclosures

Profund Advisors LLC

Bethesda, MD · Est. 1997

AUM: $5.2B
Per adviser: $149M
Advisers: 35

No reported disclosures

Asset Strategy Consultants LLC

Hunt Valley, MD · Est. 1998

AUM: $5.2B
Per adviser: $469M
Advisers: 11

No reported disclosures

Pennington Partners & Co., LLC

Bethesda, MD · Est. 2016

AUM: $5.1B
Per adviser: $509M
Advisers: 10

No reported disclosures

Impactassets Capital Partners Pb LLC

Bethesda, MD · Est. 2021

AUM: $4.9B
Per adviser: $330M
Advisers: 15

No reported disclosures

G10 LLC

Hunt Valley, MD · Est. 2023

AUM: $4.9B
Per adviser: $350M
Advisers: 14

No reported disclosures

Heritage Investors Management Corp

Bethesda, MD · Est. 1975

AUM: $4.6B
Per adviser: $579M
Advisers: 8

No reported disclosures

Verdence Capital Advisors, LLC

Hunt Valley, MD · Est. 2017

AUM: $4.6B
Per adviser: $160M
Advisers: 29

No reported disclosures

Hull Street Energy

Bethesda, MD · Est. 2018

AUM: $4.6B
Per adviser: $229M
Advisers: 20

No reported disclosures

Brown Capital Management, LLC

Baltimore, MD · Est. 1983

AUM: $4.5B
Per adviser: $349M
Advisers: 13

No reported disclosures

Innovation X Advisors

Rockville, MD · Est. 2022

AUM: $4.5B
Per adviser: $1.5B
Advisers: 3

No reported disclosures

Campbell & Company Investment Adviser LLC

Baltimore, MD · Est. 2005

AUM: $4.3B
Per adviser: $155M
Advisers: 28

No reported disclosures

New Century Advisors, LLC

Chevy Chase, MD · Est. 2002

AUM: $4.3B
Per adviser: $431M
Advisers: 10

No reported disclosures

Founders Financial Securities, LLC

Towson, MD · Est. 2006

AUM: $4.1B
Per adviser: $41M
Advisers: 101

No reported disclosures

Fcp

Chevy Chase, MD · Est. 2012

AUM: $3.5B
Per adviser: $124M
Advisers: 28

No reported disclosures

Lasalle Investment Management Securities

Baltimore, MD · Est. 1994

AUM: $3.3B
Per adviser: $133M
Advisers: 25

No reported disclosures

Xml Financial Group

Bethesda, MD · Est. 2016

AUM: $3.3B
Per adviser: $127M
Advisers: 26

No reported disclosures

Potomac

Bethesda, MD · Est. 1988

AUM: $3.3B
Per adviser: $121M
Advisers: 27

No reported disclosures

Prosperity - An Eisneramper Company

Owings Mills, MD · Est. 2015

AUM: $3.2B
Per adviser: $57M
Advisers: 56

No reported disclosures

Abrams Bison Investments, L.L.C.

Bethesda, MD · Est. 2006

AUM: $3.0B
Per adviser: $507M
Advisers: 6

No reported disclosures

Adams Diversified Equity Fund, INC.

Baltimore, MD · Est. 2015

AUM: $3.0B
Per adviser: $303M
Advisers: 10

No reported disclosures

Baltimore-Washington Financial Advisors

Columbia, MD · Est. 2012

AUM: $3.0B
Per adviser: $230M
Advisers: 13

No reported disclosures

Greenhouse Funds Lllp

Baltimore, MD · Est. 2015

AUM: $2.9B
Per adviser: $585M
Advisers: 5

No reported disclosures

Patient Capital Management, LLC

Baltimore, MD · Est. 2020

AUM: $2.5B
Per adviser: $626M
Advisers: 4

No reported disclosures

Rock Springs Capital

Baltimore, MD · Est. 2013

AUM: $2.4B
Per adviser: $303M
Advisers: 8

No reported disclosures

Fbb Capital Partners

Bethesda, MD · Est. 2000

AUM: $2.4B
Per adviser: $160M
Advisers: 15

No reported disclosures

Access Holdings Management Company LLC

Baltimore, MD · Est. 2018

AUM: $2.3B
Per adviser: $99M
Advisers: 23

No reported disclosures

Cornerstone Advisory

Hunt Valley, MD · Est. 2007

AUM: $2.2B
Per adviser: $250M
Advisers: 9

No reported disclosures

Enlightenment Capital

Chevy Chase, MD · Est. 2017

AUM: $2.1B
Per adviser: $163M
Advisers: 13

No reported disclosures

Albion River

Rockville, MD · Est. 2025

AUM: $2.1B
Per adviser: $516M
Advisers: 4

No reported disclosures

Trumbower Financial Advisors LLC

Bethesda, MD · Est. 1996

AUM: $2.0B
Per adviser: $248M
Advisers: 8

No reported disclosures

Alliance Partners LLC

Chevy Chase, MD · Est. 2011

AUM: $1.9B
Per adviser: $130M
Advisers: 15

No reported disclosures

Retirement Management Systems

Leonardtown, MD · Est. 2010

AUM: $1.9B
Per adviser: $377M
Advisers: 5

No reported disclosures

Berman Mcaleer

Timonium, MD · Est. 2025

AUM: $1.8B
Per adviser: $130M
Advisers: 14

No reported disclosures

Wbh Advisory, INC.

Baltimore, MD · Est. 1986

AUM: $1.7B
Per adviser: $158M
Advisers: 11

No reported disclosures

Advisorshares

Bethesda, MD · Est. 2009

AUM: $1.7B
Per adviser: $344M
Advisers: 5

No reported disclosures

Advisors Preferred LLC

Rockville, MD · Est. 2011

AUM: $1.7B
Per adviser: $281M
Advisers: 6

No reported disclosures

Scarborough Capital Management

Annapolis, MD · Est. 2013

AUM: $1.6B
Per adviser: $126M
Advisers: 13

No reported disclosures

Rotunda Capital Partners, LLC

Bethesda, MD · Est. 2019

AUM: $1.6B
Per adviser: $89M
Advisers: 18

No reported disclosures

Tribridge Partners Financial LLC

Columbia, MD · Est. 2024

AUM: $1.6B
Per adviser: $228M
Advisers: 7

No reported disclosures

Tritonpoint Wealth, LLC

Chevy Chase, MD · Est. 2023

AUM: $1.5B
Per adviser: $258M
Advisers: 6

Edgemoor Investment Advisors, INC.

Bethesda, MD · Est. 1999

AUM: $1.5B
Per adviser: $253M
Advisers: 6

No reported disclosures

Sargent Investment Group

Bethesda, MD · Est. 2018

AUM: $1.5B
Per adviser: $114M
Advisers: 13

No reported disclosures

Mv Capital Management, INC.

Bethesda, MD · Est. 2006

AUM: $1.4B
Per adviser: $180M
Advisers: 8

No reported disclosures

Black Diamond Financial, LLC

Lutherville, MD · Est. 2015

AUM: $1.4B
Per adviser: $105M
Advisers: 13

No reported disclosures

Ecosystem Investment Partners, LLC

Baltimore, MD · Est. 2013

AUM: $1.3B
Per adviser: $64M
Advisers: 20

No reported disclosures

Financial Council, LLC

Towson, MD · Est. 1996

AUM: $1.3B
Per adviser: $127M
Advisers: 10

No reported disclosures

Sc&H Wealth

Hunt Valley, MD · Est. 2009

AUM: $1.2B
Per adviser: $62M
Advisers: 20

No reported disclosures

Northlane Capital Partners

Bethesda, MD · Est. 2016

AUM: $1.2B
Per adviser: $64M
Advisers: 18

No reported disclosures

The Kelly Group

Bel Air, MD · Est. 2020

AUM: $1.1B
Per adviser: $87M
Advisers: 13

No reported disclosures

Financial Consulate

Hunt Valley, MD · Est. 1983

AUM: $1.1B
Per adviser: $84M
Advisers: 13

No reported disclosures

Red Oak Financial Group

Towson, MD · Est. 2015

AUM: $1.0B
Per adviser: $173M
Advisers: 6

No reported disclosures

Corbyn Investment Management INC

Lutherville, MD · Est. 1973

AUM: $1.0B
Per adviser: $144M
Advisers: 7

No reported disclosures

Lafayette Investments, INC.

Ashton, MD · Est. 1988

AUM: $943M
Per adviser: $157M
Advisers: 6

No reported disclosures

Glass Jacobson Wealth Advisors

Owings Mills, MD · Est. 2004

AUM: $928M
Per adviser: $103M
Advisers: 9

No reported disclosures

Warner Financial, INC

Bethesda, MD · Est. 2005

AUM: $852M
Per adviser: $213M
Advisers: 4

No reported disclosures

Fsa Wealth Partners

Rockville, MD · Est. 1983

AUM: $820M
Per adviser: $91M
Advisers: 9

No reported disclosures

The L. Warner Companies, INC

Timonium, MD · Est. 1999

AUM: $802M
Per adviser: $89M
Advisers: 9

No reported disclosures

Marathon Capital Management

Hunt Valley, MD · Est. 2004

AUM: $790M
Per adviser: $198M
Advisers: 4

No reported disclosures

Sfg Wealth Management

Towson, MD · Est. 2016

AUM: $760M
Per adviser: $76M
Advisers: 10

No reported disclosures

Torray Investment Partners LLC

Bethesda, MD · Est. 1972

AUM: $750M
Per adviser: $188M
Advisers: 4

No reported disclosures

Aegis Wealth

Bethesda, MD · Est. 2005

AUM: $744M
Per adviser: $124M
Advisers: 6

No reported disclosures

Kendall Capital Management

Rockville, MD · Est. 2013

AUM: $744M
Per adviser: $106M
Advisers: 7

No reported disclosures

The Marshall Financial Group LLC

Hunt Valley, MD · Est. 2019

AUM: $736M
Per adviser: $74M
Advisers: 10

No reported disclosures

Sandbox Financial Partners, LLC

Bethesda, MD · Est. 2018

AUM: $682M
Per adviser: $85M
Advisers: 8

No reported disclosures

Truffle Hound Capital, LLC

Bethesda, MD · Est. 2012

AUM: $680M
Per adviser: $97M
Advisers: 7

No reported disclosures

Vsm Wealth Advisory, LLC

Hunt Valley, MD · Est. 2021

AUM: $678M
Per adviser: $136M
Advisers: 5

No reported disclosures

Carderock Capital Management, INC.

Chevy Chase, MD · Est. 1987

AUM: $677M
Per adviser: $169M
Advisers: 4

No reported disclosures

Lombard Advisers Incorporated

Baltimore, MD · Est. 2019

AUM: $670M
Per adviser: $22M
Advisers: 30

No reported disclosures

Calvert Street Capital Partners, INC.

Towson, MD · Est. 2012

AUM: $663M
Per adviser: $39M
Advisers: 17

No reported disclosures

Williams Asset Management

Columbia, MD · Est. 2026

AUM: $661M
Per adviser: $110M
Advisers: 6

No reported disclosures

Innovative Wealth Building LLC

California, MD · Est. 2021

AUM: $657M
Per adviser: $82M
Advisers: 8

No reported disclosures

Family Office Research, LLC

Bethesda, MD · Est. 2014

AUM: $648M
Per adviser: $216M
Advisers: 3

No reported disclosures

Chapin Davis Asset Management

Baltimore, MD · Est. 2010

AUM: $643M
Per adviser: $31M
Advisers: 21

Hussman Strategic Advisors INC

Ellicott City, MD · Est. 2000

AUM: $617M
Per adviser: $309M
Advisers: 2

No reported disclosures

Soapstone Management L.P.

Bethesda, MD · Est. 2016

AUM: $610M
Per adviser: $153M
Advisers: 4

No reported disclosures

Prostatis Financial Advisors Group

Hanover, MD · Est. 2018

AUM: $605M
Per adviser: $38M
Advisers: 16

Perspective Wealth Management

Hunt Valley, MD · Est. 1989

AUM: $595M
Per adviser: $297M
Advisers: 2

No reported disclosures

Hz Investments INC.

Chevy Chase, MD · Est. 2021

AUM: $591M
Per adviser: $591M
Advisers: 1

No reported disclosures

Lgg Financial

Bethesda, MD · Est. 2019

AUM: $564M
Per adviser: $282M
Advisers: 2

No reported disclosures

Qp Consulting

Takoma Park, MD · Est. 2013

AUM: $560M
Per adviser: $560M
Advisers: 1

No reported disclosures

Quantum Financial Advisors INC

Rockville, MD · Est. 2022

AUM: $558M
Per adviser: $80M
Advisers: 7

No reported disclosures

Veridian Capital Partners

Frederick, MD · Est. 2021

AUM: $551M
Per adviser: $92M
Advisers: 6

No reported disclosures

Harvest Investment Consultants LLC

Hunt Valley, MD · Est. 1988

AUM: $549M
Per adviser: $110M
Advisers: 5

No reported disclosures

Beacon Investment Advisors LLC

Gaithersburg, MD · Est. 2022

AUM: $542M
Per adviser: $542M
Advisers: 1

No reported disclosures

Savano Direct Capital Partners, LLC

Baltimore, MD · Est. 2021

AUM: $519M
Per adviser: $65M
Advisers: 8

No reported disclosures

Broadoak Asset Management, LLC

Bethesda, MD · Est. 2021

AUM: $519M
Per adviser: $58M
Advisers: 9

No reported disclosures

&Wealth Partners

Baltimore, MD · Est. 2009

AUM: $508M
Per adviser: $169M
Advisers: 3

No reported disclosures

Maryland Capital Advisors, INC.

Chester, MD · Est. 2007

AUM: $491M
Per adviser: $164M
Advisers: 3

No reported disclosures

Montgomery Investment Management INC

Rockville, MD · Est. 1987

AUM: $490M
Per adviser: $245M
Advisers: 2

No reported disclosures

Abr Capital Partners, LLC

Baltimore, MD · Est. 2010

AUM: $487M
Per adviser: $29M
Advisers: 17

No reported disclosures

Buttonwood Financial Advisors, INC.

Baltimore, MD · Est. 2020

AUM: $483M
Per adviser: $97M
Advisers: 5

No reported disclosures

Widmann Financial Services

Bowie, MD · Est. 2017

AUM: $467M
Per adviser: $52M
Advisers: 9

No reported disclosures

Tufton Capital Management, LLC

Hunt Valley, MD · Est. 1995

AUM: $464M
Per adviser: $77M
Advisers: 6

No reported disclosures

Curio Wealth, LLC

Annapolis, MD · Est. 2023

AUM: $461M
Per adviser: $51M
Advisers: 9

No reported disclosures

Mre Management, LLC

Annapolis, MD · Est. 2025

AUM: $458M
Per adviser: $76M
Advisers: 6

No reported disclosures

Westbourne Investment Advisors INC.

Annapolis, MD · Est. 2007

AUM: $449M
Per adviser: $75M
Advisers: 6

No reported disclosures

Armstrong Dixon

Baltimore, MD · Est. 2015

AUM: $448M
Per adviser: $75M
Advisers: 6

No reported disclosures

L. K. Benson & Company, P.C.

Timonium, MD · Est. 1994

AUM: $446M
Per adviser: $223M
Advisers: 2

No reported disclosures

Tred Avon Family Wealth, LLC

Easton, MD · Est. 2015

AUM: $432M
Per adviser: $216M
Advisers: 2

No reported disclosures

Bay Harbor Wealth Management, LLC

Hunt Valley, MD · Est. 2018

AUM: $412M
Per adviser: $103M
Advisers: 4

No reported disclosures

Marks Wealth Management

Ellicott City, MD · Est. 2020

AUM: $409M
Per adviser: $136M
Advisers: 3

No reported disclosures

Nexus338

Cabin John, MD · Est. 2021

AUM: $408M
Per adviser: $204M
Advisers: 2

No reported disclosures

Bontempo Ohly Capital Management, LLC

Bethesda, MD · Est. 2004

AUM: $406M
Per adviser: $101M
Advisers: 4

No reported disclosures

A.G. Campbell Advisory, LLC

Baltimore, MD · Est. 2014

AUM: $404M
Per adviser: $81M
Advisers: 5

No reported disclosures

Macroview Investment Management LLC

Bethesda, MD · Est. 2010

AUM: $387M
Per adviser: $97M
Advisers: 4

No reported disclosures

Arrow Investment Advisors, LLC

Laurel, MD · Est. 2006

AUM: $377M
Per adviser: $94M
Advisers: 4

No reported disclosures

Glassy Mountain Advisors, INC.

Bethesda, MD · Est. 2021

AUM: $370M
Per adviser: $62M
Advisers: 6

No reported disclosures

Camden Partners Holdings, LLC

Owings Mills, MD · Est. 2001

AUM: $370M
Per adviser: $123M
Advisers: 3

No reported disclosures

Cromwell Funds

Baltimore, MD · Est. 2021

AUM: $369M
Per adviser: $184M
Advisers: 2

No reported disclosures

Pks Investment Advisors LLC

Salisbury, MD · Est. 2015

AUM: $367M
Per adviser: $46M
Advisers: 8

No reported disclosures

Wealth Planning Group

Baltimore, MD · Est. 2018

AUM: $361M
Per adviser: $90M
Advisers: 4

No reported disclosures

Outcome Driven Strategies, LLC

Hunt Valley, MD · Est. 2021

AUM: $360M
Per adviser: $60M
Advisers: 6

No reported disclosures

Bull Harbor Capital LLC.

Bethesda, MD · Est. 2023

AUM: $355M
Per adviser: $13M
Advisers: 28

No reported disclosures

Oliver Wealth Management

Towson, MD · Est. 2021

AUM: $340M
Per adviser: $85M
Advisers: 4

No reported disclosures

Turning Point Financial

Frederick, MD · Est. 2019

AUM: $339M
Per adviser: $23M
Advisers: 15

No reported disclosures

Mdrn Capital

Annapolis, MD · Est. 2024

AUM: $339M
Per adviser: $15M
Advisers: 22

No reported disclosures

Augment Infrastructure Managers Advisory LLC

Chevy Chase, MD · Est. 2021

AUM: $337M
Per adviser: $34M
Advisers: 10

No reported disclosures

Kilner Capital Advisors, LLC

Gaithersburg, MD · Est. 2008

AUM: $337M
Per adviser: $168M
Advisers: 2

No reported disclosures

Fvlcrum Partners, LLC

Bethesda, MD · Est. 2023

AUM: $329M
Per adviser: $30M
Advisers: 11

No reported disclosures

Law & Associates INC

Glen Echo, MD · Est. 1982

AUM: $327M
Per adviser: $109M
Advisers: 3

No reported disclosures

Hf Advisory Group, LLC

Annapolis, MD · Est. 2022

AUM: $322M
Per adviser: $161M
Advisers: 2

No reported disclosures

1 North Wealth Services, LLC

Annapolis, MD · Est. 2002

AUM: $320M
Per adviser: $53M
Advisers: 6

No reported disclosures

Valuewealth Services, LLC

Annapolis, MD · Est. 2019

AUM: $319M
Per adviser: $80M
Advisers: 4

No reported disclosures

Councilor Wealth LLC

Bethesda, MD · Est. 2017

AUM: $317M
Per adviser: $29M
Advisers: 11

No reported disclosures

Caro Investors

Chevy Chase, MD · Est. 2025

AUM: $317M
Per adviser: $53M
Advisers: 6

No reported disclosures

Ferguson-Johnson Wealth Management, INC.

Rockville, MD · Est. 1999

AUM: $316M
Per adviser: $158M
Advisers: 2

No reported disclosures

Chesapeake Financial Advisors

Towson, MD · Est. 2017

AUM: $310M
Per adviser: $44M
Advisers: 7

No reported disclosures

Hergenroeder Financial Advisors, INC.

Timonium, MD · Est. 2015

AUM: $305M
Per adviser: $102M
Advisers: 3

No reported disclosures

Hwa Financial Group

Ellicott City, MD · Est. 2018

AUM: $295M
Per adviser: $98M
Advisers: 3

No reported disclosures

The Ellerson Group INC

Annapolis, MD · Est. 1995

AUM: $291M
Per adviser: $146M
Advisers: 2

No reported disclosures

Tritonpoint Partners, LLC

Chevy Chase, MD · Est. 2024

AUM: $286M
Per adviser: $95M
Advisers: 3

No reported disclosures

Shaker Financial Services

Annapolis, MD · Est. 2004

AUM: $286M
Per adviser: $143M
Advisers: 2

No reported disclosures

Rcs Financial Planning, LLC

Annapolis, MD · Est. 2018

AUM: $281M
Per adviser: $140M
Advisers: 2

No reported disclosures

Accordant Advisory Group, INC.

Annapolis, MD · Est. 2017

AUM: $278M
Per adviser: $139M
Advisers: 2

No reported disclosures

Awani Capital Management LP

Fulton, MD · Est. 2025

AUM: $269M
Per adviser: $54M
Advisers: 5

No reported disclosures

Thinagee Investments INC.

Chevy Chase, MD · Est. 2025

AUM: $265M
Per adviser: $265M
Advisers: 1

No reported disclosures

Bnb Wealth Mangagement, LLC

Silver Spring, MD · Est. 1997

AUM: $265M
Per adviser: $66M
Advisers: 4

No reported disclosures

Glr Partners

Columbia, MD · Est. 2025

AUM: $261M
Per adviser: $87M
Advisers: 3

No reported disclosures

Schaeffer Financial LLC

Rockville, MD · Est. 2005

AUM: $258M
Per adviser: $64M
Advisers: 4

No reported disclosures

Independent Access Partners, LLC

Hunt Valley, MD · Est. 2024

AUM: $257M
Per adviser: $86M
Advisers: 3

No reported disclosures

Peakstone Financial Advisors

Chevy Chase, MD · Est. 2015

AUM: $256M
Per adviser: $85M
Advisers: 3

No reported disclosures

Impact Capital, LLC

Rockville, MD · Est. 2022

AUM: $253M
Per adviser: $84M
Advisers: 3

No reported disclosures

Research Financial Strategies

Rockville, MD · Est. 2010

AUM: $252M
Per adviser: $42M
Advisers: 6

No reported disclosures

Tritonpoint Capital, LLC

Chevy Chase, MD · Est. 2025

AUM: $250M
Per adviser: $250M
Advisers: 1

No reported disclosures

Bolton Investment

Towson, MD · Est. 1994

AUM: $249M
Per adviser: $36M
Advisers: 7

No reported disclosures

Intervest Ltd

Chevy Chase, MD · Est. 1986

AUM: $247M
Per adviser: $123M
Advisers: 2

No reported disclosures

Waypoint Wealth Management

Timonium, MD · Est. 2017

AUM: $242M
Per adviser: $242M
Advisers: 1

No reported disclosures

Promethium

Bethesda, MD · Est. 2024

AUM: $235M
Per adviser: $59M
Advisers: 4

No reported disclosures

Partnership Wealth Management

Towson, MD · Est. 2021

AUM: $235M
Per adviser: $117M
Advisers: 2

No reported disclosures

Delta Financial Advisors, INC

Kensington, MD · Est. 2021

AUM: $234M
Per adviser: $39M
Advisers: 6

No reported disclosures

Mount Vernon Associates INC

Baltimore, MD · Est. 1986

AUM: $233M
Per adviser: $116M
Advisers: 2

No reported disclosures

Montgomery Financial

Ocean City, MD · Est. 2024

AUM: $230M
Per adviser: $57M
Advisers: 4

No reported disclosures

Booster, LLC

Baltimore, MD · Est. 2022

AUM: $229M
Per adviser: $115M
Advisers: 2

No reported disclosures

Meritis Wealth Management, INC.

Potomac, MD · Est. 2025

AUM: $224M
Per adviser: $75M
Advisers: 3

No reported disclosures

Equitycompass Investment Management, LLC

Baltimore, MD · Est. 2008

AUM: $221M
Per adviser: $22M
Advisers: 10

No reported disclosures

Wealthplans, LLC

Frederick, MD · Est. 2020

AUM: $220M
Per adviser: $220M
Advisers: 1

No reported disclosures

The Simmons Partnership, INC

Towson, MD · Est. 2014

AUM: $217M
Per adviser: $108M
Advisers: 2

No reported disclosures

Elite Income Advisors, INC.

Ellicott City, MD · Est. 2025

AUM: $213M
Per adviser: $36M
Advisers: 6

No reported disclosures

Bluestone� Financial Advisors, LLC

Bethesda, MD · Est. 2022

AUM: $207M
Per adviser: $104M
Advisers: 2

No reported disclosures

Rmg Advisors

Rockville, MD · Est. 2025

AUM: $200M
Per adviser: $67M
Advisers: 3

No reported disclosures

Catoctin Ridge Wealth Partner

Thurmont, MD · Est. 2024

AUM: $199M
Per adviser: $50M
Advisers: 4

No reported disclosures

Capital Squared Financial LLC

Rockville, MD · Est. 2024

AUM: $199M
Per adviser: $99M
Advisers: 2

No reported disclosures

Calvert Impact Advisory Services, LLC

Bethesda, MD · Est. 2023

AUM: $198M
Per adviser: $99M
Advisers: 2

No reported disclosures

Bireme Capital, LLC

Rockville, MD · Est. 2025

AUM: $197M
Per adviser: $98M
Advisers: 2

No reported disclosures

Hillman Capital Management INC

Bethesda, MD · Est. 2000

AUM: $196M
Per adviser: $98M
Advisers: 2

No reported disclosures

Atcap Partners, LLC

Rockville, MD · Est. 2011

AUM: $196M
Per adviser: $9M
Advisers: 23

No reported disclosures

Alpha Dna Investment Management

Columbia, MD · Est. 2020

AUM: $195M
Per adviser: $49M
Advisers: 4

No reported disclosures

Blueprint Wealth Management INC.

Ellicott City, MD · Est. 2023

AUM: $190M
Per adviser: $190M
Advisers: 1

No reported disclosures

Calvert Wealth Management, INC.

Dunkirk, MD · Est. 2020

AUM: $190M
Per adviser: $63M
Advisers: 3

No reported disclosures

Ivy League Financial Advisors LLC

Rockville, MD · Est. 2006

AUM: $189M
Per adviser: $63M
Advisers: 3

No reported disclosures

Advocate Investing Services

Woodbine, MD · Est. 2022

AUM: $187M
Per adviser: $47M
Advisers: 4

No reported disclosures

Pointer Financial Advisors LLC

Columbia, MD · Est. 2023

AUM: $176M
Per adviser: $88M
Advisers: 2

No reported disclosures

Planvest Financial, INC.

Gaithersburg, MD · Est. 2024

AUM: $176M
Per adviser: $29M
Advisers: 6

No reported disclosures

Meta Wealth Advisory

Timonium, MD · Est. 2025

AUM: $172M
Per adviser: $172M
Advisers: 1

No reported disclosures

Town Capital

Bel Air, MD · Est. 2025

AUM: $169M
Per adviser: $84M
Advisers: 2

No reported disclosures

Foundry Wealth Advisors, LLC

Baltimore, MD · Est. 2021

AUM: $163M
Per adviser: $41M
Advisers: 4

Bestgate Wealth Advisors, LLC

Frederick, MD · Est. 2025

AUM: $162M
Per adviser: $54M
Advisers: 3

No reported disclosures

Sherman Wealth Management LLC

Gaithersburg, MD · Est. 2024

AUM: $160M
Per adviser: $53M
Advisers: 3

No reported disclosures

Capital Financial, LLC

Olney, MD · Est. 2025

AUM: $159M
Per adviser: $80M
Advisers: 2

No reported disclosures

Moore Wealth

Frederick, MD · Est. 2023

AUM: $157M
Per adviser: $31M
Advisers: 5

No reported disclosures

My Wealth Management, INC

Germantown, MD · Est. 2013

AUM: $156M
Per adviser: $78M
Advisers: 2

No reported disclosures

Jemma Financial Services

Baltimore, MD · Est. 2022

AUM: $140M
Per adviser: $28M
Advisers: 5

No reported disclosures

Global Brokerage Services, INC.

Hunt Valley, MD · Est. 2024

AUM: $137M
Per adviser: $27M
Advisers: 5

No reported disclosures

Cassilly Financial

Severna Park, MD · Est. 2025

AUM: $136M
Per adviser: $68M
Advisers: 2

Blue Curve Advisory, LLC

Towson, MD · Est. 2025

AUM: $125M
Per adviser: $16M
Advisers: 8

No reported disclosures

White Oak Wealth Management

Columbia, MD · Est. 2018

AUM: $124M
Per adviser: $62M
Advisers: 2

No reported disclosures

Global Environment Fund

Bethesda, MD · Est. 1991

AUM: $116M
Per adviser: $58M
Advisers: 2

No reported disclosures

Gritstone Asset Management LLC

Bethesda, MD · Est. 2022

AUM: $115M
Per adviser: $38M
Advisers: 3

No reported disclosures

Potomac Asset Management Co INC

Frederick, MD · Est. 1981

AUM: $114M
Per adviser: $57M
Advisers: 2

No reported disclosures

Sera Capital Management, LLC

Annapolis, MD · Est. 2026

AUM: $114M
Per adviser: $23M
Advisers: 5

No reported disclosures

Rlj Equity Partners, LLC

Bethesda, MD · Est. 2012

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures

Northbrook Financial

Baltimore, MD · Est. 2026

AUM: $109M
Per adviser: $54M
Advisers: 2

No reported disclosures

A. J. Perry & Co.

Towson, MD · Est. 2026

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures

Standard Partners LLC

Bethesda, MD · Est. 2025

AUM: $108M
Per adviser: $108M
Advisers: 1

No reported disclosures

Kalamata Asset Management LLC

Bethesda, MD · Est. 2017

AUM: $107M
Per adviser: $53M
Advisers: 2

No reported disclosures

Cwm Advisory, LLC

Ocean Pines, MD · Est. 2026

AUM: $101M
Per adviser: $34M
Advisers: 3

No reported disclosures

Blue Marlin Holdco LLC

Bethesda, MD · Est. 2021

AUM: $53M
Per adviser: $6M
Advisers: 9

No reported disclosures

American Financial Management, Ltd.

Owings Mills, MD · Est. 1983

AUM: $32M
Per adviser: $16M
Advisers: 2

No reported disclosures

Profit Investments

North Bethesda, MD · Est. 1996

AUM: $27M
Per adviser: $13M
Advisers: 2

No reported disclosures

Adams Funds Advisers

Baltimore, MD · Est. 2015

AUM: —
Per adviser: —
Advisers: 10

No reported disclosures

Proshare Investment Management LLC

Bethesda, MD · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Capital Financial Planners LLC

Chevy Chase, MD · Est. 2026

AUM: —
Per adviser: —
Advisers: 4

No reported disclosures

Nea Member Benefits

Gaithersburg, MD · Est. 2005

AUM: —
Per adviser: —
Advisers: 19

No reported disclosures

Institutional Shareholder Services INC.

Rockville, MD · Est. 1997