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Data / Investment advisers / Maryland / Baltimore

Investment advisers in Baltimore, MD: 42 firms, $2.7 trillion in AUM

42 investment advisers have their main office in Baltimore, Maryland: 36 SEC registered and 6 exempt reporting. The registered advisers report $2.7 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is T. Rowe Price Associates, Inc. with $2.2 trillion.

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.

  • 42Advisers
  • 36SEC registered
  • 6Exempt reporting
  • $2.7 trillionTotal AUM
  • 35Advisers over $100 million
  • 19Manage 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
T. Rowe Price Associates, Inc.Baltimore$2.20 trillion6,8893,7607(410) 345-2000troweprice.comadviserinfo.sec.gov
T.Rowe Price Investment Management, Inc.Baltimore$204.18 billion72112Not listed(410) 345-2000troweprice.comadviserinfo.sec.gov
Brown AdvisoryBaltimore$124.31 billion26,3907823(410) 537-5400adviserinfo.sec.gov
PNC Capital Advisors LLCBaltimore$50.88 billion624258Not listed(216) 222-3921pnccapitaladvisors.comadviserinfo.sec.gov
1919 Investment Counsel, LLCBaltimore$26.04 billion5,169131Not listed(410) 454-21711919ic.comadviserinfo.sec.gov
Jmi Management, L.P.Baltimore$13.58 billion208120(410) 951-0200adviserinfo.sec.gov
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
T. Rowe Price (Canada), Inc.Baltimore$6.55 billion3211Not listed(410) 345-2000troweprice.comadviserinfo.sec.gov
Brown Capital Management, LLCBaltimore$4.54 billion3337Not listed(410) 837-3234browncapital.comadviserinfo.sec.gov
Campbell & Company Investment Adviser LLCBaltimore$4.34 billion11686(410) 413-2600campbell.comadviserinfo.sec.gov
Lasalle Investment Management SecuritiesBaltimore$3.33 billion2527Not listed(410) 878-4800adviserinfo.sec.gov
Adams Diversified Equity Fund, Inc.Baltimore$3.03 billion120Not listed(410) 752-5900adamsfunds.comadviserinfo.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
Access Holdings Management Company LLCBaltimore$2.27 billion273827(443) 836-6931accessholdings.comadviserinfo.sec.gov
WBH Advisory, Inc.Baltimore$1.74 billion2,33516Not listed(410) 653-7979wbhadvisory.comadviserinfo.sec.gov
Ecosystem Investment Partners, LLCBaltimore$1.28 billion7206(443) 921-9441adviserinfo.sec.gov
Lombard Advisers IncorporatedBaltimore$669.8 million1,45641Not listed(410) 342-1300golombard.comadviserinfo.sec.gov
Chapin Davis Asset ManagementBaltimore$642.8 million77926Not listed(410) 435-3200adviserinfo.sec.gov
Savano Direct Capital Partners, LLCBaltimore$519.1 million91010(443) 873-3561savanocapital.comadviserinfo.sec.gov
&Wealth PartnersBaltimore$508.2 million2545Not listed(410) 844-3300adviserinfo.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
Armstrong DixonBaltimore$447.5 million9579Not listed(443) 563-1111adviserinfo.sec.gov
A.G. Campbell Advisory, LLCBaltimore$403.9 million2175Not listed(410) 779-1239agcadvisory.comadviserinfo.sec.gov
Cromwell FundsBaltimore$368.9 million54Not listed(888) 844-4110thecromwellfunds.comadviserinfo.sec.gov
Wealth Planning GroupBaltimore$360.9 million1,27761(410) 522-2030adviserinfo.sec.gov
Mount Vernon Associates IncBaltimore$232.5 million1213Not listed(410) 377-9780mtvernonassoc.usadviserinfo.sec.gov
Booster, LLCBaltimore$229.3 million2264Not listed(410) 216-1551booster401k.comadviserinfo.sec.gov
Equitycompass Investment Management, LLCBaltimore$220.9 million16314Not listed(443) 224-1231equitycompass.comadviserinfo.sec.gov
Foundry Wealth Advisors, LLCBaltimore$163.4 million2514Not listed(443) 692-8833foundrywealth.comadviserinfo.sec.gov
Jemma Financial ServicesBaltimore$139.8 million6415Not listed(855) 662-2121jemmafinancial.comadviserinfo.sec.gov
Northbrook FinancialBaltimore$108.8 million4748Not listed(410) 941-9709adviserinfo.sec.gov
JSB Capital Group LLCBaltimoreNot listedNot listedNot listed21(410) 394-7336jsbcapitalgroup.comadviserinfo.sec.gov
Resolve Growth Partners Management Co., LLCBaltimoreNot listedNot listedNot listed7(443) 948-5830resolvegrowth.comadviserinfo.sec.gov
PTX Capital LLCBaltimoreNot listedNot listedNot listed4(443) 695-1268ptxcap.comadviserinfo.sec.gov
Grit Capital PartnersBaltimoreNot listedNot listedNot listed3(410) 303-0509grit.vcadviserinfo.sec.gov
Squadra VenturesBaltimoreNot listedNot listedNot listed3(202) 997-6294adviserinfo.sec.gov
Conscious Venture Partners, LLCBaltimoreNot listedNot listedNot listed2(202) 997-0026cvpartners.vcadviserinfo.sec.gov
Adams Funds AdvisersBaltimoreNot listed020Not listed(410) 752-5900adviserinfo.sec.gov

Advisers in Baltimore that manage private funds

19 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
Brown Advisory Investment Solutions Group LLCBaltimoreMD406263037Not listed$8.89 billion$9.84 billionadviserinfo.sec.gov
Access Holdings Management Company LLCBaltimoreMD27Not listed27Not listedNot listed$1.90 billion$2.27 billionadviserinfo.sec.gov
Abr Capital Partners, LLCBaltimoreMD234Not listedNot listed19$971.5 million$487.2 millionadviserinfo.sec.gov
JSB Capital Group LLCBaltimoreMD21Not listedNot listedNot listed21$83.4 millionNot listedadviserinfo.sec.gov
Jmi Management, L.P.BaltimoreMD20Not listed20Not listedNot listed$13.58 billion$13.58 billionadviserinfo.sec.gov
Savano Direct Capital Partners, LLCBaltimoreMD10Not listed10Not listedNot listed$519.1 million$519.1 millionadviserinfo.sec.gov
T. Rowe Price Associates, Inc.BaltimoreMD7Not listed31Not listed$2.72 billion$2.20 trillionadviserinfo.sec.gov
Resolve Growth Partners Management Co., LLCBaltimoreMD7Not listedNot listed7Not listed$372.8 millionNot listedadviserinfo.sec.gov
Campbell & Company Investment Adviser LLCBaltimoreMD66Not listedNot listedNot listed$1.77 billion$4.34 billionadviserinfo.sec.gov
Ecosystem Investment Partners, LLCBaltimoreMD6Not listedNot listedNot listedNot listed$1.28 billion$1.28 billionadviserinfo.sec.gov
Greenhouse Funds LLLPBaltimoreMD44Not listedNot listedNot listed$2.37 billion$2.93 billionadviserinfo.sec.gov
PTX Capital LLCBaltimoreMD4Not listedNot listed4Not listed$47.4 millionNot listedadviserinfo.sec.gov
Brown AdvisoryBaltimoreMD3Not listedNot listedNot listedNot listed$1.24 billion$124.31 billionadviserinfo.sec.gov
Grit Capital PartnersBaltimoreMD3Not listedNot listed3Not listed$46.7 millionNot listedadviserinfo.sec.gov
Squadra VenturesBaltimoreMD3Not listedNot listed3Not listed$253.8 millionNot listedadviserinfo.sec.gov
Rock Springs CapitalBaltimoreMD22Not listedNot listedNot listed$2.43 billion$2.43 billionadviserinfo.sec.gov
Conscious Venture Partners, LLCBaltimoreMD2Not listedNot listed2Not listed$21.5 millionNot listedadviserinfo.sec.gov
Patient Capital Management, LLCBaltimoreMD11Not listedNot listedNot listed$207.2 million$2.50 billionadviserinfo.sec.gov
Wealth Planning GroupBaltimoreMD1Not listed1Not listedNot listed$1,980$360.9 millionadviserinfo.sec.gov

Also on SpecStream

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