Financial advisers in Annapolis, MD
14 registered investment adviser firms in Annapolis managing $16.4B in assets, based on public SEC Form ADV filings.
Realterm
Annapolis, MD · Est. 2023
- AUM
- $10.9B
- Per adviser
- $100M
- Advisers
- 109
No reported disclosures
Scarborough Capital Management
Annapolis, MD · Est. 2013
- AUM
- $1.6B
- Per adviser
- $126M
- Advisers
- 13
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
Mdrn Capital
Annapolis, MD · Est. 2024
- AUM
- $339M
- Per adviser
- $15M
- Advisers
- 22
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
The Ellerson Group INC
Annapolis, MD · Est. 1995
- AUM
- $291M
- Per adviser
- $146M
- Advisers
- 2
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
Sera Capital Management, LLC
Annapolis, MD · Est. 2026
- AUM
- $114M
- Per adviser
- $23M
- Advisers
- 5
No reported disclosures