City
Wealth management firms in Silver Spring, Maryland
As of October 2, 2026, 11 wealth management firms, including broker-dealer firms, 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.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 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
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 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 |
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.