# 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.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/biggest-asset-gains/maryland/

## Facts

- ranking: Independent RIAs with the biggest asset gains over one year
- how_it_is_computed: 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.
- unit: usd
- scope: Maryland
- firms_listed: 100
- rows: rank: 1, crd: 132669, firm: Greenspring Advisors, LLC, city: Towson, state: MD, value: 2689059203, base_value: 3775318486, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132669/; rank: 2, crd: 133777, firm: Prosperity - An Eisneramper Company, city: Owings Mills, state: MD, value: 2124859296, base_value: 2913821221, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133777/; rank: 3, crd: 282688, firm: Pennington Partners & Co., LLC, city: Bethesda, state: MD, value: 1135608058, base_value: 3952033573, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282688/; rank: 4, crd: 288512, firm: Verdence Capital Advisors, LLC, city: Hunt Valley, state: MD, value: 715351674, base_value: 3912055977, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288512/; rank: 5, crd: 159388, firm: Baltimore-Washington Financial Advisors, city: Columbia, state: MD, value: 490458041, base_value: 2495119964, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159388/; rank: 6, crd: 110420, firm: Heritage Investors Management Corp, city: Bethesda, state: MD, value: 451749100, base_value: 4180784341, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110420/; rank: 7, crd: 145108, firm: Black Diamond Financial, LLC, city: Lutherville, state: MD, value: 326537205, base_value: 1043675393, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145108/; rank: 8, crd: 284987, firm: XML Financial Group, city: Bethesda, state: MD, value: 304826208, base_value: 2993236597, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284987/; rank: 9, crd: 334902, firm: GLR Partners, city: Columbia, state: MD, value: 260700422, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334902/; rank: 10, crd: 336417, firm: Tritonpoint Capital, LLC, city: Chevy Chase, state: MD, value: 250178748, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336417/; rank: 11, crd: 105289, firm: WBH Advisory, Inc., city: Baltimore, state: MD, value: 248675874, base_value: 1488849669, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105289/; rank: 12, crd: 169517, firm: Scarborough Capital Management, city: Annapolis, state: MD, value: 243474350, base_value: 1399926152, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169517/; rank: 13, crd: 142359, firm: Cornerstone Advisory, city: Hunt Valley, state: MD, value: 236670676, base_value: 2012336108, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142359/; rank: 14, crd: 108967, firm: FBB Capital Partners, city: Bethesda, state: MD, value: 233365815, base_value: 2161443887, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108967/; rank: 15, crd: 336539, firm: Meritis Wealth Management, Inc., city: Potomac, state: MD, value: 224394856, base_value: 0, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336539/; rank: 16, crd: 150351, firm: Retirement Management Systems, city: Leonardtown, state: MD, value: 223294013, base_value: 1663422905, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150351/; rank: 17, crd: 332906, firm: Berman McAleer, city: Timonium, state: MD, value: 217916702, base_value: 1603884479, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332906/; rank: 18, crd: 127368, firm: Beacon Investment Advisors LLC, city: Gaithersburg, state: MD, value: 204288413, base_value: 337612569, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127368/; rank: 19, crd: 166912, firm: Red Oak Financial Group, city: Towson, state: MD, value: 203461388, base_value: 836788025, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166912/; rank: 20, crd: 297499, firm: Sargent Investment Group, city: Bethesda, state: MD, value: 193754948, base_value: 1282044465, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297499/; rank: 21, crd: 109104, firm: Edgemoor Investment Advisors, Inc., city: Bethesda, state: MD, value: 186049043, base_value: 1329105623, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109104/; rank: 22, crd: 310140, firm: The Kelly Group, city: Bel Air, state: MD, value: 177847925, base_value: 953228816, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310140/; rank: 23, crd: 325950, firm: MDRN Capital, city: Annapolis, state: MD, value: 177764412, base_value: 160866017, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325950/; rank: 24, crd: 333259, firm: Tritonpoint Partners, LLC, city: Chevy Chase, state: MD, value: 176129084, base_value: 110346271, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333259/; rank: 25, crd: 110748, firm: Financial Council, LLC, city: Towson, state: MD, value: 170969841, base_value: 1099779929, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110748/; rank: 26, crd: 139034, firm: MV Capital Management, Inc., city: Bethesda, state: MD, value: 170490857, base_value: 1269104942, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139034/; rank: 27, crd: 106898, firm: Financial Consulate, city: Hunt Valley, state: MD, value: 165833827, base_value: 930031477, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106898/; rank: 28, crd: 107495, firm: Trumbower Financial Advisors LLC, city: Bethesda, state: MD, value: 153455012, base_value: 1831276498, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107495/; rank: 29, crd: 146362, firm: The Marshall Financial Group LLC, city: Hunt Valley, state: MD, value: 142528486, base_value: 593043749, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146362/; rank: 30, crd: 134740, firm: Kendall Capital Management, city: Rockville, state: MD, value: 139722979, base_value: 604143819, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134740/; rank: 31, crd: 314942, firm: Innovative Wealth Building LLC, city: California, state: MD, value: 132241809, base_value: 524970627, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314942/; rank: 32, crd: 110147, firm: PKS Investment Advisors LLC, city: Salisbury, state: MD, value: 124773295, base_value: 242395217, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110147/; rank: 33, crd: 285785, firm: SFG Wealth Management, city: Towson, state: MD, value: 116647320, base_value: 643567369, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285785/; rank: 34, crd: 297858, firm: Sandbox Financial Partners, LLC, city: Bethesda, state: MD, value: 106498959, base_value: 575171012, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297858/; rank: 35, crd: 135303, firm: Warner Financial, Inc, city: Bethesda, state: MD, value: 106493283, base_value: 745317324, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135303/; rank: 36, crd: 120666, firm: SC&H Wealth, city: Hunt Valley, state: MD, value: 102716842, base_value: 1128274401, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120666/; rank: 37, crd: 168345, firm: Armstrong Dixon, city: Baltimore, state: MD, value: 96994589, base_value: 350513365, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168345/; rank: 38, crd: 333113, firm: Catoctin Ridge Wealth Partner, city: Thurmont, state: MD, value: 96727155, base_value: 102310040, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333113/; rank: 39, crd: 132662, firm: Prostatis Financial Advisors Group, city: Hanover, state: MD, value: 96505204, base_value: 508939132, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132662/; rank: 40, crd: 22471, firm: Lafayette Investments, Inc., city: Ashton, state: MD, value: 95911260, base_value: 846933116, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/22471/; rank: 41, crd: 119416, firm: Marathon Capital Management, city: Hunt Valley, state: MD, value: 95856710, base_value: 694279362, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119416/; rank: 42, crd: 313717, firm: VSM Wealth Advisory, LLC, city: Hunt Valley, state: MD, value: 90463967, base_value: 587052382, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313717/; rank: 43, crd: 149621, firm: Macroview Investment Management LLC, city: Bethesda, state: MD, value: 90180197, base_value: 296892087, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149621/; rank: 44, crd: 144926, firm: Buttonwood Financial Advisors, Inc., city: Baltimore, state: MD, value: 90006838, base_value: 393164159, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144926/; rank: 45, crd: 144571, firm: Westbourne Investment Advisors Inc., city: Annapolis, state: MD, value: 89703167, base_value: 359090832, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144571/; rank: 46, crd: 289106, firm: Widmann Financial Services, city: Bowie, state: MD, value: 81061454, base_value: 385739250, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289106/; rank: 47, crd: 314290, firm: Veridian Capital Partners, city: Frederick, state: MD, value: 79951675, base_value: 471114175, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314290/; rank: 48, crd: 107908, firm: L. K. Benson & Company, P.C., city: Timonium, state: MD, value: 77091704, base_value: 369140420, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107908/; rank: 49, crd: 304049, firm: Valuewealth Services, LLC, city: Annapolis, state: MD, value: 76815197, base_value: 242143293, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304049/; rank: 50, crd: 326861, firm: Capital Squared Financial LLC, city: Rockville, state: MD, value: 76602212, base_value: 122097788, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326861/; rank: 51, crd: 328178, firm: Curio Wealth, LLC, city: Annapolis, state: MD, value: 76361571, base_value: 384296399, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328178/; rank: 52, crd: 294000, firm: Bay Harbor Wealth Management, LLC, city: Hunt Valley, state: MD, value: 75091953, base_value: 336902458, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294000/; rank: 53, crd: 309051, firm: HF Advisory Group, LLC, city: Annapolis, state: MD, value: 71116102, base_value: 250387823, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309051/; rank: 54, crd: 117474, firm: Accordant Advisory Group, Inc., city: Annapolis, state: MD, value: 69544121, base_value: 208429251, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117474/; rank: 55, crd: 104619, firm: Perspective Wealth Management, city: Hunt Valley, state: MD, value: 68468928, base_value: 526501633, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104619/; rank: 56, crd: 144136, firm: Family Office Research, LLC, city: Bethesda, state: MD, value: 67281505, base_value: 580927330, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144136/; rank: 57, crd: 285429, firm: Elite Income Advisors, Inc., city: Ellicott City, state: MD, value: 63280164, base_value: 150103195, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285429/; rank: 58, crd: 122366, firm: RMG Advisors, city: Rockville, state: MD, value: 63272715, base_value: 137204855, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122366/; rank: 59, crd: 170024, firm: Montgomery Financial, city: Ocean City, state: MD, value: 62743597, base_value: 167014455, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170024/; rank: 60, crd: 134875, firm: Maryland Capital Advisors, Inc., city: Chester, state: MD, value: 62201633, base_value: 428562226, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134875/; rank: 61, crd: 162150, firm: A.G. Campbell Advisory, LLC, city: Baltimore, state: MD, value: 58886193, base_value: 345011484, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162150/; rank: 62, crd: 108001, firm: The L. Warner Companies, Inc, city: Timonium, state: MD, value: 57750277, base_value: 744609071, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108001/; rank: 63, crd: 165054, firm: Thinagee Investments Inc., city: Bethesda, state: MD, value: 55400000, base_value: 210000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165054/; rank: 64, crd: 312268, firm: HZ Investments Inc., city: Chevy Chase, state: MD, value: 54688310, base_value: 536704435, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312268/; rank: 65, crd: 331717, firm: Lee, Kelleher & Klein Wealth Management, city: Ellicott City, state: MD, value: 53527974, base_value: 198870111, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331717/; rank: 66, crd: 285776, firm: Entelechy, city: Rockville, state: MD, value: 51398587, base_value: 201923176, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285776/; rank: 67, crd: 290306, firm: Planvest Financial, Inc., city: Gaithersburg, state: MD, value: 49904263, base_value: 125956168, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290306/; rank: 68, crd: 104513, firm: Fsa Wealth Partners, city: Rockville, state: MD, value: 49495899, base_value: 770176152, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104513/; rank: 69, crd: 299341, firm: Town Capital, city: Bel Air, state: MD, value: 46870073, base_value: 121933927, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299341/; rank: 70, crd: 120139, firm: Chesapeake Financial Advisors, city: Towson, state: MD, value: 46382587, base_value: 263687043, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120139/; rank: 71, crd: 109232, firm: Ferguson-Johnson Wealth Management, Inc., city: Rockville, state: MD, value: 45479806, base_value: 270874727, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109232/; rank: 72, crd: 115948, firm: 1 North Wealth Services, LLC, city: Annapolis, state: MD, value: 42868372, base_value: 277561713, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115948/; rank: 73, crd: 314867, firm: Oliver Wealth Management, city: Towson, state: MD, value: 42797036, base_value: 297623713, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314867/; rank: 74, crd: 156740, firm: The Simmons Partnership, Inc, city: Towson, state: MD, value: 42536241, base_value: 174006251, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156740/; rank: 75, crd: 285718, firm: Partnership Wealth Management, city: Towson, state: MD, value: 41706000, base_value: 193200000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285718/; rank: 76, crd: 118641, firm: Financial Concepts Unlimited, Inc., city: Centreville, state: MD, value: 41605219, base_value: 189754757, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118641/; rank: 77, crd: 139521, firm: Kilner Capital Advisors, LLC, city: Gaithersburg, state: MD, value: 40952062, base_value: 295715661, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139521/; rank: 78, crd: 291678, firm: RCS Financial Planning, LLC, city: Annapolis, state: MD, value: 39608036, base_value: 241347380, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291678/; rank: 79, crd: 120745, firm: Hwa Financial Group, city: Ellicott City, state: MD, value: 39417795, base_value: 255895939, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120745/; rank: 80, crd: 105417, firm: Montgomery Investment Management Inc, city: Rockville, state: MD, value: 38745446, base_value: 451205884, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105417/; rank: 81, crd: 305002, firm: LGG Financial, city: Bethesda, state: MD, value: 38647413, base_value: 525238986, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305002/; rank: 82, crd: 281093, firm: Sherman Wealth Management LLC, city: Gaithersburg, state: MD, value: 38301657, base_value: 122029029, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281093/; rank: 83, crd: 119145, firm: Ivy League Financial Advisors LLC, city: Rockville, state: MD, value: 37640456, base_value: 151027200, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119145/; rank: 84, crd: 132804, firm: Bontempo Ohly Capital Management, LLC, city: Bethesda, state: MD, value: 37548106, base_value: 368170099, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132804/; rank: 85, crd: 104614, firm: Intervest Ltd, city: Chevy Chase, state: MD, value: 37529548, base_value: 209420639, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104614/; rank: 86, crd: 149136, firm: &Wealth Partners, city: Baltimore, state: MD, value: 37284910, base_value: 470940507, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149136/; rank: 87, crd: 326745, firm: Pointer Financial Advisors LLC, city: Columbia, state: MD, value: 36952746, base_value: 139443362, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326745/; rank: 88, crd: 134429, firm: Aegis Wealth, city: Bethesda, state: MD, value: 36122642, base_value: 707989699, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134429/; rank: 89, crd: 314937, firm: Glassy Mountain Advisors, Inc., city: Bethesda, state: MD, value: 34832221, base_value: 334938578, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314937/; rank: 90, crd: 133697, firm: Schaeffer Financial LLC, city: Rockville, state: MD, value: 34447356, base_value: 223248023, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133697/; rank: 91, crd: 127635, firm: Peakstone Financial Advisors, city: Chevy Chase, state: MD, value: 34024249, base_value: 221845374, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127635/; rank: 92, crd: 155574, firm: Waypoint Wealth Management, city: Timonium, state: MD, value: 33384968, base_value: 209069908, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155574/; rank: 93, crd: 301639, firm: Bestgate Wealth Advisors, LLC, city: Frederick, state: MD, value: 33200168, base_value: 129204736, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301639/; rank: 94, crd: 300672, firm: Cassilly Financial, city: Severna Park, state: MD, value: 32379945, base_value: 103156687, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300672/; rank: 95, crd: 273035, firm: Advocate Investing Services, city: Woodbine, state: MD, value: 32080419, base_value: 154494351, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/273035/; rank: 96, crd: 146946, firm: Bluestone® Financial Advisors, LLC, city: Bethesda, state: MD, value: 30797862, base_value: 176485448, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146946/; rank: 97, crd: 106658, firm: The Ellerson Group Inc, city: Annapolis, state: MD, value: 30112518, base_value: 261058430, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106658/; rank: 98, crd: 299021, firm: White Oak Wealth Management, city: Columbia, state: MD, value: 30099221, base_value: 94124202, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299021/; rank: 99, crd: 325099, firm: Blueprint Wealth Management Inc., city: Ellicott City, state: MD, value: 30000000, base_value: 160000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325099/; rank: 100, crd: 300794, firm: Foundry Wealth Advisors, LLC, city: Baltimore, state: MD, value: 29144640, base_value: 134245393, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300794/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the biggest asset gains over one year, nationally](https://advisoriq.com/ria/rankings/biggest-asset-gains/)
- [RIA market data for Maryland](https://advisoriq.com/ria/states/maryland/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/biggest-asset-gains/maryland/

License: https://advisoriq.com/license/