Data / Investment advisers / Maryland / Hunt Valley

Investment advisers in Hunt Valley, MD: 19 firms, $23.8 billion in AUM

Name: Investment advisers in Hunt Valley, MD: Form ADV data
Creator: SpecStream
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19 investment advisers have their main office in Hunt Valley, Maryland: 16 SEC registered and 3 exempt reporting. The registered advisers report $23.8 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Asset Strategy Consultants LLC with $5.2 billion.

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.

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19Advisers
16SEC registered
3Exempt reporting
$23.8 billionTotal AUM
16Advisers over $100 million
6Manage 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
Asset Strategy Consultants LLC	Hunt Valley	$5.16 billion	48	14	Not listed	(410) 528-8282		adviserinfo.sec.gov
G10 LLC	Hunt Valley	$4.91 billion	179	49	16	(443) 541-2440		adviserinfo.sec.gov
Verdence Capital Advisors, LLC	Hunt Valley	$4.63 billion	7,802	52	Not listed	(410) 472-5380	verdence.com	adviserinfo.sec.gov
Cornerstone Advisory	Hunt Valley	$2.25 billion	3,135	19	1	(410) 468-1693	cornerstoneadvisory.com	adviserinfo.sec.gov
SC&H Wealth	Hunt Valley	$1.23 billion	2,057	24	Not listed	(410) 403-1500		adviserinfo.sec.gov
Financial Consulate	Hunt Valley	$1.10 billion	3,375	25	Not listed	(410) 823-7283		adviserinfo.sec.gov
Marathon Capital Management	Hunt Valley	$790.1 million	668	7	Not listed	(410) 329-1522	insidemarathon.com	adviserinfo.sec.gov
The Marshall Financial Group LLC	Hunt Valley	$735.6 million	2,667	18	Not listed	(410) 563-1190	marshallfinancialgroup.com	adviserinfo.sec.gov
VSM Wealth Advisory, LLC	Hunt Valley	$677.5 million	1,524	6	Not listed	(410) 825-8844	vs-m.com	adviserinfo.sec.gov
Perspective Wealth Management	Hunt Valley	$595 million	264	6	Not listed	(410) 584-8100	perspectivewm.com	adviserinfo.sec.gov
Tufton Capital Management, LLC	Hunt Valley	$463.8 million	423	9	Not listed	(410) 400-8500	tuftoncapital.com	adviserinfo.sec.gov
Bay Harbor Wealth Management, LLC	Hunt Valley	$412 million	1,375	6	Not listed	(410) 403-2060		adviserinfo.sec.gov
Outcome Driven Strategies, LLC	Hunt Valley	$360.4 million	639	10	Not listed	(410) 468-1695		adviserinfo.sec.gov
Independent Access Partners, LLC	Hunt Valley	$256.9 million	18	5	18	(410) 828-5523	independentaccesspartners.com	adviserinfo.sec.gov
Global Brokerage Services, Inc.	Hunt Valley	$162.8 million	587	6	Not listed	(410) 785-4990	globalbrokers.net	adviserinfo.sec.gov
Snyder Asset Management, LLC	Hunt Valley	$112.3 million	263	1	Not listed	(410) 216-1249	snyderassetmgmt.com	adviserinfo.sec.gov
Terrain Capital Management, LLC	Hunt Valley	Not listed	Not listed	Not listed	4	(301) 375-0180	terrain.com	adviserinfo.sec.gov
Screendoor Management LLC	Hunt Valley	Not listed	Not listed	Not listed	2	(410) 205-9757		adviserinfo.sec.gov
Marathon Micro Partners, LLC	Hunt Valley	Not listed	Not listed	Not listed	1	(410) 329-1522		adviserinfo.sec.gov

Advisers in Hunt Valley that manage private funds

6 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
Independent Access Partners, LLC	Hunt Valley	MD	18	Not listed	6	3	5	$256.9 million	$256.9 million	adviserinfo.sec.gov
G10 LLC	Hunt Valley	MD	16	1	8	Not listed	Not listed	$4.77 billion	$4.91 billion	adviserinfo.sec.gov
Terrain Capital Management, LLC	Hunt Valley	MD	4	Not listed	Not listed	4	Not listed	$90.7 million	Not listed	adviserinfo.sec.gov
Screendoor Management LLC	Hunt Valley	MD	2	Not listed	2	Not listed	Not listed	$87.6 million	Not listed	adviserinfo.sec.gov
Cornerstone Advisory	Hunt Valley	MD	1	1	Not listed	Not listed	Not listed	$30.4 million	$2.25 billion	adviserinfo.sec.gov
Marathon Micro Partners, LLC	Hunt Valley	MD	1	1	Not listed	Not listed	Not listed	$60.5 million	Not listed	adviserinfo.sec.gov

Newest SEC registrations in Hunt Valley

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

Adviser	City	State	SEC status effective	AUM	Website	Source
Snyder Asset Management, LLC	Hunt Valley	MD	August 28, 2026	$112.3 million	snyderassetmgmt.com	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.