City
Wealth management firms in Hunt Valley, Maryland
As of October 2, 2026, 14 wealth management firms, including broker-dealer firms, with their main office in Hunt Valley, Maryland reported $13.1 billion in regulatory assets under management; the largest by assets was Verdence Capital Advisors, LLC, with $4.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 14
- Regulatory assets under management
- $13.1 billion
- Average per firm
- $932.8 million
- SEC-registered, of those listed
- 11 of 14 (78.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Verdence Capital Advisors, LLC | SEC | $4.6 billion | 7,802 |
| 2 | Cornerstone Advisory | SEC | $2.2 billion | 3,135 |
| 3 | SC&H Wealth | SEC | $1.2 billion | 2,057 |
| 4 | Financial Consulate | SEC | $1.1 billion | 3,375 |
| 5 | Marathon Capital Management | SEC | $790.1 million | 668 |
| 6 | The Marshall Financial Group LLC | SEC | $735.6 million | 2,667 |
| 7 | VSM Wealth Advisory, LLC | SEC | $677.5 million | 1,524 |
| 8 | Perspective Wealth Management | SEC | $595.0 million | 264 |
| 9 | Tufton Capital Management, LLC | SEC | $463.8 million | 423 |
| 10 | Bay Harbor Wealth Management, LLC | SEC | $412.0 million | 1,375 |
| 11 | Snyder Asset Management, LLC | SEC | $112.3 million | 263 |
| 12 | Opulentia, LLC | State | $46.1 million | 188 |
| 13 | Bush River Trust, LLC | State | $23.0 million | 188 |
| 14 | Monumental Wealth, 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.