IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers
AdvisorIQ

Ranking, Maryland

Independent RIAs with the most accounts in Maryland

As of October 2, 2026, Verdence Capital Advisors, LLC ranked #1 in Maryland in AdvisorIQ's ranking of independent RIAs with the most accounts, with 7,802.

Include wirehouses and broker-dealer firms

Firms ranked by the number of accounts in their RAUM (Form ADV Item 5.F(2)(f)), discretionary and non-discretionary, in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. 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). 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 Most accounts
1 Verdence Capital Advisors, LLC Hunt Valley 7,802
2 Prosperity - An Eisneramper Company Owings Mills 7,473
3 Greenspring Advisors, LLC Towson 7,119
4 XML Financial Group Bethesda 5,987
5 Baltimore-Washington Financial Advisors Columbia 5,301
6 Innovative Wealth Building LLC California 4,646
7 Retirement Management Systems Leonardtown 4,472
8 Scarborough Capital Management Annapolis 4,323
9 Prostatis Financial Advisors Group Hanover 3,806
10 Financial Consulate Hunt Valley 3,375
11 FBB Capital Partners Bethesda 3,187
12 Cornerstone Advisory Hunt Valley 3,135
13 The Kelly Group Bel Air 3,043
14 The Marshall Financial Group LLC Hunt Valley 2,667
15 Berman McAleer Timonium 2,467
16 WBH Advisory, Inc. Baltimore 2,335
17 Tritonpoint Wealth, LLC Chevy Chase 2,113
18 SC&H Wealth Hunt Valley 2,057
19 SFG Wealth Management Towson 1,982
20 MDRN Capital Annapolis 1,977
21 Fsa Wealth Partners Rockville 1,957
22 Red Oak Financial Group Towson 1,885
23 Turning Point Financial Frederick 1,804
24 Law & Associates Inc Glen Echo 1,658
25 Williams Asset Management Columbia 1,608
26 Sandbox Financial Partners, LLC Bethesda 1,590
27 Financial Council, LLC Towson 1,565
28 Kendall Capital Management Rockville 1,555
29 VSM Wealth Advisory, LLC Hunt Valley 1,524
30 Montgomery Financial Ocean City 1,505
31 Glass Jacobson Wealth Advisors Owings Mills 1,475
32 Heritage Investors Management Corp Bethesda 1,465
33 Andersen Wealth Management Easton 1,413
34 Oliver Wealth Management Towson 1,390
35 Sargent Investment Group Bethesda 1,381
36 Bay Harbor Wealth Management, LLC Hunt Valley 1,375
37 HF Advisory Group, LLC Annapolis 1,301
38 Wealth Planning Group Baltimore 1,277
39 Black Diamond Financial, LLC Lutherville 1,261
40 Research Financial Strategies Rockville 1,250
41 MV Capital Management, Inc. Bethesda 1,224
42 D.F. Dent and Company, Inc. Baltimore 1,171
43 Catoctin Ridge Wealth Partner Thurmont 1,154
44 Valuewealth Services, LLC Annapolis 1,144
45 Widmann Financial Services Bowie 1,128
46 Buttonwood Financial Advisors, Inc. Baltimore 1,066
47 Chesapeake Financial Advisors Towson 1,030
48 Pennington Partners & Co., LLC Bethesda 1,026
49 PKS Investment Advisors LLC Salisbury 986
50 Trumbower Financial Advisors LLC Bethesda 964
51 Armstrong Dixon Baltimore 957
52 Audible Wealth Management Silver Spring 945
53 LGG Financial Bethesda 896
54 Marks Wealth Management Ellicott City 881
55 The Simmons Partnership, Inc Towson 869
56 CJC Wealth Management Olney 835
57 Macroview Investment Management LLC Bethesda 830
58 Veridian Capital Partners Frederick 822
59 Tritonpoint Partners, LLC Chevy Chase 795
60 Maryland Capital Advisors, Inc. Chester 767
61 Calvert Wealth Management, Inc. Dunkirk 756
62 Warner Financial, Inc Bethesda 747
63 Edgemoor Investment Advisors, Inc. Bethesda 717
64 Peakstone Financial Advisors Chevy Chase 710
65 Bontempo Ohly Capital Management, LLC Bethesda 692
66 Town Capital Bel Air 681
67 GLR Partners Columbia 674
68 Kilner Capital Advisors, LLC Gaithersburg 672
69 Marathon Capital Management Hunt Valley 668
70 RCS Financial Planning, LLC Annapolis 667
71 Financial Concepts Unlimited, Inc. Centreville 664
72 1 North Wealth Services, LLC Annapolis 662
73 Safe Harbor Retirement Planners Abingdon 658
74 Elite Income Advisors, Inc. Ellicott City 657
75 Impact Capital, LLC Rockville 650
76 Jemma Financial Services Baltimore 641
77 Hergenroeder Financial Advisors, Inc. Timonium 624
78 Lafayette Investments, Inc. Ashton 611
79 Delta Financial Advisors, Inc Kensington 604
80 Cassilly Financial Severna Park 595
81 Blue Curve Advisory, LLC Towson 590
82 Shaker Financial Services Annapolis 588
83 Hwa Financial Group Ellicott City 577
84 Ferguson-Johnson Wealth Management, Inc. Rockville 575
85 Moore Wealth Frederick 563
86 CWM Advisory, LLC Ocean Pines 559
87 Waypoint Wealth Management Timonium 555
88 Planvest Financial, Inc. Gaithersburg 553
89 Beacon Investment Advisors LLC Gaithersburg 533
90 Pointer Financial Advisors LLC Columbia 528
91 Wealth Builders Financial Group LLC Westminster 521
92 Aegis Wealth Bethesda 516
93 DRS Wealth Management Easton 515
94 PLAN2RETIRE Hagerstown 497
95 Partnership Wealth Management Towson 485
96 BNB Wealth Mangagement, LLC Silver Spring 480
97 Garritt Financial Solutions LLC Baltimore 477
98 Carderock Capital Management, Inc. Chevy Chase 476
99 Northbrook Financial Baltimore 474
100 Accordant Advisory Group, Inc. Annapolis 471

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

More rankings

Most accounts 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.