# Largest independent RIAs by assets under management in Maryland

As of October 2, 2026, D.F. Dent and Company, Inc. ranked #1 in Maryland in AdvisorIQ's ranking of largest independent RIAs by assets under management, with $7.9 billion.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/largest/maryland/

## Facts

- ranking: Largest independent RIAs by assets under management
- how_it_is_computed: 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.
- unit: usd
- scope: Maryland
- firms_listed: 100
- rows: rank: 1, crd: 105179, firm: D.F. Dent and Company, Inc., city: Baltimore, state: MD, value: 7880660780, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105179/; rank: 2, crd: 132669, firm: Greenspring Advisors, LLC, city: Towson, state: MD, value: 6464377689, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132669/; rank: 3, crd: 282688, firm: Pennington Partners & Co., LLC, city: Bethesda, state: MD, value: 5087641631, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282688/; rank: 4, crd: 133777, firm: Prosperity - An Eisneramper Company, city: Owings Mills, state: MD, value: 5038680517, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133777/; rank: 5, crd: 110420, firm: Heritage Investors Management Corp, city: Bethesda, state: MD, value: 4632533441, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110420/; rank: 6, crd: 288512, firm: Verdence Capital Advisors, LLC, city: Hunt Valley, state: MD, value: 4627407651, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288512/; rank: 7, crd: 284987, firm: XML Financial Group, city: Bethesda, state: MD, value: 3298062805, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284987/; rank: 8, crd: 159388, firm: Baltimore-Washington Financial Advisors, city: Columbia, state: MD, value: 2985578005, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159388/; rank: 9, crd: 108967, firm: FBB Capital Partners, city: Bethesda, state: MD, value: 2394809702, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108967/; rank: 10, crd: 142359, firm: Cornerstone Advisory, city: Hunt Valley, state: MD, value: 2249006784, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142359/; rank: 11, crd: 107495, firm: Trumbower Financial Advisors LLC, city: Bethesda, state: MD, value: 1984731510, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107495/; rank: 12, crd: 150351, firm: Retirement Management Systems, city: Leonardtown, state: MD, value: 1886716918, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150351/; rank: 13, crd: 332906, firm: Berman McAleer, city: Timonium, state: MD, value: 1821801181, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332906/; rank: 14, crd: 105289, firm: WBH Advisory, Inc., city: Baltimore, state: MD, value: 1737525543, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105289/; rank: 15, crd: 169517, firm: Scarborough Capital Management, city: Annapolis, state: MD, value: 1643400502, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169517/; rank: 16, crd: 328398, firm: Tritonpoint Wealth, LLC, city: Chevy Chase, state: MD, value: 1549522180, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328398/; rank: 17, crd: 109104, firm: Edgemoor Investment Advisors, Inc., city: Bethesda, state: MD, value: 1515154666, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109104/; rank: 18, crd: 297499, firm: Sargent Investment Group, city: Bethesda, state: MD, value: 1475799413, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297499/; rank: 19, crd: 139034, firm: MV Capital Management, Inc., city: Bethesda, state: MD, value: 1439595799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139034/; rank: 20, crd: 145108, firm: Black Diamond Financial, LLC, city: Lutherville, state: MD, value: 1370212598, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145108/; rank: 21, crd: 110748, firm: Financial Council, LLC, city: Towson, state: MD, value: 1270749770, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110748/; rank: 22, crd: 120666, firm: SC&H Wealth, city: Hunt Valley, state: MD, value: 1230991243, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120666/; rank: 23, crd: 310140, firm: The Kelly Group, city: Bel Air, state: MD, value: 1131076741, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310140/; rank: 24, crd: 106898, firm: Financial Consulate, city: Hunt Valley, state: MD, value: 1095865304, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106898/; rank: 25, crd: 166912, firm: Red Oak Financial Group, city: Towson, state: MD, value: 1040249413, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166912/; rank: 26, crd: 22471, firm: Lafayette Investments, Inc., city: Ashton, state: MD, value: 942844376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/22471/; rank: 27, crd: 120141, firm: Glass Jacobson Wealth Advisors, city: Owings Mills, state: MD, value: 928010356, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120141/; rank: 28, crd: 135303, firm: Warner Financial, Inc, city: Bethesda, state: MD, value: 851810607, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135303/; rank: 29, crd: 104513, firm: Fsa Wealth Partners, city: Rockville, state: MD, value: 819672051, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104513/; rank: 30, crd: 108001, firm: The L. Warner Companies, Inc, city: Timonium, state: MD, value: 802359348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108001/; rank: 31, crd: 119416, firm: Marathon Capital Management, city: Hunt Valley, state: MD, value: 790136072, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119416/; rank: 32, crd: 285785, firm: SFG Wealth Management, city: Towson, state: MD, value: 760214689, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285785/; rank: 33, crd: 134429, firm: Aegis Wealth, city: Bethesda, state: MD, value: 744112341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134429/; rank: 34, crd: 134740, firm: Kendall Capital Management, city: Rockville, state: MD, value: 743866798, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134740/; rank: 35, crd: 146362, firm: The Marshall Financial Group LLC, city: Hunt Valley, state: MD, value: 735572235, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146362/; rank: 36, crd: 297858, firm: Sandbox Financial Partners, LLC, city: Bethesda, state: MD, value: 681669971, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297858/; rank: 37, crd: 313717, firm: VSM Wealth Advisory, LLC, city: Hunt Valley, state: MD, value: 677516349, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313717/; rank: 38, crd: 104570, firm: Carderock Capital Management, Inc., city: Chevy Chase, state: MD, value: 676977368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104570/; rank: 39, crd: 338196, firm: Williams Asset Management, city: Columbia, state: MD, value: 661067873, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338196/; rank: 40, crd: 314942, firm: Innovative Wealth Building LLC, city: California, state: MD, value: 657212436, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314942/; rank: 41, crd: 144136, firm: Family Office Research, LLC, city: Bethesda, state: MD, value: 648208835, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144136/; rank: 42, crd: 132662, firm: Prostatis Financial Advisors Group, city: Hanover, state: MD, value: 605444336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132662/; rank: 43, crd: 104619, firm: Perspective Wealth Management, city: Hunt Valley, state: MD, value: 594970561, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104619/; rank: 44, crd: 312268, firm: HZ Investments Inc., city: Chevy Chase, state: MD, value: 591392745, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312268/; rank: 45, crd: 305002, firm: LGG Financial, city: Bethesda, state: MD, value: 563886399, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305002/; rank: 46, crd: 314290, firm: Veridian Capital Partners, city: Frederick, state: MD, value: 551065850, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314290/; rank: 47, crd: 127368, firm: Beacon Investment Advisors LLC, city: Gaithersburg, state: MD, value: 541900982, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127368/; rank: 48, crd: 149136, firm: &Wealth Partners, city: Baltimore, state: MD, value: 508225417, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149136/; rank: 49, crd: 134875, firm: Maryland Capital Advisors, Inc., city: Chester, state: MD, value: 490763859, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134875/; rank: 50, crd: 105417, firm: Montgomery Investment Management Inc, city: Rockville, state: MD, value: 489951330, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105417/; rank: 51, crd: 144926, firm: Buttonwood Financial Advisors, Inc., city: Baltimore, state: MD, value: 483170997, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144926/; rank: 52, crd: 289106, firm: Widmann Financial Services, city: Bowie, state: MD, value: 466800704, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289106/; rank: 53, crd: 113543, firm: Tufton Capital Management, LLC, city: Hunt Valley, state: MD, value: 463781747, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113543/; rank: 54, crd: 328178, firm: Curio Wealth, LLC, city: Annapolis, state: MD, value: 460657970, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328178/; rank: 55, crd: 144571, firm: Westbourne Investment Advisors Inc., city: Annapolis, state: MD, value: 448793999, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144571/; rank: 56, crd: 168345, firm: Armstrong Dixon, city: Baltimore, state: MD, value: 447507954, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168345/; rank: 57, crd: 107908, firm: L. K. Benson & Company, P.C., city: Timonium, state: MD, value: 446232124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107908/; rank: 58, crd: 174115, firm: Tred Avon Family Wealth, LLC, city: Easton, state: MD, value: 431932028, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174115/; rank: 59, crd: 294000, firm: Bay Harbor Wealth Management, LLC, city: Hunt Valley, state: MD, value: 411994411, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294000/; rank: 60, crd: 310534, firm: Marks Wealth Management, city: Ellicott City, state: MD, value: 409204249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310534/; rank: 61, crd: 132804, firm: Bontempo Ohly Capital Management, LLC, city: Bethesda, state: MD, value: 405718205, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132804/; rank: 62, crd: 162150, firm: A.G. Campbell Advisory, LLC, city: Baltimore, state: MD, value: 403897677, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162150/; rank: 63, crd: 149621, firm: Macroview Investment Management LLC, city: Bethesda, state: MD, value: 387072284, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149621/; rank: 64, crd: 314937, firm: Glassy Mountain Advisors, Inc., city: Bethesda, state: MD, value: 369770799, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314937/; rank: 65, crd: 110147, firm: PKS Investment Advisors LLC, city: Salisbury, state: MD, value: 367168512, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110147/; rank: 66, crd: 291708, firm: Wealth Planning Group, city: Baltimore, state: MD, value: 360876104, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291708/; rank: 67, crd: 324995, firm: Bull Harbor Capital LLC., city: Bethesda, state: MD, value: 354845384, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324995/; rank: 68, crd: 314867, firm: Oliver Wealth Management, city: Towson, state: MD, value: 340420749, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314867/; rank: 69, crd: 301282, firm: Turning Point Financial, city: Frederick, state: MD, value: 339382378, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301282/; rank: 70, crd: 325950, firm: MDRN Capital, city: Annapolis, state: MD, value: 338630429, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325950/; rank: 71, crd: 107891, firm: Technomart Rga Inc, city: Baltimore, state: MD, value: 337949124, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107891/; rank: 72, crd: 139521, firm: Kilner Capital Advisors, LLC, city: Gaithersburg, state: MD, value: 336667723, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139521/; rank: 73, crd: 105350, firm: Law & Associates Inc, city: Glen Echo, state: MD, value: 326576439, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105350/; rank: 74, crd: 309051, firm: HF Advisory Group, LLC, city: Annapolis, state: MD, value: 321503925, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309051/; rank: 75, crd: 115948, firm: 1 North Wealth Services, LLC, city: Annapolis, state: MD, value: 320430085, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115948/; rank: 76, crd: 304049, firm: Valuewealth Services, LLC, city: Annapolis, state: MD, value: 318958490, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304049/; rank: 77, crd: 170858, firm: Councilor Wealth LLC, city: Bethesda, state: MD, value: 316945133, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170858/; rank: 78, crd: 109232, firm: Ferguson-Johnson Wealth Management, Inc., city: Rockville, state: MD, value: 316354533, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109232/; rank: 79, crd: 120139, firm: Chesapeake Financial Advisors, city: Towson, state: MD, value: 310069630, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120139/; rank: 80, crd: 121278, firm: Hergenroeder Financial Advisors, Inc., city: Timonium, state: MD, value: 304505678, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121278/; rank: 81, crd: 120745, firm: Hwa Financial Group, city: Ellicott City, state: MD, value: 295313734, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120745/; rank: 82, crd: 106658, firm: The Ellerson Group Inc, city: Annapolis, state: MD, value: 291170948, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106658/; rank: 83, crd: 333259, firm: Tritonpoint Partners, LLC, city: Chevy Chase, state: MD, value: 286475355, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333259/; rank: 84, crd: 121534, firm: Shaker Financial Services, city: Annapolis, state: MD, value: 286320400, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121534/; rank: 85, crd: 146262, firm: Glashofer Financial Advisors, city: Potomac, state: MD, value: 284265000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146262/; rank: 86, crd: 291678, firm: RCS Financial Planning, LLC, city: Annapolis, state: MD, value: 280955416, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291678/; rank: 87, crd: 117474, firm: Accordant Advisory Group, Inc., city: Annapolis, state: MD, value: 277973372, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117474/; rank: 88, crd: 165054, firm: Thinagee Investments Inc., city: Bethesda, state: MD, value: 265400000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165054/; rank: 89, crd: 107702, firm: BNB Wealth Mangagement, LLC, city: Silver Spring, state: MD, value: 264600000, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107702/; rank: 90, crd: 334902, firm: GLR Partners, city: Columbia, state: MD, value: 260700422, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334902/; rank: 91, crd: 133697, firm: Schaeffer Financial LLC, city: Rockville, state: MD, value: 257695379, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133697/; rank: 92, crd: 127635, firm: Peakstone Financial Advisors, city: Chevy Chase, state: MD, value: 255869623, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127635/; rank: 93, crd: 297413, firm: Impact Capital, LLC, city: Rockville, state: MD, value: 253350037, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297413/; rank: 94, crd: 285776, firm: Entelechy, city: Rockville, state: MD, value: 253321763, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285776/; rank: 95, crd: 331717, firm: Lee, Kelleher & Klein Wealth Management, city: Ellicott City, state: MD, value: 252398085, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331717/; rank: 96, crd: 153247, firm: Research Financial Strategies, city: Rockville, state: MD, value: 251638819, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153247/; rank: 97, crd: 336417, firm: Tritonpoint Capital, LLC, city: Chevy Chase, state: MD, value: 250178748, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336417/; rank: 98, crd: 104614, firm: Intervest Ltd, city: Chevy Chase, state: MD, value: 246950187, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104614/; rank: 99, crd: 155574, firm: Waypoint Wealth Management, city: Timonium, state: MD, value: 242454876, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155574/; rank: 100, crd: 329565, firm: Promethium, city: Bethesda, state: MD, value: 235250991, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329565/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Largest independent RIAs by assets under management, nationally](https://advisoriq.com/ria/rankings/largest/)
- [RIA market data for Maryland](https://advisoriq.com/ria/states/maryland/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/largest/maryland/

License: https://advisoriq.com/license/