Data / Investment advisers / Serving corporations and other businesses / Maryland
Investment advisers in Maryland serving corporations and other businesses: 90 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
90 SEC registered investment advisers with a main office in Maryland report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $45.7 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is PNC Capital Advisors LLC.
The request: Every investment adviser in Maryland that serves corporations and other businesses, with AUM, phone and website. $10 of work on sign-up, no card.
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
- $45.7 billionAUM from this client type
- 89Advisers over $100 million
- November 2, 2026File date
Advisers in Maryland serving corporations and other businesses
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 |
|---|
| PNC Capital Advisors LLC | Baltimore | 138 | $14.92 billion | $50.88 billion | adviserinfo.sec.gov |
| T. Rowe Price Associates, Inc. | Baltimore | 88 | $13.59 billion | $2.20 trillion | adviserinfo.sec.gov |
| Brown Advisory | Baltimore | 363 | $8.46 billion | $124.31 billion | adviserinfo.sec.gov |
| 1919 Investment Counsel, LLC | Baltimore | 102 | $1.76 billion | $26.04 billion | adviserinfo.sec.gov |
| Asb Capital Management LLC | Bethesda | 19 | $1.62 billion | $36.68 billion | adviserinfo.sec.gov |
| Brown Advisory Investment Solutions Group LLC | Baltimore | Fewer than 5 | $1.34 billion | $9.84 billion | adviserinfo.sec.gov |
| D.F. Dent and Company, Inc. | Baltimore | 62 | $761.7 million | $7.88 billion | adviserinfo.sec.gov |
| Lasalle Investment Management Securities | Baltimore | 5 | $363.3 million | $3.33 billion | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Baltimore | 5 | $356.1 million | $4.54 billion | adviserinfo.sec.gov |
| Verdence Capital Advisors, LLC | Hunt Valley | 61 | $210.7 million | $4.63 billion | adviserinfo.sec.gov |
| Harbor Investment Advisory, LLC | Lutherville | 28 | $209.2 million | $6.87 billion | adviserinfo.sec.gov |
| Beacon Investment Advisors LLC | Gaithersburg | 3 | $200.2 million | $541.9 million | adviserinfo.sec.gov |
| Heritage Investors Management Corp | Bethesda | 34 | $183.6 million | $4.63 billion | adviserinfo.sec.gov |
| T.Rowe Price Investment Management, Inc. | Baltimore | 5 | $157.9 million | $204.18 billion | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | Fewer than 5 | $124 million | $4.95 billion | adviserinfo.sec.gov |
| &Wealth Partners | Baltimore | 7 | $118.7 million | $508.2 million | adviserinfo.sec.gov |
| Lafayette Investments, Inc. | Ashton | 5 | $117.2 million | $942.8 million | adviserinfo.sec.gov |
| A.G. Campbell Advisory, LLC | Baltimore | 5 | $114.4 million | $403.9 million | adviserinfo.sec.gov |
| Bireme Capital, LLC | Rockville | 4 | $106.5 million | $196.9 million | adviserinfo.sec.gov |
| Chevy Chase Trust Company | Bethesda | 11 | $105.6 million | $44.93 billion | adviserinfo.sec.gov |
| Berman McAleer | Timonium | 3 | $83.6 million | $1.82 billion | adviserinfo.sec.gov |
| XML Financial Group | Bethesda | 19 | $79 million | $3.30 billion | adviserinfo.sec.gov |
| Corbyn Investment Management Inc | Lutherville | 32 | $72.2 million | $1.01 billion | adviserinfo.sec.gov |
| New Century Advisors, LLC | Chevy Chase | 4 | $57.3 million | $4.31 billion | adviserinfo.sec.gov |
| Nexus338 | Cabin John | Fewer than 5 | $56.6 million | $407.8 million | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | 6 | $49.6 million | $1.55 billion | adviserinfo.sec.gov |
| SFG Wealth Management | Towson | 11 | $38.8 million | $760.2 million | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | 21 | $36.7 million | $2.25 billion | adviserinfo.sec.gov |
| Torray Investment Partners LLC | Bethesda | 22 | $36.6 million | $750.1 million | adviserinfo.sec.gov |
| Prosperity, an Eisneramper Company | Owings Mills | 19 | $34.9 million | $5.04 billion | adviserinfo.sec.gov |
| Greenspring Advisors, LLC | Towson | 4 | $33.2 million | $6.46 billion | adviserinfo.sec.gov |
| FCP | Chevy Chase | 1 | $30.6 million | $3.48 billion | adviserinfo.sec.gov |
| Edgemoor Investment Advisors, Inc. | Bethesda | 3 | $30.4 million | $1.52 billion | adviserinfo.sec.gov |
| Tred Avon Family Wealth, LLC | Easton | 9 | $25.7 million | $431.9 million | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | Fewer than 5 | $21.7 million | $1.48 billion | adviserinfo.sec.gov |
| Sandbox Financial Partners, LLC | Bethesda | 7 | $21.4 million | $681.7 million | adviserinfo.sec.gov |
| Tufton Capital Management, LLC | Hunt Valley | Fewer than 5 | $20.2 million | $463.8 million | adviserinfo.sec.gov |
| Black Diamond Financial, LLC | Lutherville | 10 | $16.5 million | $1.37 billion | adviserinfo.sec.gov |
| BNB Wealth Mangagement, LLC | Silver Spring | 8 | $15.9 million | $264.6 million | adviserinfo.sec.gov |
| Family Office Research, LLC | Bethesda | 1 | $15.7 million | $648.2 million | adviserinfo.sec.gov |
| The L. Warner Companies, Inc | Timonium | 3 | $14.2 million | $802.4 million | adviserinfo.sec.gov |
| Accordant Advisory Group, Inc. | Annapolis | 3 | $10.4 million | $278 million | adviserinfo.sec.gov |
| 1 North Wealth Services, LLC | Annapolis | 3 | $10.4 million | $320.4 million | adviserinfo.sec.gov |
| Bontempo Ohly Capital Management, LLC | Bethesda | 5 | $8.9 million | $405.7 million | adviserinfo.sec.gov |
| Founders Financial Securities, LLC | Towson | 17 | $8.7 million | $4.14 billion | adviserinfo.sec.gov |
| Widmann Financial Services | Bowie | Fewer than 5 | $7.9 million | $466.8 million | adviserinfo.sec.gov |
| Hillman Capital Management Inc | Bethesda | 3 | $7.3 million | $195.9 million | adviserinfo.sec.gov |
| PKS Investment Advisors LLC | Salisbury | 9 | $7 million | $367.2 million | adviserinfo.sec.gov |
| The Kelly Group | Bel Air | 6 | $6.4 million | $1.13 billion | adviserinfo.sec.gov |
| Moore Wealth | Frederick | Fewer than 5 | $6.2 million | $156.9 million | adviserinfo.sec.gov |
| The Marshall Financial Group LLC | Hunt Valley | 6 | $5.8 million | $735.6 million | adviserinfo.sec.gov |
| Jemma Financial Services | Baltimore | 4 | $5.5 million | $139.8 million | adviserinfo.sec.gov |
| Promethium | Bethesda | 10 | $4.6 million | $235.3 million | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | 7 | $4.4 million | $642.8 million | adviserinfo.sec.gov |
| Macroview Investment Management LLC | Bethesda | 10 | $4 million | $387.1 million | adviserinfo.sec.gov |
| Bay Harbor Wealth Management, LLC | Hunt Valley | 3 | $3.7 million | $412 million | adviserinfo.sec.gov |
| Tritonpoint Capital, LLC | Chevy Chase | Fewer than 5 | $3.2 million | $250.2 million | adviserinfo.sec.gov |
| Waypoint Wealth Management | Timonium | 3 | $3.1 million | $242.5 million | adviserinfo.sec.gov |
| Bull Harbor Capital LLC. | Bethesda | 4 | $3 million | $354.8 million | adviserinfo.sec.gov |
| Oxford Planning Group, LLC | Woodstock | Fewer than 5 | $2.8 million | $112.9 million | adviserinfo.sec.gov |
| Wealth Planning Group | Baltimore | Fewer than 5 | $2.5 million | $360.9 million | adviserinfo.sec.gov |
| Armstrong Dixon | Baltimore | 4 | $2.4 million | $447.5 million | adviserinfo.sec.gov |
| WBH Advisory, Inc. | Baltimore | 5 | $2.3 million | $1.74 billion | adviserinfo.sec.gov |
| Veridian Capital Partners | Frederick | 6 | $1.8 million | $551.1 million | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | 31 | $1.6 million | $4.91 billion | adviserinfo.sec.gov |
| Baltimore-Washington Financial Advisors | Columbia | 11 | $1.6 million | $2.99 billion | adviserinfo.sec.gov |
| T. Rowe Price (Canada), Inc. | Baltimore | Fewer than 5 | $1.5 million | $6.55 billion | adviserinfo.sec.gov |
| Hwa Financial Group | Ellicott City | 4 | $1.5 million | $295.3 million | adviserinfo.sec.gov |
| T. Rowe Price Advisory Services, Inc. | Owings Mills | Fewer than 5 | $1.5 million | $5.90 billion | adviserinfo.sec.gov |
| The Simmons Partnership, Inc | Towson | 1 | $1.5 million | $216.5 million | adviserinfo.sec.gov |
| Fsa Wealth Partners | Rockville | Fewer than 5 | $1.5 million | $819.7 million | adviserinfo.sec.gov |
| Buttonwood Financial Advisors, Inc. | Baltimore | 3 | $1.3 million | $483.2 million | adviserinfo.sec.gov |
| Cassilly Financial | Severna Park | 4 | $1.1 million | $135.5 million | adviserinfo.sec.gov |
| Law & Associates Inc | Glen Echo | 6 | $1.1 million | $326.6 million | adviserinfo.sec.gov |
| GLR Partners | Columbia | 2 | $1.1 million | $260.7 million | adviserinfo.sec.gov |
| SC&H Wealth | Hunt Valley | 2 | $1.1 million | $1.23 billion | adviserinfo.sec.gov |
| A. J. Perry & Co. | Towson | 1 | $915,408 | $108.8 million | adviserinfo.sec.gov |
| Financial Consulate | Hunt Valley | Fewer than 5 | $611,390 | $1.10 billion | adviserinfo.sec.gov |
| Research Financial Strategies | Rockville | Fewer than 5 | $475,067 | $251.6 million | adviserinfo.sec.gov |
| Tribridge Partners Financial LLC | Columbia | 2 | $358,876 | $1.60 billion | adviserinfo.sec.gov |
| Turning Point Financial | Frederick | 5 | $293,956 | $339.4 million | adviserinfo.sec.gov |
| Lombard Advisers Incorporated | Baltimore | 2 | $256,310 | $669.8 million | adviserinfo.sec.gov |
| Oliver Wealth Management | Towson | 1 | $242,919 | $340.4 million | adviserinfo.sec.gov |
| Red Oak Financial Group | Towson | Fewer than 5 | $211,626 | $1.04 billion | adviserinfo.sec.gov |
| Planvest Financial, Inc. | Gaithersburg | 2 | $198,200 | $175.9 million | adviserinfo.sec.gov |
| Ferguson-Johnson Wealth Management, Inc. | Rockville | 1 | $168,367 | $316.4 million | adviserinfo.sec.gov |
| Blue Curve Advisory, LLC | Towson | 2 | $160,630 | $125.2 million | adviserinfo.sec.gov |
| White Oak Wealth Management | Columbia | 2 | $8,304 | $124.2 million | adviserinfo.sec.gov |
| Bluestone® Financial Advisors, LLC | Bethesda | Fewer than 5 | $135 | $207.3 million | adviserinfo.sec.gov |
| Institutional Shareholder Services Inc. | Rockville | 78 | Not listed | Not listed | adviserinfo.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.