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For asset managers

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.