City
Wealth management firms in Ellicott City, Maryland
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, with their main office in Ellicott City, Maryland reported $1.4 billion in regulatory assets under management; the largest by assets was Marks Wealth Management, with $409.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 11
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $125.7 million
- SEC-registered, of those listed
- 5 of 11 (45.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Marks Wealth Management | SEC | $409.2 million | 881 |
| 2 | Hwa Financial Group | SEC | $295.3 million | 577 |
| 3 | Lee, Kelleher & Klein Wealth Management | SEC | $252.4 million | 454 |
| 4 | Elite Income Advisors, Inc. | SEC | $213.4 million | 657 |
| 5 | Blueprint Wealth Management Inc. | SEC | $190.0 million | 320 |
| 6 | Aleph Investments, LLC | State | $16.4 million | 27 |
| 7 | Docshah Financial, LLC | State | $4.2 million | 33 |
| 8 | Genesis Capital Management, LLC | State | $1.5 million | 30 |
| 9 | Friends Wealth Management | State | $0 | 0 |
| 10 | Lee Financial Associates, Inc. | State | $0 | 0 |
| 11 | Wealthwyzr, 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.