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RIA directory Rankings Fastest growing, 5 years Maryland
Ranking, Maryland
Fastest-growing independent RIAs over five years in Maryland
As of October 2, 2026, Prosperity - An Eisneramper Company ranked #1 in Maryland in AdvisorIQ's ranking of fastest-growing independent RIAs over five years, with 72.0%, from a base of $334.6 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the five years between the SEC snapshots of October 4, 2021 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.
Fastest-growing independent RIAs over five years in Maryland
Rank
Firm
City
Growth
Starting value
1
Prosperity - An Eisneramper Company
Owings Mills
72.0%
$334.6 million
2
Pennington Partners & Co., LLC
Bethesda
35.6%
$1.1 billion
3
Buttonwood Financial Advisors, Inc.
Baltimore
29.8%
$131.1 million
4
The Marshall Financial Group LLC
Hunt Valley
28.7%
$208.3 million
5
Prostatis Financial Advisors Group
Hanover
27.6%
$179.0 million
6
Macroview Investment Management LLC
Bethesda
23.0%
$137.4 million
7
Black Diamond Financial, LLC
Lutherville
22.9%
$488.6 million
8
Sandbox Financial Partners, LLC
Bethesda
21.9%
$252.8 million
9
XML Financial Group
Bethesda
21.0%
$1.3 billion
10
Baltimore-Washington Financial Advisors
Columbia
19.2%
$1.2 billion
11
Valuewealth Services, LLC
Annapolis
19.2%
$132.5 million
12
L. K. Benson & Company, P.C.
Timonium
18.6%
$190.5 million
13
Glashofer Financial Advisors
Potomac
16.8%
$130.5 million
14
PKS Investment Advisors LLC
Salisbury
16.8%
$168.7 million
15
Kendall Capital Management
Rockville
15.8%
$357.9 million
16
RCS Financial Planning, LLC
Annapolis
15.7%
$135.3 million
17
SC&H Wealth
Hunt Valley
15.7%
$593.3 million
18
WBH Advisory, Inc.
Baltimore
15.2%
$856.6 million
19
Red Oak Financial Group
Towson
14.5%
$529.3 million
20
MV Capital Management, Inc.
Bethesda
14.4%
$733.6 million
21
Westbourne Investment Advisors Inc.
Annapolis
14.3%
$230.4 million
22
Montgomery Investment Management Inc
Rockville
14.1%
$253.5 million
23
The Kelly Group
Bel Air
14.1%
$586.0 million
24
Widmann Financial Services
Bowie
14.0%
$242.7 million
25
Delta Financial Advisors, Inc
Kensington
13.7%
$123.0 million
26
Bay Harbor Wealth Management, LLC
Hunt Valley
13.6%
$217.4 million
27
Financial Consulate
Hunt Valley
13.4%
$585.4 million
28
Verdence Capital Advisors, LLC
Hunt Valley
13.4%
$2.5 billion
29
SFG Wealth Management
Towson
13.2%
$408.5 million
30
Wealth Planning Group
Baltimore
13.0%
$195.9 million
31
Turning Point Financial
Frederick
12.7%
$186.3 million
32
Family Office Research, LLC
Bethesda
12.6%
$358.3 million
33
Maryland Capital Advisors, Inc.
Chester
12.4%
$273.2 million
34
HZ Investments Inc.
Chevy Chase
12.2%
$333.3 million
35
Scarborough Capital Management
Annapolis
12.1%
$927.8 million
36
Glass Jacobson Wealth Advisors
Owings Mills
11.8%
$532.4 million
37
&Wealth Partners
Baltimore
11.5%
$295.5 million
38
VSM Wealth Advisory, LLC
Hunt Valley
11.3%
$397.2 million
39
Financial Council, LLC
Towson
11.1%
$752.3 million
40
FBB Capital Partners
Bethesda
11.1%
$1.4 billion
41
The Simmons Partnership, Inc
Towson
11.0%
$128.4 million
42
Accordant Advisory Group, Inc.
Annapolis
10.8%
$166.7 million
43
Law & Associates Inc
Glen Echo
10.7%
$196.1 million
44
Warner Financial, Inc
Bethesda
10.6%
$514.6 million
45
Veridian Capital Partners
Frederick
9.7%
$346.4 million
46
Armstrong Dixon
Baltimore
9.5%
$284.1 million
47
Tred Avon Family Wealth, LLC
Easton
9.5%
$274.4 million
48
Cornerstone Advisory
Hunt Valley
9.5%
$1.4 billion
49
Hwa Financial Group
Ellicott City
9.3%
$189.0 million
50
Chesapeake Financial Advisors
Towson
8.6%
$205.2 million
51
Ivy League Financial Advisors LLC
Rockville
8.6%
$125.1 million
52
MJC Advisors, LLC
Lutherville
8.6%
$126.2 million
53
Foundry Wealth Advisors, LLC
Baltimore
8.6%
$108.4 million
54
Heritage Investors Management Corp
Bethesda
8.5%
$3.1 billion
55
Partnership Wealth Management
Towson
8.5%
$156.5 million
56
The Ellerson Group Inc
Annapolis
8.5%
$194.0 million
57
Intervest Ltd
Chevy Chase
8.4%
$164.7 million
58
Calvert Wealth Management, Inc.
Dunkirk
8.4%
$126.6 million
59
The L. Warner Companies, Inc
Timonium
8.3%
$538.8 million
60
Trumbower Financial Advisors LLC
Bethesda
8.0%
$1.4 billion
61
Financial Concepts Unlimited, Inc.
Centreville
7.6%
$160.4 million
62
Kilner Capital Advisors, LLC
Gaithersburg
7.5%
$234.5 million
63
Peakstone Financial Advisors
Chevy Chase
7.2%
$180.4 million
64
Schaeffer Financial LLC
Rockville
7.2%
$182.0 million
65
Perspective Wealth Management
Hunt Valley
7.1%
$422.0 million
66
Waypoint Wealth Management
Timonium
7.1%
$172.2 million
67
Retirement Management Systems
Leonardtown
6.6%
$1.4 billion
68
Edgemoor Investment Advisors, Inc.
Bethesda
6.6%
$1.1 billion
69
Bontempo Ohly Capital Management, LLC
Bethesda
6.4%
$298.1 million
70
Ferguson-Johnson Wealth Management, Inc.
Rockville
6.3%
$233.0 million
71
Sargent Investment Group
Bethesda
6.1%
$1.1 billion
72
Hergenroeder Financial Advisors, Inc.
Timonium
6.1%
$226.2 million
73
Marathon Capital Management
Hunt Valley
6.0%
$591.6 million
74
LGG Financial
Bethesda
5.8%
$426.4 million
75
Shaker Financial Services
Annapolis
5.7%
$217.0 million
76
1 North Wealth Services, LLC
Annapolis
5.5%
$245.6 million
77
Marks Wealth Management
Ellicott City
5.0%
$320.0 million
78
Greenspring Advisors, LLC
Towson
4.3%
$5.2 billion
79
Lafayette Investments, Inc.
Ashton
4.2%
$769.2 million
80
Tam Financial Advisors, LLC
Annapolis
4.1%
$140.2 million
81
My Wealth Management, Inc
Germantown
4.0%
$128.4 million
82
A.G. Campbell Advisory, LLC
Baltimore
3.8%
$335.4 million
83
BNB Wealth Mangagement, LLC
Silver Spring
3.7%
$220.3 million
84
Carderock Capital Management, Inc.
Chevy Chase
3.7%
$565.0 million
85
Councilor Wealth LLC
Bethesda
3.4%
$267.9 million
86
Aegis Wealth
Bethesda
3.1%
$637.8 million
87
Mount Vernon Associates Inc
Baltimore
2.5%
$205.3 million
88
Fsa Wealth Partners
Rockville
2.4%
$726.9 million
89
D.F. Dent and Company, Inc.
Baltimore
-0.7%
$8.1 billion
90
First Growth Capital LLC
Pikesville
-1.4%
$140.3 million
91
White Oak Wealth Management
Columbia
-9.9%
$209.0 million
92
Tufton Capital Management, LLC
Hunt Valley
-11.0%
$831.9 million
93
Research Financial Strategies
Rockville
-12.7%
$496.6 million
93 firms ranked. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 5 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 .