Research Report · 2026-06-30
Largest Registered Investment Advisers in Baltimore
Baltimore SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
36
Total AUM
$2.67T
Median AUM
$1.51B
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | T. ROWE PRICE ASSOCIATES, INC. | BALTIMORE | 105496 | $2.20T | 3,760 | 2026-03-31 | → |
| 2 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | BALTIMORE | 314590 | $204.18B | 112 | 2026-03-31 | → |
| 3 | BROWN ADVISORY LLC | BALTIMORE | 110181 | $124.31B | 782 | 2026-03-31 | → |
| 4 | PNC CAPITAL ADVISORS LLC | BALTIMORE | 151829 | $50.88B | 258 | 2026-03-31 | → |
| 5 | 1919 INVESTMENT COUNSEL, LLC | BALTIMORE | 133370 | $26.04B | 131 | 2026-04-30 | → |
| 6 | JMI MANAGEMENT, L.P. | BALTIMORE | 158344 | $13.58B | 81 | 2026-06-30 | → |
| 7 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | BALTIMORE | 124612 | $9.84B | 24 | 2026-04-30 | → |
| 8 | D.F. DENT AND COMPANY, INC. | BALTIMORE | 105179 | $7.88B | 31 | 2026-06-30 | → |
| 9 | T. ROWE PRICE (CANADA) INC. | BALTIMORE | 107290 | $6.55B | 11 | 2026-03-31 | → |
| 10 | BROWN CAPITAL MANAGEMENT, LLC | BALTIMORE | 105633 | $4.54B | 37 | 2026-03-31 | → |
| 11 | CAMPBELL & COMPANY INVESTMENT ADVISER LLC | BALTIMORE | 134332 | $4.34B | 68 | 2026-03-31 | → |
| 12 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | BALTIMORE | 111179 | $3.33B | 27 | 2026-03-31 | → |
| 13 | ADAMS DIVERSIFIED EQUITY FUND, INC. | BALTIMORE | 281263 | $3.03B | 20 | 2026-03-31 | → |
| 14 | GREENHOUSE FUNDS LLLP | BALTIMORE | 169840 | $2.93B | 9 | 2026-05-31 | → |
| 15 | PATIENT CAPITAL MANAGEMENT, LLC | BALTIMORE | 307336 | $2.50B | 10 | 2026-03-31 | → |
| 16 | ROCK SPRINGS CAPITAL MANAGEMENT LP | BALTIMORE | 168648 | $2.43B | 17 | 2026-03-31 | → |
| 17 | ACCESS HOLDINGS MANAGEMENT COMPANY LLC | BALTIMORE | 297197 | $2.27B | 38 | 2026-03-31 | → |
| 18 | WBH ADVISORY, INC. | BALTIMORE | 105289 | $1.74B | 16 | 2026-04-30 | → |
| 19 | ECOSYSTEM INVESTMENT PARTNERS, LLC | BALTIMORE | 165149 | $1.28B | 20 | 2026-03-31 | → |
| 20 | LOMBARD ADVISERS INCORPORATED | BALTIMORE | 108231 | $669.8M | 41 | 2026-03-31 | → |
| 21 | CHAPIN DAVIS, INC | BALTIMORE | 28116 | $642.8M | 26 | 2026-05-31 | → |
| 22 | SAVANO DIRECT CAPITAL PARTNERS, LLC | BALTIMORE | 174066 | $519.1M | 10 | 2026-03-31 | → |
| 23 | AND WEALTH PARTNERS, LLC | BALTIMORE | 149136 | $508.2M | 5 | 2026-02-28 | → |
| 24 | ABR CAPITAL PARTNERS, LLC | BALTIMORE | 152121 | $487.2M | 26 | 2026-05-31 | → |
| 25 | BUTTONWOOD FINANCIAL ADVISORS, INC. | BALTIMORE | 144926 | $483.2M | 8 | 2026-03-31 | → |
| 26 | ADE, LLC | BALTIMORE | 168345 | $447.5M | 9 | 2026-06-30 | → |
| 27 | GRANT/GROSSMENDELSOHN, LLC | BALTIMORE | 111509 | $446.8M | 7 | 2025-03-31 | → |
| 28 | A.G. CAMPBELL ADVISORY, LLC | BALTIMORE | 162150 | $403.9M | 5 | 2026-03-31 | → |
| 29 | CROMWELL INVESTMENT ADVISORS, LLC | BALTIMORE | 314411 | $368.9M | 4 | 2026-03-31 | → |
| 30 | WPG ADVISERS, LLC | BALTIMORE | 291708 | $360.9M | 6 | 2026-03-31 | → |
| 31 | MOUNT VERNON ASSOCIATES INC | BALTIMORE | 107099 | $232.5M | 3 | 2026-02-28 | → |
| 32 | BOOSTER, LLC | BALTIMORE | 314629 | $229.3M | 4 | 2026-03-31 | → |
| 33 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC | BALTIMORE | 145420 | $220.9M | 14 | 2026-03-31 | → |
| 34 | FOUNDRY WEALTH ADVISORS, LLC | BALTIMORE | 300794 | $163.4M | 4 | 2026-03-31 | → |
| 35 | JEMMA INVESTMENT ADVISORS LLC | BALTIMORE | 284198 | $139.8M | 5 | 2026-04-30 | → |
| 36 | NORTHBROOK FINANCIAL PLANNING LLC | BALTIMORE | 309060 | $108.8M | 8 | 2026-06-30 | → |
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