City
Wealth management firms in Timonium, Maryland
As of October 2, 2026, 9 wealth management firms, including broker-dealer firms, with their main office in Timonium, Maryland reported $3.9 billion in regulatory assets under management; the largest by assets was Berman McAleer, with $1.8 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 9
- Regulatory assets under management
- $3.9 billion
- Average per firm
- $433.4 million
- SEC-registered, of those listed
- 6 of 9 (66.7%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Berman McAleer | SEC | $1.8 billion | 2,467 |
| 2 | The L. Warner Companies, Inc | SEC | $802.4 million | 381 |
| 3 | L. K. Benson & Company, P.C. | SEC | $446.2 million | 467 |
| 4 | Hergenroeder Financial Advisors, Inc. | SEC | $304.5 million | 624 |
| 5 | Waypoint Wealth Management | SEC | $242.5 million | 555 |
| 6 | Meta Wealth Advisory | SEC | $172.1 million | 333 |
| 7 | Grigg Financial, LLC | State | $64.3 million | 294 |
| 8 | Jba Financial Advisors | State | $30.6 million | 20 |
| 9 | Capital Portfolio Management, Inc. 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 | $16.7 million | 30 |
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.