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 high net worth clients in Maryland

As of October 2, 2026, Greenspring Advisors, LLC ranked #1 in Maryland in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 1,118.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(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 high net worth clients
1 Greenspring Advisors, LLC Towson 1,118
2 Prosperity - An Eisneramper Company Owings Mills 995
3 D.F. Dent and Company, Inc. Baltimore 903
4 Baltimore-Washington Financial Advisors Columbia 872
5 XML Financial Group Bethesda 833
6 Verdence Capital Advisors, LLC Hunt Valley 755
7 Scarborough Capital Management Annapolis 732
8 Heritage Investors Management Corp Bethesda 585
9 SFG Wealth Management Towson 554
10 Retirement Management Systems Leonardtown 553
11 Cornerstone Advisory Hunt Valley 452
12 VSM Wealth Advisory, LLC Hunt Valley 433
12 Williams Asset Management Columbia 433
14 MDRN Capital Annapolis 425
15 WBH Advisory, Inc. Baltimore 418
16 Berman McAleer Timonium 382
17 Financial Council, LLC Towson 343
18 Financial Consulate Hunt Valley 328
19 Veridian Capital Partners Frederick 318
20 Tred Avon Family Wealth, LLC Easton 296
21 MV Capital Management, Inc. Bethesda 295
22 Sandbox Financial Partners, LLC Bethesda 273
23 Sargent Investment Group Bethesda 251
24 SC&H Wealth Hunt Valley 248
25 The Kelly Group Bel Air 247
26 Fsa Wealth Partners Rockville 231
27 Kendall Capital Management Rockville 226
28 Blueprint Wealth Management Inc. Ellicott City 220
29 Perspective Wealth Management Hunt Valley 218
29 Black Diamond Financial, LLC Lutherville 218
31 Promethium Bethesda 208
32 Innovative Wealth Building LLC California 203
33 Elite Income Advisors, Inc. Ellicott City 190
34 Marathon Capital Management Hunt Valley 182
35 The L. Warner Companies, Inc Timonium 180
36 Tritonpoint Wealth, LLC Chevy Chase 176
37 Warner Financial, Inc Bethesda 174
38 Tufton Capital Management, LLC Hunt Valley 170
39 The Marshall Financial Group LLC Hunt Valley 166
40 Lafayette Investments, Inc. Ashton 164
41 Trumbower Financial Advisors LLC Bethesda 159
42 Armstrong Dixon Baltimore 158
43 Carderock Capital Management, Inc. Chevy Chase 156
44 Edgemoor Investment Advisors, Inc. Bethesda 153
45 BNB Wealth Mangagement, LLC Silver Spring 152
45 Buttonwood Financial Advisors, Inc. Baltimore 152
45 LGG Financial Bethesda 152
48 Glass Jacobson Wealth Advisors Owings Mills 151
49 Marks Wealth Management Ellicott City 132
50 Prostatis Financial Advisors Group Hanover 131
51 Bay Harbor Wealth Management, LLC Hunt Valley 130
52 Bull Harbor Capital LLC. Bethesda 128
53 Widmann Financial Services Bowie 123
54 Peakstone Financial Advisors Chevy Chase 116
55 Valuewealth Services, LLC Annapolis 115
56 Montgomery Investment Management Inc Rockville 107
56 Maryland Capital Advisors, Inc. Chester 107
56 RCS Financial Planning, LLC Annapolis 107
59 Intervest Ltd Chevy Chase 105
60 Family Office Research, LLC Bethesda 103
61 Aegis Wealth Bethesda 102
61 Pennington Partners & Co., LLC Bethesda 102
63 Shaker Financial Services Annapolis 101
63 Turning Point Financial Frederick 101
65 HF Advisory Group, LLC Annapolis 99
66 Hergenroeder Financial Advisors, Inc. Timonium 98
67 Cassilly Financial Severna Park 96
68 Councilor Wealth LLC Bethesda 95
68 Tritonpoint Capital, LLC Chevy Chase 95
70 RMG Advisors Rockville 94
71 Research Financial Strategies Rockville 93
72 Chesapeake Financial Advisors Towson 91
72 Bontempo Ohly Capital Management, LLC Bethesda 91
74 Kilner Capital Advisors, LLC Gaithersburg 84
74 Glassy Mountain Advisors, Inc. Bethesda 84
76 Planvest Financial, Inc. Gaithersburg 83
76 Oliver Wealth Management Towson 83
78 Ferguson-Johnson Wealth Management, Inc. Rockville 81
78 1 North Wealth Services, LLC Annapolis 81
78 Glashofer Financial Advisors Potomac 81
81 Wealth Planning Group Baltimore 80
82 Schaeffer Financial LLC Rockville 76
83 L. K. Benson & Company, P.C. Timonium 75
84 Accordant Advisory Group, Inc. Annapolis 74
84 Jemma Financial Services Baltimore 74
86 PKS Investment Advisors LLC Salisbury 73
87 Waypoint Wealth Management Timonium 72
87 Impact Capital, LLC Rockville 72
89 Delta Financial Advisors, Inc Kensington 71
89 The Simmons Partnership, Inc Towson 71
91 &Wealth Partners Baltimore 70
92 Financial Concepts Unlimited, Inc. Centreville 68
92 Westbourne Investment Advisors Inc. Annapolis 68
92 Blue Curve Advisory, LLC Towson 68
92 Meritis Wealth Management, Inc. Potomac 68
96 GLR Partners Columbia 67
97 Macroview Investment Management LLC Bethesda 66
98 Ivy League Financial Advisors LLC Rockville 64
98 My Wealth Management, Inc Germantown 64
100 The Ellerson Group Inc Annapolis 62
100 Hwa Financial Group Ellicott City 62
100 Partnership Wealth Management Towson 62

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

More rankings

Most high net worth clients 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.