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For asset managers
AdvisorIQ

Ranking, Maryland

Fastest-growing independent RIAs over one year in Maryland

As of October 2, 2026, Tritonpoint Partners, LLC ranked #1 in Maryland in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 159.6%, from a base of $110.3 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 Tritonpoint Partners, LLC Chevy Chase 159.6% $110.3 million
2 MDRN Capital Annapolis 110.5% $160.9 million
3 Catoctin Ridge Wealth Partner Thurmont 94.5% $102.3 million
4 Prosperity - An Eisneramper Company Owings Mills 72.9% $2.9 billion
5 Greenspring Advisors, LLC Towson 71.2% $3.8 billion
6 Capital Squared Financial LLC Rockville 62.7% $122.1 million
7 Beacon Investment Advisors LLC Gaithersburg 60.5% $337.6 million
8 PKS Investment Advisors LLC Salisbury 51.5% $242.4 million
9 RMG Advisors Rockville 46.1% $137.2 million
10 Elite Income Advisors, Inc. Ellicott City 42.2% $150.1 million
11 Planvest Financial, Inc. Gaithersburg 39.6% $126.0 million
12 Town Capital Bel Air 38.4% $121.9 million
13 Montgomery Financial Ocean City 37.6% $167.0 million
14 Accordant Advisory Group, Inc. Annapolis 33.4% $208.4 million
15 Valuewealth Services, LLC Annapolis 31.7% $242.1 million
16 Cassilly Financial Severna Park 31.4% $103.2 million
17 Sherman Wealth Management LLC Gaithersburg 31.4% $122.0 million
18 Black Diamond Financial, LLC Lutherville 31.3% $1.0 billion
19 Macroview Investment Management LLC Bethesda 30.4% $296.9 million
20 Pennington Partners & Co., LLC Bethesda 28.7% $4.0 billion
21 HF Advisory Group, LLC Annapolis 28.4% $250.4 million
22 Armstrong Dixon Baltimore 27.7% $350.5 million
23 Lee, Kelleher & Klein Wealth Management Ellicott City 26.9% $198.9 million
24 Pointer Financial Advisors LLC Columbia 26.5% $139.4 million
25 Thinagee Investments Inc. Bethesda 26.4% $210.0 million
26 Bestgate Wealth Advisors, LLC Frederick 25.7% $129.2 million
27 Entelechy Rockville 25.5% $201.9 million
28 Innovative Wealth Building LLC California 25.2% $525.0 million
29 Westbourne Investment Advisors Inc. Annapolis 25.0% $359.1 million
30 Ivy League Financial Advisors LLC Rockville 24.9% $151.0 million
31 The Simmons Partnership, Inc Towson 24.4% $174.0 million
32 Red Oak Financial Group Towson 24.3% $836.8 million
33 The Marshall Financial Group LLC Hunt Valley 24.0% $593.0 million
34 Kendall Capital Management Rockville 23.1% $604.1 million
35 Buttonwood Financial Advisors, Inc. Baltimore 22.9% $393.2 million
36 Bay Harbor Wealth Management, LLC Hunt Valley 22.3% $336.9 million
37 Financial Concepts Unlimited, Inc. Centreville 21.9% $189.8 million
38 Foundry Wealth Advisors, LLC Baltimore 21.7% $134.2 million
39 Partnership Wealth Management Towson 21.6% $193.2 million
40 Blue Curve Advisory, LLC Towson 21.3% $103.2 million
41 Widmann Financial Services Bowie 21.0% $385.7 million
42 L. K. Benson & Company, P.C. Timonium 20.9% $369.1 million
43 Advocate Investing Services Woodbine 20.8% $154.5 million
44 Curio Wealth, LLC Annapolis 19.9% $384.3 million
45 Baltimore-Washington Financial Advisors Columbia 19.7% $2.5 billion
46 Prostatis Financial Advisors Group Hanover 19.0% $508.9 million
47 Blueprint Wealth Management Inc. Ellicott City 18.8% $160.0 million
48 The Kelly Group Bel Air 18.7% $953.2 million
49 Sandbox Financial Partners, LLC Bethesda 18.5% $575.2 million
50 Verdence Capital Advisors, LLC Hunt Valley 18.3% $3.9 billion
51 SFG Wealth Management Towson 18.1% $643.6 million
52 Intervest Ltd Chevy Chase 17.9% $209.4 million
53 Financial Consulate Hunt Valley 17.8% $930.0 million
54 Chesapeake Financial Advisors Towson 17.6% $263.7 million
55 Bluestone® Financial Advisors, LLC Bethesda 17.5% $176.5 million
56 Scarborough Capital Management Annapolis 17.4% $1.4 billion
57 A.G. Campbell Advisory, LLC Baltimore 17.1% $345.0 million
58 Veridian Capital Partners Frederick 17.0% $471.1 million
59 Ferguson-Johnson Wealth Management, Inc. Rockville 16.8% $270.9 million
60 WBH Advisory, Inc. Baltimore 16.7% $1.5 billion
61 RCS Financial Planning, LLC Annapolis 16.4% $241.3 million
62 Waypoint Wealth Management Timonium 16.0% $209.1 million
63 Financial Council, LLC Towson 15.5% $1.1 billion
64 1 North Wealth Services, LLC Annapolis 15.4% $277.6 million
65 Schaeffer Financial LLC Rockville 15.4% $223.2 million
66 VSM Wealth Advisory, LLC Hunt Valley 15.4% $587.1 million
67 Hwa Financial Group Ellicott City 15.4% $255.9 million
68 Peakstone Financial Advisors Chevy Chase 15.3% $221.8 million
69 Sargent Investment Group Bethesda 15.1% $1.3 billion
70 Maryland Capital Advisors, Inc. Chester 14.5% $428.6 million
71 Oliver Wealth Management Towson 14.4% $297.6 million
72 Warner Financial, Inc Bethesda 14.3% $745.3 million
73 Edgemoor Investment Advisors, Inc. Bethesda 14.0% $1.3 billion
74 Kilner Capital Advisors, LLC Gaithersburg 13.8% $295.7 million
75 Marathon Capital Management Hunt Valley 13.8% $694.3 million
76 Berman McAleer Timonium 13.6% $1.6 billion
77 MV Capital Management, Inc. Bethesda 13.4% $1.3 billion
78 Retirement Management Systems Leonardtown 13.4% $1.7 billion
79 Calvert Wealth Management, Inc. Dunkirk 13.1% $167.5 million
80 Perspective Wealth Management Hunt Valley 13.0% $526.5 million
81 Delta Financial Advisors, Inc Kensington 12.2% $208.5 million
82 Cornerstone Advisory Hunt Valley 11.8% $2.0 billion
83 Family Office Research, LLC Bethesda 11.6% $580.9 million
84 The Ellerson Group Inc Annapolis 11.5% $261.1 million
85 Lafayette Investments, Inc. Ashton 11.3% $846.9 million
86 MJC Advisors, LLC Lutherville 11.3% $171.0 million
87 Promethium Bethesda 11.0% $212.0 million
88 Heritage Investors Management Corp Bethesda 10.8% $4.2 billion
89 FBB Capital Partners Bethesda 10.8% $2.2 billion
90 Abel Financial Management Co. Eldersburg 10.7% $105.6 million
91 Glassy Mountain Advisors, Inc. Bethesda 10.4% $334.9 million
92 Bontempo Ohly Capital Management, LLC Bethesda 10.2% $368.2 million
93 HZ Investments Inc. Chevy Chase 10.2% $536.7 million
94 XML Financial Group Bethesda 10.2% $3.0 billion
95 Shaker Financial Services Annapolis 9.9% $260.6 million
96 SC&H Wealth Hunt Valley 9.1% $1.1 billion
97 Moore Wealth Frederick 8.6% $144.4 million
98 Montgomery Investment Management Inc Rockville 8.6% $451.2 million
99 Trumbower Financial Advisors LLC Bethesda 8.4% $1.8 billion
100 &Wealth Partners Baltimore 7.9% $470.9 million

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

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Fastest growing 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.