City
Wealth management firms in Towson, Maryland
As of October 2, 2026, 22 wealth management firms, including broker-dealer firms, with their main office in Towson, Maryland reported $15.4 billion in regulatory assets under management; the largest by assets was Greenspring Advisors, LLC, with $6.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 22
- Regulatory assets under management
- $15.4 billion
- Average per firm
- $701.3 million
- SEC-registered, of those listed
- 11 of 22 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Greenspring Advisors, LLC | SEC | $6.5 billion | 7,119 |
| 2 | Founders Financial Securities, 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 | $4.1 billion | 19,082 |
| 3 | Financial Council, LLC | SEC | $1.3 billion | 1,565 |
| 4 | Red Oak Financial Group | SEC | $1.0 billion | 1,885 |
| 5 | SFG Wealth Management | SEC | $760.2 million | 1,982 |
| 6 | Oliver Wealth Management | SEC | $340.4 million | 1,390 |
| 7 | Chesapeake Financial Advisors | SEC | $310.1 million | 1,030 |
| 8 | Partnership Wealth Management | SEC | $234.9 million | 485 |
| 9 | The Simmons Partnership, Inc | SEC | $216.5 million | 869 |
| 10 | Blue Curve Advisory, LLC | SEC | $125.2 million | 590 |
| 11 | A. J. Perry & Co. | SEC | $108.8 million | 97 |
| 12 | Base Management Co | State | $95.5 million | 40 |
| 13 | Nazelrod & Associates Financial Services, Inc. | State | $93.2 million | 53 |
| 14 | Celestial Wealth Management | State | $76.4 million | 222 |
| 15 | Capital Advisor Management | State | $30.3 million | 98 |
| 16 | Provision Financial Planning | State | $28.3 million | 169 |
| 17 | Woods Advisory Services LLC | State | $27.2 million | 57 |
| 18 | Dyer Financial Advisory | State | $24.3 million | 48 |
| 19 | Baltimore Avenue Investments, LLC | State | $21.3 million | 80 |
| 20 | Legacy Financial Advisors | State | $16.7 million | 33 |
| 21 | R.G. Associates, Inc. | State | $8.5 million | 12 |
| 22 | Holistic Private Wealth, 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.