# Fastest-growing independent RIAs over three years in Maryland

As of October 2, 2026, Pennington Partners & Co., LLC ranked #1 in Maryland in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 44.0%, from a base of $1.7 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/fastest-growing-3-year/maryland/

## Facts

- ranking: Fastest-growing independent RIAs over three years
- how_it_is_computed: 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.
- unit: pct
- scope: Maryland
- firms_listed: 100
- rows: rank: 1, crd: 282688, firm: Pennington Partners & Co., LLC, city: Bethesda, state: MD, value: 0.439971875457401, base_value: 1703940725, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282688/; rank: 2, crd: 145108, firm: Black Diamond Financial, LLC, city: Lutherville, state: MD, value: 0.359029444853007, base_value: 545885247, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145108/; rank: 3, crd: 127368, firm: Beacon Investment Advisors LLC, city: Gaithersburg, state: MD, value: 0.350675176395253, base_value: 219921244, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127368/; rank: 4, crd: 110147, firm: PKS Investment Advisors LLC, city: Salisbury, state: MD, value: 0.349988963092474, base_value: 149236404, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110147/; rank: 5, crd: 144926, firm: Buttonwood Financial Advisors, Inc., city: Baltimore, state: MD, value: 0.334658845166226, base_value: 203231045, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144926/; rank: 6, crd: 309051, firm: HF Advisory Group, LLC, city: Annapolis, state: MD, value: 0.333556626876347, base_value: 135566347, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309051/; rank: 7, crd: 146946, firm: Bluestone® Financial Advisors, LLC, city: Bethesda, state: MD, value: 0.273846145838918, base_value: 100279787, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146946/; rank: 8, crd: 304049, firm: Valuewealth Services, LLC, city: Annapolis, state: MD, value: 0.255562988647817, base_value: 161145674, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304049/; rank: 9, crd: 149621, firm: Macroview Investment Management LLC, city: Bethesda, state: MD, value: 0.251596539339338, base_value: 197423576, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149621/; rank: 10, crd: 132662, firm: Prostatis Financial Advisors Group, city: Hanover, state: MD, value: 0.248834459217904, base_value: 310856247, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132662/; rank: 11, crd: 146362, firm: The Marshall Financial Group LLC, city: Hunt Valley, state: MD, value: 0.245529696614635, base_value: 380682636, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146362/; rank: 12, crd: 297858, firm: Sandbox Financial Partners, LLC, city: Bethesda, state: MD, value: 0.232085639282358, base_value: 364461347, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297858/; rank: 13, crd: 106898, firm: Financial Consulate, city: Hunt Valley, state: MD, value: 0.229248160878666, base_value: 589981611, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106898/; rank: 14, crd: 314942, firm: Innovative Wealth Building LLC, city: California, state: MD, value: 0.22659568782987, base_value: 356124188, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314942/; rank: 15, crd: 159388, firm: Baltimore-Washington Financial Advisors, city: Columbia, state: MD, value: 0.226207119864734, base_value: 1619335818, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159388/; rank: 16, crd: 144571, firm: Westbourne Investment Advisors Inc., city: Annapolis, state: MD, value: 0.225598714794519, base_value: 243782289, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144571/; rank: 17, crd: 134740, firm: Kendall Capital Management, city: Rockville, state: MD, value: 0.210803460002954, base_value: 419058076, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134740/; rank: 18, crd: 166912, firm: Red Oak Financial Group, city: Towson, state: MD, value: 0.208085789813128, base_value: 589989322, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166912/; rank: 19, crd: 326745, firm: Pointer Financial Advisors LLC, city: Columbia, state: MD, value: 0.202387926739944, base_value: 101474093, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326745/; rank: 20, crd: 291678, firm: RCS Financial Planning, LLC, city: Annapolis, state: MD, value: 0.201828162963769, base_value: 161849096, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291678/; rank: 21, crd: 294000, firm: Bay Harbor Wealth Management, LLC, city: Hunt Valley, state: MD, value: 0.200008139521805, base_value: 238417840, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294000/; rank: 22, crd: 107908, firm: L. K. Benson & Company, P.C., city: Timonium, state: MD, value: 0.199905631278208, base_value: 258297116, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107908/; rank: 23, crd: 285785, firm: SFG Wealth Management, city: Towson, state: MD, value: 0.198382165748752, base_value: 441723236, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285785/; rank: 24, crd: 118641, firm: Financial Concepts Unlimited, Inc., city: Centreville, state: MD, value: 0.197209482934461, base_value: 134827284, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118641/; rank: 25, crd: 139034, firm: MV Capital Management, Inc., city: Bethesda, state: MD, value: 0.193916101797639, base_value: 845900229, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139034/; rank: 26, crd: 146262, firm: Glashofer Financial Advisors, city: Potomac, state: MD, value: 0.191480994043174, base_value: 168059100, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146262/; rank: 27, crd: 288512, firm: Verdence Capital Advisors, LLC, city: Hunt Valley, state: MD, value: 0.191475366967303, base_value: 2735788731, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288512/; rank: 28, crd: 104619, firm: Perspective Wealth Management, city: Hunt Valley, state: MD, value: 0.187940037386924, base_value: 354904837, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104619/; rank: 29, crd: 104614, firm: Intervest Ltd, city: Chevy Chase, state: MD, value: 0.186641654821807, base_value: 147791886, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104614/; rank: 30, crd: 120666, firm: SC&H Wealth, city: Hunt Valley, state: MD, value: 0.186231780752174, base_value: 737473294, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120666/; rank: 31, crd: 169517, firm: Scarborough Capital Management, city: Annapolis, state: MD, value: 0.185207425689437, base_value: 987098118, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169517/; rank: 32, crd: 310140, firm: The Kelly Group, city: Bel Air, state: MD, value: 0.18360469685582, base_value: 682137668, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310140/; rank: 33, crd: 314290, firm: Veridian Capital Partners, city: Frederick, state: MD, value: 0.180937190181702, base_value: 334597814, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314290/; rank: 34, crd: 314937, firm: Glassy Mountain Advisors, Inc., city: Bethesda, state: MD, value: 0.180615527870198, base_value: 224702104, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314937/; rank: 35, crd: 168345, firm: Armstrong Dixon, city: Baltimore, state: MD, value: 0.180588528456616, base_value: 271960031, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168345/; rank: 36, crd: 119145, firm: Ivy League Financial Advisors LLC, city: Rockville, state: MD, value: 0.17925368754488, base_value: 115047113, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119145/; rank: 37, crd: 134875, firm: Maryland Capital Advisors, Inc., city: Chester, state: MD, value: 0.176620354542844, base_value: 301275282, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134875/; rank: 38, crd: 144136, firm: Family Office Research, LLC, city: Bethesda, state: MD, value: 0.174674785909259, base_value: 399909762, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144136/; rank: 39, crd: 313717, firm: VSM Wealth Advisory, LLC, city: Hunt Valley, state: MD, value: 0.172164363336482, base_value: 420682299, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313717/; rank: 40, crd: 297413, firm: Impact Capital, LLC, city: Rockville, state: MD, value: 0.170640298499372, base_value: 157924882, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297413/; rank: 41, crd: 120745, firm: Hwa Financial Group, city: Ellicott City, state: MD, value: 0.167015335271064, base_value: 185803528, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120745/; rank: 42, crd: 149136, firm: &Wealth Partners, city: Baltimore, state: MD, value: 0.165669930405633, base_value: 320870359, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149136/; rank: 43, crd: 135303, firm: Warner Financial, Inc, city: Bethesda, state: MD, value: 0.164313868584333, base_value: 539675661, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135303/; rank: 44, crd: 127635, firm: Peakstone Financial Advisors, city: Chevy Chase, state: MD, value: 0.162413970069324, base_value: 162905695, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127635/; rank: 45, crd: 110748, firm: Financial Council, LLC, city: Towson, state: MD, value: 0.16231826285448, base_value: 809254000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110748/; rank: 46, crd: 273035, firm: Advocate Investing Services, city: Woodbine, state: MD, value: 0.16203065687376, base_value: 118905011, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/273035/; rank: 47, crd: 105289, firm: WBH Advisory, Inc., city: Baltimore, state: MD, value: 0.160886465786378, base_value: 1110610957, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105289/; rank: 48, crd: 109104, firm: Edgemoor Investment Advisors, Inc., city: Bethesda, state: MD, value: 0.160510351754604, base_value: 969415393, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109104/; rank: 49, crd: 289106, firm: Widmann Financial Services, city: Bowie, state: MD, value: 0.155056790593546, base_value: 302915495, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289106/; rank: 50, crd: 174115, firm: Tred Avon Family Wealth, LLC, city: Easton, state: MD, value: 0.144242076294961, base_value: 288311302, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174115/; rank: 51, crd: 115639, firm: Calvert Wealth Management, Inc., city: Dunkirk, state: MD, value: 0.143527186828784, base_value: 126773750, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115639/; rank: 52, crd: 142359, firm: Cornerstone Advisory, city: Hunt Valley, state: MD, value: 0.140510237697116, base_value: 1515979056, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142359/; rank: 53, crd: 110420, firm: Heritage Investors Management Corp, city: Bethesda, state: MD, value: 0.140003285252521, base_value: 3126801088, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110420/; rank: 54, crd: 156740, firm: The Simmons Partnership, Inc, city: Towson, state: MD, value: 0.137254806853564, base_value: 147221008, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/156740/; rank: 55, crd: 108967, firm: FBB Capital Partners, city: Bethesda, state: MD, value: 0.135405667466577, base_value: 1636130105, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108967/; rank: 56, crd: 121907, firm: Delta Financial Advisors, Inc, city: Kensington, state: MD, value: 0.134763931962914, base_value: 160111540, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121907/; rank: 57, crd: 297499, firm: Sargent Investment Group, city: Bethesda, state: MD, value: 0.133759502130888, base_value: 1012662000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297499/; rank: 58, crd: 107099, firm: Mount Vernon Associates Inc, city: Baltimore, state: MD, value: 0.133450293346604, base_value: 159674238, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107099/; rank: 59, crd: 300794, firm: Foundry Wealth Advisors, LLC, city: Baltimore, state: MD, value: 0.131015154491912, base_value: 112932850, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300794/; rank: 60, crd: 133697, firm: Schaeffer Financial LLC, city: Rockville, state: MD, value: 0.130503363094729, base_value: 178357368, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133697/; rank: 61, crd: 106658, firm: The Ellerson Group Inc, city: Annapolis, state: MD, value: 0.129450247421495, base_value: 202090885, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106658/; rank: 62, crd: 105417, firm: Montgomery Investment Management Inc, city: Rockville, state: MD, value: 0.128981991759074, base_value: 340480228, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105417/; rank: 63, crd: 105350, firm: Law & Associates Inc, city: Glen Echo, state: MD, value: 0.127221150503709, base_value: 228011873, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105350/; rank: 64, crd: 109232, firm: Ferguson-Johnson Wealth Management, Inc., city: Rockville, state: MD, value: 0.12690194841546, base_value: 221062803, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109232/; rank: 65, crd: 136839, firm: MJC Advisors, LLC, city: Lutherville, state: MD, value: 0.126396954455928, base_value: 133166962, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136839/; rank: 66, crd: 155574, firm: Waypoint Wealth Management, city: Timonium, state: MD, value: 0.126304084391989, base_value: 169693007, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155574/; rank: 67, crd: 301282, firm: Turning Point Financial, city: Frederick, state: MD, value: 0.125284318257537, base_value: 238178463, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301282/; rank: 68, crd: 284987, firm: XML Financial Group, city: Bethesda, state: MD, value: 0.123917788760809, base_value: 2323032504, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284987/; rank: 69, crd: 291708, firm: Wealth Planning Group, city: Baltimore, state: MD, value: 0.122680371404309, base_value: 255029099, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291708/; rank: 70, crd: 312268, firm: HZ Investments Inc., city: Chevy Chase, state: MD, value: 0.116487516042465, base_value: 424927050, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312268/; rank: 71, crd: 121534, firm: Shaker Financial Services, city: Annapolis, state: MD, value: 0.113149362679979, base_value: 207583087, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121534/; rank: 72, crd: 314867, firm: Oliver Wealth Management, city: Towson, state: MD, value: 0.111187003887443, base_value: 248115881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314867/; rank: 73, crd: 150351, firm: Retirement Management Systems, city: Leonardtown, state: MD, value: 0.1097650399116, base_value: 1380427573, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150351/; rank: 74, crd: 117474, firm: Accordant Advisory Group, Inc., city: Annapolis, state: MD, value: 0.10828987356362, base_value: 204194058, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117474/; rank: 75, crd: 107495, firm: Trumbower Financial Advisors LLC, city: Bethesda, state: MD, value: 0.10277458233114, base_value: 1479931186, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107495/; rank: 76, crd: 139521, firm: Kilner Capital Advisors, LLC, city: Gaithersburg, state: MD, value: 0.10264092551385, base_value: 251130325, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139521/; rank: 77, crd: 107702, firm: BNB Wealth Mangagement, LLC, city: Silver Spring, state: MD, value: 0.0996274885217292, base_value: 199000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107702/; rank: 78, crd: 121278, firm: Hergenroeder Financial Advisors, Inc., city: Timonium, state: MD, value: 0.0988813664415209, base_value: 229479010, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121278/; rank: 79, crd: 108001, firm: The L. Warner Companies, Inc, city: Timonium, state: MD, value: 0.0980795701945716, base_value: 605992825, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108001/; rank: 80, crd: 22471, firm: Lafayette Investments, Inc., city: Ashton, state: MD, value: 0.0962841853761593, base_value: 715600388, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/22471/; rank: 81, crd: 132804, firm: Bontempo Ohly Capital Management, LLC, city: Bethesda, state: MD, value: 0.087526283458236, base_value: 315431608, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132804/; rank: 82, crd: 325099, firm: Blueprint Wealth Management Inc., city: Ellicott City, state: MD, value: 0.0857385405400459, base_value: 148449192, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325099/; rank: 83, crd: 119416, firm: Marathon Capital Management, city: Hunt Valley, state: MD, value: 0.0832789408127457, base_value: 621557037, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119416/; rank: 84, crd: 120139, firm: Chesapeake Financial Advisors, city: Towson, state: MD, value: 0.0809552479585411, base_value: 245491290, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120139/; rank: 85, crd: 134429, firm: Aegis Wealth, city: Bethesda, state: MD, value: 0.0728722695481094, base_value: 602551881, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134429/; rank: 86, crd: 285718, firm: Partnership Wealth Management, city: Towson, state: MD, value: 0.0714496623364325, base_value: 190976000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285718/; rank: 87, crd: 115948, firm: 1 North Wealth Services, LLC, city: Annapolis, state: MD, value: 0.0714205270892743, base_value: 260527395, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115948/; rank: 88, crd: 104570, firm: Carderock Capital Management, Inc., city: Chevy Chase, state: MD, value: 0.0708483804974356, base_value: 551302799, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104570/; rank: 89, crd: 105179, firm: D.F. Dent and Company, Inc., city: Baltimore, state: MD, value: 0.069030325328657, base_value: 6450487807, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105179/; rank: 90, crd: 323374, firm: Moore Wealth, city: Frederick, state: MD, value: 0.068618522293846, base_value: 128581302, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323374/; rank: 91, crd: 120141, firm: Glass Jacobson Wealth Advisors, city: Owings Mills, state: MD, value: 0.0641580772018393, base_value: 770077413, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120141/; rank: 92, crd: 305002, firm: LGG Financial, city: Bethesda, state: MD, value: 0.0619135782533384, base_value: 470895020, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305002/; rank: 93, crd: 310534, firm: Marks Wealth Management, city: Ellicott City, state: MD, value: 0.059400214282104, base_value: 344159661, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310534/; rank: 94, crd: 104513, firm: Fsa Wealth Partners, city: Rockville, state: MD, value: 0.0501340356645164, base_value: 707792446, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104513/; rank: 95, crd: 168566, firm: My Wealth Management, Inc, city: Germantown, state: MD, value: 0.0493027833195325, base_value: 135185000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168566/; rank: 96, crd: 162150, firm: A.G. Campbell Advisory, LLC, city: Baltimore, state: MD, value: 0.0492238657165898, base_value: 349676844, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162150/; rank: 97, crd: 125496, firm: Tam Financial Advisors, LLC, city: Annapolis, state: MD, value: 0.0488979468556925, base_value: 148451210, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125496/; rank: 98, crd: 132669, firm: Greenspring Advisors, LLC, city: Towson, state: MD, value: 0.0251537782683315, base_value: 6000116360, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132669/; rank: 99, crd: 170858, firm: Councilor Wealth LLC, city: Bethesda, state: MD, value: 0.020757566071981, base_value: 298000000, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170858/; rank: 100, crd: 153247, firm: Research Financial Strategies, city: Rockville, state: MD, value: -0.00927373203743664, base_value: 258771596, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153247/

## 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

- [Fastest-growing independent RIAs over three years, nationally](https://advisoriq.com/ria/rankings/fastest-growing-3-year/)
- [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/fastest-growing-3-year/maryland/

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