City
Wealth management firms in Germantown, Maryland
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Germantown, Maryland reported $312.1 million in regulatory assets under management; the largest by assets was My Wealth Management, Inc, with $156.2 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $312.1 million
- Average per firm
- $62.4 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | My Wealth Management, Inc | SEC | $156.2 million | 298 |
| 2 | Peak Investment Advisors, Inc. | State | $102.7 million | 232 |
| 3 | Parkview Capital LLC | State | $42.6 million | 92 |
| 4 | Chauche & Associates LLC | State | $9.3 million | 22 |
| 5 | Poise Investment Advisors | State | $1.3 million | 12 |
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.