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Data / Investment advisers / $500 million to $1 billion in AUM / Maryland

Investment advisers in Maryland with $500 million to $1 billion in AUM: 34 firms

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

34 SEC registered investment advisers in Maryland report between $500 million and $1 billion in regulatory assets under management, $22.9 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Lafayette Investments, Inc. with $943 million.

The request: Every investment adviser in Maryland with AUM in the range $500 million to $1 billion, 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.

  • 34Advisers
  • 34SEC registered
  • $22.9 billionTotal AUM
  • 34Advisers over $100 million
  • 5Manage 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
Lafayette Investments, Inc.Ashton$942.8 million6117Not listed(301) 570-2959lafayetteinvestments.comadviserinfo.sec.gov
Glass Jacobson Wealth AdvisorsOwings Mills$928 million1,4759Not listed(443) 384-6888google.comadviserinfo.sec.gov
Warner Financial, IncBethesda$851.8 million7474Not listed(301) 961-9505warner-financial.comadviserinfo.sec.gov
Fsa Wealth PartnersRockville$819.7 million1,95716Not listed(301) 949-7300adviserinfo.sec.gov
The L. Warner Companies, IncTimonium$802.4 million38138Not listed(410) 252-0808lwarner.comadviserinfo.sec.gov
Marathon Capital ManagementHunt Valley$790.1 million6687Not listed(410) 329-1522insidemarathon.comadviserinfo.sec.gov
SFG Wealth ManagementTowson$760.2 million1,98219Not listed(410) 825-3200adviserinfo.sec.gov
Torray Investment Partners LLCBethesda$750.1 million55110Not listed(301) 493-4600adviserinfo.sec.gov
Aegis WealthBethesda$744.1 million5166Not listed(301) 664-2313aegiswealth.comadviserinfo.sec.gov
Kendall Capital ManagementRockville$743.9 million1,55512Not listed(301) 838-9110adviserinfo.sec.gov
The Marshall Financial Group LLCHunt Valley$735.6 million2,66718Not listed(410) 563-1190marshallfinancialgroup.comadviserinfo.sec.gov
Sandbox Financial Partners, LLCBethesda$681.7 million1,59011Not listed(301) 214-4190adviserinfo.sec.gov
Truffle Hound Capital, LLCBethesda$680 million171(301) 789-2498trufflehound.comadviserinfo.sec.gov
VSM Wealth Advisory, LLCHunt Valley$677.5 million1,5246Not listed(410) 825-8844vs-m.comadviserinfo.sec.gov
Carderock Capital Management, Inc.Chevy Chase$677 million4765Not listed(301) 951-5288carderockcapital.comadviserinfo.sec.gov
Lombard Advisers IncorporatedBaltimore$669.8 million1,45641Not listed(410) 342-1300golombard.comadviserinfo.sec.gov
Calvert Street Capital Partners, Inc.Towson$663.1 million172213(443) 573-3700adviserinfo.sec.gov
Williams Asset ManagementColumbia$661.1 million1,6089Not listed(410) 740-0220williamsassetmanagement.comadviserinfo.sec.gov
Innovative Wealth Building LLCCalifornia$657.2 million4,64617Not listed(240) 237-8086adviserinfo.sec.gov
Family Office Research, LLCBethesda$648.2 million1365Not listed(301) 684-1765familyofficeresearch.comadviserinfo.sec.gov
Chapin Davis Asset ManagementBaltimore$642.8 million77926Not listed(410) 435-3200adviserinfo.sec.gov
Hussman Strategic Advisors IncEllicott City$617.4 million35Not listed(410) 715-1130hussman.comadviserinfo.sec.gov
Soapstone Management L.P.Bethesda$610.1 million141(212) 319-1438soapstonecapital.comadviserinfo.sec.gov
Prostatis Financial Advisors GroupHanover$605.4 million3,80627Not listed(410) 863-1040adviserinfo.sec.gov
Perspective Wealth ManagementHunt Valley$595 million2646Not listed(410) 584-8100perspectivewm.comadviserinfo.sec.gov
HZ Investments Inc.Chevy Chase$591.4 million1201Not listed(301) 922-7631adviserinfo.sec.gov
LGG FinancialBethesda$563.9 million8963Not listed(301) 312-6660lggfinancial.comadviserinfo.sec.gov
QP ConsultingTakoma Park$559.6 million762Not listed(301) 326-1521qp-consulting.comadviserinfo.sec.gov
Quantum Financial Advisors IncRockville$557.5 million36410Not listed(301) 296-6203instragram.comadviserinfo.sec.gov
Veridian Capital PartnersFrederick$551.1 million8227Not listed(301) 228-9300vcpwealth.comadviserinfo.sec.gov
Beacon Investment Advisors LLCGaithersburg$541.9 million5332Not listed(301) 670-1700beaconadvisors.netadviserinfo.sec.gov
Savano Direct Capital Partners, LLCBaltimore$519.1 million91010(443) 873-3561savanocapital.comadviserinfo.sec.gov
Broadoak Asset Management, LLCBethesda$519 million91010(301) 358-2692broadoak.comadviserinfo.sec.gov
&Wealth PartnersBaltimore$508.2 million2545Not listed(410) 844-3300adviserinfo.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.