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AdvisorIQ

Ranking, Maryland

Wealth firms with the most advisory staff, including broker-dealer firms in Maryland

As of October 2, 2026, Founders Financial Securities, LLC ranked #1 in Maryland in AdvisorIQ's ranking of wealth firms with the most advisory staff, including broker-dealer firms, with 101.

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

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.

Rank Firm City Most advisory staff
1 Founders Financial Securities, LLC Broker-dealer affiliated Towson 101
2 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills 66
3 Prosperity - An Eisneramper Company Owings Mills 60
4 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore 52
5 Greenspring Advisors, LLC Towson 39
6 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore 30
7 Verdence Capital Advisors, LLC Hunt Valley 29
8 Bull Harbor Capital LLC. Bethesda 28
9 XML Financial Group Bethesda 26
10 Atcap Partners, LLC Broker-dealer affiliated Rockville 23
11 MDRN Capital Annapolis 22
12 Chapin Davis Asset Management Broker-dealer affiliated Baltimore 21
13 SC&H Wealth Hunt Valley 20
14 D.F. Dent and Company, Inc. Baltimore 16
14 Prostatis Financial Advisors Group Hanover 16
16 FBB Capital Partners Bethesda 15
16 Turning Point Financial Frederick 15
18 Berman McAleer Timonium 14
19 Financial Consulate Hunt Valley 13
19 Black Diamond Financial, LLC Lutherville 13
19 Baltimore-Washington Financial Advisors Columbia 13
19 Scarborough Capital Management Annapolis 13
19 Sargent Investment Group Bethesda 13
19 The Kelly Group Bel Air 13
25 WBH Advisory, Inc. Baltimore 11
25 Councilor Wealth LLC Bethesda 11
27 Financial Council, LLC Towson 10
27 The Marshall Financial Group LLC Hunt Valley 10
27 Pennington Partners & Co., LLC Bethesda 10
27 SFG Wealth Management Towson 10
27 Foundation Wealth & Tax Advisors, LLC Annapolis 10
32 Fsa Wealth Partners Rockville 9
32 The L. Warner Companies, Inc Timonium 9
32 Glass Jacobson Wealth Advisors Owings Mills 9
32 Cornerstone Advisory Hunt Valley 9
32 Widmann Financial Services Bowie 9
32 Curio Wealth, LLC Annapolis 9
38 Trumbower Financial Advisors LLC Bethesda 8
38 PKS Investment Advisors LLC Salisbury 8
38 Heritage Investors Management Corp Bethesda 8
38 MV Capital Management, Inc. Bethesda 8
38 Sandbox Financial Partners, LLC Bethesda 8
38 Innovative Wealth Building LLC California 8
38 Blue Curve Advisory, LLC Towson 8
45 Chesapeake Financial Advisors Towson 7
45 Foundation Financial Advisors, Inc. Linthicum 7
45 Kendall Capital Management Rockville 7
48 Lafayette Investments, Inc. Ashton 6
48 Edgemoor Investment Advisors, Inc. Bethesda 6
48 Tufton Capital Management, LLC Hunt Valley 6
48 Delta Financial Advisors, Inc Kensington 6
48 Aegis Wealth Bethesda 6
48 Westbourne Investment Advisors Inc. Annapolis 6
48 Research Financial Strategies Rockville 6
48 Red Oak Financial Group Towson 6
48 Armstrong Dixon Baltimore 6
48 Elite Income Advisors, Inc. Ellicott City 6
48 Planvest Financial, Inc. Gaithersburg 6
48 Veridian Capital Partners Frederick 6
48 Glassy Mountain Advisors, Inc. Bethesda 6
48 Tritonpoint Wealth, LLC Chevy Chase 6
48 Williams Asset Management Columbia 6
63 1 North Wealth Services, LLC Annapolis 5
63 Sera Capital Management, LLC Annapolis 5
63 Buttonwood Financial Advisors, Inc. Baltimore 5
63 Retirement Management Systems Leonardtown 5
63 A.G. Campbell Advisory, LLC Baltimore 5
63 Jemma Financial Services Baltimore 5
63 VSM Wealth Advisory, LLC Hunt Valley 5
63 Moore Wealth Frederick 5
63 Axiom Value Wealth Management LLC Rockville 5
72 Washington Securities Corporation Broker-dealer affiliated Chevy Chase 4
72 Carderock Capital Management, Inc. Chevy Chase 4
72 BNB Wealth Mangagement, LLC Silver Spring 4
72 Marathon Capital Management Hunt Valley 4
72 Financial Dimensions, LLC. Lutherville 4
72 Bontempo Ohly Capital Management, LLC Bethesda 4
72 Schaeffer Financial LLC Rockville 4
72 Warner Financial, Inc Bethesda 4
72 Wagener-Lee, LLC Columbia 4
72 Andersen Wealth Management Easton 4
72 Macroview Investment Management LLC Bethesda 4
72 Brightpath Wealth Advisors LLC Crofton 4
72 Montgomery Financial Ocean City 4
72 Advocate Investing Services Woodbine 4
72 Wealth Planning Group Baltimore 4
72 Bay Harbor Wealth Management, LLC Hunt Valley 4
72 Foundry Wealth Advisors, LLC Baltimore 4
72 Valuewealth Services, LLC Annapolis 4
72 Marks Wealth Management Ellicott City 4
72 Oliver Wealth Management Towson 4
72 Audible Wealth Management Silver Spring 4
72 Promethium Bethesda 4
72 Catoctin Ridge Wealth Partner Thurmont 4
72 Dauntless Advisory, LLC Annapolis 4
72 Capital Financial Planners LLC Chevy Chase 4
97 Law & Associates Inc Glen Echo 3
97 Safe Harbor Retirement Planners Abingdon 3
97 Calvert Wealth Management, Inc. Dunkirk 3
97 Ivy League Financial Advisors LLC Rockville 3
97 Wealthy & Wise Family Office Columbia 3
97 Hwa Financial Group Ellicott City 3
97 Hergenroeder Financial Advisors, Inc. Timonium 3
97 RMG Advisors Rockville 3
97 Peakstone Financial Advisors Chevy Chase 3
97 Maryland Capital Advisors, Inc. Chester 3
97 Family Office Research, LLC Bethesda 3
97 &Wealth Partners Baltimore 3
97 Ithaka Financial Planning, LLC Chevy Chase 3
97 Sherman Wealth Management LLC Gaithersburg 3
97 Oxford Planning Group, LLC Woodstock 3
97 Impact Capital, LLC Rockville 3
97 CWM Advisory, LLC Ocean Pines 3
97 Bestgate Wealth Advisors, LLC Frederick 3
97 MG Capital Partners, LLC Chevy Chase 3
97 Garritt Financial Solutions LLC Baltimore 3
97 Foxman Asset Advisors Inc. Rockville 3
97 Raskin Global Inc. Phoenix 3
97 Opulentia, LLC Hunt Valley 3
97 Monocacy Wealth Management, LLC Frederick 3
97 CJC Wealth Management Olney 3
97 Lee, Kelleher & Klein Wealth Management Ellicott City 3
97 Tritonpoint Partners, LLC Chevy Chase 3
97 One Oak North Bethesda 3
97 GLR Partners Columbia 3
97 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.