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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | Baltimore | $2.20 trillion | 6,889 | 3,760 | 7 | (410) 345-2000 | troweprice.com | adviserinfo.sec.gov |
| T.Rowe Price Investment Management, Inc. | Baltimore | $204.18 billion | 72 | 112 | Not listed | (410) 345-2000 | troweprice.com | adviserinfo.sec.gov |
| Brown Advisory | Baltimore | $124.31 billion | 26,390 | 782 | 3 | (410) 537-5400 | adviserinfo.sec.gov | |
| PNC Capital Advisors LLC | Baltimore | $50.88 billion | 624 | 258 | Not listed | (216) 222-3921 | pnccapitaladvisors.com | adviserinfo.sec.gov |
| 1919 Investment Counsel, LLC | Baltimore | $26.04 billion | 5,169 | 131 | Not listed | (410) 454-2171 | 1919ic.com | adviserinfo.sec.gov |
| Jmi Management, L.P. | Baltimore | $13.58 billion | 20 | 81 | 20 | (410) 951-0200 | adviserinfo.sec.gov | |
| 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 |
| T. Rowe Price (Canada), Inc. | Baltimore | $6.55 billion | 32 | 11 | Not listed | (410) 345-2000 | troweprice.com | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Baltimore | $4.54 billion | 33 | 37 | Not listed | (410) 837-3234 | browncapital.com | adviserinfo.sec.gov |
| Campbell & Company Investment Adviser LLC | Baltimore | $4.34 billion | 11 | 68 | 6 | (410) 413-2600 | campbell.com | adviserinfo.sec.gov |
| Lasalle Investment Management Securities | Baltimore | $3.33 billion | 25 | 27 | Not listed | (410) 878-4800 | adviserinfo.sec.gov | |
| Adams Diversified Equity Fund, Inc. | Baltimore | $3.03 billion | 1 | 20 | Not listed | (410) 752-5900 | adamsfunds.com | 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 | |
| Access Holdings Management Company LLC | Baltimore | $2.27 billion | 27 | 38 | 27 | (443) 836-6931 | accessholdings.com | adviserinfo.sec.gov |
| WBH Advisory, Inc. | Baltimore | $1.74 billion | 2,335 | 16 | Not listed | (410) 653-7979 | wbhadvisory.com | adviserinfo.sec.gov |
| Ecosystem Investment Partners, LLC | Baltimore | $1.28 billion | 7 | 20 | 6 | (443) 921-9441 | adviserinfo.sec.gov | |
| Lombard Advisers Incorporated | Baltimore | $669.8 million | 1,456 | 41 | Not listed | (410) 342-1300 | golombard.com | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | $642.8 million | 779 | 26 | Not listed | (410) 435-3200 | adviserinfo.sec.gov | |
| Savano Direct Capital Partners, LLC | Baltimore | $519.1 million | 9 | 10 | 10 | (443) 873-3561 | savanocapital.com | adviserinfo.sec.gov |
| &Wealth Partners | Baltimore | $508.2 million | 254 | 5 | Not listed | (410) 844-3300 | adviserinfo.sec.gov | |
| Abr Capital Partners, LLC | Baltimore | $487.2 million | 12 | 26 | 23 | (410) 727-4083 | adviserinfo.sec.gov | |
| Buttonwood Financial Advisors, Inc. | Baltimore | $483.2 million | 1,066 | 8 | Not listed | (410) 988-2391 | buttonwoodfa.com | adviserinfo.sec.gov |
| Armstrong Dixon | Baltimore | $447.5 million | 957 | 9 | Not listed | (443) 563-1111 | adviserinfo.sec.gov | |
| A.G. Campbell Advisory, LLC | Baltimore | $403.9 million | 217 | 5 | Not listed | (410) 779-1239 | agcadvisory.com | adviserinfo.sec.gov |
| Cromwell Funds | Baltimore | $368.9 million | 5 | 4 | Not listed | (888) 844-4110 | thecromwellfunds.com | adviserinfo.sec.gov |
| Wealth Planning Group | Baltimore | $360.9 million | 1,277 | 6 | 1 | (410) 522-2030 | adviserinfo.sec.gov | |
| Mount Vernon Associates Inc | Baltimore | $232.5 million | 121 | 3 | Not listed | (410) 377-9780 | mtvernonassoc.us | adviserinfo.sec.gov |
| Booster, LLC | Baltimore | $229.3 million | 226 | 4 | Not listed | (410) 216-1551 | booster401k.com | adviserinfo.sec.gov |
| Equitycompass Investment Management, LLC | Baltimore | $220.9 million | 163 | 14 | Not listed | (443) 224-1231 | equitycompass.com | adviserinfo.sec.gov |
| Foundry Wealth Advisors, LLC | Baltimore | $163.4 million | 251 | 4 | Not listed | (443) 692-8833 | foundrywealth.com | adviserinfo.sec.gov |
| Jemma Financial Services | Baltimore | $139.8 million | 641 | 5 | Not listed | (855) 662-2121 | jemmafinancial.com | adviserinfo.sec.gov |
| Northbrook Financial | Baltimore | $108.8 million | 474 | 8 | Not listed | (410) 941-9709 | adviserinfo.sec.gov | |
| JSB Capital Group LLC | Baltimore | Not listed | Not listed | Not listed | 21 | (410) 394-7336 | jsbcapitalgroup.com | adviserinfo.sec.gov |
| Resolve Growth Partners Management Co., LLC | Baltimore | Not listed | Not listed | Not listed | 7 | (443) 948-5830 | resolvegrowth.com | adviserinfo.sec.gov |
| PTX Capital LLC | Baltimore | Not listed | Not listed | Not listed | 4 | (443) 695-1268 | ptxcap.com | adviserinfo.sec.gov |
| Grit Capital Partners | Baltimore | Not listed | Not listed | Not listed | 3 | (410) 303-0509 | grit.vc | adviserinfo.sec.gov |
| Squadra Ventures | Baltimore | Not listed | Not listed | Not listed | 3 | (202) 997-6294 | adviserinfo.sec.gov | |
| Conscious Venture Partners, LLC | Baltimore | Not listed | Not listed | Not listed | 2 | (202) 997-0026 | cvpartners.vc | adviserinfo.sec.gov |
| Adams Funds Advisers | Baltimore | Not listed | 0 | 20 | Not listed | (410) 752-5900 | adviserinfo.sec.gov |
Advisers in Baltimore that manage private funds
19 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Brown Advisory Investment Solutions Group LLC | Baltimore | MD | 406 | 26 | 303 | 7 | Not listed | $8.89 billion | $9.84 billion | adviserinfo.sec.gov |
| Access Holdings Management Company LLC | Baltimore | MD | 27 | Not listed | 27 | Not listed | Not listed | $1.90 billion | $2.27 billion | adviserinfo.sec.gov |
| Abr Capital Partners, LLC | Baltimore | MD | 23 | 4 | Not listed | Not listed | 19 | $971.5 million | $487.2 million | adviserinfo.sec.gov |
| JSB Capital Group LLC | Baltimore | MD | 21 | Not listed | Not listed | Not listed | 21 | $83.4 million | Not listed | adviserinfo.sec.gov |
| Jmi Management, L.P. | Baltimore | MD | 20 | Not listed | 20 | Not listed | Not listed | $13.58 billion | $13.58 billion | adviserinfo.sec.gov |
| Savano Direct Capital Partners, LLC | Baltimore | MD | 10 | Not listed | 10 | Not listed | Not listed | $519.1 million | $519.1 million | adviserinfo.sec.gov |
| T. Rowe Price Associates, Inc. | Baltimore | MD | 7 | Not listed | 3 | 1 | Not listed | $2.72 billion | $2.20 trillion | adviserinfo.sec.gov |
| Resolve Growth Partners Management Co., LLC | Baltimore | MD | 7 | Not listed | Not listed | 7 | Not listed | $372.8 million | Not listed | adviserinfo.sec.gov |
| Campbell & Company Investment Adviser LLC | Baltimore | MD | 6 | 6 | Not listed | Not listed | Not listed | $1.77 billion | $4.34 billion | adviserinfo.sec.gov |
| Ecosystem Investment Partners, LLC | Baltimore | MD | 6 | Not listed | Not listed | Not listed | Not listed | $1.28 billion | $1.28 billion | adviserinfo.sec.gov |
| Greenhouse Funds LLLP | Baltimore | MD | 4 | 4 | Not listed | Not listed | Not listed | $2.37 billion | $2.93 billion | adviserinfo.sec.gov |
| PTX Capital LLC | Baltimore | MD | 4 | Not listed | Not listed | 4 | Not listed | $47.4 million | Not listed | adviserinfo.sec.gov |
| Brown Advisory | Baltimore | MD | 3 | Not listed | Not listed | Not listed | Not listed | $1.24 billion | $124.31 billion | adviserinfo.sec.gov |
| Grit Capital Partners | Baltimore | MD | 3 | Not listed | Not listed | 3 | Not listed | $46.7 million | Not listed | adviserinfo.sec.gov |
| Squadra Ventures | Baltimore | MD | 3 | Not listed | Not listed | 3 | Not listed | $253.8 million | Not listed | adviserinfo.sec.gov |
| Rock Springs Capital | Baltimore | MD | 2 | 2 | Not listed | Not listed | Not listed | $2.43 billion | $2.43 billion | adviserinfo.sec.gov |
| Conscious Venture Partners, LLC | Baltimore | MD | 2 | Not listed | Not listed | 2 | Not listed | $21.5 million | Not listed | adviserinfo.sec.gov |
| Patient Capital Management, LLC | Baltimore | MD | 1 | 1 | Not listed | Not listed | Not listed | $207.2 million | $2.50 billion | adviserinfo.sec.gov |
| Wealth Planning Group | Baltimore | MD | 1 | Not listed | 1 | Not listed | Not listed | $1,980 | $360.9 million | adviserinfo.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.