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For asset managers
AdvisorIQ

Ranking, Maryland

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Maryland

As of October 2, 2026, Greenspring Advisors, LLC ranked #1 in Maryland in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $2.7 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Rank Firm City Increase
1 Greenspring Advisors, LLC Towson $2.7 billion
2 Prosperity - An Eisneramper Company Owings Mills $2.1 billion
3 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore $2.1 billion
4 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills $2.0 billion
5 Pennington Partners & Co., LLC Bethesda $1.1 billion
6 Founders Financial Securities, LLC Broker-dealer affiliated Towson $817.3 million
7 Verdence Capital Advisors, LLC Hunt Valley $715.4 million
8 Baltimore-Washington Financial Advisors Columbia $490.5 million
9 Heritage Investors Management Corp Bethesda $451.7 million
10 Black Diamond Financial, LLC Lutherville $326.5 million
11 XML Financial Group Bethesda $304.8 million
12 GLR Partners Columbia $260.7 million
13 Tritonpoint Capital, LLC Chevy Chase $250.2 million
14 WBH Advisory, Inc. Baltimore $248.7 million
15 Scarborough Capital Management Annapolis $243.5 million
16 Cornerstone Advisory Hunt Valley $236.7 million
17 FBB Capital Partners Bethesda $233.4 million
18 Meritis Wealth Management, Inc. Potomac $224.4 million
19 Retirement Management Systems Leonardtown $223.3 million
20 Berman McAleer Timonium $217.9 million
21 Beacon Investment Advisors LLC Gaithersburg $204.3 million
22 Red Oak Financial Group Towson $203.5 million
23 Sargent Investment Group Bethesda $193.8 million
24 Edgemoor Investment Advisors, Inc. Bethesda $186.0 million
25 The Kelly Group Bel Air $177.8 million
26 MDRN Capital Annapolis $177.8 million
27 Tritonpoint Partners, LLC Chevy Chase $176.1 million
28 Financial Council, LLC Towson $171.0 million
29 MV Capital Management, Inc. Bethesda $170.5 million
30 Financial Consulate Hunt Valley $165.8 million
31 Trumbower Financial Advisors LLC Bethesda $153.5 million
32 The Marshall Financial Group LLC Hunt Valley $142.5 million
33 Kendall Capital Management Rockville $139.7 million
34 Atcap Partners, LLC Broker-dealer affiliated Rockville $132.6 million
35 Innovative Wealth Building LLC California $132.2 million
36 PKS Investment Advisors LLC Salisbury $124.8 million
37 SFG Wealth Management Towson $116.6 million
38 Sandbox Financial Partners, LLC Bethesda $106.5 million
39 Warner Financial, Inc Bethesda $106.5 million
40 Chapin Davis Asset Management Broker-dealer affiliated Baltimore $103.7 million
41 SC&H Wealth Hunt Valley $102.7 million
42 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore $102.4 million
43 Armstrong Dixon Baltimore $97.0 million
44 Catoctin Ridge Wealth Partner Thurmont $96.7 million
45 Prostatis Financial Advisors Group Hanover $96.5 million
46 Lafayette Investments, Inc. Ashton $95.9 million
47 Marathon Capital Management Hunt Valley $95.9 million
48 VSM Wealth Advisory, LLC Hunt Valley $90.5 million
49 Macroview Investment Management LLC Bethesda $90.2 million
50 Buttonwood Financial Advisors, Inc. Baltimore $90.0 million
51 Westbourne Investment Advisors Inc. Annapolis $89.7 million
52 Widmann Financial Services Bowie $81.1 million
53 Veridian Capital Partners Frederick $80.0 million
54 L. K. Benson & Company, P.C. Timonium $77.1 million
55 Valuewealth Services, LLC Annapolis $76.8 million
56 Capital Squared Financial LLC Rockville $76.6 million
57 Curio Wealth, LLC Annapolis $76.4 million
58 Bay Harbor Wealth Management, LLC Hunt Valley $75.1 million
59 HF Advisory Group, LLC Annapolis $71.1 million
60 Accordant Advisory Group, Inc. Annapolis $69.5 million
61 Perspective Wealth Management Hunt Valley $68.5 million
62 Family Office Research, LLC Bethesda $67.3 million
63 Elite Income Advisors, Inc. Ellicott City $63.3 million
64 RMG Advisors Rockville $63.3 million
65 Montgomery Financial Ocean City $62.7 million
66 Maryland Capital Advisors, Inc. Chester $62.2 million
67 A.G. Campbell Advisory, LLC Baltimore $58.9 million
68 The L. Warner Companies, Inc Timonium $57.8 million
69 Thinagee Investments Inc. Bethesda $55.4 million
70 HZ Investments Inc. Chevy Chase $54.7 million
71 Lee, Kelleher & Klein Wealth Management Ellicott City $53.5 million
72 Entelechy Rockville $51.4 million
73 Planvest Financial, Inc. Gaithersburg $49.9 million
74 Fsa Wealth Partners Rockville $49.5 million
75 Town Capital Bel Air $46.9 million
76 Chesapeake Financial Advisors Towson $46.4 million
77 Ferguson-Johnson Wealth Management, Inc. Rockville $45.5 million
78 1 North Wealth Services, LLC Annapolis $42.9 million
79 Oliver Wealth Management Towson $42.8 million
80 The Simmons Partnership, Inc Towson $42.5 million
81 Partnership Wealth Management Towson $41.7 million
82 Financial Concepts Unlimited, Inc. Centreville $41.6 million
83 Kilner Capital Advisors, LLC Gaithersburg $41.0 million
84 RCS Financial Planning, LLC Annapolis $39.6 million
85 Hwa Financial Group Ellicott City $39.4 million
86 Montgomery Investment Management Inc Rockville $38.7 million
87 LGG Financial Bethesda $38.6 million
88 Sherman Wealth Management LLC Gaithersburg $38.3 million
89 Ivy League Financial Advisors LLC Rockville $37.6 million
90 Bontempo Ohly Capital Management, LLC Bethesda $37.5 million
91 Intervest Ltd Chevy Chase $37.5 million
92 &Wealth Partners Baltimore $37.3 million
93 Pointer Financial Advisors LLC Columbia $37.0 million
94 Aegis Wealth Bethesda $36.1 million
95 Glassy Mountain Advisors, Inc. Bethesda $34.8 million
96 Schaeffer Financial LLC Rockville $34.4 million
97 Peakstone Financial Advisors Chevy Chase $34.0 million
98 Waypoint Wealth Management Timonium $33.4 million
99 Bestgate Wealth Advisors, LLC Frederick $33.2 million
100 Cassilly Financial Severna Park $32.4 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.