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For asset managers
AdvisorIQ

Ranking, Maryland

Fastest-growing wealth firms over three years, including broker-dealer firms in Maryland

As of October 2, 2026, T. Rowe Price Advisory Services, Inc. ranked #1 in Maryland in AdvisorIQ's ranking of fastest-growing wealth firms over three years, including broker-dealer firms, with 62.6%, from a base of $1.4 billion.

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

SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills 62.6% $1.4 billion
2 Pennington Partners & Co., LLC Bethesda 44.0% $1.7 billion
3 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore 37.5% $257.7 million
4 Black Diamond Financial, LLC Lutherville 35.9% $545.9 million
5 Beacon Investment Advisors LLC Gaithersburg 35.1% $219.9 million
6 PKS Investment Advisors LLC Salisbury 35.0% $149.2 million
7 Buttonwood Financial Advisors, Inc. Baltimore 33.5% $203.2 million
8 HF Advisory Group, LLC Annapolis 33.4% $135.6 million
9 Bluestone® Financial Advisors, LLC Bethesda 27.4% $100.3 million
10 Valuewealth Services, LLC Annapolis 25.6% $161.1 million
11 Macroview Investment Management LLC Bethesda 25.2% $197.4 million
12 Prostatis Financial Advisors Group Hanover 24.9% $310.9 million
13 The Marshall Financial Group LLC Hunt Valley 24.6% $380.7 million
14 Sandbox Financial Partners, LLC Bethesda 23.2% $364.5 million
15 Financial Consulate Hunt Valley 22.9% $590.0 million
16 Innovative Wealth Building LLC California 22.7% $356.1 million
17 Baltimore-Washington Financial Advisors Columbia 22.6% $1.6 billion
18 Westbourne Investment Advisors Inc. Annapolis 22.6% $243.8 million
19 Founders Financial Securities, LLC Broker-dealer affiliated Towson 22.1% $2.3 billion
20 Chapin Davis Asset Management Broker-dealer affiliated Baltimore 21.3% $360.0 million
21 Kendall Capital Management Rockville 21.1% $419.1 million
22 Red Oak Financial Group Towson 20.8% $590.0 million
23 Pointer Financial Advisors LLC Columbia 20.2% $101.5 million
24 RCS Financial Planning, LLC Annapolis 20.2% $161.8 million
25 Bay Harbor Wealth Management, LLC Hunt Valley 20.0% $238.4 million
26 L. K. Benson & Company, P.C. Timonium 20.0% $258.3 million
27 SFG Wealth Management Towson 19.8% $441.7 million
28 Financial Concepts Unlimited, Inc. Centreville 19.7% $134.8 million
29 MV Capital Management, Inc. Bethesda 19.4% $845.9 million
30 Glashofer Financial Advisors Potomac 19.1% $168.1 million
31 Verdence Capital Advisors, LLC Hunt Valley 19.1% $2.7 billion
32 Perspective Wealth Management Hunt Valley 18.8% $354.9 million
33 Intervest Ltd Chevy Chase 18.7% $147.8 million
34 SC&H Wealth Hunt Valley 18.6% $737.5 million
35 Scarborough Capital Management Annapolis 18.5% $987.1 million
36 The Kelly Group Bel Air 18.4% $682.1 million
37 Veridian Capital Partners Frederick 18.1% $334.6 million
38 Glassy Mountain Advisors, Inc. Bethesda 18.1% $224.7 million
39 Armstrong Dixon Baltimore 18.1% $272.0 million
40 Ivy League Financial Advisors LLC Rockville 17.9% $115.0 million
41 Maryland Capital Advisors, Inc. Chester 17.7% $301.3 million
42 Family Office Research, LLC Bethesda 17.5% $399.9 million
43 VSM Wealth Advisory, LLC Hunt Valley 17.2% $420.7 million
44 Impact Capital, LLC Rockville 17.1% $157.9 million
45 Hwa Financial Group Ellicott City 16.7% $185.8 million
46 &Wealth Partners Baltimore 16.6% $320.9 million
47 Warner Financial, Inc Bethesda 16.4% $539.7 million
48 Peakstone Financial Advisors Chevy Chase 16.2% $162.9 million
49 Financial Council, LLC Towson 16.2% $809.3 million
50 Advocate Investing Services Woodbine 16.2% $118.9 million
51 WBH Advisory, Inc. Baltimore 16.1% $1.1 billion
52 Edgemoor Investment Advisors, Inc. Bethesda 16.1% $969.4 million
53 Widmann Financial Services Bowie 15.5% $302.9 million
54 Tred Avon Family Wealth, LLC Easton 14.4% $288.3 million
55 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore 14.4% $17.4 billion
56 Calvert Wealth Management, Inc. Dunkirk 14.4% $126.8 million
57 Cornerstone Advisory Hunt Valley 14.1% $1.5 billion
58 Heritage Investors Management Corp Bethesda 14.0% $3.1 billion
59 The Simmons Partnership, Inc Towson 13.7% $147.2 million
60 FBB Capital Partners Bethesda 13.5% $1.6 billion
61 Delta Financial Advisors, Inc Kensington 13.5% $160.1 million
62 Sargent Investment Group Bethesda 13.4% $1.0 billion
63 Mount Vernon Associates Inc Baltimore 13.3% $159.7 million
64 Foundry Wealth Advisors, LLC Baltimore 13.1% $112.9 million
65 Schaeffer Financial LLC Rockville 13.1% $178.4 million
66 The Ellerson Group Inc Annapolis 12.9% $202.1 million
67 Montgomery Investment Management Inc Rockville 12.9% $340.5 million
68 Law & Associates Inc Glen Echo 12.7% $228.0 million
69 Ferguson-Johnson Wealth Management, Inc. Rockville 12.7% $221.1 million
70 MJC Advisors, LLC Lutherville 12.6% $133.2 million
71 Waypoint Wealth Management Timonium 12.6% $169.7 million
72 Turning Point Financial Frederick 12.5% $238.2 million
73 XML Financial Group Bethesda 12.4% $2.3 billion
74 Wealth Planning Group Baltimore 12.3% $255.0 million
75 HZ Investments Inc. Chevy Chase 11.6% $424.9 million
76 Shaker Financial Services Annapolis 11.3% $207.6 million
77 Oliver Wealth Management Towson 11.1% $248.1 million
78 Retirement Management Systems Leonardtown 11.0% $1.4 billion
79 Accordant Advisory Group, Inc. Annapolis 10.8% $204.2 million
80 Trumbower Financial Advisors LLC Bethesda 10.3% $1.5 billion
81 Kilner Capital Advisors, LLC Gaithersburg 10.3% $251.1 million
82 BNB Wealth Mangagement, LLC Silver Spring 10.0% $199.0 million
83 Hergenroeder Financial Advisors, Inc. Timonium 9.9% $229.5 million
84 The L. Warner Companies, Inc Timonium 9.8% $606.0 million
85 Lafayette Investments, Inc. Ashton 9.6% $715.6 million
86 Bontempo Ohly Capital Management, LLC Bethesda 8.8% $315.4 million
87 Blueprint Wealth Management Inc. Ellicott City 8.6% $148.4 million
88 Marathon Capital Management Hunt Valley 8.3% $621.6 million
89 Chesapeake Financial Advisors Towson 8.1% $245.5 million
90 Aegis Wealth Bethesda 7.3% $602.6 million
91 Partnership Wealth Management Towson 7.1% $191.0 million
92 1 North Wealth Services, LLC Annapolis 7.1% $260.5 million
93 Carderock Capital Management, Inc. Chevy Chase 7.1% $551.3 million
94 D.F. Dent and Company, Inc. Baltimore 6.9% $6.5 billion
95 Moore Wealth Frederick 6.9% $128.6 million
96 Glass Jacobson Wealth Advisors Owings Mills 6.4% $770.1 million
97 LGG Financial Bethesda 6.2% $470.9 million
98 Marks Wealth Management Ellicott City 5.9% $344.2 million
99 Fsa Wealth Partners Rockville 5.0% $707.8 million
100 My Wealth Management, Inc Germantown 4.9% $135.2 million

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

More rankings

Fastest growing, 3 years 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.