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For asset managers
AdvisorIQ

Ranking, Maryland

Largest wealth firms by assets under management, including broker-dealer firms in Maryland

As of October 2, 2026, 1919 Investment Counsel, LLC ranked #1 in Maryland in AdvisorIQ's ranking of largest wealth firms by assets under management, including broker-dealer firms, with $26.0 billion.

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

SEC-registered and state-registered firms that report RAUM, ranked by RAUM. 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). RAUM is regulatory assets under management (Form ADV Item 5.F(2)(c)) as reported in each firm's latest Form ADV filing in the data of October 2, 2026, usually as of the firm's last fiscal year end. Firms reporting no RAUM are not ranked. 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 RAUM
1 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore $26.0 billion
2 D.F. Dent and Company, Inc. Baltimore $7.9 billion
3 Greenspring Advisors, LLC Towson $6.5 billion
4 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills $5.9 billion
5 Pennington Partners & Co., LLC Bethesda $5.1 billion
6 Prosperity - An Eisneramper Company Owings Mills $5.0 billion
7 Heritage Investors Management Corp Bethesda $4.6 billion
8 Verdence Capital Advisors, LLC Hunt Valley $4.6 billion
9 Founders Financial Securities, LLC Broker-dealer affiliated Towson $4.1 billion
10 XML Financial Group Bethesda $3.3 billion
11 Baltimore-Washington Financial Advisors Columbia $3.0 billion
12 FBB Capital Partners Bethesda $2.4 billion
13 Cornerstone Advisory Hunt Valley $2.2 billion
14 Trumbower Financial Advisors LLC Bethesda $2.0 billion
15 Retirement Management Systems Leonardtown $1.9 billion
16 Berman McAleer Timonium $1.8 billion
17 WBH Advisory, Inc. Baltimore $1.7 billion
18 Scarborough Capital Management Annapolis $1.6 billion
19 Tritonpoint Wealth, LLC Chevy Chase $1.5 billion
20 Edgemoor Investment Advisors, Inc. Bethesda $1.5 billion
21 Sargent Investment Group Bethesda $1.5 billion
22 MV Capital Management, Inc. Bethesda $1.4 billion
23 Black Diamond Financial, LLC Lutherville $1.4 billion
24 Financial Council, LLC Towson $1.3 billion
25 SC&H Wealth Hunt Valley $1.2 billion
26 The Kelly Group Bel Air $1.1 billion
27 Financial Consulate Hunt Valley $1.1 billion
28 Red Oak Financial Group Towson $1.0 billion
29 Lafayette Investments, Inc. Ashton $942.8 million
30 Glass Jacobson Wealth Advisors Owings Mills $928.0 million
31 Warner Financial, Inc Bethesda $851.8 million
32 Fsa Wealth Partners Rockville $819.7 million
33 The L. Warner Companies, Inc Timonium $802.4 million
34 Marathon Capital Management Hunt Valley $790.1 million
35 SFG Wealth Management Towson $760.2 million
36 Aegis Wealth Bethesda $744.1 million
37 Kendall Capital Management Rockville $743.9 million
38 The Marshall Financial Group LLC Hunt Valley $735.6 million
39 Sandbox Financial Partners, LLC Bethesda $681.7 million
40 VSM Wealth Advisory, LLC Hunt Valley $677.5 million
41 Carderock Capital Management, Inc. Chevy Chase $677.0 million
42 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore $669.8 million
43 Williams Asset Management Columbia $661.1 million
44 Innovative Wealth Building LLC California $657.2 million
45 Family Office Research, LLC Bethesda $648.2 million
46 Chapin Davis Asset Management Broker-dealer affiliated Baltimore $642.8 million
47 Prostatis Financial Advisors Group Hanover $605.4 million
48 Perspective Wealth Management Hunt Valley $595.0 million
49 HZ Investments Inc. Chevy Chase $591.4 million
50 LGG Financial Bethesda $563.9 million
51 Veridian Capital Partners Frederick $551.1 million
52 Beacon Investment Advisors LLC Gaithersburg $541.9 million
53 &Wealth Partners Baltimore $508.2 million
54 Maryland Capital Advisors, Inc. Chester $490.8 million
55 Montgomery Investment Management Inc Rockville $490.0 million
56 Buttonwood Financial Advisors, Inc. Baltimore $483.2 million
57 Widmann Financial Services Bowie $466.8 million
58 Tufton Capital Management, LLC Hunt Valley $463.8 million
59 Curio Wealth, LLC Annapolis $460.7 million
60 Westbourne Investment Advisors Inc. Annapolis $448.8 million
61 Armstrong Dixon Baltimore $447.5 million
62 L. K. Benson & Company, P.C. Timonium $446.2 million
63 Tred Avon Family Wealth, LLC Easton $431.9 million
64 Bay Harbor Wealth Management, LLC Hunt Valley $412.0 million
65 Marks Wealth Management Ellicott City $409.2 million
66 Bontempo Ohly Capital Management, LLC Bethesda $405.7 million
67 A.G. Campbell Advisory, LLC Baltimore $403.9 million
68 Macroview Investment Management LLC Bethesda $387.1 million
69 Glassy Mountain Advisors, Inc. Bethesda $369.8 million
70 PKS Investment Advisors LLC Salisbury $367.2 million
71 Wealth Planning Group Baltimore $360.9 million
72 Bull Harbor Capital LLC. Bethesda $354.8 million
73 Oliver Wealth Management Towson $340.4 million
74 Turning Point Financial Frederick $339.4 million
75 MDRN Capital Annapolis $338.6 million
76 Technomart Rga Inc Baltimore $337.9 million
77 Kilner Capital Advisors, LLC Gaithersburg $336.7 million
78 Law & Associates Inc Glen Echo $326.6 million
79 HF Advisory Group, LLC Annapolis $321.5 million
80 1 North Wealth Services, LLC Annapolis $320.4 million
81 Valuewealth Services, LLC Annapolis $319.0 million
82 Councilor Wealth LLC Bethesda $316.9 million
83 Ferguson-Johnson Wealth Management, Inc. Rockville $316.4 million
84 Chesapeake Financial Advisors Towson $310.1 million
85 Hergenroeder Financial Advisors, Inc. Timonium $304.5 million
86 Hwa Financial Group Ellicott City $295.3 million
87 The Ellerson Group Inc Annapolis $291.2 million
88 Tritonpoint Partners, LLC Chevy Chase $286.5 million
89 Shaker Financial Services Annapolis $286.3 million
90 Glashofer Financial Advisors Potomac $284.3 million
91 RCS Financial Planning, LLC Annapolis $281.0 million
92 Accordant Advisory Group, Inc. Annapolis $278.0 million
93 Thinagee Investments Inc. Bethesda $265.4 million
94 BNB Wealth Mangagement, LLC Silver Spring $264.6 million
95 GLR Partners Columbia $260.7 million
96 Schaeffer Financial LLC Rockville $257.7 million
97 Peakstone Financial Advisors Chevy Chase $255.9 million
98 Impact Capital, LLC Rockville $253.4 million
99 Entelechy Rockville $253.3 million
100 Lee, Kelleher & Klein Wealth Management Ellicott City $252.4 million

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

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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.