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AdvisorIQ

Ranking, Maryland

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Maryland

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

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

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 Atcap Partners, LLC Broker-dealer affiliated Rockville 60.1% 218
5 Greenspring Advisors, LLC Towson 48.9% 1,279
6 Prosperity - An Eisneramper Company Owings Mills 44.6% 1,813
7 MDRN Capital Annapolis 41.5% 402
8 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills 35.0% 10,014
9 Red Oak Financial Group Towson 34.3% 895
10 Glashofer Financial Advisors Potomac 33.1% 124
11 Catoctin Ridge Wealth Partner Thurmont 32.2% 706
12 Scarborough Capital Management Annapolis 29.4% 2,066
13 Moore Wealth Frederick 25.9% 212
14 Law & Associates Inc Glen Echo 22.2% 261
15 Innovative Wealth Building LLC California 21.2% 1,463
16 Planvest Financial, Inc. Gaithersburg 21.2% 255
17 Lee, Kelleher & Klein Wealth Management Ellicott City 16.5% 133
18 Town Capital Bel Air 16.3% 147
19 Baltimore-Washington Financial Advisors Columbia 15.3% 4,597
20 Elite Income Advisors, Inc. Ellicott City 14.6% 581
21 HF Advisory Group, LLC Annapolis 14.3% 406
22 PKS Investment Advisors LLC Salisbury 13.4% 441
23 Delta Financial Advisors, Inc Kensington 11.9% 219
24 Family Office Research, LLC Bethesda 11.8% 119
25 The Marshall Financial Group LLC Hunt Valley 11.5% 914
26 Impact Capital, LLC Rockville 11.3% 106
27 Chapin Davis Asset Management Broker-dealer affiliated Baltimore 11.2% 501
28 Macroview Investment Management LLC Bethesda 10.7% 225
29 Black Diamond Financial, LLC Lutherville 10.1% 328
30 Founders Financial Securities, LLC Broker-dealer affiliated Towson 9.4% 9,021
31 Kendall Capital Management Rockville 8.6% 324
32 Maryland Capital Advisors, Inc. Chester 8.6% 175
33 Pointer Financial Advisors LLC Columbia 8.1% 148
34 Westbourne Investment Advisors Inc. Annapolis 7.3% 191
35 Verdence Capital Advisors, LLC Hunt Valley 7.1% 1,751
36 Widmann Financial Services Bowie 7.0% 517
37 Blueprint Wealth Management Inc. Ellicott City 6.7% 300
38 Advocate Investing Services Woodbine 6.6% 212
39 Partnership Wealth Management Towson 6.6% 137
40 Sargent Investment Group Bethesda 6.0% 384
41 Beacon Investment Advisors LLC Gaithersburg 5.8% 120
42 Bestgate Wealth Advisors, LLC Frederick 5.2% 116
43 Veridian Capital Partners Frederick 4.8% 800
44 L. K. Benson & Company, P.C. Timonium 4.7% 127
45 1 North Wealth Services, LLC Annapolis 4.4% 227
46 Schaeffer Financial LLC Rockville 4.2% 474
47 Bay Harbor Wealth Management, LLC Hunt Valley 4.1% 389
48 Glassy Mountain Advisors, Inc. Bethesda 4.1% 122
49 The Ellerson Group Inc Annapolis 3.8% 105
50 RMG Advisors Rockville 3.6% 222
51 Wealth Planning Group Baltimore 3.4% 386
52 The L. Warner Companies, Inc Timonium 3.3% 451
53 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore 3.1% 955
54 Cornerstone Advisory Hunt Valley 2.9% 830
55 Edgemoor Investment Advisors, Inc. Bethesda 2.9% 312
56 Curio Wealth, LLC Annapolis 2.7% 370
57 Councilor Wealth LLC Bethesda 2.6% 192
58 Marks Wealth Management Ellicott City 2.5% 276
59 WBH Advisory, Inc. Baltimore 2.5% 732
60 Ferguson-Johnson Wealth Management, Inc. Rockville 2.0% 200
61 Buttonwood Financial Advisors, Inc. Baltimore 1.8% 325
62 Lafayette Investments, Inc. Ashton 1.7% 241
63 Aegis Wealth Bethesda 1.7% 121
64 Perspective Wealth Management Hunt Valley 1.5% 263
65 Retirement Management Systems Leonardtown 1.5% 3,026
66 Financial Council, LLC Towson 1.4% 640
67 Kilner Capital Advisors, LLC Gaithersburg 1.3% 227
68 Sandbox Financial Partners, LLC Bethesda 1.1% 526
69 Hwa Financial Group Ellicott City 1.1% 179
70 Chesapeake Financial Advisors Towson 1.1% 284
71 Waypoint Wealth Management Timonium 1.0% 205
72 MV Capital Management, Inc. Bethesda 1.0% 513
73 The Kelly Group Bel Air 0.9% 1,114
74 Warner Financial, Inc Bethesda 0.8% 254
75 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore 0.6% 5,143
76 Financial Consulate Hunt Valley 0.4% 856
77 Berman McAleer Timonium 0.3% 647
78 Calvert Wealth Management, Inc. Dunkirk 0.3% 363
79 SFG Wealth Management Towson 0.2% 1,184
80 Carderock Capital Management, Inc. Chevy Chase 0.0% 221
80 Trumbower Financial Advisors LLC Bethesda 0.0% 269
80 SC&H Wealth Hunt Valley 0.0% 708
83 Heritage Investors Management Corp Bethesda -0.1% 763
84 RCS Financial Planning, LLC Annapolis -0.9% 222
85 Fsa Wealth Partners Rockville -1.0% 713
86 Marathon Capital Management Hunt Valley -1.0% 289
87 Bontempo Ohly Capital Management, LLC Bethesda -1.3% 160
88 Accordant Advisory Group, Inc. Annapolis -1.5% 195
89 My Wealth Management, Inc Germantown -1.7% 117
90 VSM Wealth Advisory, LLC Hunt Valley -1.8% 624
91 Intervest Ltd Chevy Chase -2.7% 330
92 Financial Concepts Unlimited, Inc. Centreville -3.4% 208
93 Hergenroeder Financial Advisors, Inc. Timonium -3.9% 438
94 Sherman Wealth Management LLC Gaithersburg -4.0% 149
95 Prostatis Financial Advisors Group Hanover -4.3% 1,644
96 Armstrong Dixon Baltimore -4.7% 317
97 Blue Curve Advisory, LLC Towson -5.8% 311
98 Montgomery Investment Management Inc Rockville -6.1% 115
99 &Wealth Partners Baltimore -6.4% 110
100 Jemma Financial Services Baltimore -6.9% 348

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.