{"type":"ria_ranking","disclaimer":"Firm-level data as reported on Form ADV to the SEC and state regulators; corrections are made on Form ADV and appear after the next monthly reload.","title":"Newest independent RIAs in Maryland","lead":"As of October 2, 2026, Williams Asset Management ranked #1 in Maryland in AdvisorIQ's ranking of newest independent RIAs, with $661.1 million.","as_of":"2026-10-02","facts":{"ranking":"Newest independent RIAs","how_it_is_computed":"Firms whose current registration took effect in the 12 months before October 2, 2026, ranked by RAUM (firms with no RAUM rank last). The registration date is the SEC status effective date for SEC-registered firms, so a firm that moved from state to SEC registration counts as new to the SEC, and the earliest approved state registration for state-registered firms. 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":"usd","scope":"Maryland","firms_listed":32,"rows":[{"rank":1,"crd":338196,"firm":"Williams Asset Management","city":"Columbia","state":"MD","value":661067873,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338196/"},{"rank":2,"crd":325288,"firm":"CJC Wealth Management","city":"Olney","state":"MD","value":121906496,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/325288/"},{"rank":3,"crd":120896,"firm":"Sera Capital Management, LLC","city":"Annapolis","state":"MD","value":114258975,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/120896/"},{"rank":4,"crd":286017,"firm":"Oxford Planning Group, LLC","city":"Woodstock","state":"MD","value":112914960,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/286017/"},{"rank":5,"crd":290450,"firm":"Snyder Asset Management, LLC","city":"Hunt Valley","state":"MD","value":112300000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/290450/"},{"rank":6,"crd":334282,"firm":"One Oak","city":"North Bethesda","state":"MD","value":110379326,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/334282/"},{"rank":7,"crd":107041,"firm":"A. J. Perry & Co.","city":"Towson","state":"MD","value":108760000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/107041/"},{"rank":7,"crd":309060,"firm":"Northbrook Financial","city":"Baltimore","state":"MD","value":108760000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/309060/"},{"rank":9,"crd":110803,"firm":"Safe Harbor Retirement Planners","city":"Abingdon","state":"MD","value":108670330,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/110803/"},{"rank":10,"crd":168710,"firm":"Cobalt Financial Partners LLC","city":"Sykesville","state":"MD","value":108069000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/168710/"},{"rank":11,"crd":299923,"firm":"CWM Advisory, LLC","city":"Ocean Pines","state":"MD","value":100973620,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/299923/"},{"rank":12,"crd":339881,"firm":"CHC Financial Solutions, LLC","city":"Rockville","state":"MD","value":74594335,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339881/"},{"rank":13,"crd":163562,"firm":"RCN Wealth Advisors, Inc.","city":"Stevensville","state":"MD","value":74529000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/163562/"},{"rank":14,"crd":338806,"firm":"Beckett Clark Private Wealth, LLC","city":"Bethesda","state":"MD","value":28636000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338806/"},{"rank":15,"crd":338951,"firm":"Bora Capital, LLC","city":"North Potomac","state":"MD","value":5000000,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/338951/"},{"rank":16,"crd":337294,"firm":"John Funderburk, LLC","city":"Frederick","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337294/"},{"rank":16,"crd":337574,"firm":"Tilghman Wealth Management, LLC","city":"Arnold","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/337574/"},{"rank":16,"crd":339315,"firm":"Avadim: Financial, Limited Liability Company","city":"Mechanicsville","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339315/"},{"rank":16,"crd":339517,"firm":"Foxgrover Investment Partners","city":"Olney","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339517/"},{"rank":16,"crd":339945,"firm":"Adenry Wealth LLC","city":"Columbia","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339945/"},{"rank":16,"crd":339984,"firm":"Groff Wealth Management","city":"Sparks","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/339984/"},{"rank":16,"crd":341015,"firm":"Hisaab Capital, LLC","city":"Laytonsville","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341015/"},{"rank":16,"crd":341165,"firm":"Tender Wealth","city":"Silver Spring","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341165/"},{"rank":16,"crd":341222,"firm":"Capital Financial Planners LLC","city":"Chevy Chase","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/341222/"},{"rank":16,"crd":342564,"firm":"Clear Advisors","city":"Queenstown","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342564/"},{"rank":16,"crd":342601,"firm":"Suissa Private Wealth","city":"Bethesda","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/342601/"},{"rank":16,"crd":343035,"firm":"Daly Capital Management","city":"Gaithersburg","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343035/"},{"rank":16,"crd":343082,"firm":"Ditto & Powers, LLC","city":"Cockeysville","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343082/"},{"rank":16,"crd":343152,"firm":"Reges Wealth Management LLC","city":"Potomac","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343152/"},{"rank":16,"crd":343532,"firm":"H. Elliot Associates","city":"Rockville","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343532/"},{"rank":16,"crd":343611,"firm":"Agios Capital LLC","city":"Pikesville","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/343611/"},{"rank":16,"crd":344150,"firm":"Own Your Monday Wealth Management, LLC","city":"Gaithersburg","state":"MD","value":0,"base_value":null,"succeeded_to_another_advisers_business":false,"url":"https://advisoriq.com/ria/firms/344150/"}]},"sources":[{"url":"https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip","checked":"2026-10-07","label":"SEC, Information About Registered Investment Advisers (ia100226.zip)"},{"url":"https://adviserinfo.sec.gov/compilation","checked":"2026-10-07","label":"IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz)"}],"related":[{"title":"Newest independent RIAs, nationally","url":"https://advisoriq.com/ria/rankings/newest/"},{"title":"RIA market data for Maryland","url":"https://advisoriq.com/ria/states/maryland/"},{"title":"All RIA rankings","url":"https://advisoriq.com/ria/rankings/"},{"title":"How the directory is built","url":"https://advisoriq.com/ria/methodology/"}],"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."],"url":"https://advisoriq.com/ria/rankings/newest/maryland/","citation":"AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/newest/maryland/","license":"https://advisoriq.com/license/","publisher":"AdvisorIQ, independent education for financial advisors"}