City
Independent RIAs in Annapolis, Maryland
As of October 2, 2026, 27 independent wealth management RIAs with their main office in Annapolis, Maryland reported $5.8 billion in regulatory assets under management; the largest by assets was Scarborough Capital Management, with $1.6 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 27
- Regulatory assets under management
- $5.8 billion
- Average per firm
- $215.0 million
- SEC-registered, of those listed
- 13 of 27 (48.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Scarborough Capital Management | SEC | $1.6 billion | 4,323 |
| 2 | Curio Wealth, LLC | SEC | $460.7 million | 356 |
| 3 | Westbourne Investment Advisors Inc. | SEC | $448.8 million | 448 |
| 4 | MDRN Capital | SEC | $338.6 million | 1,977 |
| 5 | HF Advisory Group, LLC | SEC | $321.5 million | 1,301 |
| 6 | 1 North Wealth Services, LLC | SEC | $320.4 million | 662 |
| 7 | Valuewealth Services, LLC | SEC | $319.0 million | 1,144 |
| 8 | The Ellerson Group Inc | SEC | $291.2 million | 109 |
| 9 | Shaker Financial Services | SEC | $286.3 million | 588 |
| 10 | RCS Financial Planning, LLC | SEC | $281.0 million | 667 |
| 11 | Accordant Advisory Group, Inc. | SEC | $278.0 million | 471 |
| 12 | Tam Financial Advisors, LLC | SEC | $171.3 million | 92 |
| 13 | Clark Company | State | $138.2 million | 303 |
| 14 | Sera Capital Management, LLC | SEC | $114.3 million | 106 |
| 15 | Crest Wealth Advisors LLC | State | $95.8 million | 280 |
| 16 | Foundation Wealth & Tax Advisors, LLC | State | $85.0 million | 268 |
| 17 | Champion Financial Planning Group, LLC | State | $80.4 million | 110 |
| 18 | Endeavor Financial Advisors, LLC | State | $79.2 million | 280 |
| 19 | Dauntless Advisory, LLC | State | $11.9 million | 7 |
| 20 | JWC Capital Management, LLC | State | $11.7 million | 8 |
| 21 | Tias Planners | State | $10.2 million | 19 |
| 22 | Clairwell Financial Planning LLC | State | $7.0 million | 36 |
| 23 | Upraise Wealth Advisory, LLC | State | $6.3 million | 30 |
| 24 | Ventus Wealth Management | State | $4.1 million | 16 |
| 25 | Atlantic Financial Planning LLC | State | $0 | 0 |
| 26 | Chesapeake Financial Planning | State | $0 | 0 |
| 27 | Severn Financial Advisors, LLC | State | $0 | 0 |
Independent RIAs in Maryland, including every city.
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.