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Data / Investment advisers / $100 million to $500 million in AUM / Maryland

Investment advisers in Maryland with $100 million to $500 million in AUM: 112 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

112 SEC registered investment advisers in Maryland report between $100 million and $500 million in regulatory assets under management, $29.7 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Maryland Capital Advisors, Inc. with $491 million.

The request: Every investment adviser in Maryland with AUM in the range $100 million to $500 million, with phone and website. $10 of work on sign-up, no card.

Get these advisers in MarylandWatch new advisers in Maryland

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.

  • 112Advisers
  • 112SEC registered
  • $29.7 billionTotal AUM
  • 112Advisers over $100 million
  • 18Manage 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
Maryland Capital Advisors, Inc.Chester$490.8 million7677Not listed(410) 604-2741marylandcap.comadviserinfo.sec.gov
Montgomery Investment Management IncRockville$490 million1083Not listed(301) 897-9700miminvest.comadviserinfo.sec.gov
Abr Capital Partners, LLCBaltimore$487.2 million122623(410) 727-4083adviserinfo.sec.gov
Buttonwood Financial Advisors, Inc.Baltimore$483.2 million1,0668Not listed(410) 988-2391buttonwoodfa.comadviserinfo.sec.gov
Widmann Financial ServicesBowie$466.8 million1,12814Not listed(301) 262-2919widmannfinancial.comadviserinfo.sec.gov
Tufton Capital Management, LLCHunt Valley$463.8 million4239Not listed(410) 400-8500tuftoncapital.comadviserinfo.sec.gov
Curio Wealth, LLCAnnapolis$460.7 million35613Not listed(410) 449-2599curiowealth.comadviserinfo.sec.gov
Mre Management, LLCAnnapolis$458 million77Not listed(301) 708-9294mre-capital.comadviserinfo.sec.gov
Westbourne Investment Advisors Inc.Annapolis$448.8 million4486Not listed(301) 656-9035westbourneinvadvisors.comadviserinfo.sec.gov
Armstrong DixonBaltimore$447.5 million9579Not listed(443) 563-1111adviserinfo.sec.gov
L. K. Benson & Company, P.C.Timonium$446.2 million4679Not listed(410) 494-6680lkbenson.comadviserinfo.sec.gov
Tred Avon Family Wealth, LLCEaston$431.9 million3473Not listed(410) 310-2064tredavonfamilywealth.comadviserinfo.sec.gov
Bay Harbor Wealth Management, LLCHunt Valley$412 million1,3756Not listed(410) 403-2060adviserinfo.sec.gov
Marks Wealth ManagementEllicott City$409.2 million8815Not listed(410) 934-1199adviserinfo.sec.gov
Nexus338Cabin John$407.8 million4743Not listed(571) 348-0800nexus338.comadviserinfo.sec.gov
Bontempo Ohly Capital Management, LLCBethesda$405.7 million6926Not listed(240) 497-1300adviserinfo.sec.gov
A.G. Campbell Advisory, LLCBaltimore$403.9 million2175Not listed(410) 779-1239agcadvisory.comadviserinfo.sec.gov
Macroview Investment Management LLCBethesda$387.1 million8305Not listed(301) 907-6794macroviewim.comadviserinfo.sec.gov
Arrow Investment Advisors, LLCLaurel$377.3 million210Not listed(301) 260-1001adviserinfo.sec.gov
Glassy Mountain Advisors, Inc.Bethesda$369.8 million3297Not listed(301) 541-8900glassymountainadvisors.comadviserinfo.sec.gov
Camden Partners Holdings, LLCOwings Mills$369.6 million17417(410) 878-6800camdenpartners.comadviserinfo.sec.gov
Cromwell FundsBaltimore$368.9 million54Not listed(888) 844-4110thecromwellfunds.comadviserinfo.sec.gov
PKS Investment Advisors LLCSalisbury$367.2 million9869Not listed(410) 546-5600pksadvisors.comadviserinfo.sec.gov
Wealth Planning GroupBaltimore$360.9 million1,27761(410) 522-2030adviserinfo.sec.gov
Outcome Driven Strategies, LLCHunt Valley$360.4 million63910Not listed(410) 468-1695adviserinfo.sec.gov
Bull Harbor Capital LLC.Bethesda$354.8 million42443Not listed(804) 965-5408bullharborcapital.comadviserinfo.sec.gov
Oliver Wealth ManagementTowson$340.4 million1,3906Not listed(410) 343-7125oliverwealth.comadviserinfo.sec.gov
Turning Point FinancialFrederick$339.4 million1,80423Not listed(301) 846-9336tpfinancial.comadviserinfo.sec.gov
MDRN CapitalAnnapolis$338.6 million1,97736Not listed(410) 533-9966go.aaroncirksena.comadviserinfo.sec.gov
Augment Infrastructure Managers Advisory LLCChevy Chase$337.1 million3103(240) 760-2700adviserinfo.sec.gov
Kilner Capital Advisors, LLCGaithersburg$336.7 million6723Not listed(301) 840-0501kilnercapital.comadviserinfo.sec.gov
Fvlcrum Partners, LLCBethesda$328.8 million3163(202) 960-1170adviserinfo.sec.gov
Law & Associates IncGlen Echo$326.6 million1,6586Not listed(301) 229-8500lawandassociates.comadviserinfo.sec.gov
HF Advisory Group, LLCAnnapolis$321.5 million1,3016Not listed(410) 571-1415hfadvisorygroup.comadviserinfo.sec.gov
1 North Wealth Services, LLCAnnapolis$320.4 million6625Not listed(410) 975-0099adviserinfo.sec.gov
Valuewealth Services, LLCAnnapolis$319 million1,1444Not listed(410) 286-9230valuewealthservices.comadviserinfo.sec.gov
Councilor Wealth LLCBethesda$316.9 million39513Not listed(301) 986-0600cbmcpa.comadviserinfo.sec.gov
Caro InvestorsChevy Chase$316.7 million261(571) 679-3476caroinvestors.comadviserinfo.sec.gov
Ferguson-Johnson Wealth Management, Inc.Rockville$316.4 million5754Not listed(301) 670-0994mymoneymanager.comadviserinfo.sec.gov
Chesapeake Financial AdvisorsTowson$310.1 million1,03010Not listed(410) 823-5442adviserinfo.sec.gov
Broad Reach Retail Partners LLCMillersville$309 million291829(786) 385-8446broadreachretail.comadviserinfo.sec.gov
Hergenroeder Financial Advisors, Inc.Timonium$304.5 million6246Not listed(410) 769-8262hfainc.netadviserinfo.sec.gov
Hwa Financial GroupEllicott City$295.3 million5774Not listed(410) 696-4025adviserinfo.sec.gov
The Ellerson Group IncAnnapolis$291.2 million1092Not listed(410) 280-3103ellersongroup.comadviserinfo.sec.gov
Tritonpoint Partners, LLCChevy Chase$286.5 million7956Not listed(301) 799-9001tritonpointpartners.comadviserinfo.sec.gov
Shaker Financial ServicesAnnapolis$286.3 million5886Not listed(410) 224-0572shakerfinancial.comadviserinfo.sec.gov
RCS Financial Planning, LLCAnnapolis$281 million6672Not listed(410) 224-0097rcsplanning.comadviserinfo.sec.gov
Accordant Advisory Group, Inc.Annapolis$278 million4713Not listed(410) 348-1499planaccordingly.comadviserinfo.sec.gov
Thinagee Investments Inc.Bethesda$265.4 million1881Not listed(240) 235-1846thinagee.comadviserinfo.sec.gov
BNB Wealth Mangagement, LLCSilver Spring$264.6 million4805Not listed(301) 562-7300adviserinfo.sec.gov
GLR PartnersColumbia$260.7 million6745Not listed(410) 446-9094glrpartners.netadviserinfo.sec.gov
Schaeffer Financial LLCRockville$257.7 million2477Not listed(301) 933-5550schaefferfinancial.comadviserinfo.sec.gov
Independent Access Partners, LLCHunt Valley$256.9 million18518(410) 828-5523independentaccesspartners.comadviserinfo.sec.gov
Peakstone Financial AdvisorsChevy Chase$255.9 million7104Not listed(301) 907-9790pfallc.comadviserinfo.sec.gov
Impact Capital, LLCRockville$253.4 million6504Not listed(301) 417-3300adviserinfo.sec.gov
Research Financial StrategiesRockville$251.6 million1,25010Not listed(301) 294-7500rfsadvisors.comadviserinfo.sec.gov
Tritonpoint Capital, LLCChevy Chase$250.2 million37632(301) 799-9001adviserinfo.sec.gov
Bolton InvestmentTowson$249.1 million911Not listed(410) 547-0500boltonusa.comadviserinfo.sec.gov
Intervest LTDChevy Chase$247 million3395Not listed(301) 951-4455intervestltd.comadviserinfo.sec.gov
Waypoint Wealth ManagementTimonium$242.5 million5551Not listed(410) 561-3994waypointwm.comadviserinfo.sec.gov
PromethiumBethesda$235.3 million2874Not listed(202) 978-2519promethiumadvisors.comadviserinfo.sec.gov
Partnership Wealth ManagementTowson$234.9 million4853Not listed(410) 732-2633adviserinfo.sec.gov
Delta Financial Advisors, IncKensington$234 million60410Not listed(301) 962-0480adviserinfo.sec.gov
Mount Vernon Associates IncBaltimore$232.5 million1213Not listed(410) 377-9780mtvernonassoc.usadviserinfo.sec.gov
Montgomery FinancialOcean City$229.8 million1,5056Not listed(410) 208-1004adviserinfo.sec.gov
Booster, LLCBaltimore$229.3 million2264Not listed(410) 216-1551booster401k.comadviserinfo.sec.gov
Meritis Wealth Management, Inc.Potomac$224.4 million4183Not listed(240) 396-6600meritiswealth.comadviserinfo.sec.gov
Equitycompass Investment Management, LLCBaltimore$220.9 million16314Not listed(443) 224-1231equitycompass.comadviserinfo.sec.gov
The Simmons Partnership, IncTowson$216.5 million8693Not listed(443) 470-8000adviserinfo.sec.gov
Elite Income Advisors, Inc.Ellicott City$213.4 million6577Not listed(443) 274-3002adviserinfo.sec.gov
Bluestone® Financial Advisors, LLCBethesda$207.3 million1373Not listed(301) 841-0203bfa-llc.comadviserinfo.sec.gov
RMG AdvisorsRockville$200.5 million4656Not listed(301) 838-4111adviserinfo.sec.gov
Catoctin Ridge Wealth PartnerThurmont$199 million1,1545Not listed(301) 304-6004burhonfg.comadviserinfo.sec.gov
Capital Squared Financial LLCRockville$198.7 million2793Not listed(240) 600-1678csqfinancial.comadviserinfo.sec.gov
Calvert Impact Advisory Services, LLCBethesda$197.8 million19Not listed(800) 248-0337calvertimpactcapital.orgadviserinfo.sec.gov
Bireme Capital, LLCRockville$196.9 million7521(813) 603-2615adviserinfo.sec.gov
Hillman Capital Management IncBethesda$195.9 million1857Not listed(240) 744-4500hillmancapital.comadviserinfo.sec.gov
Atcap Partners, LLCRockville$195.5 million34926Not listed(866) 842-3356adviserinfo.sec.gov
Alpha Dna Investment ManagementColumbia$194.7 million65541(443) 288-6444alphadnaim.comadviserinfo.sec.gov
PSG Credit GP, LLCColumbia$190.9 million725Not listed(410) 888-3644povernisheikh.comadviserinfo.sec.gov
Blueprint Wealth Management Inc.Ellicott City$190 million3206Not listed(410) 992-4500blueprint-wm.comadviserinfo.sec.gov
Calvert Wealth Management, Inc.Dunkirk$189.6 million7564Not listed(301) 812-1550calvertwealth.comadviserinfo.sec.gov
Ivy League Financial Advisors LLCRockville$188.7 million3454Not listed(301) 258-1300ivyfa.comadviserinfo.sec.gov
Advocate Investing ServicesWoodbine$186.6 million3855Not listed(240) 403-0039adviserinfo.sec.gov
My Wealth Management, IncGermantown$178.7 million3042Not listed(301) 330-7900adviserinfo.sec.gov
Pointer Financial Advisors LLCColumbia$176.4 million5285Not listed(301) 804-0250pointeradvisors.comadviserinfo.sec.gov
Planvest Financial, Inc.Gaithersburg$175.9 million5538Not listed(301) 977-7123adviserinfo.sec.gov
Meta Wealth AdvisoryTimonium$172.1 million3333Not listed(410) 683-9263adviserinfo.sec.gov
Town CapitalBel Air$168.8 million6812Not listed(410) 864-0209adviserinfo.sec.gov
Expect Equity LLCPikesville$167.2 million672(443) 843-0862adviserinfo.sec.gov
Foundry Wealth Advisors, LLCBaltimore$163.4 million2514Not listed(443) 692-8833foundrywealth.comadviserinfo.sec.gov
Global Brokerage Services, Inc.Hunt Valley$162.8 million5876Not listed(410) 785-4990globalbrokers.netadviserinfo.sec.gov
Bestgate Wealth Advisors, LLCFrederick$162.4 million1189Not listed(301) 662-7220adviserinfo.sec.gov
Sherman Wealth Management LLCGaithersburg$160.3 million3995Not listed(240) 428-1622adviserinfo.sec.gov
Capital Financial, LLCOlney$159.4 million822Not listed(301) 260-8575capfinllc.comadviserinfo.sec.gov
Moore WealthFrederick$156.9 million5636Not listed(301) 631-1207moorewealthinc.comadviserinfo.sec.gov
Jemma Financial ServicesBaltimore$139.8 million6415Not listed(855) 662-2121jemmafinancial.comadviserinfo.sec.gov
Cassilly FinancialSeverna Park$135.5 million5952Not listed(410) 793-5210cassillyfinancial.comadviserinfo.sec.gov
Blue Curve Advisory, LLCTowson$125.2 million5908Not listed(410) 339-5771bluecurveadvisory.comadviserinfo.sec.gov
White Oak Wealth ManagementColumbia$124.2 million1853Not listed(443) 741-9101whiteoakwealthmanagement.comadviserinfo.sec.gov
Global Environment FundBethesda$116 million733(571) 331-0374globalenvironmentfund.comadviserinfo.sec.gov
Gritstone Asset Management LLCBethesda$114.9 million3841(240) 470-7001gritstoneam.comadviserinfo.sec.gov
Potomac Asset Management Co IncFrederick$114.3 million1662(301) 695-9229adviserinfo.sec.gov
Sera Capital Management, LLCAnnapolis$114.3 million1065Not listed(301) 464-8333seracapital.comadviserinfo.sec.gov
Oxford Planning Group, LLCWoodstock$112.9 million983Not listed(410) 995-8711oxfordplanning.comadviserinfo.sec.gov
Snyder Asset Management, LLCHunt Valley$112.3 million2631Not listed(410) 216-1249snyderassetmgmt.comadviserinfo.sec.gov
RLJ Equity Partners, LLCBethesda$109.1 million232(240) 744-7856rljequitypartners.comadviserinfo.sec.gov
A. J. Perry & Co.Towson$108.8 million972Not listed(410) 539-1144adviserinfo.sec.gov
Northbrook FinancialBaltimore$108.8 million4748Not listed(410) 941-9709adviserinfo.sec.gov
Standard Partners LLCBethesda$108.3 million15121(301) 656-5051adviserinfo.sec.gov
Kalamata Asset Management LLCBethesda$106.8 million232(800) 200-4071adviserinfo.sec.gov
CWM Advisory, LLCOcean Pines$101 million5596Not listed(410) 208-1091adviserinfo.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.