# 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.

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

## Facts

- ranking: Independent RIAs with the most advisory staff
- how_it_is_computed: 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.
- unit: count
- scope: Maryland
- firms_listed: 119
- rows: rank: 1, crd: 133777, firm: Prosperity - An Eisneramper Company, city: Owings Mills, state: MD, value: 60, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133777/; rank: 2, crd: 132669, firm: Greenspring Advisors, LLC, city: Towson, state: MD, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132669/; rank: 3, crd: 288512, firm: Verdence Capital Advisors, LLC, city: Hunt Valley, state: MD, value: 29, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288512/; rank: 4, crd: 324995, firm: Bull Harbor Capital LLC., city: Bethesda, state: MD, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324995/; rank: 5, crd: 284987, firm: XML Financial Group, city: Bethesda, state: MD, value: 26, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284987/; rank: 6, crd: 325950, firm: MDRN Capital, city: Annapolis, state: MD, value: 22, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325950/; rank: 7, crd: 120666, firm: SC&H Wealth, city: Hunt Valley, state: MD, value: 20, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120666/; rank: 8, crd: 105179, firm: D.F. Dent and Company, Inc., city: Baltimore, state: MD, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105179/; rank: 8, crd: 132662, firm: Prostatis Financial Advisors Group, city: Hanover, state: MD, value: 16, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132662/; rank: 10, crd: 108967, firm: FBB Capital Partners, city: Bethesda, state: MD, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108967/; rank: 10, crd: 301282, firm: Turning Point Financial, city: Frederick, state: MD, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301282/; rank: 12, crd: 332906, firm: Berman McAleer, city: Timonium, state: MD, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332906/; rank: 13, crd: 106898, firm: Financial Consulate, city: Hunt Valley, state: MD, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106898/; rank: 13, crd: 145108, firm: Black Diamond Financial, LLC, city: Lutherville, state: MD, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145108/; rank: 13, crd: 159388, firm: Baltimore-Washington Financial Advisors, city: Columbia, state: MD, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159388/; rank: 13, crd: 169517, firm: Scarborough Capital Management, city: Annapolis, state: MD, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169517/; rank: 13, crd: 297499, firm: Sargent Investment Group, city: Bethesda, state: MD, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297499/; rank: 13, crd: 310140, firm: The Kelly Group, city: Bel Air, state: MD, value: 13, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310140/; rank: 19, crd: 105289, firm: WBH Advisory, Inc., city: Baltimore, state: MD, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105289/; rank: 19, crd: 170858, firm: Councilor Wealth LLC, city: Bethesda, state: MD, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170858/; rank: 21, crd: 110748, firm: Financial Council, LLC, city: Towson, state: MD, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110748/; rank: 21, crd: 146362, firm: The Marshall Financial Group LLC, city: Hunt Valley, state: MD, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146362/; rank: 21, crd: 282688, firm: Pennington Partners & Co., LLC, city: Bethesda, state: MD, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282688/; rank: 21, crd: 285785, firm: SFG Wealth Management, city: Towson, state: MD, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285785/; rank: 21, crd: 317596, firm: Foundation Wealth & Tax Advisors, LLC, city: Annapolis, state: MD, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317596/; rank: 26, crd: 104513, firm: Fsa Wealth Partners, city: Rockville, state: MD, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104513/; rank: 26, crd: 108001, firm: The L. Warner Companies, Inc, city: Timonium, state: MD, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108001/; rank: 26, crd: 120141, firm: Glass Jacobson Wealth Advisors, city: Owings Mills, state: MD, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120141/; rank: 26, crd: 142359, firm: Cornerstone Advisory, city: Hunt Valley, state: MD, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142359/; rank: 26, crd: 289106, firm: Widmann Financial Services, city: Bowie, state: MD, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289106/; rank: 26, crd: 328178, firm: Curio Wealth, LLC, city: Annapolis, state: MD, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328178/; rank: 32, crd: 107495, firm: Trumbower Financial Advisors LLC, city: Bethesda, state: MD, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107495/; rank: 32, crd: 110147, firm: PKS Investment Advisors LLC, city: Salisbury, state: MD, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110147/; rank: 32, crd: 110420, firm: Heritage Investors Management Corp, city: Bethesda, state: MD, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110420/; rank: 32, crd: 139034, firm: MV Capital Management, Inc., city: Bethesda, state: MD, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/139034/; rank: 32, crd: 297858, firm: Sandbox Financial Partners, LLC, city: Bethesda, state: MD, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297858/; rank: 32, crd: 314942, firm: Innovative Wealth Building LLC, city: California, state: MD, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314942/; rank: 32, crd: 333724, firm: Blue Curve Advisory, LLC, city: Towson, state: MD, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333724/; rank: 39, crd: 120139, firm: Chesapeake Financial Advisors, city: Towson, state: MD, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120139/; rank: 39, crd: 121604, firm: Foundation Financial Advisors, Inc., city: Linthicum, state: MD, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121604/; rank: 39, crd: 134740, firm: Kendall Capital Management, city: Rockville, state: MD, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134740/; rank: 42, crd: 22471, firm: Lafayette Investments, Inc., city: Ashton, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/22471/; rank: 42, crd: 109104, firm: Edgemoor Investment Advisors, Inc., city: Bethesda, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109104/; rank: 42, crd: 113543, firm: Tufton Capital Management, LLC, city: Hunt Valley, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113543/; rank: 42, crd: 121907, firm: Delta Financial Advisors, Inc, city: Kensington, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121907/; rank: 42, crd: 134429, firm: Aegis Wealth, city: Bethesda, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134429/; rank: 42, crd: 144571, firm: Westbourne Investment Advisors Inc., city: Annapolis, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144571/; rank: 42, crd: 153247, firm: Research Financial Strategies, city: Rockville, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153247/; rank: 42, crd: 166912, firm: Red Oak Financial Group, city: Towson, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166912/; rank: 42, crd: 168345, firm: Armstrong Dixon, city: Baltimore, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168345/; rank: 42, crd: 285429, firm: Elite Income Advisors, Inc., city: Ellicott City, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285429/; rank: 42, crd: 290306, firm: Planvest Financial, Inc., city: Gaithersburg, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290306/; rank: 42, crd: 314290, firm: Veridian Capital Partners, city: Frederick, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314290/; rank: 42, crd: 314937, firm: Glassy Mountain Advisors, Inc., city: Bethesda, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314937/; rank: 42, crd: 328398, firm: Tritonpoint Wealth, LLC, city: Chevy Chase, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328398/; rank: 42, crd: 338196, firm: Williams Asset Management, city: Columbia, state: MD, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/338196/; rank: 57, crd: 115948, firm: 1 North Wealth Services, LLC, city: Annapolis, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115948/; rank: 57, crd: 120896, firm: Sera Capital Management, LLC, city: Annapolis, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120896/; rank: 57, crd: 144926, firm: Buttonwood Financial Advisors, Inc., city: Baltimore, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144926/; rank: 57, crd: 150351, firm: Retirement Management Systems, city: Leonardtown, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150351/; rank: 57, crd: 162150, firm: A.G. Campbell Advisory, LLC, city: Baltimore, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/162150/; rank: 57, crd: 284198, firm: Jemma Financial Services, city: Baltimore, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284198/; rank: 57, crd: 313717, firm: VSM Wealth Advisory, LLC, city: Hunt Valley, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313717/; rank: 57, crd: 323374, firm: Moore Wealth, city: Frederick, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323374/; rank: 57, crd: 334047, firm: Axiom Value Wealth Management LLC, city: Rockville, state: MD, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334047/; rank: 66, crd: 104570, firm: Carderock Capital Management, Inc., city: Chevy Chase, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104570/; rank: 66, crd: 107702, firm: BNB Wealth Mangagement, LLC, city: Silver Spring, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107702/; rank: 66, crd: 119416, firm: Marathon Capital Management, city: Hunt Valley, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119416/; rank: 66, crd: 121379, firm: Financial Dimensions, LLC., city: Lutherville, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121379/; rank: 66, crd: 132804, firm: Bontempo Ohly Capital Management, LLC, city: Bethesda, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132804/; rank: 66, crd: 133697, firm: Schaeffer Financial LLC, city: Rockville, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133697/; rank: 66, crd: 135303, firm: Warner Financial, Inc, city: Bethesda, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135303/; rank: 66, crd: 136002, firm: Wagener-Lee, LLC, city: Columbia, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136002/; rank: 66, crd: 146154, firm: Andersen Wealth Management, city: Easton, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146154/; rank: 66, crd: 149621, firm: Macroview Investment Management LLC, city: Bethesda, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149621/; rank: 66, crd: 164209, firm: Brightpath Wealth Advisors LLC, city: Crofton, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164209/; rank: 66, crd: 170024, firm: Montgomery Financial, city: Ocean City, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170024/; rank: 66, crd: 273035, firm: Advocate Investing Services, city: Woodbine, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/273035/; rank: 66, crd: 291708, firm: Wealth Planning Group, city: Baltimore, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291708/; rank: 66, crd: 294000, firm: Bay Harbor Wealth Management, LLC, city: Hunt Valley, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294000/; rank: 66, crd: 300794, firm: Foundry Wealth Advisors, LLC, city: Baltimore, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300794/; rank: 66, crd: 304049, firm: Valuewealth Services, LLC, city: Annapolis, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304049/; rank: 66, crd: 310534, firm: Marks Wealth Management, city: Ellicott City, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310534/; rank: 66, crd: 314867, firm: Oliver Wealth Management, city: Towson, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314867/; rank: 66, crd: 325559, firm: Audible Wealth Management, city: Silver Spring, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325559/; rank: 66, crd: 329565, firm: Promethium, city: Bethesda, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329565/; rank: 66, crd: 333113, firm: Catoctin Ridge Wealth Partner, city: Thurmont, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333113/; rank: 66, crd: 334412, firm: Dauntless Advisory, LLC, city: Annapolis, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334412/; rank: 66, crd: 341222, firm: Capital Financial Planners LLC, city: Chevy Chase, state: MD, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341222/; rank: 90, crd: 105350, firm: Law & Associates Inc, city: Glen Echo, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105350/; rank: 90, crd: 110803, firm: Safe Harbor Retirement Planners, city: Abingdon, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110803/; rank: 90, crd: 115639, firm: Calvert Wealth Management, Inc., city: Dunkirk, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115639/; rank: 90, crd: 119145, firm: Ivy League Financial Advisors LLC, city: Rockville, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119145/; rank: 90, crd: 120278, firm: Wealthy & Wise Family Office, city: Columbia, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120278/; rank: 90, crd: 120745, firm: Hwa Financial Group, city: Ellicott City, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120745/; rank: 90, crd: 121278, firm: Hergenroeder Financial Advisors, Inc., city: Timonium, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121278/; rank: 90, crd: 122366, firm: RMG Advisors, city: Rockville, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122366/; rank: 90, crd: 127635, firm: Peakstone Financial Advisors, city: Chevy Chase, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127635/; rank: 90, crd: 134875, firm: Maryland Capital Advisors, Inc., city: Chester, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134875/; rank: 90, crd: 144136, firm: Family Office Research, LLC, city: Bethesda, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144136/; rank: 90, crd: 149136, firm: &Wealth Partners, city: Baltimore, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149136/; rank: 90, crd: 153244, firm: Ithaka Financial Planning, LLC, city: Chevy Chase, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153244/; rank: 90, crd: 281093, firm: Sherman Wealth Management LLC, city: Gaithersburg, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281093/; rank: 90, crd: 286017, firm: Oxford Planning Group, LLC, city: Woodstock, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286017/; rank: 90, crd: 297413, firm: Impact Capital, LLC, city: Rockville, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297413/; rank: 90, crd: 299923, firm: CWM Advisory, LLC, city: Ocean Pines, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299923/; rank: 90, crd: 301639, firm: Bestgate Wealth Advisors, LLC, city: Frederick, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301639/; rank: 90, crd: 305512, firm: MG Capital Partners, LLC, city: Chevy Chase, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305512/; rank: 90, crd: 307059, firm: Garritt Financial Solutions LLC, city: Baltimore, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307059/; rank: 90, crd: 310637, firm: Foxman Asset Advisors Inc., city: Rockville, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310637/; rank: 90, crd: 313300, firm: Raskin Global Inc., city: Phoenix, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313300/; rank: 90, crd: 314197, firm: Opulentia, LLC, city: Hunt Valley, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314197/; rank: 90, crd: 315979, firm: Monocacy Wealth Management, LLC, city: Frederick, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315979/; rank: 90, crd: 325288, firm: CJC Wealth Management, city: Olney, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325288/; rank: 90, crd: 331717, firm: Lee, Kelleher & Klein Wealth Management, city: Ellicott City, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331717/; rank: 90, crd: 333259, firm: Tritonpoint Partners, LLC, city: Chevy Chase, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333259/; rank: 90, crd: 334282, firm: One Oak, city: North Bethesda, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334282/; rank: 90, crd: 334902, firm: GLR Partners, city: Columbia, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334902/; rank: 90, crd: 336539, firm: Meritis Wealth Management, Inc., city: Potomac, state: MD, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336539/

## 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

- [Independent RIAs with the most advisory staff, nationally](https://advisoriq.com/ria/rankings/most-advisory-staff/)
- [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/most-advisory-staff/maryland/

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