Research Report · 2026-06-30
Largest Registered Investment Advisers in Maryland
Maryland SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
241
Total AUM
$3.11T
Median AUM
$460.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | T. ROWE PRICE ASSOCIATES, INC. | BALTIMORE | 105496 | $2.20T | 3,760 | 2026-03-31 | → |
| 2 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | BALTIMORE | 314590 | $204.18B | 112 | 2026-03-31 | → |
| 3 | BROWN ADVISORY LLC | BALTIMORE | 110181 | $124.31B | 782 | 2026-03-31 | → |
| 4 | PROSHARE ADVISORS LLC | BETHESDA | 134155 | $85.30B | 98 | 2026-03-31 | → |
| 5 | PNC CAPITAL ADVISORS LLC | BALTIMORE | 151829 | $50.88B | 258 | 2026-03-31 | → |
| 6 | CHEVY CHASE TRUST COMPANY | BETHESDA | 110742 | $44.93B | 119 | 2026-03-31 | → |
| 7 | ASB CAPITAL MANAGEMENT LLC | BETHESDA | 110995 | $36.68B | 62 | 2026-04-30 | → |
| 8 | 1919 INVESTMENT COUNSEL, LLC | BALTIMORE | 133370 | $26.04B | 131 | 2026-04-30 | → |
| 9 | ARLINGTON MANAGEMENT EMPLOYEES, LLC | BETHESDA | 160265 | $18.19B | 32 | 2026-03-31 | → |
| 10 | DURABLE CAPITAL PARTNERS LP | BETHESDA | 305221 | $17.59B | 49 | 2026-04-30 | → |
| 11 | ULLICO INVESTMENT ADVISORS, INC. | SILVER SPRING | 106628 | $13.92B | 92 | 2026-03-31 | → |
| 12 | JMI MANAGEMENT, L.P. | BALTIMORE | 158344 | $13.58B | 81 | 2026-06-30 | → |
| 13 | ARTEMIS REAL ESTATE PARTNERS, LLC | CHEVY CHASE | 160668 | $11.42B | 64 | 2026-03-31 | → |
| 14 | REALTERM TRANSPORTATION LLC | ANNAPOLIS | 322689 | $10.87B | 265 | 2026-05-31 | → |
| 15 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | BALTIMORE | 124612 | $9.84B | 24 | 2026-04-30 | → |
| 16 | D.F. DENT AND COMPANY, INC. | BALTIMORE | 105179 | $7.88B | 31 | 2026-06-30 | → |
| 17 | MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC | BETHESDA | 285820 | $7.27B | 360 | 2026-05-31 | → |
| 18 | HARBOR INVESTMENT ADVISORY, LLC | LUTHERVILLE | 151085 | $6.87B | 35 | 2026-03-31 | → |
| 19 | T. ROWE PRICE (CANADA) INC. | BALTIMORE | 107290 | $6.55B | 11 | 2026-03-31 | → |
| 20 | GREENSPRING ADVISORS, LLC | TOWSON | 132669 | $6.46B | 68 | 2026-06-30 | → |
| 21 | T. ROWE PRICE ADVISORY SERVICES, INC. | OWINGS MILLS | 108958 | $5.90B | 92 | 2026-06-30 | → |
| 22 | PROFUND ADVISORS LLC | BETHESDA | 109585 | $5.20B | 98 | 2026-03-31 | → |
| 23 | ASSET STRATEGY CONSULTANTS LLC | HUNT VALLEY | 110800 | $5.16B | 14 | 2026-06-30 | → |
| 24 | PENNINGTON PARTNERS & CO., LLC | BETHESDA | 282688 | $5.09B | 36 | 2026-04-30 | → |
| 25 | IMPACTASSETS CAPITAL PARTNERS PB LLC | BETHESDA | 317840 | $4.95B | 15 | 2026-06-30 | → |
| 26 | G10 LLC | HUNT VALLEY | 322876 | $4.91B | 49 | 2026-05-31 | → |
| 27 | HERITAGE INVESTORS MANAGEMENT CORP | BETHESDA | 110420 | $4.63B | 22 | 2026-03-31 | → |
| 28 | VERDENCE CAPITAL ADVISORS, LLC | HUNT VALLEY | 288512 | $4.63B | 52 | 2026-05-31 | → |
| 29 | HULL STREET ENERGY, LLC | BETHESDA | 291881 | $4.57B | 32 | 2026-06-30 | → |
| 30 | BROWN CAPITAL MANAGEMENT, LLC | BALTIMORE | 105633 | $4.54B | 37 | 2026-03-31 | → |
| 31 | INNOVATION X ADVISORS, LLC | ROCKVILLE | 322292 | $4.52B | 4 | 2026-03-31 | → |
| 32 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | BALTIMORE | 134332 | $4.34B | 68 | 2026-03-31 | → |
| 33 | NEW CENTURY ADVISORS, LLC | CHEVY CHASE | 122478 | $4.31B | 18 | 2026-03-31 | → |
| 34 | FOUNDERS FINANCIAL SECURITIES, LLC | TOWSON | 137945 | $4.14B | 139 | 2026-04-30 | → |
| 35 | FCP FUND MANAGER, L.P. | CHEVY CHASE | 161468 | $3.48B | 75 | 2026-05-31 | → |
| 36 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | BALTIMORE | 111179 | $3.33B | 27 | 2026-03-31 | → |
| 37 | XML FINANCIAL, LLC | BETHESDA | 284987 | $3.30B | 54 | 2026-06-30 | → |
| 38 | POTOMAC FUND MANAGEMENT INC | BETHESDA | 105413 | $3.28B | 36 | 2026-05-31 | → |
| 39 | THE PROSPERITY CONSULTING GROUP, LLC | OWINGS MILLS | 133777 | $3.20B | 66 | 2026-06-30 | → |
| 40 | ABRAMS BISON INVESTMENTS, L.L.C. | BETHESDA | 137183 | $3.04B | 11 | 2026-05-31 | → |
| 41 | ADAMS DIVERSIFIED EQUITY FUND, INC. | BALTIMORE | 281263 | $3.03B | 20 | 2026-03-31 | → |
| 42 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | COLUMBIA | 159388 | $2.99B | 36 | 2026-03-31 | → |
| 43 | SOL CAPITAL MANAGEMENT CO | ROCKVILLE | 110226 | $2.98B | 30 | 2025-07-31 | → |
| 44 | GREENHOUSE FUNDS LLLP | BALTIMORE | 169840 | $2.93B | 9 | 2026-05-31 | → |
| 45 | PATIENT CAPITAL MANAGEMENT, LLC | BALTIMORE | 307336 | $2.50B | 10 | 2026-03-31 | → |
| 46 | GROVE POINT ADVISORS, LLC | ROCKVILLE | 313171 | $2.47B | 389 | 2025-07-31 | → |
| 47 | ROCK SPRINGS CAPITAL MANAGEMENT LP | BALTIMORE | 168648 | $2.43B | 17 | 2026-03-31 | → |
| 48 | FULTON BREAKEFIELD BROENNIMAN,LLC | BETHESDA | 108967 | $2.39B | 21 | 2026-03-31 | → |
| 49 | ACCESS HOLDINGS MANAGEMENT COMPANY LLC | BALTIMORE | 297197 | $2.27B | 38 | 2026-03-31 | → |
| 50 | CORNERSTONE ADVISORY, LLC | HUNT VALLEY | 142359 | $2.25B | 19 | 2026-03-31 | → |
| 51 | ENLIGHTENMENT CAPITAL, LLC | CHEVY CHASE | 166422 | $2.12B | 18 | 2026-04-30 | → |
| 52 | ALBION RIVER MANAGEMENT LLC | ROCKVILLE | 322098 | $2.06B | 4 | 2026-05-31 | → |
| 53 | TRUMBOWER FINANCIAL ADVISORS LLC | BETHESDA | 107495 | $1.98B | 11 | 2026-03-31 | → |
| 54 | ALLIANCE PARTNERS LLC | CHEVY CHASE | 157700 | $1.94B | 21 | 2026-03-31 | → |
| 55 | RETIREMENT MANAGEMENT SYSTEMS, INC. | LEONARDTOWN | 150351 | $1.89B | 11 | 2026-05-31 | → |
| 56 | BERMAN MCALEER, LLC | TIMONIUM | 332906 | $1.82B | 29 | 2026-03-31 | → |
| 57 | WBH ADVISORY, INC. | BALTIMORE | 105289 | $1.74B | 16 | 2026-04-30 | → |
| 58 | ADVISORSHARES INVESTMENTS, LLC | BETHESDA | 149782 | $1.72B | 11 | 2026-03-31 | → |
| 59 | ADVISORS PREFERRED LLC | ROCKVILLE | 157980 | $1.69B | 9 | 2026-03-31 | → |
| 60 | SCARBOROUGH ADVISORS, LLC | ANNAPOLIS | 169517 | $1.64B | 23 | 2026-03-31 | → |
| 61 | ROTUNDA CAPITAL PARTNERS, LLC | BETHESDA | 290282 | $1.61B | 31 | 2026-03-31 | → |
| 62 | TRIBRIDGE PARTNERS FINANCIAL LLC | COLUMBIA | 326489 | $1.60B | 23 | 2026-06-30 | → |
| 63 | TRITONPOINT WEALTH, LLC | CHEVY CHASE | 328398 | $1.55B | 15 | 2026-03-31 | → |
| 64 | EDGEMOOR INVESTMENT ADVISORS, INC. | BETHESDA | 109104 | $1.52B | 9 | 2026-03-31 | → |
| 65 | SARGENT INVESTMENT GROUP, LLC | BETHESDA | 297499 | $1.48B | 18 | 2026-05-31 | → |
| 66 | MV CAPITAL MANAGEMENT, INC. | BETHESDA | 139034 | $1.44B | 8 | 2026-03-31 | → |
| 67 | SPC FINANCIAL INC | ROCKVILLE | 104618 | $1.39B | 33 | 2025-03-31 | → |
| 68 | BLACK DIAMOND FINANCIAL, LLC | LUTHERVILLE | 145108 | $1.37B | 17 | 2026-03-31 | → |
| 69 | ECOSYSTEM INVESTMENT PARTNERS, LLC | BALTIMORE | 165149 | $1.28B | 20 | 2026-03-31 | → |
| 70 | FINANCIAL COUNCIL, LLC | TOWSON | 110748 | $1.27B | 21 | 2026-05-31 | → |
| 71 | SC&H FINANCIAL ADVISORS, INC. | HUNT VALLEY | 120666 | $1.23B | 24 | 2026-02-28 | → |
| 72 | NORTHLANE CAPITAL PARTNERS, LLC | BETHESDA | 285990 | $1.16B | 22 | 2026-05-31 | → |
| 73 | KELLY FINANCIAL GROUP, LLC | BEL AIR | 310140 | $1.13B | 22 | 2026-03-31 | → |
| 74 | THE FINANCIAL CONSULATE, INC | HUNT VALLEY | 106898 | $1.10B | 25 | 2026-02-28 | → |
| 75 | RED OAK FINANCIAL GROUP, LLC | TOWSON | 166912 | $1.04B | 20 | 2026-05-31 | → |
| 76 | CORBYN INVESTMENT MANAGEMENT INC | LUTHERVILLE | 104716 | $1.01B | 10 | 2026-06-30 | → |
| 77 | LAFAYETTE INVESTMENTS, INC. | ASHTON | 22471 | $942.8M | 7 | 2026-04-30 | → |
| 78 | GLASS JACOBSON INVESTMENT ADVISORS, LLC | OWINGS MILLS | 120141 | $928.0M | 9 | 2026-03-31 | → |
| 79 | BURT ASSOCIATES, INCORPORATED | NORTH BETHESDA | 105211 | $876.2M | 15 | 2025-07-31 | → |
| 80 | WARNER FINANCIAL, INC | BETHESDA | 135303 | $851.8M | 4 | 2026-02-28 | → |
| 81 | FSA WEALTH PARTNERS, INC. | ROCKVILLE | 104513 | $819.7M | 16 | 2026-04-30 | → |
| 82 | THE L. WARNER COMPANIES, INC | TIMONIUM | 108001 | $802.4M | 38 | 2026-03-31 | → |
| 83 | MARATHON CAPITAL MANAGEMENT LLC | HUNT VALLEY | 119416 | $790.1M | 7 | 2026-02-28 | → |
| 84 | SFG WEALTH MANAGEMENT, LLC | TOWSON | 285785 | $760.2M | 19 | 2026-04-30 | → |
| 85 | THE FAMILY FIRM, INC. | BETHESDA | 105270 | $757.8M | 10 | 2025-03-31 | → |
| 86 | TORRAY INVESTMENT PARTNERS LLC | BETHESDA | 105818 | $750.1M | 10 | 2026-06-30 | → |
| 87 | AEGIS WEALTH MANAGEMENT LLC | BETHESDA | 134429 | $744.1M | 6 | 2026-03-31 | → |
| 88 | KENDALL CAPITAL MANAGEMENT | ROCKVILLE | 134740 | $743.9M | 12 | 2026-03-31 | → |
| 89 | THE MARSHALL FINANCIAL GROUP LLC | HUNT VALLEY | 146362 | $735.6M | 18 | 2026-04-30 | → |
| 90 | SANDBOX FINANCIAL PARTNERS, LLC | BETHESDA | 297858 | $681.7M | 11 | 2026-05-31 | → |
| 91 | TRUFFLE HOUND CAPITAL, LLC | BETHESDA | 137616 | $680.0M | 7 | 2026-03-31 | → |
| 92 | VSM WEALTH ADVISORY, LLC | HUNT VALLEY | 313717 | $677.5M | 6 | 2026-03-31 | → |
| 93 | CARDEROCK CAPITAL MANAGEMENT, INC. | CHEVY CHASE | 104570 | $677.0M | 4 | 2026-02-28 | → |
| 94 | LOMBARD ADVISERS INCORPORATED | BALTIMORE | 108231 | $669.8M | 41 | 2026-03-31 | → |
| 95 | CALVERT STREET CAPITAL PARTNERS, INC. | TOWSON | 158096 | $663.1M | 22 | 2026-03-31 | → |
| 96 | WILLIAMS & ASSOCIATES, INC. | COLUMBIA | 338196 | $661.1M | 9 | 2026-05-31 | → |
| 97 | INNOVATIVE WEALTH BUILDING LLC | CALIFORNIA | 314942 | $657.2M | 17 | 2026-06-30 | → |
| 98 | FAMILY OFFICE RESEARCH, LLC | BETHESDA | 144136 | $648.2M | 5 | 2026-03-31 | → |
| 99 | CHAPIN DAVIS, INC | BALTIMORE | 28116 | $642.8M | 26 | 2026-05-31 | → |
| 100 | HUSSMAN STRATEGIC ADVISORS INC | ELLICOTT CITY | 109400 | $617.4M | 5 | 2026-01-31 | → |
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