Data / Investment advisers / $1 billion to $10 billion in AUM / Maryland
Investment advisers in Maryland with $1 billion to $10 billion in AUM: 59 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
59 SEC registered investment advisers in Maryland report between $1 billion and $10 billion in regulatory assets under management, $192 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Brown Advisory Investment Solutions Group LLC with $9.8 billion.
The request: Every investment adviser in Maryland with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 59Advisers
- 59SEC registered
- $192 billionTotal AUM
- 59Advisers over $100 million
- 22Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Brown Advisory Investment Solutions Group LLC | Baltimore | $9.84 billion | 510 | 24 | 406 | (410) 537-5400 | adviserinfo.sec.gov | |
| D.F. Dent and Company, Inc. | Baltimore | $7.88 billion | 1,171 | 31 | Not listed | (410) 837-2544 | dfdent.com | adviserinfo.sec.gov |
| Midcap Financial Services Capital Management, LLC | Bethesda | $7.27 billion | 12 | 360 | 5 | (301) 760-7600 | adviserinfo.sec.gov | |
| Harbor Investment Advisory, LLC | Lutherville | $6.87 billion | 3,540 | 35 | Not listed | (410) 659-8900 | adviserinfo.sec.gov | |
| T. Rowe Price (Canada), Inc. | Baltimore | $6.55 billion | 32 | 11 | Not listed | (410) 345-2000 | troweprice.com | adviserinfo.sec.gov |
| Greenspring Advisors, LLC | Towson | $6.46 billion | 7,119 | 66 | Not listed | (443) 564-4600 | greenspringadvice.com | adviserinfo.sec.gov |
| T. Rowe Price Advisory Services, Inc. | Owings Mills | $5.90 billion | 13,518 | 92 | Not listed | (800) 225-5132 | adviserinfo.sec.gov | |
| Profund Advisors LLC | Bethesda | $5.20 billion | 118 | 98 | Not listed | (240) 497-6400 | profunds.com | adviserinfo.sec.gov |
| Asset Strategy Consultants LLC | Hunt Valley | $5.16 billion | 48 | 14 | Not listed | (410) 528-8282 | adviserinfo.sec.gov | |
| Pennington Partners & Co., LLC | Bethesda | $5.09 billion | 1,026 | 36 | 10 | (202) 370-6435 | pennington.addepar.com | adviserinfo.sec.gov |
| Prosperity, an Eisneramper Company | Owings Mills | $5.04 billion | 7,473 | 82 | Not listed | (410) 363-7211 | prosperityconsult.com | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | $4.95 billion | 7 | 15 | 1 | (855) 920-2303 | impactassetscapital.com | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | $4.91 billion | 179 | 49 | 16 | (443) 541-2440 | adviserinfo.sec.gov | |
| Heritage Investors Management Corp | Bethesda | $4.63 billion | 1,465 | 22 | Not listed | (301) 951-0440 | adviserinfo.sec.gov | |
| Verdence Capital Advisors, LLC | Hunt Valley | $4.63 billion | 7,802 | 52 | Not listed | (410) 472-5380 | verdence.com | adviserinfo.sec.gov |
| Hull Street Energy | Bethesda | $4.57 billion | 12 | 32 | 10 | (301) 347-7242 | hullstreetenergy.com | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Baltimore | $4.54 billion | 33 | 37 | Not listed | (410) 837-3234 | browncapital.com | adviserinfo.sec.gov |
| Innovation X Advisors | Rockville | $4.52 billion | 19 | 4 | 20 | (240) 223-1988 | adviserinfo.sec.gov | |
| Campbell & Company Investment Adviser LLC | Baltimore | $4.34 billion | 11 | 68 | 6 | (410) 413-2600 | campbell.com | adviserinfo.sec.gov |
| New Century Advisors, LLC | Chevy Chase | $4.31 billion | 42 | 18 | Not listed | (240) 395-0550 | adviserinfo.sec.gov | |
| Founders Financial Securities, LLC | Towson | $4.14 billion | 19,082 | 139 | Not listed | (410) 308-9988 | dreambridgeplanning.com | adviserinfo.sec.gov |
| FCP | Chevy Chase | $3.48 billion | 13 | 75 | 7 | (240) 395-2000 | adviserinfo.sec.gov | |
| Lasalle Investment Management Securities | Baltimore | $3.33 billion | 25 | 27 | Not listed | (410) 878-4800 | adviserinfo.sec.gov | |
| XML Financial Group | Bethesda | $3.30 billion | 5,987 | 54 | Not listed | (301) 770-5234 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Potomac | Bethesda | $3.28 billion | 2,385 | 36 | Not listed | (301) 901-3466 | adviserinfo.sec.gov | |
| Abrams Bison Investments, L.L.C. | Bethesda | $3.04 billion | 3 | 11 | 2 | (301) 657-5925 | adviserinfo.sec.gov | |
| Adams Diversified Equity Fund, Inc. | Baltimore | $3.03 billion | 1 | 20 | Not listed | (410) 752-5900 | adamsfunds.com | adviserinfo.sec.gov |
| Baltimore-Washington Financial Advisors | Columbia | $2.99 billion | 5,301 | 36 | Not listed | (410) 461-3900 | adviserinfo.sec.gov | |
| Greenhouse Funds LLLP | Baltimore | $2.93 billion | 12 | 9 | 4 | (443) 759-4633 | greenhousefunds.com | adviserinfo.sec.gov |
| Patient Capital Management, LLC | Baltimore | $2.50 billion | 7 | 10 | 1 | (410) 454-3104 | patientcapitalmanagement.com | adviserinfo.sec.gov |
| Rock Springs Capital | Baltimore | $2.43 billion | 6 | 17 | 2 | (410) 220-0130 | adviserinfo.sec.gov | |
| FBB Capital Partners | Bethesda | $2.39 billion | 3,187 | 21 | Not listed | (301) 657-8870 | adviserinfo.sec.gov | |
| Access Holdings Management Company LLC | Baltimore | $2.27 billion | 27 | 38 | 27 | (443) 836-6931 | accessholdings.com | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | $2.25 billion | 3,135 | 19 | 1 | (410) 468-1693 | cornerstoneadvisory.com | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | $2.12 billion | 16 | 18 | 14 | (240) 752-9616 | enlightenment-cap.com | adviserinfo.sec.gov |
| Albion River | Rockville | $2.06 billion | 2 | 4 | 2 | (571) 321-5328 | albionriver.com | adviserinfo.sec.gov |
| Trumbower Financial Advisors LLC | Bethesda | $1.98 billion | 964 | 11 | Not listed | (301) 215-8340 | trufinancial.com | adviserinfo.sec.gov |
| Alliance Partners LLC | Chevy Chase | $1.94 billion | 107 | 21 | Not listed | (301) 232-5400 | adviserinfo.sec.gov | |
| Retirement Management Systems | Leonardtown | $1.89 billion | 4,472 | 11 | Not listed | (301) 327-5312 | adviserinfo.sec.gov | |
| Berman McAleer | Timonium | $1.82 billion | 2,467 | 29 | Not listed | (410) 560-9960 | adviserinfo.sec.gov | |
| WBH Advisory, Inc. | Baltimore | $1.74 billion | 2,335 | 16 | Not listed | (410) 653-7979 | wbhadvisory.com | adviserinfo.sec.gov |
| Advisorshares | Bethesda | $1.72 billion | 18 | 11 | Not listed | (877) 843-3831 | adviserinfo.sec.gov | |
| Advisors Preferred LLC | Rockville | $1.69 billion | 22 | 9 | Not listed | (866) 842-3356 | advisorspreferred.com | adviserinfo.sec.gov |
| Scarborough Capital Management | Annapolis | $1.64 billion | 4,323 | 25 | Not listed | (410) 573-5700 | 401kadvice.com | adviserinfo.sec.gov |
| Rotunda Capital Partners, LLC | Bethesda | $1.61 billion | 12 | 31 | 12 | (240) 482-0612 | rotundacapital.com | adviserinfo.sec.gov |
| Tribridge Partners Financial LLC | Columbia | $1.60 billion | 535 | 23 | Not listed | (240) 422-8799 | tribridgepartnersfinancial.com | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | $1.55 billion | 2,113 | 15 | Not listed | (301) 799-9001 | adviserinfo.sec.gov | |
| Edgemoor Investment Advisors, Inc. | Bethesda | $1.52 billion | 717 | 9 | Not listed | (301) 543-8881 | edgemoorinv.com | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | $1.48 billion | 1,381 | 18 | 1 | (202) 580-6400 | adviserinfo.sec.gov | |
| MV Capital Management, Inc. | Bethesda | $1.44 billion | 1,224 | 8 | Not listed | (301) 656-6545 | adviserinfo.sec.gov | |
| Black Diamond Financial, LLC | Lutherville | $1.37 billion | 1,261 | 17 | 3 | (443) 841-7772 | blackdfinancial.com | adviserinfo.sec.gov |
| Ecosystem Investment Partners, LLC | Baltimore | $1.28 billion | 7 | 20 | 6 | (443) 921-9441 | adviserinfo.sec.gov | |
| Financial Council, LLC | Towson | $1.27 billion | 1,565 | 21 | Not listed | (410) 821-9200 | financialcouncil.com | adviserinfo.sec.gov |
| SC&H Wealth | Hunt Valley | $1.23 billion | 2,057 | 24 | Not listed | (410) 403-1500 | adviserinfo.sec.gov | |
| Northlane Capital Partners | Bethesda | $1.16 billion | 3 | 22 | 3 | (301) 272-9990 | northlanecapital.com | adviserinfo.sec.gov |
| The Kelly Group | Bel Air | $1.13 billion | 3,043 | 22 | Not listed | (410) 893-0560 | adviserinfo.sec.gov | |
| Financial Consulate | Hunt Valley | $1.10 billion | 3,375 | 25 | Not listed | (410) 823-7283 | adviserinfo.sec.gov | |
| Red Oak Financial Group | Towson | $1.04 billion | 1,885 | 20 | Not listed | (410) 321-0168 | adviserinfo.sec.gov | |
| Corbyn Investment Management Inc | Lutherville | $1.01 billion | 512 | 10 | Not listed | (410) 832-5500 | corbyn.com | adviserinfo.sec.gov |
Also on SpecStream
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.