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AdvisorIQ

Ranking, Maryland

Wealth firms with the most high net worth clients, including broker-dealer firms in Maryland

As of October 2, 2026, 1919 Investment Counsel, LLC ranked #1 in Maryland in AdvisorIQ's ranking of wealth firms with the most high net worth clients, including broker-dealer firms, with 2,653.

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

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 1919 Investment Counsel, LLC Broker-dealer affiliated Baltimore 2,653
2 Founders Financial Securities, LLC Broker-dealer affiliated Towson 1,466
3 Greenspring Advisors, LLC Towson 1,118
4 Prosperity - An Eisneramper Company Owings Mills 995
5 D.F. Dent and Company, Inc. Baltimore 903
6 Baltimore-Washington Financial Advisors Columbia 872
7 XML Financial Group Bethesda 833
8 Verdence Capital Advisors, LLC Hunt Valley 755
9 Scarborough Capital Management Annapolis 732
10 Heritage Investors Management Corp Bethesda 585
11 SFG Wealth Management Towson 554
12 Retirement Management Systems Leonardtown 553
13 Cornerstone Advisory Hunt Valley 452
14 VSM Wealth Advisory, LLC Hunt Valley 433
14 Williams Asset Management Columbia 433
16 MDRN Capital Annapolis 425
17 WBH Advisory, Inc. Baltimore 418
18 Berman McAleer Timonium 382
19 Financial Council, LLC Towson 343
20 Financial Consulate Hunt Valley 328
21 Veridian Capital Partners Frederick 318
22 Tred Avon Family Wealth, LLC Easton 296
23 MV Capital Management, Inc. Bethesda 295
24 Sandbox Financial Partners, LLC Bethesda 273
25 Sargent Investment Group Bethesda 251
26 SC&H Wealth Hunt Valley 248
27 The Kelly Group Bel Air 247
28 Fsa Wealth Partners Rockville 231
29 Kendall Capital Management Rockville 226
30 Blueprint Wealth Management Inc. Ellicott City 220
31 Perspective Wealth Management Hunt Valley 218
31 Black Diamond Financial, LLC Lutherville 218
33 Promethium Bethesda 208
34 Innovative Wealth Building LLC California 203
35 Atcap Partners, LLC Broker-dealer affiliated Rockville 192
36 Elite Income Advisors, Inc. Ellicott City 190
37 Marathon Capital Management Hunt Valley 182
38 The L. Warner Companies, Inc Timonium 180
39 Tritonpoint Wealth, LLC Chevy Chase 176
40 Warner Financial, Inc Bethesda 174
41 Tufton Capital Management, LLC Hunt Valley 170
42 The Marshall Financial Group LLC Hunt Valley 166
43 Lafayette Investments, Inc. Ashton 164
44 Trumbower Financial Advisors LLC Bethesda 159
45 Armstrong Dixon Baltimore 158
46 Carderock Capital Management, Inc. Chevy Chase 156
47 Edgemoor Investment Advisors, Inc. Bethesda 153
48 BNB Wealth Mangagement, LLC Silver Spring 152
48 Buttonwood Financial Advisors, Inc. Baltimore 152
48 LGG Financial Bethesda 152
51 Glass Jacobson Wealth Advisors Owings Mills 151
52 Marks Wealth Management Ellicott City 132
53 Prostatis Financial Advisors Group Hanover 131
54 Bay Harbor Wealth Management, LLC Hunt Valley 130
55 Bull Harbor Capital LLC. Bethesda 128
56 Widmann Financial Services Bowie 123
57 Peakstone Financial Advisors Chevy Chase 116
58 Valuewealth Services, LLC Annapolis 115
59 Montgomery Investment Management Inc Rockville 107
59 Maryland Capital Advisors, Inc. Chester 107
59 RCS Financial Planning, LLC Annapolis 107
62 Intervest Ltd Chevy Chase 105
63 Family Office Research, LLC Bethesda 103
64 Aegis Wealth Bethesda 102
64 Pennington Partners & Co., LLC Bethesda 102
66 Shaker Financial Services Annapolis 101
66 Turning Point Financial Frederick 101
68 HF Advisory Group, LLC Annapolis 99
69 Hergenroeder Financial Advisors, Inc. Timonium 98
70 Cassilly Financial Severna Park 96
71 Councilor Wealth LLC Bethesda 95
71 Tritonpoint Capital, LLC Chevy Chase 95
73 RMG Advisors Rockville 94
74 Research Financial Strategies Rockville 93
75 Chesapeake Financial Advisors Towson 91
75 Bontempo Ohly Capital Management, LLC Bethesda 91
77 Kilner Capital Advisors, LLC Gaithersburg 84
77 Glassy Mountain Advisors, Inc. Bethesda 84
79 Planvest Financial, Inc. Gaithersburg 83
79 Oliver Wealth Management Towson 83
81 Ferguson-Johnson Wealth Management, Inc. Rockville 81
81 1 North Wealth Services, LLC Annapolis 81
81 Glashofer Financial Advisors Potomac 81
84 Wealth Planning Group Baltimore 80
85 Schaeffer Financial LLC Rockville 76
86 L. K. Benson & Company, P.C. Timonium 75
87 Lombard Advisers Incorporated Broker-dealer affiliated Baltimore 74
87 Accordant Advisory Group, Inc. Annapolis 74
87 Jemma Financial Services Baltimore 74
90 PKS Investment Advisors LLC Salisbury 73
91 Waypoint Wealth Management Timonium 72
91 Impact Capital, LLC Rockville 72
93 Delta Financial Advisors, Inc Kensington 71
93 The Simmons Partnership, Inc Towson 71
95 &Wealth Partners Baltimore 70
96 Financial Concepts Unlimited, Inc. Centreville 68
96 Westbourne Investment Advisors Inc. Annapolis 68
96 Blue Curve Advisory, LLC Towson 68
96 Meritis Wealth Management, Inc. Potomac 68
100 GLR Partners Columbia 67

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.