City
Independent RIAs in Rockville, Maryland
As of October 2, 2026, 25 independent wealth management RIAs with their main office in Rockville, Maryland reported $4.5 billion in regulatory assets under management; the largest by assets was Fsa Wealth Partners, with $819.7 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 25
- Regulatory assets under management
- $4.5 billion
- Average per firm
- $180.9 million
- SEC-registered, of those listed
- 11 of 25 (44.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fsa Wealth Partners | SEC | $819.7 million | 1,957 |
| 2 | Kendall Capital Management | SEC | $743.9 million | 1,555 |
| 3 | Montgomery Investment Management Inc | SEC | $490.0 million | 108 |
| 4 | Ferguson-Johnson Wealth Management, Inc. | SEC | $316.4 million | 575 |
| 5 | Schaeffer Financial LLC | SEC | $257.7 million | 247 |
| 6 | Impact Capital, LLC | SEC | $253.4 million | 650 |
| 7 | Entelechy | SEC | $253.3 million | 390 |
| 8 | Research Financial Strategies | SEC | $251.6 million | 1,250 |
| 9 | RMG Advisors | SEC | $200.5 million | 465 |
| 10 | Capital Squared Financial LLC | SEC | $198.7 million | 279 |
| 11 | Ivy League Financial Advisors LLC | SEC | $188.7 million | 345 |
| 12 | Axiom Value Wealth Management LLC | State | $95.8 million | 351 |
| 13 | CWM Financial Group, Inc. | State | $94.7 million | 155 |
| 14 | Meringoff Wealth Management Group, LLC | State | $91.9 million | 110 |
| 15 | CHC Financial Solutions, LLC | State | $74.6 million | 197 |
| 16 | Blackfield Capital Management LLC | State | $61.5 million | 108 |
| 17 | Foxman Asset Advisors Inc. | State | $32.4 million | 282 |
| 18 | The W & W Group LLC | State | $29.2 million | 353 |
| 19 | Millennium Financial Services LLP | State | $22.4 million | 85 |
| 20 | Echo Creek Capital, LLC | State | $22.0 million | 57 |
| 21 | HY Financial LLC | State | $12.6 million | 24 |
| 22 | Yegen Financial Group, Ltd | State | $12.2 million | 1 |
| 23 | H. Elliot Associates | State | $0 | 0 |
| 24 | Nine Inning Finance | State | $0 | 0 |
| 25 | Worch Financial Group, LLC | State | $0 | 0 |
Independent RIAs 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.