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AdvisorIQ

Ranking, Maryland

Wealth firms with the most CFP professionals, including broker-dealer firms in Maryland

As of October 2, 2026, T. Rowe Price Advisory Services, Inc. ranked #1 in Maryland in AdvisorIQ's ranking of wealth firms with the most CFP professionals, including broker-dealer firms, with 83.

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

Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. 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 CFP professionals
1 T. Rowe Price Advisory Services, Inc. Broker-dealer affiliated Owings Mills 83
2 Founders Financial Securities, LLC Broker-dealer affiliated Towson 31
3 Greenspring Advisors, LLC Towson 29
4 Prosperity - An Eisneramper Company Owings Mills 17
5 Financial Consulate Hunt Valley 13
6 XML Financial Group Bethesda 11
7 Verdence Capital Advisors, LLC Hunt Valley 10
8 SC&H Wealth Hunt Valley 9
8 Berman McAleer Timonium 9
10 FBB Capital Partners Bethesda 8
10 Scarborough Capital Management Annapolis 8
10 Councilor Wealth LLC Bethesda 8
10 The Kelly Group Bel Air 8
14 Glass Jacobson Wealth Advisors Owings Mills 7
14 Foundation Wealth & Tax Advisors, LLC Annapolis 7
14 Curio Wealth, LLC Annapolis 7
17 WBH Advisory, Inc. Baltimore 6
17 Financial Council, LLC Towson 6
17 Baltimore-Washington Financial Advisors Columbia 6
20 Schaeffer Financial LLC Rockville 5
20 Black Diamond Financial, LLC Lutherville 5
20 Armstrong Dixon Baltimore 5
20 Williams Asset Management Columbia 5
24 Fsa Wealth Partners Rockville 4
24 Trumbower Financial Advisors LLC Bethesda 4
24 Foundation Financial Advisors, Inc. Linthicum 4
24 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore 4
24 Kendall Capital Management Rockville 4
24 Planvest Financial, Inc. Gaithersburg 4
24 Tritonpoint Partners, LLC Chevy Chase 4
31 Chapin Davis Asset Management Broker-dealer affiliated Baltimore 3
31 Law & Associates Inc Glen Echo 3
31 PKS Investment Advisors LLC Salisbury 3
31 Ivy League Financial Advisors LLC Rockville 3
31 Hwa Financial Group Ellicott City 3
31 Hergenroeder Financial Advisors, Inc. Timonium 3
31 Aegis Wealth Bethesda 3
31 Warner Financial, Inc Bethesda 3
31 Wagener-Lee, LLC Columbia 3
31 The Marshall Financial Group LLC Hunt Valley 3
31 Macroview Investment Management LLC Bethesda 3
31 Ithaka Financial Planning, LLC Chevy Chase 3
31 Red Oak Financial Group Towson 3
31 SFG Wealth Management Towson 3
31 Turning Point Financial Frederick 3
31 Glassy Mountain Advisors, Inc. Bethesda 3
31 Catoctin Ridge Wealth Partner Thurmont 3
31 GLR Partners Columbia 3
49 Intervest Ltd Chevy Chase 2
49 Perspective Wealth Management Hunt Valley 2
49 The L. Warner Companies, Inc Timonium 2
49 Edgemoor Investment Advisors, Inc. Bethesda 2
49 Millennium Financial Services LLP Rockville 2
49 Five Rivers Financial Advisors, LLC North East 2
49 Abel Financial Management Co. Eldersburg 2
49 Delta Financial Advisors, Inc Kensington 2
49 RMG Advisors Rockville 2
49 Prostatis Financial Advisors Group Hanover 2
49 Cornerstone Advisory Hunt Valley 2
49 Buttonwood Financial Advisors, Inc. Baltimore 2
49 &Wealth Partners Baltimore 2
49 Retirement Management Systems Leonardtown 2
49 Bethesda Financial Advisors, LLC Bethesda 2
49 Advocate Investing Services Woodbine 2
49 Elite Income Advisors, Inc. Ellicott City 2
49 Oxford Planning Group, LLC Woodstock 2
49 Widmann Financial Services Bowie 2
49 Wealth Planning Group Baltimore 2
49 Sargent Investment Group Bethesda 2
49 CWM Advisory, LLC Ocean Pines 2
49 Bestgate Wealth Advisors, LLC Frederick 2
49 Valuewealth Services, LLC Annapolis 2
49 Northbrook Financial Baltimore 2
49 Raskin Global Inc. Phoenix 2
49 Silverstone Financial LLC Owings Mills 2
49 Moore Wealth Frederick 2
49 Audible Wealth Management Silver Spring 2
49 Blue Curve Advisory, LLC Towson 2
79 Lafayette Investments, Inc. Ashton 1
79 D.F. Dent and Company, Inc. Baltimore 1
79 L. K. Benson & Company, P.C. Timonium 1
79 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore 1
79 Ferguson-Johnson Wealth Management, Inc. Rockville 1
79 Safe Harbor Retirement Planners Abingdon 1
79 American Financial Management, Ltd. Owings Mills 1
79 Miller Capital Management, Inc. Bethesda 1
79 1 North Wealth Services, LLC Annapolis 1
79 Jacques Advisors, LLC Broker-dealer affiliated Rockville 1
79 CWM Financial Group, Inc. Rockville 1
79 Accordant Advisory Group, Inc. Annapolis 1
79 Pinion Financial Services, LLC Bethesda 1
79 Wealthy & Wise Family Office Columbia 1
79 Nelson Financial Planning Services, LLC White Plains 1
79 Financial First Advisors, Inc. Columbia 1
79 Clark Company Annapolis 1
79 Nazelrod & Associates Financial Services, Inc. Towson 1
79 Cornerstone Financial Planning, Inc. Gaithersburg 1
79 Yegen Financial Group, Ltd Rockville 1
79 Severn Financial Advisors, LLC Annapolis 1
79 Main Street Advisors, LLC Westminster 1
79 Lee Financial Group, Inc. Columbia 1
79 Dyer Financial Advisory Towson 1
79 Tam Financial Advisors, LLC Annapolis 1
79 Champion Financial Planning Group, LLC Annapolis 1
79 Peakstone Financial Advisors Chevy Chase 1
79 Chauche & Associates LLC Germantown 1
79 Jba Financial Advisors Timonium 1
79 Northstar Wealth Management, Inc. Columbia 1
79 MV Capital Management, Inc. Bethesda 1
79 Picket Fence Financial, LLC Forest Hill 1
79 Raymond L. Gazelle Jr. Edgewater 1
79 Welsh Financial & Accounting Services,llc Sykesville 1
79 Lenet Financial Resources, LLC N. Potomac 1
79 Hepner Financial Services, LLC Odenton 1
79 Family Office Research, LLC Bethesda 1
79 Parker Financial, LLC La Plata 1
79 PLAN2RETIRE Hagerstown 1
79 Green View Advisors LLC Chevy Chase 1
79 Harris and Harris Wealth Management Group, LLC Upper Marlboro 1
79 Holistic Private Wealth, LLC Towson 1
79 Research Financial Strategies Rockville 1
79 Middleton Advisory Bethesda 1
79 Wealthspring Financial Advisors, LLC Bethesda 1
79 Waypoint Wealth Management Timonium 1
79 McQuade, Kathleen Mary Laurel 1
79 The Simmons Partnership, Inc Towson 1
79 E. Roger Financial Group Largo 1
79 Atcap Partners, LLC Broker-dealer affiliated Rockville 1
79 Atlantic Financial Planning LLC Annapolis 1
79 Index Portfolio Tools Advisors Easton 1
79 A.G. Campbell Advisory, LLC Baltimore 1
79 Goldsborough Capital Management, LLC Gaithersburg 1
79 Brightpath Wealth Advisors LLC Crofton 1
79 Charles Street Asset Management, Inc. Baltimore 1
79 Bryant Financial Advisory, Inc. Baltimore 1
79 My Wealth Management, Inc Germantown 1
79 Cobalt Financial Partners LLC Sykesville 1
79 Catharine Fairley Planning Group LLC Frederick 1
79 Endeavor Financial Advisors, LLC Annapolis 1
79 Tred Avon Family Wealth, LLC Easton 1
79 Awareness Wealth Advisors, Inc. Braddock Heights 1
79 Sherman Wealth Management LLC Gaithersburg 1
79 Wealthcare Cabin John 1
79 Ortman Financial Planning North Bethesda 1
79 Pennington Partners & Co., LLC Bethesda 1
79 Chesapeake Financial Planning Annapolis 1
79 Jemma Financial Services Baltimore 1
79 Towson Financial Advisors, LLC Abingdon 1
79 Partnership Wealth Management Towson 1
79 Entelechy Rockville 1
79 Tuma Financial, LLC Marriottsville 1
79 Standup Advisors Mount Airy 1
79 Planning for Progress Silver Spring 1
79 Patuxent Financial Partners, LLC Columbia 1
79 Homewood Capital Management East LLC Woodbine 1
79 RCS Financial Planning, LLC Annapolis 1
79 Total Return Capital Linthicum Heights 1
79 Bay Harbor Wealth Management, LLC Hunt Valley 1
79 Nautical Financial Planning Gambrills 1
79 Sentinel Financial Planning, LLC Edgewater 1
79 White Oak Wealth Management Columbia 1
79 Town Capital Bel Air 1
79 Onplane Financial Advisors Poolesville 1
79 Serenity Wealth Advisors LLC Baltimore 1
79 Cassilly Financial Severna Park 1
79 Foundry Wealth Advisors, LLC Baltimore 1
79 Atlas Sustainable Wealth, LLC Baltimore 1
79 Anchor Wealth Advisors, LLC Cockeysville 1
79 Grigg Financial, LLC Timonium 1
79 Provision Financial Planning Towson 1
79 Intero Financial Planning, LLC Parkton 1
79 Steeley Advisory, LLC Bethesda 1
79 Lenz Integrity Financial Glyndon 1
79 HF Advisory Group, LLC Annapolis 1
79 Marks Wealth Management Ellicott City 1
79 Celestial Wealth Management Towson 1
79 Crest Wealth Advisors LLC Annapolis 1
79 Ventus Wealth Management Annapolis 1
79 Wise Financial Counsel, LLC Fort Washington 1
79 VSM Wealth Advisory, LLC Hunt Valley 1
79 Opulentia, LLC Hunt Valley 1
79 Veridian Capital Partners Frederick 1
79 Oliver Wealth Management Towson 1
79 Innovative Wealth Building LLC California 1
79 Monocacy Wealth Management, LLC Frederick 1
79 Cadence Planning, LLC Frederick 1
79 Nine Inning Finance Rockville 1
79 Primas Financial Planning Columbia 1
79 D&S Wealth Management Group North Potomac 1
79 Preserve Private Wealth, LLC Bethesda 1
79 Bull Harbor Capital LLC. Bethesda 1
79 Blueprint Wealth Management Inc. Ellicott City 1
79 Impact Financial Life Planning LLC Severna Park 1
79 MDRN Capital Annapolis 1
79 FORTY4 Financial Bethesda 1
79 Capital Squared Financial LLC Rockville 1
79 W1 Wealth LLC Arnold 1
79 First Shore Private Wealth Salisbury 1
79 The Financial Grove LLC Baltimore 1
79 Wealthwyzr, LLC Ellicott City 1
79 Free State Financial Planning, LLC Clarksville 1
79 Dependent Financial Planning Edgewater 1
79 Ygc Wealth Upper Marlboro 1
79 Equip, LLC Baltimore 1
79 Personal Financial Partners Chevy Chase 1
79 Lee, Kelleher & Klein Wealth Management Ellicott City 1
79 Poder Wealth Advisors Bethesda 1
79 BRC Financial Planning Owings Mills 1
79 Dyer Private Wealth Management Sparks Glencoe 1
79 Meritis Wealth Management, Inc. Potomac 1
79 Aaa Advisory LLC Walkersville 1
79 Upraise Wealth Advisory, LLC Annapolis 1
79 Meta Wealth Advisory Timonium 1
79 Cecil Wealth Westminster 1
79 Adenry Wealth LLC Columbia 1
79 Groff Wealth Management Sparks 1
79 Tender Wealth Silver Spring 1
79 Clear Advisors Queenstown 1
79 Suissa Private Wealth Bethesda 1
79 Ditto & Powers, LLC Cockeysville 1

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

More rankings

Most CFP professionals 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.