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For asset managers
AdvisorIQ

Ranking, Maryland

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

As of October 2, 2026, Prosperity - An Eisneramper Company ranked #1 in Maryland in AdvisorIQ's ranking of fastest-growing wealth firms over five years, including broker-dealer firms, with 72.0%, from a base of $334.6 million.

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 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.

Rank Firm City Growth Starting value
1 Prosperity - An Eisneramper Company Owings Mills 72.0% $334.6 million
2 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills 51.9% $728.8 million
3 Pennington Partners & Co., LLC Bethesda 35.6% $1.1 billion
4 Buttonwood Financial Advisors, Inc. Baltimore 29.8% $131.1 million
5 The Marshall Financial Group LLC Hunt Valley 28.7% $208.3 million
6 Prostatis Financial Advisors Group Hanover 27.6% $179.0 million
7 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore 27.1% $202.1 million
8 Macroview Investment Management LLC Bethesda 23.0% $137.4 million
9 Black Diamond Financial, LLC Lutherville 22.9% $488.6 million
10 Sandbox Financial Partners, LLC Bethesda 21.9% $252.8 million
11 XML Financial Group Bethesda 21.0% $1.3 billion
12 Baltimore-Washington Financial Advisors Columbia 19.2% $1.2 billion
13 Valuewealth Services, LLC Annapolis 19.2% $132.5 million
14 L. K. Benson & Company, P.C. Timonium 18.6% $190.5 million
15 Glashofer Financial Advisors Potomac 16.8% $130.5 million
16 PKS Investment Advisors LLC Salisbury 16.8% $168.7 million
17 Chapin Davis Asset Management Broker-dealer affiliated Baltimore 16.0% $306.0 million
18 Kendall Capital Management Rockville 15.8% $357.9 million
19 RCS Financial Planning, LLC Annapolis 15.7% $135.3 million
20 SC&H Wealth Hunt Valley 15.7% $593.3 million
21 WBH Advisory, Inc. Baltimore 15.2% $856.6 million
22 Red Oak Financial Group Towson 14.5% $529.3 million
23 MV Capital Management, Inc. Bethesda 14.4% $733.6 million
24 Westbourne Investment Advisors Inc. Annapolis 14.3% $230.4 million
25 Montgomery Investment Management Inc Rockville 14.1% $253.5 million
26 The Kelly Group Bel Air 14.1% $586.0 million
27 Widmann Financial Services Bowie 14.0% $242.7 million
28 Founders Financial Securities, LLC Broker-dealer affiliated Towson 14.0% $2.2 billion
29 Delta Financial Advisors, Inc Kensington 13.7% $123.0 million
30 Bay Harbor Wealth Management, LLC Hunt Valley 13.6% $217.4 million
31 Financial Consulate Hunt Valley 13.4% $585.4 million
32 Verdence Capital Advisors, LLC Hunt Valley 13.4% $2.5 billion
33 SFG Wealth Management Towson 13.2% $408.5 million
34 Wealth Planning Group Baltimore 13.0% $195.9 million
35 Turning Point Financial Frederick 12.7% $186.3 million
36 Family Office Research, LLC Bethesda 12.6% $358.3 million
37 Maryland Capital Advisors, Inc. Chester 12.4% $273.2 million
38 HZ Investments Inc. Chevy Chase 12.2% $333.3 million
39 Scarborough Capital Management Annapolis 12.1% $927.8 million
40 Glass Jacobson Wealth Advisors Owings Mills 11.8% $532.4 million
41 &Wealth Partners Baltimore 11.5% $295.5 million
42 VSM Wealth Advisory, LLC Hunt Valley 11.3% $397.2 million
43 Financial Council, LLC Towson 11.1% $752.3 million
44 FBB Capital Partners Bethesda 11.1% $1.4 billion
45 The Simmons Partnership, Inc Towson 11.0% $128.4 million
46 Accordant Advisory Group, Inc. Annapolis 10.8% $166.7 million
47 Law & Associates Inc Glen Echo 10.7% $196.1 million
48 Warner Financial, Inc Bethesda 10.6% $514.6 million
49 Veridian Capital Partners Frederick 9.7% $346.4 million
50 Armstrong Dixon Baltimore 9.5% $284.1 million
51 Tred Avon Family Wealth, LLC Easton 9.5% $274.4 million
52 Cornerstone Advisory Hunt Valley 9.5% $1.4 billion
53 Hwa Financial Group Ellicott City 9.3% $189.0 million
54 Chesapeake Financial Advisors Towson 8.6% $205.2 million
55 Ivy League Financial Advisors LLC Rockville 8.6% $125.1 million
56 MJC Advisors, LLC Lutherville 8.6% $126.2 million
57 Foundry Wealth Advisors, LLC Baltimore 8.6% $108.4 million
58 Heritage Investors Management Corp Bethesda 8.5% $3.1 billion
59 Partnership Wealth Management Towson 8.5% $156.5 million
60 The Ellerson Group Inc Annapolis 8.5% $194.0 million
61 Intervest Ltd Chevy Chase 8.4% $164.7 million
62 Calvert Wealth Management, Inc. Dunkirk 8.4% $126.6 million
63 The L. Warner Companies, Inc Timonium 8.3% $538.8 million
64 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore 8.2% $17.6 billion
65 Trumbower Financial Advisors LLC Bethesda 8.0% $1.4 billion
66 Financial Concepts Unlimited, Inc. Centreville 7.6% $160.4 million
67 Kilner Capital Advisors, LLC Gaithersburg 7.5% $234.5 million
68 Peakstone Financial Advisors Chevy Chase 7.2% $180.4 million
69 Schaeffer Financial LLC Rockville 7.2% $182.0 million
70 Perspective Wealth Management Hunt Valley 7.1% $422.0 million
71 Waypoint Wealth Management Timonium 7.1% $172.2 million
72 Retirement Management Systems Leonardtown 6.6% $1.4 billion
73 Edgemoor Investment Advisors, Inc. Bethesda 6.6% $1.1 billion
74 Bontempo Ohly Capital Management, LLC Bethesda 6.4% $298.1 million
75 Ferguson-Johnson Wealth Management, Inc. Rockville 6.3% $233.0 million
76 Sargent Investment Group Bethesda 6.1% $1.1 billion
77 Hergenroeder Financial Advisors, Inc. Timonium 6.1% $226.2 million
78 Marathon Capital Management Hunt Valley 6.0% $591.6 million
79 LGG Financial Bethesda 5.8% $426.4 million
80 Shaker Financial Services Annapolis 5.7% $217.0 million
81 1 North Wealth Services, LLC Annapolis 5.5% $245.6 million
82 Marks Wealth Management Ellicott City 5.0% $320.0 million
83 Greenspring Advisors, LLC Towson 4.3% $5.2 billion
84 Lafayette Investments, Inc. Ashton 4.2% $769.2 million
85 Tam Financial Advisors, LLC Annapolis 4.1% $140.2 million
86 My Wealth Management, Inc Germantown 4.0% $128.4 million
87 A.G. Campbell Advisory, LLC Baltimore 3.8% $335.4 million
88 BNB Wealth Mangagement, LLC Silver Spring 3.7% $220.3 million
89 Carderock Capital Management, Inc. Chevy Chase 3.7% $565.0 million
90 Councilor Wealth LLC Bethesda 3.4% $267.9 million
91 Aegis Wealth Bethesda 3.1% $637.8 million
92 Mount Vernon Associates Inc Baltimore 2.5% $205.3 million
93 Fsa Wealth Partners Rockville 2.4% $726.9 million
94 D.F. Dent and Company, Inc. Baltimore -0.7% $8.1 billion
95 First Growth Capital LLC Pikesville -1.4% $140.3 million
96 White Oak Wealth Management Columbia -9.9% $209.0 million
97 Tufton Capital Management, LLC Hunt Valley -11.0% $831.9 million
98 Research Financial Strategies Rockville -12.7% $496.6 million

98 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.