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 | |
|---|---|---|---|---|---|---|---|
| 201 | ALPHA DNA INVESTMENT MANAGEMENT LLC | COLUMBIA | 288198 | $194.7M | 4 | 2026-03-31 | → |
| 202 | PSG CREDIT GP, LLC | COLUMBIA | 311297 | $190.9M | 25 | 2026-06-30 | → |
| 203 | BLUEPRINT WEALTH MANAGEMENT INC. | ELLICOTT CITY | 325099 | $190.0M | 6 | 2026-03-31 | → |
| 204 | CALVERT WEALTH MANAGEMENT, INC. | DUNKIRK | 115639 | $189.6M | 4 | 2026-03-31 | → |
| 205 | IVY LEAGUE FINANCIAL ADVISORS LLC | ROCKVILLE | 119145 | $188.7M | 4 | 2026-03-31 | → |
| 206 | ADVOCATE INVESTING SERVICES, LLC | WOODBINE | 273035 | $186.6M | 5 | 2026-03-31 | → |
| 207 | POINTER FINANCIAL ADVISORS LLC | COLUMBIA | 326745 | $176.4M | 5 | 2026-03-31 | → |
| 208 | PLANVEST FINANCIAL, INC. | GAITHERSBURG | 290306 | $175.9M | 8 | 2026-03-31 | → |
| 209 | THOMPSON WEALTH SOLUTIONS, LLC | TIMONIUM | 338023 | $172.1M | 3 | 2026-06-30 | → |
| 210 | TOWN CAPITAL, LLC | BEL AIR | 299341 | $168.8M | 2 | 2026-06-30 | → |
| 211 | EXPECT EQUITY LLC | PIKESVILLE | 324496 | $167.2M | 7 | 2026-06-30 | → |
| 212 | FOUNDRY WEALTH ADVISORS, LLC | BALTIMORE | 300794 | $163.4M | 4 | 2026-03-31 | → |
| 213 | BESTGATE WEALTH ADVISORS, LLC | FREDERICK | 301639 | $162.4M | 9 | 2026-02-28 | → |
| 214 | SHERMAN WEALTH MANAGEMENT LLC | GAITHERSBURG | 281093 | $160.3M | 5 | 2026-04-30 | → |
| 215 | CAPITAL FINANCIAL, LLC | OLNEY | 122844 | $159.4M | 2 | 2026-03-31 | → |
| 216 | MOORE WEALTH LLC | FREDERICK | 323374 | $156.9M | 6 | 2026-02-28 | → |
| 217 | MY WEALTH MANAGEMENT, INC. | GERMANTOWN | 168566 | $156.2M | 2 | 2025-10-31 | → |
| 218 | ARTHUR STEIN FINANCIAL, LLC | BETHESDA | 160627 | $141.2M | 3 | 2026-03-31 | → |
| 219 | JEMMA INVESTMENT ADVISORS LLC | BALTIMORE | 284198 | $139.8M | 5 | 2026-04-30 | → |
| 220 | GLOBAL BROKERAGE SERVICES, INC. | HUNT VALLEY | 37505 | $137.3M | 5 | 2025-08-31 | → |
| 221 | CASSILLY FINANCIAL GROUP, LLC | SEVERNA PARK | 300672 | $135.5M | 2 | 2026-02-28 | → |
| 222 | JN PRIVATE WEALTH MANAGEMENT LLC | COLUMBIA | 327975 | $129.3M | 3 | 2025-03-31 | → |
| 223 | BLUE CURVE ADVISORY, LLC | TOWSON | 333724 | $125.2M | 8 | 2026-03-31 | → |
| 224 | OAKMONT WEALTH ADVISORY, LLC | COLUMBIA | 299021 | $124.2M | 3 | 2026-03-31 | → |
| 225 | GEF MANAGEMENT CORPORATION | BETHESDA | 107208 | $116.0M | 3 | 2026-03-31 | → |
| 226 | GRITSTONE ASSET MANAGEMENT LLC | BETHESDA | 298500 | $114.9M | 4 | 2026-03-31 | → |
| 227 | SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY | ANNAPOLIS | 120896 | $114.3M | 5 | 2026-06-30 | → |
| 228 | OXFORD PLANNING GROUP, LLC | WOODSTOCK | 286017 | $112.9M | 3 | 2026-06-30 | → |
| 229 | RLJ EQUITY PARTNERS, LLC | BETHESDA | 162006 | $109.1M | 3 | 2026-04-30 | → |
| 230 | A. J. PERRY & COMPANY, INC. | TOWSON | 107041 | $108.8M | 2 | 2026-02-28 | → |
| 231 | NORTHBROOK FINANCIAL PLANNING LLC | BALTIMORE | 309060 | $108.8M | 8 | 2026-06-30 | → |
| 232 | STANDARD PARTNERS LLC | BETHESDA | 167956 | $108.3M | 2 | 2026-03-31 | → |
| 233 | KALAMATA ASSET MANAGEMENT LLC | BETHESDA | 284328 | $106.8M | 3 | 2026-03-31 | → |
| 234 | CWM ADVISORY, LLC | OCEAN PINES | 299923 | $101.0M | 6 | 2026-06-30 | → |
| 235 | CRITERION AFRICA PARTNERS, INC | BETHESDA | 291386 | $85.9M | 9 | 2026-03-31 | → |
| 236 | NEW POTOMAC PARTNERS LLC | NORTH BETHESDA | 170061 | $59.3M | 2 | 2025-03-31 | → |
| 237 | BLUE MARLIN HOLDCO LLC | BETHESDA | 313892 | $52.7M | 13 | 2026-03-31 | → |
| 238 | AMERICAN FINANCIAL MANAGEMENT, LTD. | OWINGS MILLS | 111016 | $31.6M | 2 | 2026-02-28 | → |
| 239 | BECKETT CLARK PRIVATE WEALTH, LLC | BETHESDA | 338806 | $28.6M | 2 | 2026-03-31 | → |
| 240 | PROFIT INVESTMENT MANAGEMENT, LLC | NORTH BETHESDA | 110294 | $26.8M | 5 | 2026-03-31 | → |
| 241 | WMS PARTNERS, LLC | TOWSON | 109971 | $9.3M | 0 | 2025-06-30 | → |
Related Lists
Sleeve241 firms · 2026-06-30