Ranking, Maryland

Independent RIAs with the most advisory staff in Maryland

As of October 2, 2026, Prosperity - An Eisneramper Company ranked #1 in Maryland in AdvisorIQ's ranking of independent RIAs with the most advisory staff, with 60.

Include wirehouses and broker-dealer firms

Firms ranked by employees who perform investment advisory functions, including research (Form ADV Item 5.B(1)), 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.

Independent RIAs with the most advisory staff in Maryland
Rank	Firm	City	Most advisory staff
1	Prosperity - An Eisneramper Company	Owings Mills	60
2	Greenspring Advisors, LLC	Towson	39
3	Verdence Capital Advisors, LLC	Hunt Valley	29
4	Bull Harbor Capital LLC.	Bethesda	28
5	XML Financial Group	Bethesda	26
6	MDRN Capital	Annapolis	22
7	SC&H Wealth	Hunt Valley	20
8	D.F. Dent and Company, Inc.	Baltimore	16
8	Prostatis Financial Advisors Group	Hanover	16
10	FBB Capital Partners	Bethesda	15
10	Turning Point Financial	Frederick	15
12	Berman McAleer	Timonium	14
13	Financial Consulate	Hunt Valley	13
13	Black Diamond Financial, LLC	Lutherville	13
13	Baltimore-Washington Financial Advisors	Columbia	13
13	Scarborough Capital Management	Annapolis	13
13	Sargent Investment Group	Bethesda	13
13	The Kelly Group	Bel Air	13
19	WBH Advisory, Inc.	Baltimore	11
19	Councilor Wealth LLC	Bethesda	11
21	Financial Council, LLC	Towson	10
21	The Marshall Financial Group LLC	Hunt Valley	10
21	Pennington Partners & Co., LLC	Bethesda	10
21	SFG Wealth Management	Towson	10
21	Foundation Wealth & Tax Advisors, LLC	Annapolis	10
26	Fsa Wealth Partners	Rockville	9
26	The L. Warner Companies, Inc	Timonium	9
26	Glass Jacobson Wealth Advisors	Owings Mills	9
26	Cornerstone Advisory	Hunt Valley	9
26	Widmann Financial Services	Bowie	9
26	Curio Wealth, LLC	Annapolis	9
32	Trumbower Financial Advisors LLC	Bethesda	8
32	PKS Investment Advisors LLC	Salisbury	8
32	Heritage Investors Management Corp	Bethesda	8
32	MV Capital Management, Inc.	Bethesda	8
32	Sandbox Financial Partners, LLC	Bethesda	8
32	Innovative Wealth Building LLC	California	8
32	Blue Curve Advisory, LLC	Towson	8
39	Chesapeake Financial Advisors	Towson	7
39	Foundation Financial Advisors, Inc.	Linthicum	7
39	Kendall Capital Management	Rockville	7
42	Lafayette Investments, Inc.	Ashton	6
42	Edgemoor Investment Advisors, Inc.	Bethesda	6
42	Tufton Capital Management, LLC	Hunt Valley	6
42	Delta Financial Advisors, Inc	Kensington	6
42	Aegis Wealth	Bethesda	6
42	Westbourne Investment Advisors Inc.	Annapolis	6
42	Research Financial Strategies	Rockville	6
42	Red Oak Financial Group	Towson	6
42	Armstrong Dixon	Baltimore	6
42	Elite Income Advisors, Inc.	Ellicott City	6
42	Planvest Financial, Inc.	Gaithersburg	6
42	Veridian Capital Partners	Frederick	6
42	Glassy Mountain Advisors, Inc.	Bethesda	6
42	Tritonpoint Wealth, LLC	Chevy Chase	6
42	Williams Asset Management	Columbia	6
57	1 North Wealth Services, LLC	Annapolis	5
57	Sera Capital Management, LLC	Annapolis	5
57	Buttonwood Financial Advisors, Inc.	Baltimore	5
57	Retirement Management Systems	Leonardtown	5
57	A.G. Campbell Advisory, LLC	Baltimore	5
57	Jemma Financial Services	Baltimore	5
57	VSM Wealth Advisory, LLC	Hunt Valley	5
57	Moore Wealth	Frederick	5
57	Axiom Value Wealth Management LLC	Rockville	5
66	Carderock Capital Management, Inc.	Chevy Chase	4
66	BNB Wealth Mangagement, LLC	Silver Spring	4
66	Marathon Capital Management	Hunt Valley	4
66	Financial Dimensions, LLC.	Lutherville	4
66	Bontempo Ohly Capital Management, LLC	Bethesda	4
66	Schaeffer Financial LLC	Rockville	4
66	Warner Financial, Inc	Bethesda	4
66	Wagener-Lee, LLC	Columbia	4
66	Andersen Wealth Management	Easton	4
66	Macroview Investment Management LLC	Bethesda	4
66	Brightpath Wealth Advisors LLC	Crofton	4
66	Montgomery Financial	Ocean City	4
66	Advocate Investing Services	Woodbine	4
66	Wealth Planning Group	Baltimore	4
66	Bay Harbor Wealth Management, LLC	Hunt Valley	4
66	Foundry Wealth Advisors, LLC	Baltimore	4
66	Valuewealth Services, LLC	Annapolis	4
66	Marks Wealth Management	Ellicott City	4
66	Oliver Wealth Management	Towson	4
66	Audible Wealth Management	Silver Spring	4
66	Promethium	Bethesda	4
66	Catoctin Ridge Wealth Partner	Thurmont	4
66	Dauntless Advisory, LLC	Annapolis	4
66	Capital Financial Planners LLC	Chevy Chase	4
90	Law & Associates Inc	Glen Echo	3
90	Safe Harbor Retirement Planners	Abingdon	3
90	Calvert Wealth Management, Inc.	Dunkirk	3
90	Ivy League Financial Advisors LLC	Rockville	3
90	Wealthy & Wise Family Office	Columbia	3
90	Hwa Financial Group	Ellicott City	3
90	Hergenroeder Financial Advisors, Inc.	Timonium	3
90	RMG Advisors	Rockville	3
90	Peakstone Financial Advisors	Chevy Chase	3
90	Maryland Capital Advisors, Inc.	Chester	3
90	Family Office Research, LLC	Bethesda	3
90	&Wealth Partners	Baltimore	3
90	Ithaka Financial Planning, LLC	Chevy Chase	3
90	Sherman Wealth Management LLC	Gaithersburg	3
90	Oxford Planning Group, LLC	Woodstock	3
90	Impact Capital, LLC	Rockville	3
90	CWM Advisory, LLC	Ocean Pines	3
90	Bestgate Wealth Advisors, LLC	Frederick	3
90	MG Capital Partners, LLC	Chevy Chase	3
90	Garritt Financial Solutions LLC	Baltimore	3
90	Foxman Asset Advisors Inc.	Rockville	3
90	Raskin Global Inc.	Phoenix	3
90	Opulentia, LLC	Hunt Valley	3
90	Monocacy Wealth Management, LLC	Frederick	3
90	CJC Wealth Management	Olney	3
90	Lee, Kelleher & Klein Wealth Management	Ellicott City	3
90	Tritonpoint Partners, LLC	Chevy Chase	3
90	One Oak	North Bethesda	3
90	GLR Partners	Columbia	3
90	Meritis Wealth Management, Inc.	Potomac	3

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

More rankings

Most advisory staff 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.