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City

Independent RIAs in Silver Spring, Maryland

As of October 2, 2026, 11 independent wealth management RIAs with their main office in Silver Spring, Maryland reported $537.9 million in regulatory assets under management; the largest by assets was BNB Wealth Mangagement, LLC, with $264.6 million.

Include wirehouses and broker-dealer firms

Independent wealth management RIAs
11
Regulatory assets under management
$537.9 million
Average per firm
$48.9 million
SEC-registered, of those listed
1 of 11 (9.1%)

Firms by assets

Independent RIAs in Silver Spring, Maryland, largest first
#FirmRegistrationRAUMAccounts
1 BNB Wealth Mangagement, LLC SEC $264.6 million 480
2 Money Plans State $108.0 million 136
3 Audible Wealth Management State $76.4 million 945
4 Plein Air Capital Advisers, LLC State $28.6 million 47
5 Planning for Progress State $26.3 million 227
6 Ruda Financial State $18.8 million 8
7 Rookwood Wealth State $8.7 million 10
8 The Wealth Syndicate LLC State $6.5 million 80
9 Flexible Finances State $0 0
10 Leader Investments LLC State $0 0
11 Tender Wealth 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.