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For asset managers
AdvisorIQ

Ranking, Maryland

Independent RIAs with the fastest client growth over one year in Maryland

As of October 2, 2026, Tred Avon Family Wealth, LLC ranked #1 in Maryland in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 129.9%, from a base of 177.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Tred Avon Family Wealth, LLC Easton 129.9% 177
2 Montgomery Financial Ocean City 74.7% 545
3 Valuewealth Services, LLC Annapolis 73.6% 242
4 Greenspring Advisors, LLC Towson 48.9% 1,279
5 Prosperity - An Eisneramper Company Owings Mills 44.6% 1,813
6 MDRN Capital Annapolis 41.5% 402
7 Red Oak Financial Group Towson 34.3% 895
8 Glashofer Financial Advisors Potomac 33.1% 124
9 Catoctin Ridge Wealth Partner Thurmont 32.2% 706
10 Scarborough Capital Management Annapolis 29.4% 2,066
11 Moore Wealth Frederick 25.9% 212
12 Law & Associates Inc Glen Echo 22.2% 261
13 Innovative Wealth Building LLC California 21.2% 1,463
14 Planvest Financial, Inc. Gaithersburg 21.2% 255
15 Lee, Kelleher & Klein Wealth Management Ellicott City 16.5% 133
16 Town Capital Bel Air 16.3% 147
17 Baltimore-Washington Financial Advisors Columbia 15.3% 4,597
18 Elite Income Advisors, Inc. Ellicott City 14.6% 581
19 HF Advisory Group, LLC Annapolis 14.3% 406
20 PKS Investment Advisors LLC Salisbury 13.4% 441
21 Delta Financial Advisors, Inc Kensington 11.9% 219
22 Family Office Research, LLC Bethesda 11.8% 119
23 The Marshall Financial Group LLC Hunt Valley 11.5% 914
24 Impact Capital, LLC Rockville 11.3% 106
25 Macroview Investment Management LLC Bethesda 10.7% 225
26 Black Diamond Financial, LLC Lutherville 10.1% 328
27 Kendall Capital Management Rockville 8.6% 324
28 Maryland Capital Advisors, Inc. Chester 8.6% 175
29 Pointer Financial Advisors LLC Columbia 8.1% 148
30 Westbourne Investment Advisors Inc. Annapolis 7.3% 191
31 Verdence Capital Advisors, LLC Hunt Valley 7.1% 1,751
32 Widmann Financial Services Bowie 7.0% 517
33 Blueprint Wealth Management Inc. Ellicott City 6.7% 300
34 Advocate Investing Services Woodbine 6.6% 212
35 Partnership Wealth Management Towson 6.6% 137
36 Sargent Investment Group Bethesda 6.0% 384
37 Beacon Investment Advisors LLC Gaithersburg 5.8% 120
38 Bestgate Wealth Advisors, LLC Frederick 5.2% 116
39 Veridian Capital Partners Frederick 4.8% 800
40 L. K. Benson & Company, P.C. Timonium 4.7% 127
41 1 North Wealth Services, LLC Annapolis 4.4% 227
42 Schaeffer Financial LLC Rockville 4.2% 474
43 Bay Harbor Wealth Management, LLC Hunt Valley 4.1% 389
44 Glassy Mountain Advisors, Inc. Bethesda 4.1% 122
45 The Ellerson Group Inc Annapolis 3.8% 105
46 RMG Advisors Rockville 3.6% 222
47 Wealth Planning Group Baltimore 3.4% 386
48 The L. Warner Companies, Inc Timonium 3.3% 451
49 Cornerstone Advisory Hunt Valley 2.9% 830
50 Edgemoor Investment Advisors, Inc. Bethesda 2.9% 312
51 Curio Wealth, LLC Annapolis 2.7% 370
52 Councilor Wealth LLC Bethesda 2.6% 192
53 Marks Wealth Management Ellicott City 2.5% 276
54 WBH Advisory, Inc. Baltimore 2.5% 732
55 Ferguson-Johnson Wealth Management, Inc. Rockville 2.0% 200
56 Buttonwood Financial Advisors, Inc. Baltimore 1.8% 325
57 Lafayette Investments, Inc. Ashton 1.7% 241
58 Aegis Wealth Bethesda 1.7% 121
59 Perspective Wealth Management Hunt Valley 1.5% 263
60 Retirement Management Systems Leonardtown 1.5% 3,026
61 Financial Council, LLC Towson 1.4% 640
62 Kilner Capital Advisors, LLC Gaithersburg 1.3% 227
63 Sandbox Financial Partners, LLC Bethesda 1.1% 526
64 Hwa Financial Group Ellicott City 1.1% 179
65 Chesapeake Financial Advisors Towson 1.1% 284
66 Waypoint Wealth Management Timonium 1.0% 205
67 MV Capital Management, Inc. Bethesda 1.0% 513
68 The Kelly Group Bel Air 0.9% 1,114
69 Warner Financial, Inc Bethesda 0.8% 254
70 Financial Consulate Hunt Valley 0.4% 856
71 Berman McAleer Timonium 0.3% 647
72 Calvert Wealth Management, Inc. Dunkirk 0.3% 363
73 SFG Wealth Management Towson 0.2% 1,184
74 Carderock Capital Management, Inc. Chevy Chase 0.0% 221
74 Trumbower Financial Advisors LLC Bethesda 0.0% 269
74 SC&H Wealth Hunt Valley 0.0% 708
77 Heritage Investors Management Corp Bethesda -0.1% 763
78 RCS Financial Planning, LLC Annapolis -0.9% 222
79 Fsa Wealth Partners Rockville -1.0% 713
80 Marathon Capital Management Hunt Valley -1.0% 289
81 Bontempo Ohly Capital Management, LLC Bethesda -1.3% 160
82 Accordant Advisory Group, Inc. Annapolis -1.5% 195
83 My Wealth Management, Inc Germantown -1.7% 117
84 VSM Wealth Advisory, LLC Hunt Valley -1.8% 624
85 Intervest Ltd Chevy Chase -2.7% 330
86 Financial Concepts Unlimited, Inc. Centreville -3.4% 208
87 Hergenroeder Financial Advisors, Inc. Timonium -3.9% 438
88 Sherman Wealth Management LLC Gaithersburg -4.0% 149
89 Prostatis Financial Advisors Group Hanover -4.3% 1,644
90 Armstrong Dixon Baltimore -4.7% 317
91 Blue Curve Advisory, LLC Towson -5.8% 311
92 Montgomery Investment Management Inc Rockville -6.1% 115
93 &Wealth Partners Baltimore -6.4% 110
94 Jemma Financial Services Baltimore -6.9% 348
95 BNB Wealth Mangagement, LLC Silver Spring -7.1% 549
96 Abel Financial Management Co. Eldersburg -7.4% 108
97 Research Financial Strategies Rockville -8.1% 580
98 D.F. Dent and Company, Inc. Baltimore -9.4% 1,325
99 Peakstone Financial Advisors Chevy Chase -10.1% 355
100 Shaker Financial Services Annapolis -11.3% 371

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Client growth 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.