# Newest independent RIAs in Maryland

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
Address: https://advisoriq.com/ria/rankings/newest/maryland/

## 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, 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: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/344150/

## 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

- [Newest independent RIAs, nationally](https://advisoriq.com/ria/rankings/newest/)
- [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/newest/maryland/

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