Data / Investment advisers / Serving charitable organizations / Maryland
Investment advisers in Maryland serving charitable organizations: 90 firms
90 SEC registered investment advisers with a main office in Maryland report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $35.5 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Brown Advisory.
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.
- 90Advisers
- $35.5 billionAUM from this client type
- 89Advisers over $100 million
- November 2, 2026File date
Advisers in Maryland serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Brown Advisory | Baltimore | 683 | $16.25 billion | $124.31 billion | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | Fewer than 5 | $4.74 billion | $4.95 billion | adviserinfo.sec.gov |
| Harbor Investment Advisory, LLC | Lutherville | 80 | $2.77 billion | $6.87 billion | adviserinfo.sec.gov |
| 1919 Investment Counsel, LLC | Baltimore | 146 | $2.37 billion | $26.04 billion | adviserinfo.sec.gov |
| T. Rowe Price Associates, Inc. | Baltimore | 76 | $1.85 billion | $2.20 trillion | adviserinfo.sec.gov |
| Asset Strategy Consultants LLC | Hunt Valley | 18 | $1.69 billion | $5.16 billion | adviserinfo.sec.gov |
| PNC Capital Advisors LLC | Baltimore | 26 | $1.04 billion | $50.88 billion | adviserinfo.sec.gov |
| New Century Advisors, LLC | Chevy Chase | 11 | $1.02 billion | $4.31 billion | adviserinfo.sec.gov |
| Chevy Chase Trust Company | Bethesda | 46 | $714 million | $44.93 billion | adviserinfo.sec.gov |
| D.F. Dent and Company, Inc. | Baltimore | 64 | $465.4 million | $7.88 billion | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Baltimore | 10 | $402.3 million | $4.54 billion | adviserinfo.sec.gov |
| Heritage Investors Management Corp | Bethesda | 33 | $316 million | $4.63 billion | adviserinfo.sec.gov |
| Marathon Capital Management | Hunt Valley | 5 | $280.4 million | $790.1 million | adviserinfo.sec.gov |
| Lasalle Investment Management Securities | Baltimore | Fewer than 5 | $196.4 million | $3.33 billion | adviserinfo.sec.gov |
| Asb Capital Management LLC | Bethesda | 18 | $176.5 million | $36.68 billion | adviserinfo.sec.gov |
| MV Capital Management, Inc. | Bethesda | 22 | $142.9 million | $1.44 billion | adviserinfo.sec.gov |
| T.Rowe Price Investment Management, Inc. | Baltimore | Fewer than 5 | $85.5 million | $204.18 billion | adviserinfo.sec.gov |
| Black Diamond Financial, LLC | Lutherville | 7 | $83.7 million | $1.37 billion | adviserinfo.sec.gov |
| Gritstone Asset Management LLC | Bethesda | Fewer than 5 | $80.2 million | $114.9 million | adviserinfo.sec.gov |
| Lombard Advisers Incorporated | Baltimore | 15 | $62.7 million | $669.8 million | adviserinfo.sec.gov |
| Greenspring Advisors, LLC | Towson | 13 | $61.6 million | $6.46 billion | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | 11 | $59.6 million | $1.48 billion | adviserinfo.sec.gov |
| Verdence Capital Advisors, LLC | Hunt Valley | 8 | $55.1 million | $4.63 billion | adviserinfo.sec.gov |
| Corbyn Investment Management Inc | Lutherville | 24 | $53.1 million | $1.01 billion | adviserinfo.sec.gov |
| Brown Advisory Investment Solutions Group LLC | Baltimore | Fewer than 5 | $46.7 million | $9.84 billion | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | 5 | $34.1 million | $677 million | adviserinfo.sec.gov |
| Fsa Wealth Partners | Rockville | Fewer than 5 | $31.8 million | $819.7 million | adviserinfo.sec.gov |
| Hwa Financial Group | Ellicott City | 2 | $26.6 million | $295.3 million | adviserinfo.sec.gov |
| Warner Financial, Inc | Bethesda | Fewer than 5 | $25.6 million | $851.8 million | adviserinfo.sec.gov |
| Prosperity, an Eisneramper Company | Owings Mills | 14 | $24.8 million | $5.04 billion | adviserinfo.sec.gov |
| Kilner Capital Advisors, LLC | Gaithersburg | Fewer than 5 | $24.4 million | $336.7 million | adviserinfo.sec.gov |
| Mount Vernon Associates Inc | Baltimore | 8 | $21.4 million | $232.5 million | adviserinfo.sec.gov |
| Baltimore-Washington Financial Advisors | Columbia | 18 | $21.4 million | $2.99 billion | adviserinfo.sec.gov |
| BNB Wealth Mangagement, LLC | Silver Spring | 9 | $21.2 million | $264.6 million | adviserinfo.sec.gov |
| FBB Capital Partners | Bethesda | 8 | $18.3 million | $2.39 billion | adviserinfo.sec.gov |
| Founders Financial Securities, LLC | Towson | 22 | $16.1 million | $4.14 billion | adviserinfo.sec.gov |
| The L. Warner Companies, Inc | Timonium | 5 | $15.3 million | $802.4 million | adviserinfo.sec.gov |
| Councilor Wealth LLC | Bethesda | 1 | $13 million | $316.9 million | adviserinfo.sec.gov |
| Family Office Research, LLC | Bethesda | 1 | $12.3 million | $648.2 million | adviserinfo.sec.gov |
| The Marshall Financial Group LLC | Hunt Valley | 3 | $11.9 million | $735.6 million | adviserinfo.sec.gov |
| SFG Wealth Management | Towson | Fewer than 5 | $11.8 million | $760.2 million | adviserinfo.sec.gov |
| Edgemoor Investment Advisors, Inc. | Bethesda | 5 | $11.7 million | $1.52 billion | adviserinfo.sec.gov |
| Tufton Capital Management, LLC | Hunt Valley | Fewer than 5 | $11.5 million | $463.8 million | adviserinfo.sec.gov |
| Tred Avon Family Wealth, LLC | Easton | 10 | $11.3 million | $431.9 million | adviserinfo.sec.gov |
| Bluestone® Financial Advisors, LLC | Bethesda | Fewer than 5 | $10.5 million | $207.3 million | adviserinfo.sec.gov |
| XML Financial Group | Bethesda | 13 | $7.7 million | $3.30 billion | adviserinfo.sec.gov |
| Ferguson-Johnson Wealth Management, Inc. | Rockville | 3 | $6.8 million | $316.4 million | adviserinfo.sec.gov |
| Macroview Investment Management LLC | Bethesda | Fewer than 5 | $6.7 million | $387.1 million | adviserinfo.sec.gov |
| Widmann Financial Services | Bowie | Fewer than 5 | $4.9 million | $466.8 million | adviserinfo.sec.gov |
| Torray Investment Partners LLC | Bethesda | Fewer than 5 | $4.8 million | $750.1 million | adviserinfo.sec.gov |
| Atcap Partners, LLC | Rockville | 2 | $4.5 million | $195.5 million | adviserinfo.sec.gov |
| 1 North Wealth Services, LLC | Annapolis | 2 | $3.9 million | $320.4 million | adviserinfo.sec.gov |
| Trumbower Financial Advisors LLC | Bethesda | Fewer than 5 | $3.8 million | $1.98 billion | adviserinfo.sec.gov |
| Accordant Advisory Group, Inc. | Annapolis | 3 | $3.8 million | $278 million | adviserinfo.sec.gov |
| Kendall Capital Management | Rockville | Fewer than 5 | $3.7 million | $743.9 million | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | 3 | $3.7 million | $1.55 billion | adviserinfo.sec.gov |
| Impact Capital, LLC | Rockville | 3 | $3.6 million | $253.4 million | adviserinfo.sec.gov |
| The Kelly Group | Bel Air | 6 | $3.5 million | $1.13 billion | adviserinfo.sec.gov |
| Westbourne Investment Advisors Inc. | Annapolis | 9 | $3.4 million | $448.8 million | adviserinfo.sec.gov |
| Quantum Financial Advisors Inc | Rockville | Fewer than 5 | $3 million | $557.5 million | adviserinfo.sec.gov |
| WBH Advisory, Inc. | Baltimore | 10 | $2.8 million | $1.74 billion | adviserinfo.sec.gov |
| Wealth Planning Group | Baltimore | Fewer than 5 | $2.3 million | $360.9 million | adviserinfo.sec.gov |
| Montgomery Investment Management Inc | Rockville | 1 | $2.3 million | $490 million | adviserinfo.sec.gov |
| Law & Associates Inc | Glen Echo | 1 | $2.3 million | $326.6 million | adviserinfo.sec.gov |
| Financial Council, LLC | Towson | 1 | $2.2 million | $1.27 billion | adviserinfo.sec.gov |
| Bolton Investment | Towson | 1 | $2.1 million | $249.1 million | adviserinfo.sec.gov |
| Lafayette Investments, Inc. | Ashton | Fewer than 5 | $1.9 million | $942.8 million | adviserinfo.sec.gov |
| Prostatis Financial Advisors Group | Hanover | Fewer than 5 | $1.5 million | $605.4 million | adviserinfo.sec.gov |
| LGG Financial | Bethesda | Fewer than 5 | $1.3 million | $563.9 million | adviserinfo.sec.gov |
| Oliver Wealth Management | Towson | 1 | $1.2 million | $340.4 million | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | 6 | $1.1 million | $4.91 billion | adviserinfo.sec.gov |
| Armstrong Dixon | Baltimore | Fewer than 5 | $1.1 million | $447.5 million | adviserinfo.sec.gov |
| Advocate Investing Services | Woodbine | 5 | $1.1 million | $186.6 million | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | Fewer than 5 | $1 million | $2.25 billion | adviserinfo.sec.gov |
| QP Consulting | Takoma Park | Fewer than 5 | $973,335 | $559.6 million | adviserinfo.sec.gov |
| Red Oak Financial Group | Towson | Fewer than 5 | $954,447 | $1.04 billion | adviserinfo.sec.gov |
| Chesapeake Financial Advisors | Towson | Fewer than 5 | $689,658 | $310.1 million | adviserinfo.sec.gov |
| Turning Point Financial | Frederick | 5 | $654,860 | $339.4 million | adviserinfo.sec.gov |
| Research Financial Strategies | Rockville | Fewer than 5 | $606,859 | $251.6 million | adviserinfo.sec.gov |
| Aegis Wealth | Bethesda | Fewer than 5 | $606,517 | $744.1 million | adviserinfo.sec.gov |
| Intervest LTD | Chevy Chase | Fewer than 5 | $572,108 | $247 million | adviserinfo.sec.gov |
| Capital Squared Financial LLC | Rockville | Fewer than 5 | $437,000 | $198.7 million | adviserinfo.sec.gov |
| Glass Jacobson Wealth Advisors | Owings Mills | 1 | $269,452 | $928 million | adviserinfo.sec.gov |
| Montgomery Financial | Ocean City | 2 | $237,447 | $229.8 million | adviserinfo.sec.gov |
| Moore Wealth | Frederick | Fewer than 5 | $202,300 | $156.9 million | adviserinfo.sec.gov |
| Buttonwood Financial Advisors, Inc. | Baltimore | 3 | $160,165 | $483.2 million | adviserinfo.sec.gov |
| Standard Partners LLC | Bethesda | Fewer than 5 | $156,670 | $108.3 million | adviserinfo.sec.gov |
| Veridian Capital Partners | Frederick | Fewer than 5 | $118,444 | $551.1 million | adviserinfo.sec.gov |
| Elite Income Advisors, Inc. | Ellicott City | 1 | $23,910 | $213.4 million | adviserinfo.sec.gov |
| Institutional Shareholder Services Inc. | Rockville | 45 | Not listed | Not listed | 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.