Financial advisers in Columbia, MD

7 registered investment adviser firms in Columbia managing $6.0B in assets, based on public SEC Form ADV filings.

Baltimore-Washington Financial Advisors

Columbia, MD · Est. 2012

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

No reported disclosures

Tribridge Partners Financial LLC

Columbia, MD · Est. 2024

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

No reported disclosures

Williams Asset Management

Columbia, MD · Est. 2026

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

No reported disclosures

Glr Partners

Columbia, MD · Est. 2025

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

No reported disclosures

Alpha Dna Investment Management

Columbia, MD · Est. 2020

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

No reported disclosures

Pointer Financial Advisors LLC

Columbia, MD · Est. 2023

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

No reported disclosures

White Oak Wealth Management

Columbia, MD · Est. 2018

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

No reported disclosures