Adviser Record

Investment advisers in MD

230 SEC-registered firms · $3.10 trillion in regulatory assets · 22 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
&Wealth PartnersBaltimore$508.2 million0
1 North Wealth Services, LLCAnnapolis$320.4 million0
1919 Investment Counsel, LLCBaltimore$26.04 billion0
A. J. Perry & Co.Towson$108.8 million0
A.G. Campbell Advisory, LLCBaltimore$403.9 million0
Abr Capital Partners, LLCBaltimore$487.2 million0
Abrams Bison Investments, L.L.C.Bethesda$3.04 billion0
Access Holdings Management Company LLCBaltimore$2.27 billion0
Accordant Advisory Group, Inc.Annapolis$278.0 million0
Adams Diversified Equity Fund, Inc.Baltimore$3.03 billion0
Adams Funds AdvisersBaltimore$00
Advisors Preferred LLCRockville$1.69 billion0
AdvisorsharesBethesda$1.72 billion0
Advocate Investing ServicesWoodbine$186.6 million0
Aegis WealthBethesda$744.1 million0
Albion RiverRockville$2.06 billion0
Alliance Partners LLCChevy Chase$1.94 billion2
Alpha Dna Investment ManagementColumbia$194.7 million0
American Financial Management, Ltd.Owings Mills$31.6 million0
Arlington Capital PartnersBethesda$18.19 billion0
Armstrong DixonBaltimore$447.5 million0
Arrow Investment Advisors, LLCLaurel$377.3 million0
Artemis Real Estate PartnersChevy Chase$11.42 billion2
Asb Capital Management LLCBethesda$36.68 billion0
Asset Strategy Consultants LLCHunt Valley$5.16 billion0
Atcap Partners, LLCRockville$195.5 million0
Augment Infrastructure Managers Advisory LLCChevy Chase$337.1 million0
Baltimore-washington Financial AdvisorsColumbia$2.99 billion0
Bay Harbor Wealth Management, LLCHunt Valley$412.0 million0
Beacon Investment Advisors LLCGaithersburg$541.9 million0
Berman McaleerTimonium$1.82 billion0
Bestgate Wealth Advisors, LLCFrederick$162.4 million0
Bireme Capital, LLCRockville$196.9 million0
Black Diamond Financial, LLCLutherville$1.37 billion0
Blue Curve Advisory, LLCTowson$125.2 million0
Blue Marlin Holdco LLCBethesda$52.7 million0
Blueprint Wealth Management Inc.Ellicott City$190.0 million0
Bluestone® Financial Advisors, LLCBethesda$207.3 million0
Bnb Wealth Mangagement, LLCSilver Spring$264.6 million2
Bolton InvestmentTowson$249.1 million0
Bontempo Ohly Capital Management, LLCBethesda$405.7 million0
Booster, LLCBaltimore$229.3 million0
Broad Reach Retail Partners LLCMillersville$309.0 million0
Broadoak Asset Management, LLCBethesda$519.0 million0
Brown AdvisoryBaltimore$124.31 billion0
Brown Advisory Investment Solutions Group LLCBaltimore$9.84 billion0
Brown Capital Management, LLCBaltimore$4.54 billion1
Bull Harbor Capital LLC.Bethesda$354.8 million0
Buttonwood Financial Advisors, Inc.Baltimore$483.2 million0
Calvert Impact Advisory Services, LLCBethesda$197.8 million0
Calvert Street Capital Partners, Inc.Towson$663.1 million0
Calvert Wealth Management, Inc.Dunkirk$189.6 million0
Camden Partners Holdings, LLCOwings Mills$369.6 million0
Campbell & Company Investment Adviser LLCBaltimore$4.34 billion0
Capital Financial Planners LLCChevy Chase$00
Capital Financial, LLCOlney$159.4 million0
Capital Squared Financial LLCRockville$198.7 million0
Carderock Capital Management, Inc.Chevy Chase$677.0 million0
Caro InvestorsChevy Chase$316.7 million0
Cassilly FinancialSeverna Park$135.5 million1
Catoctin Ridge Wealth PartnerThurmont$199.0 million0
Chapin Davis Asset ManagementBaltimore$642.8 million2
Chesapeake Financial AdvisorsTowson$310.1 million0
Chevy Chase Trust CompanyBethesda$44.93 billion0
Corbyn Investment Management IncLutherville$1.01 billion0
Cornerstone AdvisoryHunt Valley$2.25 billion0
Councilor Wealth LLCBethesda$316.9 million0
Cromwell FundsBaltimore$368.9 million0
Curio Wealth, LLCAnnapolis$460.7 million0
Cwm Advisory, LLCOcean Pines$101.0 million0
D.F. Dent and Company, Inc.Baltimore$7.88 billion0
Delta Financial Advisors, IncKensington$234.0 million0
Ditto & Powers, LLCCockeysville$00
Durable Capital Partners LPBethesda$17.59 billion0
Ecosystem Investment Partners, LLCBaltimore$1.28 billion3
Edgemoor Investment Advisors, Inc.Bethesda$1.52 billion0
Elite Income Advisors, Inc.Ellicott City$213.4 million0
Enlightenment CapitalChevy Chase$2.12 billion0
Equitycompass Investment Management, LLCBaltimore$220.9 million0
Expect Equity LLCPikesville$167.2 million0
Family Office Research, LLCBethesda$648.2 million0
Fbb Capital PartnersBethesda$2.39 billion0
FcpChevy Chase$3.48 billion0
Ferguson-johnson Wealth Management, Inc.Rockville$316.4 million0
Financial ConsulateHunt Valley$1.10 billion0
Financial Council, LLCTowson$1.27 billion0
Founders Financial Securities, LLCTowson$4.14 billion3
Foundry Wealth Advisors, LLCBaltimore$163.4 million2
Fsa Wealth PartnersRockville$819.7 million0
Fvlcrum Partners, LLCBethesda$328.8 million0
G10 LLCHunt Valley$4.91 billion0
Glass Jacobson Wealth AdvisorsOwings Mills$928.0 million0
Glassy Mountain Advisors, Inc.Bethesda$369.8 million0
Global Brokerage Services, Inc.Hunt Valley$162.8 million1
Global Environment FundBethesda$116.0 million0
Glr PartnersColumbia$260.7 million0
Greenhouse Funds LllpBaltimore$2.93 billion0
Greenspring Advisors, LLCTowson$6.46 billion0
Gritstone Asset Management LLCBethesda$114.9 million0
Harbor Investment Advisory, LLCLutherville$6.87 billion0
Harvest Investment Consultants LLCHunt Valley$549.0 million0
Hergenroeder Financial Advisors, Inc.Timonium$304.5 million0
Heritage Investors Management CorpBethesda$4.63 billion0
Hf Advisory Group, LLCAnnapolis$321.5 million0
Hillman Capital Management IncBethesda$195.9 million0
Hull Street EnergyBethesda$4.57 billion0
Hussman Strategic Advisors IncEllicott City$617.4 million0
Hwa Financial GroupEllicott City$295.3 million0
Hz Investments Inc.Chevy Chase$591.4 million0
Impact Capital, LLCRockville$253.4 million0
Impactassets Capital Partners Pb LLCBethesda$4.95 billion0
Independent Access Partners, LLCHunt Valley$256.9 million0
Innovation X AdvisorsRockville$4.52 billion0
Innovative Wealth Building LLCCalifornia$657.2 million0
Institutional Shareholder Services Inc.Rockville$01
Intervest LtdChevy Chase$247.0 million0
Ivy League Financial Advisors LLCRockville$188.7 million0
Jemma Financial ServicesBaltimore$139.8 million2
Jmi Management, L.P.Baltimore$13.58 billion0
Kalamata Asset Management LLCBethesda$106.8 million0
Kendall Capital ManagementRockville$743.9 million0
Kilner Capital Advisors, LLCGaithersburg$336.7 million0
L. K. Benson & Company, P.C.Timonium$446.2 million0
Lafayette Investments, Inc.Ashton$942.8 million0
Lasalle Investment Management SecuritiesBaltimore$3.33 billion3
Law & Associates IncGlen Echo$326.6 million0
Lgg FinancialBethesda$563.9 million0
Lombard Advisers IncorporatedBaltimore$669.8 million1
Macroview Investment Management LLCBethesda$387.1 million0
Marathon Capital ManagementHunt Valley$790.1 million0
Marks Wealth ManagementEllicott City$409.2 million0
Maryland Capital Advisors, Inc.Chester$490.8 million0
Mdrn CapitalAnnapolis$338.6 million0
Meritis Wealth Management, Inc.Potomac$224.4 million0
Meta Wealth AdvisoryTimonium$172.1 million0
Midcap Financial Services Capital Management, LLCBethesda$7.27 billion0
Montgomery FinancialOcean City$229.8 million0
Montgomery Investment Management IncRockville$490.0 million0
Moore WealthFrederick$156.9 million0
Mount Vernon Associates IncBaltimore$232.5 million0
Mre Management, LLCAnnapolis$458.0 million0
Mv Capital Management, Inc.Bethesda$1.44 billion0
My Wealth Management, IncGermantown$156.2 million0
Nea Member BenefitsGaithersburg$00
New Century Advisors, LLCChevy Chase$4.31 billion0
Nexus338Cabin John$407.8 million0
Northbrook FinancialBaltimore$108.8 million0
Northlane Capital PartnersBethesda$1.16 billion0
Oliver Wealth ManagementTowson$340.4 million0
Outcome Driven Strategies, LLCHunt Valley$360.4 million0
Oxford Planning Group, LLCWoodstock$112.9 million0
Partnership Wealth ManagementTowson$234.9 million0
Patient Capital Management, LLCBaltimore$2.50 billion0
Peakstone Financial AdvisorsChevy Chase$255.9 million0
Pennington Partners & Co., LLCBethesda$5.09 billion0
Perspective Wealth ManagementHunt Valley$595.0 million0
Pks Investment Advisors LLCSalisbury$367.2 million0
Planvest Financial, Inc.Gaithersburg$175.9 million0
Pnc Capital Advisors LLCBaltimore$50.88 billion6
Pointer Financial Advisors LLCColumbia$176.4 million0
PotomacBethesda$3.28 billion0
Potomac Asset Management Co IncFrederick$114.3 million3
Profund Advisors LLCBethesda$5.20 billion0
PromethiumBethesda$235.3 million0
Proshare Advisors LLCBethesda$85.30 billion0
Proshare Investment Management LLCBethesda$00
Prosperity - an Eisneramper CompanyOwings Mills$5.04 billion2
Prostatis Financial Advisors GroupHanover$605.4 million2
Psg Credit Gp, LLCColumbia$190.9 million0
Qp ConsultingTakoma Park$559.6 million0
Quantum Financial Advisors IncRockville$557.5 million0
Rcs Financial Planning, LLCAnnapolis$281.0 million0
RealtermAnnapolis$10.87 billion0
Red Oak Financial GroupTowson$1.04 billion0
Research Financial StrategiesRockville$251.6 million0
Retirement Management SystemsLeonardtown$1.89 billion0
Rlj Equity Partners, LLCBethesda$109.1 million2
Rmg AdvisorsRockville$200.5 million0
Rock Springs CapitalBaltimore$2.43 billion0
Rotunda Capital Partners, LLCBethesda$1.61 billion0
Sandbox Financial Partners, LLCBethesda$681.7 million0
Sargent Investment GroupBethesda$1.48 billion0
Savano Direct Capital Partners, LLCBaltimore$519.1 million0
Sc&h WealthHunt Valley$1.23 billion0
Scarborough Capital ManagementAnnapolis$1.64 billion0
Schaeffer Financial LLCRockville$257.7 million0
Sera Capital Management, LLCAnnapolis$114.3 million0
Sfg Wealth ManagementTowson$760.2 million0
Shaker Financial ServicesAnnapolis$286.3 million0
Sherman Wealth Management LLCGaithersburg$160.3 million0
Snyder Asset Management, LLCHunt Valley$112.3 million0
Soapstone Management L.P.Bethesda$610.1 million0
Standard Partners LLCBethesda$108.3 million0
Suissa Private WealthBethesda$00
T. Rowe Price (Canada), Inc.Baltimore$6.55 billion0
T. Rowe Price Advisory Services, Inc.Owings Mills$5.90 billion0
T. Rowe Price Associates, Inc.Baltimore$2.20 trillion0
T.rowe Price Investment Management, Inc.Baltimore$204.18 billion0
The Ellerson Group IncAnnapolis$291.2 million0
The Kelly GroupBel Air$1.13 billion0
The L. Warner Companies, IncTimonium$802.4 million0
The Marshall Financial Group LLCHunt Valley$735.6 million0
The Simmons Partnership, IncTowson$216.5 million0
Thinagee Investments Inc.Chevy Chase$265.4 million0
Torray Investment Partners LLCBethesda$750.1 million0
Town CapitalBel Air$168.8 million0
Tred Avon Family Wealth, LLCEaston$431.9 million0
Tribridge Partners Financial LLCColumbia$1.60 billion1
Tritonpoint Capital, LLCChevy Chase$250.2 million0
Tritonpoint Partners, LLCChevy Chase$286.5 million0
Tritonpoint Wealth, LLCChevy Chase$1.55 billion3
Truffle Hound Capital, LLCBethesda$680.0 million0
Trumbower Financial Advisors LLCBethesda$1.98 billion0
Tufton Capital Management, LLCHunt Valley$463.8 million0
Turning Point FinancialFrederick$339.4 million2
Ullico Investment Advisors, Inc.Bethesda$13.92 billion0
Valuewealth Services, LLCAnnapolis$319.0 million0
Verdence Capital Advisors, LLCHunt Valley$4.63 billion0
Veridian Capital PartnersFrederick$551.1 million0
Vsm Wealth Advisory, LLCHunt Valley$677.5 million0
Warner Financial, IncBethesda$851.8 million0
Waypoint Wealth ManagementTimonium$242.5 million0
Wbh Advisory, Inc.Baltimore$1.74 billion0
Wealth Planning GroupBaltimore$360.9 million0
Wealthplans, LLCFrederick$219.6 million0
Westbourne Investment Advisors Inc.Annapolis$448.8 million0
White Oak Wealth ManagementColumbia$124.2 million0
Widmann Financial ServicesBowie$466.8 million0
Williams Asset ManagementColumbia$661.1 million0
Xml Financial GroupBethesda$3.30 billion0