Research Report · 2026-06-30
Institutional Registered Investment Advisers in Maryland
SEC-registered investment advisers in Maryland ranked by reported institutional client assets.
Firms
155
Total AUM
$2.88T
Median AUM
$490.0M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | WESTBOURNE INVESTMENT ADVISORS INC. | ANNAPOLIS | 144571 | $448.8M | 6 | 2026-03-31 | → |
| 102 | RCS FINANCIAL PLANNING, LLC | ANNAPOLIS | 291678 | $281.0M | 2 | 2026-03-31 | → |
| 103 | SPC FINANCIAL INC | ROCKVILLE | 104618 | $1.39B | 33 | 2025-03-31 | → |
| 104 | WEALTHPLANS, LLC | FREDERICK | 311560 | $219.6M | 1 | 2026-03-31 | → |
| 105 | THE FINANCIAL CONSULATE, INC | HUNT VALLEY | 106898 | $1.10B | 25 | 2026-02-28 | → |
| 106 | THE LUTS & GREENLEIGH GROUP, INC. | BETHESDA | 305002 | $563.9M | 3 | 2026-01-31 | → |
| 107 | ADVOCATE INVESTING SERVICES, LLC | WOODBINE | 273035 | $186.6M | 5 | 2026-03-31 | → |
| 108 | MOORE WEALTH LLC | FREDERICK | 323374 | $156.9M | 6 | 2026-02-28 | → |
| 109 | LAW & ASSOCIATES INC | GLEN ECHO | 105350 | $326.6M | 6 | 2026-04-30 | → |
| 110 | CAPITAL FINANCIAL, LLC | OLNEY | 122844 | $159.4M | 2 | 2026-03-31 | → |
| 111 | GUNPOWDER CAPITAL MANAGEMENT, LLC | TOWSON | 314867 | $340.4M | 6 | 2026-03-31 | → |
| 112 | SHERMAN WEALTH MANAGEMENT LLC | GAITHERSBURG | 281093 | $160.3M | 5 | 2026-04-30 | → |
| 113 | CURIO WEALTH, LLC | ANNAPOLIS | 328178 | $460.7M | 13 | 2026-03-31 | → |
| 114 | LOWE WEALTH ADVISORS, LLC | COLUMBIA | 157906 | $460.2M | 9 | 2025-03-31 | → |
| 115 | KENDALL CAPITAL MANAGEMENT | ROCKVILLE | 134740 | $743.9M | 12 | 2026-03-31 | → |
| 116 | PROMETHIUM ADVISORS, LLC | BETHESDA | 329565 | $235.3M | 4 | 2026-03-31 | → |
| 117 | SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY | 281050 | $255.0M | 8 | 2025-05-31 | → |
| 118 | A. J. PERRY & COMPANY, INC. | TOWSON | 107041 | $108.8M | 2 | 2026-02-28 | → |
| 119 | ADE, LLC | BALTIMORE | 168345 | $447.5M | 9 | 2026-06-30 | → |
| 120 | IVY LEAGUE FINANCIAL ADVISORS LLC | ROCKVILLE | 119145 | $188.7M | 4 | 2026-03-31 | → |
| 121 | NEW POTOMAC PARTNERS LLC | NORTH BETHESDA | 170061 | $59.3M | 2 | 2025-03-31 | → |
| 122 | TRUMBOWER FINANCIAL ADVISORS LLC | BETHESDA | 107495 | $1.98B | 11 | 2026-03-31 | → |
| 123 | BAY HARBOR WEALTH MANAGEMENT, LLC | HUNT VALLEY | 294000 | $412.0M | 6 | 2026-03-31 | → |
| 124 | IMPACT CAPITAL, LLC | ROCKVILLE | 297413 | $253.4M | 4 | 2026-03-31 | → |
| 125 | BECKETT CLARK PRIVATE WEALTH, LLC | BETHESDA | 338806 | $28.6M | 2 | 2026-03-31 | → |
| 126 | TRITONPOINT CAPITAL, LLC | CHEVY CHASE | 336417 | $250.2M | 3 | 2026-03-31 | → |
| 127 | MARYLAND CAPITAL ADVISORS, INC. | CHESTER | 134875 | $490.8M | 7 | 2026-03-31 | → |
| 128 | BULL HARBOR CAPITAL LLC. | BETHESDA | 324995 | $354.8M | 43 | 2026-05-31 | → |
| 129 | WAYPOINT WEALTH MANAGEMENT, LLC | TIMONIUM | 155574 | $242.5M | 1 | 2026-04-30 | → |
| 130 | G10 LLC | HUNT VALLEY | 322876 | $4.91B | 49 | 2026-05-31 | → |
| 131 | MERITIS WEALTH MANAGEMENT, INC. | POTOMAC | 336539 | $224.4M | 3 | 2026-06-30 | → |
| 132 | MONTGOMERY INVESTMENT MANAGEMENT INC | ROCKVILLE | 105417 | $490.0M | 3 | 2026-02-28 | → |
| 133 | GLASS JACOBSON INVESTMENT ADVISORS, LLC | OWINGS MILLS | 120141 | $928.0M | 9 | 2026-03-31 | → |
| 134 | FINANCIAL COUNCIL, LLC | TOWSON | 110748 | $1.27B | 21 | 2026-05-31 | → |
| 135 | FREDERICK FINANCIAL CONSULTANTS, LLC | FREDERICK | 314290 | $551.1M | 7 | 2026-03-31 | → |
| 136 | PROSTATIS GROUP LLC | HANOVER | 132662 | $605.4M | 27 | 2026-04-30 | → |
| 137 | T. ROWE PRICE ADVISORY SERVICES, INC. | OWINGS MILLS | 108958 | $5.90B | 92 | 2026-06-30 | → |
| 138 | THE SIMMONS PARTNERSHIP, INC | TOWSON | 156740 | $216.5M | 3 | 2026-03-31 | → |
| 139 | BUTTONWOOD FINANCIAL ADVISORS, INC. | BALTIMORE | 144926 | $483.2M | 8 | 2026-03-31 | → |
| 140 | CASSILLY FINANCIAL GROUP, LLC | SEVERNA PARK | 300672 | $135.5M | 2 | 2026-02-28 | → |
| 141 | GLR PARTNERS, LLC | COLUMBIA | 334902 | $260.7M | 5 | 2026-06-30 | → |
| 142 | SHAKER FINANCIAL SERVICES, LLC | ANNAPOLIS | 121534 | $286.3M | 6 | 2026-03-31 | → |
| 143 | JN PRIVATE WEALTH MANAGEMENT LLC | COLUMBIA | 327975 | $129.3M | 3 | 2025-03-31 | → |
| 144 | TURNING POINT BENEFIT GROUP, INC. | FREDERICK | 301282 | $339.4M | 23 | 2026-06-30 | → |
| 145 | PLOTKIN FINANCIAL ADVISORS, LLC | CHEVY CHASE | 127635 | $255.9M | 4 | 2026-03-31 | → |
| 146 | AEGIS WEALTH MANAGEMENT LLC | BETHESDA | 134429 | $744.1M | 6 | 2026-03-31 | → |
| 147 | INTERVEST LTD | CHEVY CHASE | 104614 | $247.0M | 5 | 2026-03-31 | → |
| 148 | CAPITAL SQUARED FINANCIAL LLC | ROCKVILLE | 326861 | $198.7M | 3 | 2026-02-28 | → |
| 149 | NORTHBROOK FINANCIAL PLANNING LLC | BALTIMORE | 309060 | $108.8M | 8 | 2026-06-30 | → |
| 150 | MONTGOMERY FINANCIAL SERVICES, LLC | OCEAN CITY | 170024 | $229.8M | 6 | 2026-06-30 | → |
| 151 | PLANVEST FINANCIAL, INC. | GAITHERSBURG | 290306 | $175.9M | 8 | 2026-03-31 | → |
| 152 | OAKMONT WEALTH ADVISORY, LLC | COLUMBIA | 299021 | $124.2M | 3 | 2026-03-31 | → |
| 153 | BLUE CURVE ADVISORY, LLC | TOWSON | 333724 | $125.2M | 8 | 2026-03-31 | → |
| 154 | STANDARD PARTNERS LLC | BETHESDA | 167956 | $108.3M | 2 | 2026-03-31 | → |
| 155 | ELITE INCOME ADVISORS, INC. | ELLICOTT CITY | 285429 | $213.4M | 7 | 2026-03-31 | → |
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