City
Wealth management firms in Potomac, Maryland
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Potomac, Maryland reported $592.1 million in regulatory assets under management; the largest by assets was Glashofer Financial Advisors, with $284.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $592.1 million
- Average per firm
- $84.6 million
- SEC-registered, of those listed
- 2 of 7 (28.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Glashofer Financial Advisors | SEC | $284.3 million | 379 |
| 2 | Meritis Wealth Management, Inc. | SEC | $224.4 million | 418 |
| 3 | HDS Capital Management, Inc | State | $83.5 million | 40 |
| 4 | Addax Bridge Financial | State | $0 | 0 |
| 5 | Fisher Financial, P.A. | State | $0 | 0 |
| 6 | Fortunenavi Capital Inc. | State | $0 | 0 |
| 7 | Reges Wealth Management 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.