City
Wealth management firms in Baltimore, Maryland
As of October 2, 2026, 38 wealth management firms, including broker-dealer firms, with their main office in Baltimore, Maryland reported $40.6 billion in regulatory assets under management; the largest by assets was 1919 Investment Counsel, LLC, with $26.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 38
- Regulatory assets under management
- $40.6 billion
- Average per firm
- $1.1 billion
- SEC-registered, of those listed
- 14 of 38 (36.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | 1919 Investment Counsel, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $26.0 billion | 5,169 |
| 2 | D.F. Dent and Company, Inc. | SEC | $7.9 billion | 1,171 |
| 3 | WBH Advisory, Inc. | SEC | $1.7 billion | 2,335 |
| 4 | Lombard Advisers Incorporated Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $669.8 million | 1,456 |
| 5 | Chapin Davis Asset Management Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $642.8 million | 779 |
| 6 | &Wealth Partners | SEC | $508.2 million | 254 |
| 7 | Buttonwood Financial Advisors, Inc. | SEC | $483.2 million | 1,066 |
| 8 | Armstrong Dixon | SEC | $447.5 million | 957 |
| 9 | A.G. Campbell Advisory, LLC | SEC | $403.9 million | 217 |
| 10 | Wealth Planning Group | SEC | $360.9 million | 1,277 |
| 11 | Technomart Rga Inc | State | $337.9 million | 70 |
| 12 | Mount Vernon Associates Inc | SEC | $232.5 million | 121 |
| 13 | Foundry Wealth Advisors, LLC | SEC | $163.4 million | 251 |
| 14 | Jemma Financial Services | SEC | $139.8 million | 641 |
| 15 | Northbrook Financial | SEC | $108.8 million | 474 |
| 16 | Bryant Financial Advisory, Inc. | State | $86.7 million | 95 |
| 17 | Blue Point Investment Management | State | $79.2 million | 74 |
| 18 | Trasatti Wealth Planning, LLC | State | $72.3 million | 155 |
| 19 | Skill Capital Management | State | $42.6 million | 12 |
| 20 | Schiff Wealth Advisors, LLC | State | $40.4 million | 122 |
| 21 | Charles Street Asset Management, Inc. | State | $37.9 million | 158 |
| 22 | Aerie Capital Management | State | $28.2 million | 154 |
| 23 | Society Investment Management | State | $22.4 million | 58 |
| 24 | Baviello Investment Management, LLC | State | $17.3 million | 78 |
| 25 | Garritt Financial Solutions LLC | State | $15.7 million | 477 |
| 26 | The NLW Capital Group LLC | State | $15.1 million | 93 |
| 27 | Phoenix Financial Engineering, LLC | State | $12.5 million | 26 |
| 28 | Equatorial Advisors, LLC | State | $11.5 million | 62 |
| 29 | World Financial Assets Advisory | State | $4.3 million | 2 |
| 30 | Atlas Sustainable Wealth, LLC | State | $2.4 million | 10 |
| 31 | Troy R. Spratley Investment Advisory | State | $1.6 million | 33 |
| 32 | The Financial Grove LLC | State | $656,823 | 5 |
| 33 | Casi Investments Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $120,000 | 67 |
| 34 | Decisions, LLC | State | $0 | 0 |
| 35 | Docempowered, LLC | State | $0 | 0 |
| 36 | Equip, LLC | State | $0 | 0 |
| 37 | Seek the Plan | State | $0 | 0 |
| 38 | Serenity Wealth Advisors LLC | State | $0 | 0 |
Wealth management firms 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.