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RIA directory Rankings Biggest asset gains Maryland
Ranking, Maryland
Independent RIAs with the biggest asset gains over one year in Maryland
As of October 2, 2026, Greenspring Advisors, LLC ranked #1 in Maryland in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $2.7 billion.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
Independent RIAs with the biggest asset gains over one year in Maryland
Rank
Firm
City
Increase
1
Greenspring Advisors, LLC
Towson
$2.7 billion
2
Prosperity - An Eisneramper Company
Owings Mills
$2.1 billion
3
Pennington Partners & Co., LLC
Bethesda
$1.1 billion
4
Verdence Capital Advisors, LLC
Hunt Valley
$715.4 million
5
Baltimore-Washington Financial Advisors
Columbia
$490.5 million
6
Heritage Investors Management Corp
Bethesda
$451.7 million
7
Black Diamond Financial, LLC
Lutherville
$326.5 million
8
XML Financial Group
Bethesda
$304.8 million
9
GLR Partners
Columbia
$260.7 million
10
Tritonpoint Capital, LLC
Chevy Chase
$250.2 million
11
WBH Advisory, Inc.
Baltimore
$248.7 million
12
Scarborough Capital Management
Annapolis
$243.5 million
13
Cornerstone Advisory
Hunt Valley
$236.7 million
14
FBB Capital Partners
Bethesda
$233.4 million
15
Meritis Wealth Management, Inc.
Potomac
$224.4 million
16
Retirement Management Systems
Leonardtown
$223.3 million
17
Berman McAleer
Timonium
$217.9 million
18
Beacon Investment Advisors LLC
Gaithersburg
$204.3 million
19
Red Oak Financial Group
Towson
$203.5 million
20
Sargent Investment Group
Bethesda
$193.8 million
21
Edgemoor Investment Advisors, Inc.
Bethesda
$186.0 million
22
The Kelly Group
Bel Air
$177.8 million
23
MDRN Capital
Annapolis
$177.8 million
24
Tritonpoint Partners, LLC
Chevy Chase
$176.1 million
25
Financial Council, LLC
Towson
$171.0 million
26
MV Capital Management, Inc.
Bethesda
$170.5 million
27
Financial Consulate
Hunt Valley
$165.8 million
28
Trumbower Financial Advisors LLC
Bethesda
$153.5 million
29
The Marshall Financial Group LLC
Hunt Valley
$142.5 million
30
Kendall Capital Management
Rockville
$139.7 million
31
Innovative Wealth Building LLC
California
$132.2 million
32
PKS Investment Advisors LLC
Salisbury
$124.8 million
33
SFG Wealth Management
Towson
$116.6 million
34
Sandbox Financial Partners, LLC
Bethesda
$106.5 million
35
Warner Financial, Inc
Bethesda
$106.5 million
36
SC&H Wealth
Hunt Valley
$102.7 million
37
Armstrong Dixon
Baltimore
$97.0 million
38
Catoctin Ridge Wealth Partner
Thurmont
$96.7 million
39
Prostatis Financial Advisors Group
Hanover
$96.5 million
40
Lafayette Investments, Inc.
Ashton
$95.9 million
41
Marathon Capital Management
Hunt Valley
$95.9 million
42
VSM Wealth Advisory, LLC
Hunt Valley
$90.5 million
43
Macroview Investment Management LLC
Bethesda
$90.2 million
44
Buttonwood Financial Advisors, Inc.
Baltimore
$90.0 million
45
Westbourne Investment Advisors Inc.
Annapolis
$89.7 million
46
Widmann Financial Services
Bowie
$81.1 million
47
Veridian Capital Partners
Frederick
$80.0 million
48
L. K. Benson & Company, P.C.
Timonium
$77.1 million
49
Valuewealth Services, LLC
Annapolis
$76.8 million
50
Capital Squared Financial LLC
Rockville
$76.6 million
51
Curio Wealth, LLC
Annapolis
$76.4 million
52
Bay Harbor Wealth Management, LLC
Hunt Valley
$75.1 million
53
HF Advisory Group, LLC
Annapolis
$71.1 million
54
Accordant Advisory Group, Inc.
Annapolis
$69.5 million
55
Perspective Wealth Management
Hunt Valley
$68.5 million
56
Family Office Research, LLC
Bethesda
$67.3 million
57
Elite Income Advisors, Inc.
Ellicott City
$63.3 million
58
RMG Advisors
Rockville
$63.3 million
59
Montgomery Financial
Ocean City
$62.7 million
60
Maryland Capital Advisors, Inc.
Chester
$62.2 million
61
A.G. Campbell Advisory, LLC
Baltimore
$58.9 million
62
The L. Warner Companies, Inc
Timonium
$57.8 million
63
Thinagee Investments Inc.
Bethesda
$55.4 million
64
HZ Investments Inc.
Chevy Chase
$54.7 million
65
Lee, Kelleher & Klein Wealth Management
Ellicott City
$53.5 million
66
Entelechy
Rockville
$51.4 million
67
Planvest Financial, Inc.
Gaithersburg
$49.9 million
68
Fsa Wealth Partners
Rockville
$49.5 million
69
Town Capital
Bel Air
$46.9 million
70
Chesapeake Financial Advisors
Towson
$46.4 million
71
Ferguson-Johnson Wealth Management, Inc.
Rockville
$45.5 million
72
1 North Wealth Services, LLC
Annapolis
$42.9 million
73
Oliver Wealth Management
Towson
$42.8 million
74
The Simmons Partnership, Inc
Towson
$42.5 million
75
Partnership Wealth Management
Towson
$41.7 million
76
Financial Concepts Unlimited, Inc.
Centreville
$41.6 million
77
Kilner Capital Advisors, LLC
Gaithersburg
$41.0 million
78
RCS Financial Planning, LLC
Annapolis
$39.6 million
79
Hwa Financial Group
Ellicott City
$39.4 million
80
Montgomery Investment Management Inc
Rockville
$38.7 million
81
LGG Financial
Bethesda
$38.6 million
82
Sherman Wealth Management LLC
Gaithersburg
$38.3 million
83
Ivy League Financial Advisors LLC
Rockville
$37.6 million
84
Bontempo Ohly Capital Management, LLC
Bethesda
$37.5 million
85
Intervest Ltd
Chevy Chase
$37.5 million
86
&Wealth Partners
Baltimore
$37.3 million
87
Pointer Financial Advisors LLC
Columbia
$37.0 million
88
Aegis Wealth
Bethesda
$36.1 million
89
Glassy Mountain Advisors, Inc.
Bethesda
$34.8 million
90
Schaeffer Financial LLC
Rockville
$34.4 million
91
Peakstone Financial Advisors
Chevy Chase
$34.0 million
92
Waypoint Wealth Management
Timonium
$33.4 million
93
Bestgate Wealth Advisors, LLC
Frederick
$33.2 million
94
Cassilly Financial
Severna Park
$32.4 million
95
Advocate Investing Services
Woodbine
$32.1 million
96
Bluestone® Financial Advisors, LLC
Bethesda
$30.8 million
97
The Ellerson Group Inc
Annapolis
$30.1 million
98
White Oak Wealth Management
Columbia
$30.1 million
99
Blueprint Wealth Management Inc.
Ellicott City
$30.0 million
100
Foundry Wealth Advisors, LLC
Baltimore
$29.1 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Biggest asset gains by state
Data as of October 2, 2026, from Form ADV.
Sources: SEC registered adviser data (ia100226.zip)
and IAPD compilation reports .
How the directory is built .