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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.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Brown Advisory Investment Solutions Group LLCBaltimore$9.84 billion51024406(410) 537-5400adviserinfo.sec.gov
D.F. Dent and Company, Inc.Baltimore$7.88 billion1,17131Not listed(410) 837-2544dfdent.comadviserinfo.sec.gov
Midcap Financial Services Capital Management, LLCBethesda$7.27 billion123605(301) 760-7600adviserinfo.sec.gov
Harbor Investment Advisory, LLCLutherville$6.87 billion3,54035Not listed(410) 659-8900adviserinfo.sec.gov
T. Rowe Price (Canada), Inc.Baltimore$6.55 billion3211Not listed(410) 345-2000troweprice.comadviserinfo.sec.gov
Greenspring Advisors, LLCTowson$6.46 billion7,11966Not listed(443) 564-4600greenspringadvice.comadviserinfo.sec.gov
T. Rowe Price Advisory Services, Inc.Owings Mills$5.90 billion13,51892Not listed(800) 225-5132adviserinfo.sec.gov
Profund Advisors LLCBethesda$5.20 billion11898Not listed(240) 497-6400profunds.comadviserinfo.sec.gov
Asset Strategy Consultants LLCHunt Valley$5.16 billion4814Not listed(410) 528-8282adviserinfo.sec.gov
Pennington Partners & Co., LLCBethesda$5.09 billion1,0263610(202) 370-6435pennington.addepar.comadviserinfo.sec.gov
Prosperity, an Eisneramper CompanyOwings Mills$5.04 billion7,47382Not listed(410) 363-7211prosperityconsult.comadviserinfo.sec.gov
Impactassets Capital Partners PB LLCBethesda$4.95 billion7151(855) 920-2303impactassetscapital.comadviserinfo.sec.gov
G10 LLCHunt Valley$4.91 billion1794916(443) 541-2440adviserinfo.sec.gov
Heritage Investors Management CorpBethesda$4.63 billion1,46522Not listed(301) 951-0440adviserinfo.sec.gov
Verdence Capital Advisors, LLCHunt Valley$4.63 billion7,80252Not listed(410) 472-5380verdence.comadviserinfo.sec.gov
Hull Street EnergyBethesda$4.57 billion123210(301) 347-7242hullstreetenergy.comadviserinfo.sec.gov
Brown Capital Management, LLCBaltimore$4.54 billion3337Not listed(410) 837-3234browncapital.comadviserinfo.sec.gov
Innovation X AdvisorsRockville$4.52 billion19420(240) 223-1988adviserinfo.sec.gov
Campbell & Company Investment Adviser LLCBaltimore$4.34 billion11686(410) 413-2600campbell.comadviserinfo.sec.gov
New Century Advisors, LLCChevy Chase$4.31 billion4218Not listed(240) 395-0550adviserinfo.sec.gov
Founders Financial Securities, LLCTowson$4.14 billion19,082139Not listed(410) 308-9988dreambridgeplanning.comadviserinfo.sec.gov
FCPChevy Chase$3.48 billion13757(240) 395-2000adviserinfo.sec.gov
Lasalle Investment Management SecuritiesBaltimore$3.33 billion2527Not listed(410) 878-4800adviserinfo.sec.gov
XML Financial GroupBethesda$3.30 billion5,98754Not listed(301) 770-5234focusfinancialpartners.comadviserinfo.sec.gov
PotomacBethesda$3.28 billion2,38536Not listed(301) 901-3466adviserinfo.sec.gov
Abrams Bison Investments, L.L.C.Bethesda$3.04 billion3112(301) 657-5925adviserinfo.sec.gov
Adams Diversified Equity Fund, Inc.Baltimore$3.03 billion120Not listed(410) 752-5900adamsfunds.comadviserinfo.sec.gov
Baltimore-Washington Financial AdvisorsColumbia$2.99 billion5,30136Not listed(410) 461-3900adviserinfo.sec.gov
Greenhouse Funds LLLPBaltimore$2.93 billion1294(443) 759-4633greenhousefunds.comadviserinfo.sec.gov
Patient Capital Management, LLCBaltimore$2.50 billion7101(410) 454-3104patientcapitalmanagement.comadviserinfo.sec.gov
Rock Springs CapitalBaltimore$2.43 billion6172(410) 220-0130adviserinfo.sec.gov
FBB Capital PartnersBethesda$2.39 billion3,18721Not listed(301) 657-8870adviserinfo.sec.gov
Access Holdings Management Company LLCBaltimore$2.27 billion273827(443) 836-6931accessholdings.comadviserinfo.sec.gov
Cornerstone AdvisoryHunt Valley$2.25 billion3,135191(410) 468-1693cornerstoneadvisory.comadviserinfo.sec.gov
Enlightenment CapitalChevy Chase$2.12 billion161814(240) 752-9616enlightenment-cap.comadviserinfo.sec.gov
Albion RiverRockville$2.06 billion242(571) 321-5328albionriver.comadviserinfo.sec.gov
Trumbower Financial Advisors LLCBethesda$1.98 billion96411Not listed(301) 215-8340trufinancial.comadviserinfo.sec.gov
Alliance Partners LLCChevy Chase$1.94 billion10721Not listed(301) 232-5400adviserinfo.sec.gov
Retirement Management SystemsLeonardtown$1.89 billion4,47211Not listed(301) 327-5312adviserinfo.sec.gov
Berman McAleerTimonium$1.82 billion2,46729Not listed(410) 560-9960adviserinfo.sec.gov
WBH Advisory, Inc.Baltimore$1.74 billion2,33516Not listed(410) 653-7979wbhadvisory.comadviserinfo.sec.gov
AdvisorsharesBethesda$1.72 billion1811Not listed(877) 843-3831adviserinfo.sec.gov
Advisors Preferred LLCRockville$1.69 billion229Not listed(866) 842-3356advisorspreferred.comadviserinfo.sec.gov
Scarborough Capital ManagementAnnapolis$1.64 billion4,32325Not listed(410) 573-5700401kadvice.comadviserinfo.sec.gov
Rotunda Capital Partners, LLCBethesda$1.61 billion123112(240) 482-0612rotundacapital.comadviserinfo.sec.gov
Tribridge Partners Financial LLCColumbia$1.60 billion53523Not listed(240) 422-8799tribridgepartnersfinancial.comadviserinfo.sec.gov
Tritonpoint Wealth, LLCChevy Chase$1.55 billion2,11315Not listed(301) 799-9001adviserinfo.sec.gov
Edgemoor Investment Advisors, Inc.Bethesda$1.52 billion7179Not listed(301) 543-8881edgemoorinv.comadviserinfo.sec.gov
Sargent Investment GroupBethesda$1.48 billion1,381181(202) 580-6400adviserinfo.sec.gov
MV Capital Management, Inc.Bethesda$1.44 billion1,2248Not listed(301) 656-6545adviserinfo.sec.gov
Black Diamond Financial, LLCLutherville$1.37 billion1,261173(443) 841-7772blackdfinancial.comadviserinfo.sec.gov
Ecosystem Investment Partners, LLCBaltimore$1.28 billion7206(443) 921-9441adviserinfo.sec.gov
Financial Council, LLCTowson$1.27 billion1,56521Not listed(410) 821-9200financialcouncil.comadviserinfo.sec.gov
SC&H WealthHunt Valley$1.23 billion2,05724Not listed(410) 403-1500adviserinfo.sec.gov
Northlane Capital PartnersBethesda$1.16 billion3223(301) 272-9990northlanecapital.comadviserinfo.sec.gov
The Kelly GroupBel Air$1.13 billion3,04322Not listed(410) 893-0560adviserinfo.sec.gov
Financial ConsulateHunt Valley$1.10 billion3,37525Not listed(410) 823-7283adviserinfo.sec.gov
Red Oak Financial GroupTowson$1.04 billion1,88520Not listed(410) 321-0168adviserinfo.sec.gov
Corbyn Investment Management IncLutherville$1.01 billion51210Not listed(410) 832-5500corbyn.comadviserinfo.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.