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For asset managers
AdvisorIQ

Ranking, Maryland

Fastest-growing wealth firms over one year, including broker-dealer firms in Maryland

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

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills 52.8% $3.9 billion
9 PKS Investment Advisors LLC Salisbury 51.5% $242.4 million
10 RMG Advisors Rockville 46.1% $137.2 million
11 Elite Income Advisors, Inc. Ellicott City 42.2% $150.1 million
12 Planvest Financial, Inc. Gaithersburg 39.6% $126.0 million
13 Town Capital Bel Air 38.4% $121.9 million
14 Montgomery Financial Ocean City 37.6% $167.0 million
15 Accordant Advisory Group, Inc. Annapolis 33.4% $208.4 million
16 Valuewealth Services, LLC Annapolis 31.7% $242.1 million
17 Cassilly Financial Severna Park 31.4% $103.2 million
18 Sherman Wealth Management LLC Gaithersburg 31.4% $122.0 million
19 Black Diamond Financial, LLC Lutherville 31.3% $1.0 billion
20 Macroview Investment Management LLC Bethesda 30.4% $296.9 million
21 Pennington Partners & Co., LLC Bethesda 28.7% $4.0 billion
22 HF Advisory Group, LLC Annapolis 28.4% $250.4 million
23 Armstrong Dixon Baltimore 27.7% $350.5 million
24 Lee, Kelleher & Klein Wealth Management Ellicott City 26.9% $198.9 million
25 Pointer Financial Advisors LLC Columbia 26.5% $139.4 million
26 Thinagee Investments Inc. Bethesda 26.4% $210.0 million
27 Bestgate Wealth Advisors, LLC Frederick 25.7% $129.2 million
28 Entelechy Rockville 25.5% $201.9 million
29 Innovative Wealth Building LLC California 25.2% $525.0 million
30 Westbourne Investment Advisors Inc. Annapolis 25.0% $359.1 million
31 Ivy League Financial Advisors LLC Rockville 24.9% $151.0 million
32 Founders Financial Securities, LLC Broker-dealer affiliated Towson 24.6% $3.3 billion
33 The Simmons Partnership, Inc Towson 24.4% $174.0 million
34 Red Oak Financial Group Towson 24.3% $836.8 million
35 The Marshall Financial Group LLC Hunt Valley 24.0% $593.0 million
36 Kendall Capital Management Rockville 23.1% $604.1 million
37 Buttonwood Financial Advisors, Inc. Baltimore 22.9% $393.2 million
38 Bay Harbor Wealth Management, LLC Hunt Valley 22.3% $336.9 million
39 Financial Concepts Unlimited, Inc. Centreville 21.9% $189.8 million
40 Foundry Wealth Advisors, LLC Baltimore 21.7% $134.2 million
41 Partnership Wealth Management Towson 21.6% $193.2 million
42 Blue Curve Advisory, LLC Towson 21.3% $103.2 million
43 Widmann Financial Services Bowie 21.0% $385.7 million
44 L. K. Benson & Company, P.C. Timonium 20.9% $369.1 million
45 Advocate Investing Services Woodbine 20.8% $154.5 million
46 Curio Wealth, LLC Annapolis 19.9% $384.3 million
47 Baltimore-Washington Financial Advisors Columbia 19.7% $2.5 billion
48 Chapin Davis Asset Management Broker-dealer affiliated Baltimore 19.2% $539.1 million
49 Prostatis Financial Advisors Group Hanover 19.0% $508.9 million
50 Blueprint Wealth Management Inc. Ellicott City 18.8% $160.0 million
51 The Kelly Group Bel Air 18.7% $953.2 million
52 Sandbox Financial Partners, LLC Bethesda 18.5% $575.2 million
53 Verdence Capital Advisors, LLC Hunt Valley 18.3% $3.9 billion
54 SFG Wealth Management Towson 18.1% $643.6 million
55 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore 18.0% $567.4 million
56 Intervest Ltd Chevy Chase 17.9% $209.4 million
57 Financial Consulate Hunt Valley 17.8% $930.0 million
58 Chesapeake Financial Advisors Towson 17.6% $263.7 million
59 Bluestone® Financial Advisors, LLC Bethesda 17.5% $176.5 million
60 Scarborough Capital Management Annapolis 17.4% $1.4 billion
61 A.G. Campbell Advisory, LLC Baltimore 17.1% $345.0 million
62 Veridian Capital Partners Frederick 17.0% $471.1 million
63 Ferguson-Johnson Wealth Management, Inc. Rockville 16.8% $270.9 million
64 WBH Advisory, Inc. Baltimore 16.7% $1.5 billion
65 RCS Financial Planning, LLC Annapolis 16.4% $241.3 million
66 Waypoint Wealth Management Timonium 16.0% $209.1 million
67 Financial Council, LLC Towson 15.5% $1.1 billion
68 1 North Wealth Services, LLC Annapolis 15.4% $277.6 million
69 Schaeffer Financial LLC Rockville 15.4% $223.2 million
70 VSM Wealth Advisory, LLC Hunt Valley 15.4% $587.1 million
71 Hwa Financial Group Ellicott City 15.4% $255.9 million
72 Peakstone Financial Advisors Chevy Chase 15.3% $221.8 million
73 Sargent Investment Group Bethesda 15.1% $1.3 billion
74 Maryland Capital Advisors, Inc. Chester 14.5% $428.6 million
75 Oliver Wealth Management Towson 14.4% $297.6 million
76 Warner Financial, Inc Bethesda 14.3% $745.3 million
77 Edgemoor Investment Advisors, Inc. Bethesda 14.0% $1.3 billion
78 Kilner Capital Advisors, LLC Gaithersburg 13.8% $295.7 million
79 Marathon Capital Management Hunt Valley 13.8% $694.3 million
80 Berman McAleer Timonium 13.6% $1.6 billion
81 MV Capital Management, Inc. Bethesda 13.4% $1.3 billion
82 Retirement Management Systems Leonardtown 13.4% $1.7 billion
83 Calvert Wealth Management, Inc. Dunkirk 13.1% $167.5 million
84 Perspective Wealth Management Hunt Valley 13.0% $526.5 million
85 Delta Financial Advisors, Inc Kensington 12.2% $208.5 million
86 Cornerstone Advisory Hunt Valley 11.8% $2.0 billion
87 Family Office Research, LLC Bethesda 11.6% $580.9 million
88 The Ellerson Group Inc Annapolis 11.5% $261.1 million
89 Lafayette Investments, Inc. Ashton 11.3% $846.9 million
90 MJC Advisors, LLC Lutherville 11.3% $171.0 million
91 Promethium Bethesda 11.0% $212.0 million
92 Heritage Investors Management Corp Bethesda 10.8% $4.2 billion
93 FBB Capital Partners Bethesda 10.8% $2.2 billion
94 Abel Financial Management Co. Eldersburg 10.7% $105.6 million
95 Glassy Mountain Advisors, Inc. Bethesda 10.4% $334.9 million
96 Bontempo Ohly Capital Management, LLC Bethesda 10.2% $368.2 million
97 HZ Investments Inc. Chevy Chase 10.2% $536.7 million
98 XML Financial Group Bethesda 10.2% $3.0 billion
99 Shaker Financial Services Annapolis 9.9% $260.6 million
100 SC&H Wealth Hunt Valley 9.1% $1.1 billion

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

More rankings

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.