IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

City

Wealth management firms in Westminster, Maryland

As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Westminster, Maryland reported $195.9 million in regulatory assets under management; the largest by assets was Main Street Advisors, LLC, with $81.5 million.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

Wealth management firms
5
Regulatory assets under management
$195.9 million
Average per firm
$39.2 million
SEC-registered, of those listed
0 of 5 (0.0%)

Firms by assets

Wealth management firms in Westminster, Maryland, largest first
#FirmRegistrationRAUMAccounts
1 Main Street Advisors, LLC State $81.5 million 298
2 Wealth Builders Financial Group LLC State $46.8 million 521
3 Cecil Wealth State $30.6 million 117
4 Worthy Financial Services State $28.1 million 154
5 Alton Point Advisors, LLC State $8.8 million 59

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.