City
Wealth management firms in Easton, Maryland
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Easton, Maryland reported $635.1 million in regulatory assets under management; the largest by assets was Tred Avon Family Wealth, LLC, with $431.9 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $635.1 million
- Average per firm
- $90.7 million
- SEC-registered, of those listed
- 1 of 7 (14.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Tred Avon Family Wealth, LLC | SEC | $431.9 million | 347 |
| 2 | Andersen Wealth Management | State | $95.3 million | 1,413 |
| 3 | DRS Wealth Management | State | $88.5 million | 515 |
| 4 | Index Portfolio Tools Advisors | State | $9.4 million | 30 |
| 5 | Rockledge Partners, LLC | State | $6.1 million | 5 |
| 6 | Shore Financial Advisors, LLC | State | $2.9 million | 1 |
| 7 | East Bay Equities LLC | State | $1.0 million | 9 |
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.