City
Wealth management firms in Columbia, Maryland
As of October 2, 2026, 13 wealth management firms, including broker-dealer firms, with their main office in Columbia, Maryland reported $4.3 billion in regulatory assets under management; the largest by assets was Baltimore-Washington Financial Advisors, with $3.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 13
- Regulatory assets under management
- $4.3 billion
- Average per firm
- $331.4 million
- SEC-registered, of those listed
- 5 of 13 (38.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Baltimore-Washington Financial Advisors | SEC | $3.0 billion | 5,301 |
| 2 | Williams Asset Management | SEC | $661.1 million | 1,608 |
| 3 | GLR Partners | SEC | $260.7 million | 674 |
| 4 | Pointer Financial Advisors LLC | SEC | $176.4 million | 528 |
| 5 | White Oak Wealth Management | SEC | $124.2 million | 185 |
| 6 | Wealthy & Wise Family Office | State | $63.1 million | 188 |
| 7 | Northstar Wealth Management, Inc. | State | $36.6 million | 41 |
| 8 | Adenry Wealth LLC | State | $0 | 0 |
| 9 | Financial First Advisors, Inc. | State | $0 | 0 |
| 10 | Lee Financial Group, Inc. | State | $0 | 0 |
| 11 | Patuxent Financial Partners, LLC | State | $0 | 0 |
| 12 | Primas Financial Planning | State | $0 | 0 |
| 13 | Wagener-Lee, 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.