City
Wealth management firms in Rockville, Maryland
As of October 2, 2026, 27 wealth management firms, including broker-dealer firms, with their main office in Rockville, Maryland reported $4.8 billion in regulatory assets under management; the largest by assets was Fsa Wealth Partners, with $819.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 27
- Regulatory assets under management
- $4.8 billion
- Average per firm
- $178.0 million
- SEC-registered, of those listed
- 12 of 27 (44.4%)
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 | Atcap Partners, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $195.5 million | 349 |
| 12 | Ivy League Financial Advisors LLC | SEC | $188.7 million | 345 |
| 13 | Axiom Value Wealth Management LLC | State | $95.8 million | 351 |
| 14 | CWM Financial Group, Inc. | State | $94.7 million | 155 |
| 15 | Meringoff Wealth Management Group, LLC | State | $91.9 million | 110 |
| 16 | Jacques Advisors, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $88.6 million | 271 |
| 17 | CHC Financial Solutions, LLC | State | $74.6 million | 197 |
| 18 | Blackfield Capital Management LLC | State | $61.5 million | 108 |
| 19 | Foxman Asset Advisors Inc. | State | $32.4 million | 282 |
| 20 | The W & W Group LLC | State | $29.2 million | 353 |
| 21 | Millennium Financial Services LLP | State | $22.4 million | 85 |
| 22 | Echo Creek Capital, LLC | State | $22.0 million | 57 |
| 23 | HY Financial LLC | State | $12.6 million | 24 |
| 24 | Yegen Financial Group, Ltd | State | $12.2 million | 1 |
| 25 | H. Elliot Associates | State | $0 | 0 |
| 26 | Nine Inning Finance | State | $0 | 0 |
| 27 | Worch Financial Group, 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.