Research Report · 2026-06-30
Institutional Registered Investment Advisers in Maryland
SEC-registered investment advisers in Maryland ranked by reported institutional client assets.
Firms
155
Total AUM
$2.88T
Median AUM
$490.0M
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 | PNC CAPITAL ADVISORS LLC | BALTIMORE | 151829 | $50.88B | 258 | 2026-03-31 | → |
| 3 | BROWN ADVISORY LLC | BALTIMORE | 110181 | $124.31B | 782 | 2026-03-31 | → |
| 4 | 1919 INVESTMENT COUNSEL, LLC | BALTIMORE | 133370 | $26.04B | 131 | 2026-04-30 | → |
| 5 | ASSET STRATEGY CONSULTANTS LLC | HUNT VALLEY | 110800 | $5.16B | 14 | 2026-06-30 | → |
| 6 | IMPACTASSETS CAPITAL PARTNERS PB LLC | BETHESDA | 317840 | $4.95B | 15 | 2026-06-30 | → |
| 7 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. | BALTIMORE | 314590 | $204.18B | 112 | 2026-03-31 | → |
| 8 | NEW CENTURY ADVISORS, LLC | CHEVY CHASE | 122478 | $4.31B | 18 | 2026-03-31 | → |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | LUTHERVILLE | 151085 | $6.87B | 35 | 2026-03-31 | → |
| 10 | ASB CAPITAL MANAGEMENT LLC | BETHESDA | 110995 | $36.68B | 62 | 2026-04-30 | → |
| 11 | D.F. DENT AND COMPANY, INC. | BALTIMORE | 105179 | $7.88B | 31 | 2026-06-30 | → |
| 12 | GREENSPRING ADVISORS, LLC | TOWSON | 132669 | $6.46B | 68 | 2026-06-30 | → |
| 13 | BROWN CAPITAL MANAGEMENT, LLC | BALTIMORE | 105633 | $4.54B | 37 | 2026-03-31 | → |
| 14 | ALLIANCE PARTNERS LLC | CHEVY CHASE | 157700 | $1.94B | 21 | 2026-03-31 | → |
| 15 | SOL CAPITAL MANAGEMENT CO | ROCKVILLE | 110226 | $2.98B | 30 | 2025-07-31 | → |
| 16 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC | BALTIMORE | 124612 | $9.84B | 24 | 2026-04-30 | → |
| 17 | TRIBRIDGE PARTNERS FINANCIAL LLC | COLUMBIA | 326489 | $1.60B | 23 | 2026-06-30 | → |
| 18 | T. ROWE PRICE (CANADA) INC. | BALTIMORE | 107290 | $6.55B | 11 | 2026-03-31 | → |
| 19 | LASALLE INVESTMENT MANAGEMENT SECURITIES, LLC | BALTIMORE | 111179 | $3.33B | 27 | 2026-03-31 | → |
| 20 | ULLICO INVESTMENT ADVISORS, INC. | SILVER SPRING | 106628 | $13.92B | 92 | 2026-03-31 | → |
| 21 | CHEVY CHASE TRUST COMPANY | BETHESDA | 110742 | $44.93B | 119 | 2026-03-31 | → |
| 22 | HERITAGE INVESTORS MANAGEMENT CORP | BETHESDA | 110420 | $4.63B | 22 | 2026-03-31 | → |
| 23 | FCP FUND MANAGER, L.P. | CHEVY CHASE | 161468 | $3.48B | 75 | 2026-05-31 | → |
| 24 | QP CONSULTING, LLC | TAKOMA PARK | 129601 | $559.6M | 2 | 2026-01-31 | → |
| 25 | MV CAPITAL MANAGEMENT, INC. | BETHESDA | 139034 | $1.44B | 8 | 2026-03-31 | → |
| 26 | FOUNDERS FINANCIAL SECURITIES, LLC | TOWSON | 137945 | $4.14B | 139 | 2026-04-30 | → |
| 27 | RED OAK FINANCIAL GROUP, LLC | TOWSON | 166912 | $1.04B | 20 | 2026-05-31 | → |
| 28 | QUANTUM FINANCIAL ADVISORS INC | ROCKVILLE | 113563 | $557.5M | 10 | 2026-03-31 | → |
| 29 | NEXUS338, LLC | CABIN JOHN | 315250 | $407.8M | 3 | 2026-02-28 | → |
| 30 | OUTCOME DRIVEN STRATEGIES, LLC | HUNT VALLEY | 311398 | $360.4M | 10 | 2026-03-31 | → |
| 31 | PATIENT CAPITAL MANAGEMENT, LLC | BALTIMORE | 307336 | $2.50B | 10 | 2026-03-31 | → |
| 32 | FORT, L.P. | CHEVY CHASE | 168613 | $397.2M | 10 | 2025-03-31 | → |
| 33 | VERDENCE CAPITAL ADVISORS, LLC | HUNT VALLEY | 288512 | $4.63B | 52 | 2026-05-31 | → |
| 34 | MARATHON CAPITAL MANAGEMENT LLC | HUNT VALLEY | 119416 | $790.1M | 7 | 2026-02-28 | → |
| 35 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | TOWSON | 104684 | $249.1M | 11 | 2026-03-31 | → |
| 36 | BEACON INVESTMENT ADVISORS LLC | GAITHERSBURG | 127368 | $541.9M | 2 | 2026-03-31 | → |
| 37 | CORNERSTONE ADVISORY, LLC | HUNT VALLEY | 142359 | $2.25B | 19 | 2026-03-31 | → |
| 38 | GREENHOUSE FUNDS LLLP | BALTIMORE | 169840 | $2.93B | 9 | 2026-05-31 | → |
| 39 | ARTEMIS REAL ESTATE PARTNERS, LLC | CHEVY CHASE | 160668 | $11.42B | 64 | 2026-03-31 | → |
| 40 | BLACK DIAMOND FINANCIAL, LLC | LUTHERVILLE | 145108 | $1.37B | 17 | 2026-03-31 | → |
| 41 | BOOSTER, LLC | BALTIMORE | 314629 | $229.3M | 4 | 2026-03-31 | → |
| 42 | LOMBARD ADVISERS INCORPORATED | BALTIMORE | 108231 | $669.8M | 41 | 2026-03-31 | → |
| 43 | LAFAYETTE INVESTMENTS, INC. | ASHTON | 22471 | $942.8M | 7 | 2026-04-30 | → |
| 44 | MACROVIEW INVESTMENT MANAGEMENT LLC | BETHESDA | 149621 | $387.1M | 5 | 2026-02-28 | → |
| 45 | CORBYN INVESTMENT MANAGEMENT INC | LUTHERVILLE | 104716 | $1.01B | 10 | 2026-06-30 | → |
| 46 | ALPHA DNA INVESTMENT MANAGEMENT LLC | COLUMBIA | 288198 | $194.7M | 4 | 2026-03-31 | → |
| 47 | A.G. CAMPBELL ADVISORY, LLC | BALTIMORE | 162150 | $403.9M | 5 | 2026-03-31 | → |
| 48 | AND WEALTH PARTNERS, LLC | BALTIMORE | 149136 | $508.2M | 5 | 2026-02-28 | → |
| 49 | XML FINANCIAL, LLC | BETHESDA | 284987 | $3.30B | 54 | 2026-06-30 | → |
| 50 | SANDBOX FINANCIAL PARTNERS, LLC | BETHESDA | 297858 | $681.7M | 11 | 2026-05-31 | → |
| 51 | BIREME CAPITAL, LLC | ROCKVILLE | 283224 | $196.9M | 2 | 2026-03-31 | → |
| 52 | FAMILY OFFICE RESEARCH, LLC | BETHESDA | 144136 | $648.2M | 5 | 2026-03-31 | → |
| 53 | PKS INVESTMENT ADVISORS LLC | SALISBURY | 110147 | $367.2M | 9 | 2026-03-31 | → |
| 54 | BERMAN MCALEER, LLC | TIMONIUM | 332906 | $1.82B | 29 | 2026-03-31 | → |
| 55 | KELLY FINANCIAL GROUP, LLC | BEL AIR | 310140 | $1.13B | 22 | 2026-03-31 | → |
| 56 | WPG ADVISERS, LLC | BALTIMORE | 291708 | $360.9M | 6 | 2026-03-31 | → |
| 57 | SARGENT INVESTMENT GROUP, LLC | BETHESDA | 297499 | $1.48B | 18 | 2026-05-31 | → |
| 58 | GRITSTONE ASSET MANAGEMENT LLC | BETHESDA | 298500 | $114.9M | 4 | 2026-03-31 | → |
| 59 | MOUNT VERNON ASSOCIATES INC | BALTIMORE | 107099 | $232.5M | 3 | 2026-02-28 | → |
| 60 | THE MARSHALL FINANCIAL GROUP LLC | HUNT VALLEY | 146362 | $735.6M | 18 | 2026-04-30 | → |
| 61 | BNB WEALTH MANAGEMENT, LLC | SILVER SPRING | 107702 | $264.6M | 5 | 2026-03-31 | → |
| 62 | THE PROSPERITY CONSULTING GROUP, LLC | OWINGS MILLS | 133777 | $3.20B | 66 | 2026-06-30 | → |
| 63 | THE L. WARNER COMPANIES, INC | TIMONIUM | 108001 | $802.4M | 38 | 2026-03-31 | → |
| 64 | TRITONPOINT WEALTH, LLC | CHEVY CHASE | 328398 | $1.55B | 15 | 2026-03-31 | → |
| 65 | SFG WEALTH MANAGEMENT, LLC | TOWSON | 285785 | $760.2M | 19 | 2026-04-30 | → |
| 66 | VSM WEALTH ADVISORY, LLC | HUNT VALLEY | 313717 | $677.5M | 6 | 2026-03-31 | → |
| 67 | GRANT/GROSSMENDELSOHN, LLC | BALTIMORE | 111509 | $446.8M | 7 | 2025-03-31 | → |
| 68 | CARDEROCK CAPITAL MANAGEMENT, INC. | CHEVY CHASE | 104570 | $677.0M | 4 | 2026-02-28 | → |
| 69 | EDGEMOOR INVESTMENT ADVISORS, INC. | BETHESDA | 109104 | $1.52B | 9 | 2026-03-31 | → |
| 70 | TORRAY INVESTMENT PARTNERS LLC | BETHESDA | 105818 | $750.1M | 10 | 2026-06-30 | → |
| 71 | GROVE POINT ADVISORS, LLC | ROCKVILLE | 313171 | $2.47B | 389 | 2025-07-31 | → |
| 72 | TRED AVON FAMILY WEALTH, LLC | EASTON | 174115 | $431.9M | 3 | 2026-03-31 | → |
| 73 | FSA WEALTH PARTNERS, INC. | ROCKVILLE | 104513 | $819.7M | 16 | 2026-04-30 | → |
| 74 | TUFTON CAPITAL MANAGEMENT, LLC | HUNT VALLEY | 113543 | $463.8M | 9 | 2026-04-30 | → |
| 75 | JEMMA INVESTMENT ADVISORS LLC | BALTIMORE | 284198 | $139.8M | 5 | 2026-04-30 | → |
| 76 | ATCAP PARTNERS, LLC | ROCKVILLE | 158214 | $195.5M | 26 | 2026-04-30 | → |
| 77 | HUBER, WEAKLAND & ASSOCIATES, INC. | ELLICOTT CITY | 120745 | $295.3M | 4 | 2026-03-31 | → |
| 78 | WARNER FINANCIAL, INC | BETHESDA | 135303 | $851.8M | 4 | 2026-02-28 | → |
| 79 | KILNER CAPITAL ADVISORS, LLC | GAITHERSBURG | 139521 | $336.7M | 3 | 2026-03-31 | → |
| 80 | HARVEST INVESTMENT CONSULTANTS LLC | HUNT VALLEY | 110258 | $549.0M | 12 | 2026-03-31 | → |
| 81 | COURT PLACE ADVISORS LLC | ELLICOTT CITY | 108545 | $375.9M | 7 | 2025-02-28 | → |
| 82 | BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | COLUMBIA | 159388 | $2.99B | 36 | 2026-03-31 | → |
| 83 | ACCORDANT ADVISORY GROUP, INC. | ANNAPOLIS | 117474 | $278.0M | 3 | 2026-06-30 | → |
| 84 | OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC | ROCKVILLE | 168342 | $407.2M | 10 | 2025-03-31 | → |
| 85 | WBH ADVISORY, INC. | BALTIMORE | 105289 | $1.74B | 16 | 2026-04-30 | → |
| 86 | FULTON BREAKEFIELD BROENNIMAN,LLC | BETHESDA | 108967 | $2.39B | 21 | 2026-03-31 | → |
| 87 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | BETHESDA | 132804 | $405.7M | 6 | 2026-03-31 | → |
| 88 | SC&H FINANCIAL ADVISORS, INC. | HUNT VALLEY | 120666 | $1.23B | 24 | 2026-02-28 | → |
| 89 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | ROCKVILLE | 109232 | $316.4M | 4 | 2026-03-31 | → |
| 90 | MAY BARNHARD INVESTMENTS LLC | BETHESDA | 170858 | $316.9M | 13 | 2026-06-30 | → |
| 91 | 1 NORTH WEALTH SERVICES, LLC | ANNAPOLIS | 115948 | $320.4M | 6 | 2026-03-31 | → |
| 92 | EAGLESTONE WEALTH ADVISORS, INC. | ROCKVILLE | 141014 | $197.7M | 6 | 2025-11-30 | → |
| 93 | REUTEMANN FINANCIAL SOLUTIONS, INC. | ROCKVILLE | 153247 | $251.6M | 10 | 2026-04-30 | → |
| 94 | WIDMANN FINANCIAL SERVICES, INC. | BOWIE | 289106 | $466.8M | 14 | 2026-04-30 | → |
| 95 | THOMA CAPITAL MANAGEMENT LLC | TOWSON | 120139 | $310.1M | 10 | 2026-03-31 | → |
| 96 | CHAPIN DAVIS, INC | BALTIMORE | 28116 | $642.8M | 26 | 2026-05-31 | → |
| 97 | MY WEALTH MANAGEMENT, INC. | GERMANTOWN | 168566 | $156.2M | 2 | 2025-10-31 | → |
| 98 | BLUESTONE FINANCIAL ADVISORS, LLC | BETHESDA | 146946 | $207.3M | 3 | 2026-02-28 | → |
| 99 | OXFORD PLANNING GROUP, LLC | WOODSTOCK | 286017 | $112.9M | 3 | 2026-06-30 | → |
| 100 | HILLMAN CAPITAL MANAGEMENT INC | BETHESDA | 110096 | $195.9M | 7 | 2026-03-31 | → |
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