Research Report · 2026-06-30
Largest Registered Investment Advisers in Maryland
Maryland SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
241
Total AUM
$3.11T
Median AUM
$460.2M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | SOAPSTONE MANAGEMENT L.P. | BETHESDA | 162936 | $610.1M | 4 | 2026-03-31 | → |
| 102 | PROSTATIS GROUP LLC | HANOVER | 132662 | $605.4M | 27 | 2026-04-30 | → |
| 103 | THE JUNK INVESTMENT GROUP, LLC | HUNT VALLEY | 104619 | $595.0M | 6 | 2026-02-28 | → |
| 104 | HZ INVESTMENTS INC. | CHEVY CHASE | 312268 | $591.4M | 1 | 2026-02-28 | → |
| 105 | THE LUTS & GREENLEIGH GROUP, INC. | BETHESDA | 305002 | $563.9M | 3 | 2026-01-31 | → |
| 106 | QP CONSULTING, LLC | TAKOMA PARK | 129601 | $559.6M | 2 | 2026-01-31 | → |
| 107 | QUANTUM FINANCIAL ADVISORS INC | ROCKVILLE | 113563 | $557.5M | 10 | 2026-03-31 | → |
| 108 | FREDERICK FINANCIAL CONSULTANTS, LLC | FREDERICK | 314290 | $551.1M | 7 | 2026-03-31 | → |
| 109 | HARVEST INVESTMENT CONSULTANTS LLC | HUNT VALLEY | 110258 | $549.0M | 12 | 2026-03-31 | → |
| 110 | BEACON INVESTMENT ADVISORS LLC | GAITHERSBURG | 127368 | $541.9M | 2 | 2026-03-31 | → |
| 111 | SAVANO DIRECT CAPITAL PARTNERS, LLC | BALTIMORE | 174066 | $519.1M | 10 | 2026-03-31 | → |
| 112 | BROADOAK ASSET MANAGEMENT, LLC | BETHESDA | 148901 | $519.0M | 10 | 2026-04-30 | → |
| 113 | AND WEALTH PARTNERS, LLC | BALTIMORE | 149136 | $508.2M | 5 | 2026-02-28 | → |
| 114 | MARYLAND CAPITAL ADVISORS, INC. | CHESTER | 134875 | $490.8M | 7 | 2026-03-31 | → |
| 115 | MONTGOMERY INVESTMENT MANAGEMENT INC | ROCKVILLE | 105417 | $490.0M | 3 | 2026-02-28 | → |
| 116 | ABR CAPITAL PARTNERS, LLC | BALTIMORE | 152121 | $487.2M | 26 | 2026-05-31 | → |
| 117 | BUTTONWOOD FINANCIAL ADVISORS, INC. | BALTIMORE | 144926 | $483.2M | 8 | 2026-03-31 | → |
| 118 | WIDMANN FINANCIAL SERVICES, INC. | BOWIE | 289106 | $466.8M | 14 | 2026-04-30 | → |
| 119 | TUFTON CAPITAL MANAGEMENT, LLC | HUNT VALLEY | 113543 | $463.8M | 9 | 2026-04-30 | → |
| 120 | CURIO WEALTH, LLC | ANNAPOLIS | 328178 | $460.7M | 13 | 2026-03-31 | → |
| 121 | LOWE WEALTH ADVISORS, LLC | COLUMBIA | 157906 | $460.2M | 9 | 2025-03-31 | → |
| 122 | MRE MANAGEMENT, LLC | ANNAPOLIS | 338513 | $458.0M | 7 | 2026-04-30 | → |
| 123 | WESTBOURNE INVESTMENT ADVISORS INC. | ANNAPOLIS | 144571 | $448.8M | 6 | 2026-03-31 | → |
| 124 | ADE, LLC | BALTIMORE | 168345 | $447.5M | 9 | 2026-06-30 | → |
| 125 | GRANT/GROSSMENDELSOHN, LLC | BALTIMORE | 111509 | $446.8M | 7 | 2025-03-31 | → |
| 126 | L. K. BENSON & COMPANY, P.C. | TIMONIUM | 107908 | $446.2M | 9 | 2026-03-31 | → |
| 127 | TRED AVON FAMILY WEALTH, LLC | EASTON | 174115 | $431.9M | 3 | 2026-03-31 | → |
| 128 | DIVERGENT PLANNING, LLC | BETHESDA | 285688 | $423.1M | 8 | 2026-01-31 | → |
| 129 | BAY HARBOR WEALTH MANAGEMENT, LLC | HUNT VALLEY | 294000 | $412.0M | 6 | 2026-03-31 | → |
| 130 | MARKS WEALTH, LLC | ELLICOTT CITY | 310534 | $409.2M | 4 | 2026-06-30 | → |
| 131 | NEXUS338, LLC | CABIN JOHN | 315250 | $407.8M | 3 | 2026-02-28 | → |
| 132 | OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC | ROCKVILLE | 168342 | $407.2M | 10 | 2025-03-31 | → |
| 133 | BONTEMPO OHLY CAPITAL MANAGEMENT, LLC | BETHESDA | 132804 | $405.7M | 6 | 2026-03-31 | → |
| 134 | A.G. CAMPBELL ADVISORY, LLC | BALTIMORE | 162150 | $403.9M | 5 | 2026-03-31 | → |
| 135 | FORT, L.P. | CHEVY CHASE | 168613 | $397.2M | 10 | 2025-03-31 | → |
| 136 | MACROVIEW INVESTMENT MANAGEMENT LLC | BETHESDA | 149621 | $387.1M | 5 | 2026-02-28 | → |
| 137 | ARROW INVESTMENT ADVISORS, LLC | LAUREL | 139652 | $377.3M | 10 | 2026-03-31 | → |
| 138 | COURT PLACE ADVISORS LLC | ELLICOTT CITY | 108545 | $375.9M | 7 | 2025-02-28 | → |
| 139 | GLASSY MOUNTAIN ADVISORS, INC. | BETHESDA | 314937 | $369.8M | 7 | 2026-03-31 | → |
| 140 | CAMDEN PARTNERS HOLDINGS, LLC | OWINGS MILLS | 117011 | $369.6M | 4 | 2026-03-31 | → |
| 141 | CROMWELL INVESTMENT ADVISORS, LLC | BALTIMORE | 314411 | $368.9M | 4 | 2026-03-31 | → |
| 142 | PKS INVESTMENT ADVISORS LLC | SALISBURY | 110147 | $367.2M | 9 | 2026-03-31 | → |
| 143 | WPG ADVISERS, LLC | BALTIMORE | 291708 | $360.9M | 6 | 2026-03-31 | → |
| 144 | OUTCOME DRIVEN STRATEGIES, LLC | HUNT VALLEY | 311398 | $360.4M | 10 | 2026-03-31 | → |
| 145 | BULL HARBOR CAPITAL LLC. | BETHESDA | 324995 | $354.8M | 43 | 2026-05-31 | → |
| 146 | GUNPOWDER CAPITAL MANAGEMENT, LLC | TOWSON | 314867 | $340.4M | 6 | 2026-03-31 | → |
| 147 | TURNING POINT BENEFIT GROUP, INC. | FREDERICK | 301282 | $339.4M | 23 | 2026-06-30 | → |
| 148 | MDRN CAPITAL, LLC | ANNAPOLIS | 325950 | $338.6M | 36 | 2026-05-31 | → |
| 149 | AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC | CHEVY CHASE | 315485 | $337.1M | 10 | 2026-03-31 | → |
| 150 | KILNER CAPITAL ADVISORS, LLC | GAITHERSBURG | 139521 | $336.7M | 3 | 2026-03-31 | → |
| 151 | FVLCRUM PARTNERS, LLC | BETHESDA | 310971 | $328.8M | 16 | 2026-03-31 | → |
| 152 | LAW & ASSOCIATES INC | GLEN ECHO | 105350 | $326.6M | 6 | 2026-04-30 | → |
| 153 | HF ADVISORY GROUP, LLC | ANNAPOLIS | 309051 | $321.5M | 6 | 2026-03-31 | → |
| 154 | 1 NORTH WEALTH SERVICES, LLC | ANNAPOLIS | 115948 | $320.4M | 6 | 2026-03-31 | → |
| 155 | VALUEWEALTH SERVICES, LLC | ANNAPOLIS | 304049 | $319.0M | 4 | 2026-06-30 | → |
| 156 | MAY BARNHARD INVESTMENTS LLC | BETHESDA | 170858 | $316.9M | 13 | 2026-06-30 | → |
| 157 | CARO INVESTORS MANAGEMENT, LLC | CHEVY CHASE | 332085 | $316.7M | 6 | 2026-03-31 | → |
| 158 | FERGUSON-JOHNSON WEALTH MANAGEMENT, INC. | ROCKVILLE | 109232 | $316.4M | 4 | 2026-03-31 | → |
| 159 | THOMA CAPITAL MANAGEMENT LLC | TOWSON | 120139 | $310.1M | 10 | 2026-03-31 | → |
| 160 | HERGENROEDER FINANCIAL ADVISORS, INC. | TIMONIUM | 121278 | $304.5M | 6 | 2026-02-28 | → |
| 161 | HUBER, WEAKLAND & ASSOCIATES, INC. | ELLICOTT CITY | 120745 | $295.3M | 4 | 2026-03-31 | → |
| 162 | THE ELLERSON GROUP INC | ANNAPOLIS | 106658 | $291.2M | 2 | 2026-03-31 | → |
| 163 | TRITONPOINT PARTNERS, LLC | CHEVY CHASE | 333259 | $286.5M | 6 | 2026-05-31 | → |
| 164 | SHAKER FINANCIAL SERVICES, LLC | ANNAPOLIS | 121534 | $286.3M | 6 | 2026-03-31 | → |
| 165 | RCS FINANCIAL PLANNING, LLC | ANNAPOLIS | 291678 | $281.0M | 2 | 2026-03-31 | → |
| 166 | ACCORDANT ADVISORY GROUP, INC. | ANNAPOLIS | 117474 | $278.0M | 3 | 2026-06-30 | → |
| 167 | AWANI CAPITAL MANAGEMENT LP | FULTON | 335179 | $268.7M | 8 | 2026-03-31 | → |
| 168 | THINAGEE INVESTMENTS INC. | CHEVY CHASE | 165054 | $265.4M | 1 | 2026-03-31 | → |
| 169 | BNB WEALTH MANAGEMENT, LLC | SILVER SPRING | 107702 | $264.6M | 5 | 2026-03-31 | → |
| 170 | GLR PARTNERS, LLC | COLUMBIA | 334902 | $260.7M | 5 | 2026-06-30 | → |
| 171 | SCHAEFFER FINANCIAL LLC | ROCKVILLE | 133697 | $257.7M | 7 | 2026-03-31 | → |
| 172 | INDEPENDENT ACCESS PARTNERS, LLC | HUNT VALLEY | 305842 | $256.9M | 5 | 2026-03-31 | → |
| 173 | PLOTKIN FINANCIAL ADVISORS, LLC | CHEVY CHASE | 127635 | $255.9M | 4 | 2026-03-31 | → |
| 174 | SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY | 281050 | $255.0M | 8 | 2025-05-31 | → |
| 175 | IMPACT CAPITAL, LLC | ROCKVILLE | 297413 | $253.4M | 4 | 2026-03-31 | → |
| 176 | REUTEMANN FINANCIAL SOLUTIONS, INC. | ROCKVILLE | 153247 | $251.6M | 10 | 2026-04-30 | → |
| 177 | TRITONPOINT CAPITAL, LLC | CHEVY CHASE | 336417 | $250.2M | 3 | 2026-03-31 | → |
| 178 | BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC. | TOWSON | 104684 | $249.1M | 11 | 2026-03-31 | → |
| 179 | INTERVEST LTD | CHEVY CHASE | 104614 | $247.0M | 5 | 2026-03-31 | → |
| 180 | WAYPOINT WEALTH MANAGEMENT, LLC | TIMONIUM | 155574 | $242.5M | 1 | 2026-04-30 | → |
| 181 | PROMETHIUM ADVISORS, LLC | BETHESDA | 329565 | $235.3M | 4 | 2026-03-31 | → |
| 182 | PARTNERSHIP WEALTH MANAGEMENT, LLC | TOWSON | 285718 | $234.9M | 3 | 2026-02-28 | → |
| 183 | DELTA FINANCIAL ADVISORS, INC | KENSINGTON | 121907 | $234.0M | 10 | 2026-03-31 | → |
| 184 | MOUNT VERNON ASSOCIATES INC | BALTIMORE | 107099 | $232.5M | 3 | 2026-02-28 | → |
| 185 | MONTGOMERY FINANCIAL SERVICES, LLC | OCEAN CITY | 170024 | $229.8M | 6 | 2026-06-30 | → |
| 186 | BOOSTER, LLC | BALTIMORE | 314629 | $229.3M | 4 | 2026-03-31 | → |
| 187 | MERITIS WEALTH MANAGEMENT, INC. | POTOMAC | 336539 | $224.4M | 3 | 2026-06-30 | → |
| 188 | EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC | BALTIMORE | 145420 | $220.9M | 14 | 2026-03-31 | → |
| 189 | WEALTHPLANS, LLC | FREDERICK | 311560 | $219.6M | 1 | 2026-03-31 | → |
| 190 | THE SIMMONS PARTNERSHIP, INC | TOWSON | 156740 | $216.5M | 3 | 2026-03-31 | → |
| 191 | ELITE INCOME ADVISORS, INC. | ELLICOTT CITY | 285429 | $213.4M | 7 | 2026-03-31 | → |
| 192 | BLUESTONE FINANCIAL ADVISORS, LLC | BETHESDA | 146946 | $207.3M | 3 | 2026-02-28 | → |
| 193 | RISK MANAGEMENT GROUP, LLC | ROCKVILLE | 122366 | $200.5M | 6 | 2026-05-31 | → |
| 194 | CATOCTIN RIDGE WEALTH PARTNER, LLC | THURMONT | 333113 | $199.0M | 5 | 2026-03-31 | → |
| 195 | CAPITAL SQUARED FINANCIAL LLC | ROCKVILLE | 326861 | $198.7M | 3 | 2026-02-28 | → |
| 196 | CALVERT IMPACT ADVISORY SERVICES, LLC | BETHESDA | 326022 | $197.8M | 9 | 2026-03-31 | → |
| 197 | EAGLESTONE WEALTH ADVISORS, INC. | ROCKVILLE | 141014 | $197.7M | 6 | 2025-11-30 | → |
| 198 | BIREME CAPITAL, LLC | ROCKVILLE | 283224 | $196.9M | 2 | 2026-03-31 | → |
| 199 | HILLMAN CAPITAL MANAGEMENT INC | BETHESDA | 110096 | $195.9M | 7 | 2026-03-31 | → |
| 200 | ATCAP PARTNERS, LLC | ROCKVILLE | 158214 | $195.5M | 26 | 2026-04-30 | → |
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