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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.