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Investment advisers in Maryland serving high net worth individuals: 163 firms

Name: Investment advisers in Maryland serving high net worth individuals: Form ADV data
Creator: SpecStream
License: https://creativecommons.org/licenses/by/4.0/

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

163 SEC registered investment advisers with a main office in Maryland report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $169 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.

The request: Every investment adviser in Maryland that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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163Advisers
$169 billionAUM from this client type
162Advisers over $100 million
November 2, 2026File date

Advisers in Maryland serving high net worth individuals

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	2,484	$48.58 billion	$124.31 billion	adviserinfo.sec.gov
1919 Investment Counsel, LLC	Baltimore	2,653	$18.84 billion	$26.04 billion	adviserinfo.sec.gov
Chevy Chase Trust Company	Bethesda	1,177	$12.45 billion	$44.93 billion	adviserinfo.sec.gov
T. Rowe Price Associates, Inc.	Baltimore	680	$5.14 billion	$2.20 trillion	adviserinfo.sec.gov
Pennington Partners & Co., LLC	Bethesda	102	$4.60 billion	$5.09 billion	adviserinfo.sec.gov
D.F. Dent and Company, Inc.	Baltimore	903	$4.49 billion	$7.88 billion	adviserinfo.sec.gov
Prosperity, an Eisneramper Company	Owings Mills	995	$4.23 billion	$5.04 billion	adviserinfo.sec.gov
Greenspring Advisors, LLC	Towson	1,118	$4.08 billion	$6.46 billion	adviserinfo.sec.gov
Verdence Capital Advisors, LLC	Hunt Valley	755	$3.97 billion	$4.63 billion	adviserinfo.sec.gov
Heritage Investors Management Corp	Bethesda	585	$3.96 billion	$4.63 billion	adviserinfo.sec.gov
Harbor Investment Advisory, LLC	Lutherville	2,036	$2.67 billion	$6.87 billion	adviserinfo.sec.gov
Founders Financial Securities, LLC	Towson	1,466	$2.13 billion	$4.14 billion	adviserinfo.sec.gov
Baltimore-Washington Financial Advisors	Columbia	872	$2.06 billion	$2.99 billion	adviserinfo.sec.gov
Trumbower Financial Advisors LLC	Bethesda	159	$1.95 billion	$1.98 billion	adviserinfo.sec.gov
Cornerstone Advisory	Hunt Valley	452	$1.85 billion	$2.25 billion	adviserinfo.sec.gov
Berman McAleer	Timonium	382	$1.63 billion	$1.82 billion	adviserinfo.sec.gov
WBH Advisory, Inc.	Baltimore	418	$1.58 billion	$1.74 billion	adviserinfo.sec.gov
Tritonpoint Wealth, LLC	Chevy Chase	176	$1.38 billion	$1.55 billion	adviserinfo.sec.gov
XML Financial Group	Bethesda	833	$1.36 billion	$3.30 billion	adviserinfo.sec.gov
Sargent Investment Group	Bethesda	251	$1.34 billion	$1.48 billion	adviserinfo.sec.gov
Scarborough Capital Management	Annapolis	732	$1.20 billion	$1.64 billion	adviserinfo.sec.gov
Edgemoor Investment Advisors, Inc.	Bethesda	153	$1.12 billion	$1.52 billion	adviserinfo.sec.gov
Financial Council, LLC	Towson	343	$1.12 billion	$1.27 billion	adviserinfo.sec.gov
Black Diamond Financial, LLC	Lutherville	218	$1.04 billion	$1.37 billion	adviserinfo.sec.gov
SC&H Wealth	Hunt Valley	248	$980.8 million	$1.23 billion	adviserinfo.sec.gov
MV Capital Management, Inc.	Bethesda	295	$946.1 million	$1.44 billion	adviserinfo.sec.gov
Retirement Management Systems	Leonardtown	553	$918.4 million	$1.89 billion	adviserinfo.sec.gov
Financial Consulate	Hunt Valley	328	$845.2 million	$1.10 billion	adviserinfo.sec.gov
Warner Financial, Inc	Bethesda	174	$781.9 million	$851.8 million	adviserinfo.sec.gov
Lafayette Investments, Inc.	Ashton	164	$767.5 million	$942.8 million	adviserinfo.sec.gov
Aegis Wealth	Bethesda	102	$732.3 million	$744.1 million	adviserinfo.sec.gov
The L. Warner Companies, Inc	Timonium	180	$678.2 million	$802.4 million	adviserinfo.sec.gov
Kendall Capital Management	Rockville	226	$676.4 million	$743.9 million	adviserinfo.sec.gov
Brown Advisory Investment Solutions Group LLC	Baltimore	Fewer than 5	$676.1 million	$9.84 billion	adviserinfo.sec.gov
Williams Asset Management	Columbia	433	$661.1 million	$661.1 million	adviserinfo.sec.gov
The Kelly Group	Bel Air	247	$645.9 million	$1.13 billion	adviserinfo.sec.gov
Glass Jacobson Wealth Advisors	Owings Mills	151	$640 million	$928 million	adviserinfo.sec.gov
Carderock Capital Management, Inc.	Chevy Chase	156	$603.6 million	$677 million	adviserinfo.sec.gov
Fsa Wealth Partners	Rockville	231	$595.8 million	$819.7 million	adviserinfo.sec.gov
HZ Investments Inc.	Chevy Chase	21	$591.4 million	$591.4 million	adviserinfo.sec.gov
Perspective Wealth Management	Hunt Valley	218	$571.9 million	$595 million	adviserinfo.sec.gov
SFG Wealth Management	Towson	554	$570.6 million	$760.2 million	adviserinfo.sec.gov
Family Office Research, LLC	Bethesda	103	$548.6 million	$648.2 million	adviserinfo.sec.gov
Sandbox Financial Partners, LLC	Bethesda	273	$543.1 million	$681.7 million	adviserinfo.sec.gov
LGG Financial	Bethesda	152	$520.3 million	$563.9 million	adviserinfo.sec.gov
VSM Wealth Advisory, LLC	Hunt Valley	433	$513.6 million	$677.5 million	adviserinfo.sec.gov
Montgomery Investment Management Inc	Rockville	107	$487.6 million	$490 million	adviserinfo.sec.gov
Marathon Capital Management	Hunt Valley	182	$485.5 million	$790.1 million	adviserinfo.sec.gov
Maryland Capital Advisors, Inc.	Chester	107	$456.6 million	$490.8 million	adviserinfo.sec.gov
Veridian Capital Partners	Frederick	318	$439.1 million	$551.1 million	adviserinfo.sec.gov
Buttonwood Financial Advisors, Inc.	Baltimore	152	$434.4 million	$483.2 million	adviserinfo.sec.gov
L. K. Benson & Company, P.C.	Timonium	75	$430.3 million	$446.2 million	adviserinfo.sec.gov
Tufton Capital Management, LLC	Hunt Valley	170	$407.1 million	$463.8 million	adviserinfo.sec.gov
Armstrong Dixon	Baltimore	158	$404.4 million	$447.5 million	adviserinfo.sec.gov
Westbourne Investment Advisors Inc.	Annapolis	68	$399.3 million	$448.8 million	adviserinfo.sec.gov
Tred Avon Family Wealth, LLC	Easton	296	$390.4 million	$431.9 million	adviserinfo.sec.gov
The Marshall Financial Group LLC	Hunt Valley	166	$389.3 million	$735.6 million	adviserinfo.sec.gov
&Wealth Partners	Baltimore	70	$382.3 million	$508.2 million	adviserinfo.sec.gov
Innovative Wealth Building LLC	California	203	$378.5 million	$657.2 million	adviserinfo.sec.gov
Bontempo Ohly Capital Management, LLC	Bethesda	91	$367.1 million	$405.7 million	adviserinfo.sec.gov
Tribridge Partners Financial LLC	Columbia	174	$352.9 million	$1.60 billion	adviserinfo.sec.gov
Glassy Mountain Advisors, Inc.	Bethesda	84	$345.5 million	$369.8 million	adviserinfo.sec.gov
Bay Harbor Wealth Management, LLC	Hunt Valley	130	$308.4 million	$412 million	adviserinfo.sec.gov
Marks Wealth Management	Ellicott City	132	$301.6 million	$409.2 million	adviserinfo.sec.gov
Widmann Financial Services	Bowie	123	$284.9 million	$466.8 million	adviserinfo.sec.gov
MDRN Capital	Annapolis	425	$280.5 million	$338.6 million	adviserinfo.sec.gov
The Ellerson Group Inc	Annapolis	62	$275.9 million	$291.2 million	adviserinfo.sec.gov
A.G. Campbell Advisory, LLC	Baltimore	29	$272.4 million	$403.9 million	adviserinfo.sec.gov
Councilor Wealth LLC	Bethesda	95	$269 million	$316.9 million	adviserinfo.sec.gov
Tritonpoint Partners, LLC	Chevy Chase	42	$263.7 million	$286.5 million	adviserinfo.sec.gov
Ferguson-Johnson Wealth Management, Inc.	Rockville	81	$260.6 million	$316.4 million	adviserinfo.sec.gov
Thinagee Investments Inc.	Bethesda	29	$260.5 million	$265.4 million	adviserinfo.sec.gov
Kilner Capital Advisors, LLC	Gaithersburg	84	$252.2 million	$336.7 million	adviserinfo.sec.gov
Curio Wealth, LLC	Annapolis	50	$246.8 million	$460.7 million	adviserinfo.sec.gov
FBB Capital Partners	Bethesda	16	$246.4 million	$2.39 billion	adviserinfo.sec.gov
Prostatis Financial Advisors Group	Hanover	131	$243.2 million	$605.4 million	adviserinfo.sec.gov
RCS Financial Planning, LLC	Annapolis	107	$234.6 million	$281 million	adviserinfo.sec.gov
Impact Capital, LLC	Rockville	72	$234.3 million	$253.4 million	adviserinfo.sec.gov
Torray Investment Partners LLC	Bethesda	63	$233.7 million	$750.1 million	adviserinfo.sec.gov
Oliver Wealth Management	Towson	83	$231 million	$340.4 million	adviserinfo.sec.gov
Corbyn Investment Management Inc	Lutherville	106	$230 million	$1.01 billion	adviserinfo.sec.gov
Hwa Financial Group	Ellicott City	62	$229.2 million	$295.3 million	adviserinfo.sec.gov
Chesapeake Financial Advisors	Towson	91	$227.9 million	$310.1 million	adviserinfo.sec.gov
Intervest LTD	Chevy Chase	105	$227.4 million	$247 million	adviserinfo.sec.gov
GLR Partners	Columbia	67	$224.1 million	$260.7 million	adviserinfo.sec.gov
Beacon Investment Advisors LLC	Gaithersburg	59	$222.9 million	$541.9 million	adviserinfo.sec.gov
Accordant Advisory Group, Inc.	Annapolis	74	$219.8 million	$278 million	adviserinfo.sec.gov
Promethium	Bethesda	208	$219.1 million	$235.3 million	adviserinfo.sec.gov
1 North Wealth Services, LLC	Annapolis	81	$212.6 million	$320.4 million	adviserinfo.sec.gov
Partnership Wealth Management	Towson	62	$209.3 million	$234.9 million	adviserinfo.sec.gov
Shaker Financial Services	Annapolis	101	$208.7 million	$286.3 million	adviserinfo.sec.gov
PKS Investment Advisors LLC	Salisbury	73	$204.7 million	$367.2 million	adviserinfo.sec.gov
HF Advisory Group, LLC	Annapolis	99	$200.6 million	$321.5 million	adviserinfo.sec.gov
Law & Associates Inc	Glen Echo	54	$200.5 million	$326.6 million	adviserinfo.sec.gov
Wealth Planning Group	Baltimore	80	$197.8 million	$360.9 million	adviserinfo.sec.gov
Valuewealth Services, LLC	Annapolis	115	$196.9 million	$319 million	adviserinfo.sec.gov
Bluestone® Financial Advisors, LLC	Bethesda	50	$196.8 million	$207.3 million	adviserinfo.sec.gov
Peakstone Financial Advisors	Chevy Chase	116	$195.8 million	$255.9 million	adviserinfo.sec.gov
Chapin Davis Asset Management	Baltimore	19	$191.6 million	$642.8 million	adviserinfo.sec.gov
Meritis Wealth Management, Inc.	Potomac	68	$191.3 million	$224.4 million	adviserinfo.sec.gov
Turning Point Financial	Frederick	101	$186.9 million	$339.4 million	adviserinfo.sec.gov
Schaeffer Financial LLC	Rockville	76	$184.7 million	$257.7 million	adviserinfo.sec.gov
Delta Financial Advisors, Inc	Kensington	71	$180.6 million	$234 million	adviserinfo.sec.gov
Macroview Investment Management LLC	Bethesda	66	$179.7 million	$387.1 million	adviserinfo.sec.gov
Waypoint Wealth Management	Timonium	72	$179.3 million	$242.5 million	adviserinfo.sec.gov
Ivy League Financial Advisors LLC	Rockville	64	$170.9 million	$188.7 million	adviserinfo.sec.gov
Hergenroeder Financial Advisors, Inc.	Timonium	98	$170.3 million	$304.5 million	adviserinfo.sec.gov
Tritonpoint Capital, LLC	Chevy Chase	95	$166.6 million	$250.2 million	adviserinfo.sec.gov
RMG Advisors	Rockville	94	$166.4 million	$200.5 million	adviserinfo.sec.gov
Research Financial Strategies	Rockville	93	$166 million	$251.6 million	adviserinfo.sec.gov
BNB Wealth Mangagement, LLC	Silver Spring	152	$158 million	$264.6 million	adviserinfo.sec.gov
The Simmons Partnership, Inc	Towson	71	$157.3 million	$216.5 million	adviserinfo.sec.gov
Meta Wealth Advisory	Timonium	50	$155.1 million	$172.1 million	adviserinfo.sec.gov
Lombard Advisers Incorporated	Baltimore	74	$154.6 million	$669.8 million	adviserinfo.sec.gov
Mount Vernon Associates Inc	Baltimore	39	$147.4 million	$232.5 million	adviserinfo.sec.gov
Foundry Wealth Advisors, LLC	Baltimore	33	$146.3 million	$163.4 million	adviserinfo.sec.gov
Equitycompass Investment Management, LLC	Baltimore	13	$141.1 million	$220.9 million	adviserinfo.sec.gov
Blueprint Wealth Management Inc.	Ellicott City	220	$140 million	$190 million	adviserinfo.sec.gov
Pointer Financial Advisors LLC	Columbia	61	$139.6 million	$176.4 million	adviserinfo.sec.gov
Atcap Partners, LLC	Rockville	192	$138.2 million	$195.5 million	adviserinfo.sec.gov
My Wealth Management, Inc	Germantown	40	$137.8 million	$178.7 million	adviserinfo.sec.gov
Quantum Financial Advisors Inc	Rockville	230	$131.9 million	$557.5 million	adviserinfo.sec.gov
Advocate Investing Services	Woodbine	56	$130.7 million	$186.6 million	adviserinfo.sec.gov
Bestgate Wealth Advisors, LLC	Frederick	54	$128.9 million	$162.4 million	adviserinfo.sec.gov
Elite Income Advisors, Inc.	Ellicott City	190	$127.7 million	$213.4 million	adviserinfo.sec.gov
Town Capital	Bel Air	54	$120.6 million	$168.8 million	adviserinfo.sec.gov
Cassilly Financial	Severna Park	96	$112.9 million	$135.5 million	adviserinfo.sec.gov
Sherman Wealth Management LLC	Gaithersburg	41	$112.1 million	$160.3 million	adviserinfo.sec.gov
Bull Harbor Capital LLC.	Bethesda	128	$106.8 million	$354.8 million	adviserinfo.sec.gov
Planvest Financial, Inc.	Gaithersburg	83	$106.7 million	$175.9 million	adviserinfo.sec.gov
Snyder Asset Management, LLC	Hunt Valley	47	$96 million	$112.3 million	adviserinfo.sec.gov
Moore Wealth	Frederick	45	$93.3 million	$156.9 million	adviserinfo.sec.gov
White Oak Wealth Management	Columbia	12	$92.1 million	$124.2 million	adviserinfo.sec.gov
A. J. Perry & Co.	Towson	38	$89.9 million	$108.8 million	adviserinfo.sec.gov
Patient Capital Management, LLC	Baltimore	2	$89.5 million	$2.50 billion	adviserinfo.sec.gov
Potomac	Bethesda	120	$88.9 million	$3.28 billion	adviserinfo.sec.gov
G10 LLC	Hunt Valley	84	$83.9 million	$4.91 billion	adviserinfo.sec.gov
QP Consulting	Takoma Park	28	$83.8 million	$559.6 million	adviserinfo.sec.gov
Asset Strategy Consultants LLC	Hunt Valley	11	$80.8 million	$5.16 billion	adviserinfo.sec.gov
Oxford Planning Group, LLC	Woodstock	32	$79.7 million	$112.9 million	adviserinfo.sec.gov
Blue Curve Advisory, LLC	Towson	68	$73.8 million	$125.2 million	adviserinfo.sec.gov
Jemma Financial Services	Baltimore	74	$69.4 million	$139.8 million	adviserinfo.sec.gov
Global Brokerage Services, Inc.	Hunt Valley	98	$68 million	$162.8 million	adviserinfo.sec.gov
Hillman Capital Management Inc	Bethesda	61	$67.4 million	$195.9 million	adviserinfo.sec.gov
CWM Advisory, LLC	Ocean Pines	34	$60.9 million	$101 million	adviserinfo.sec.gov
Northbrook Financial	Baltimore	24	$54.4 million	$108.8 million	adviserinfo.sec.gov
Montgomery Financial	Ocean City	26	$52.4 million	$229.8 million	adviserinfo.sec.gov
Bireme Capital, LLC	Rockville	47	$44.5 million	$196.9 million	adviserinfo.sec.gov
Nexus338	Cabin John	9	$40.4 million	$407.8 million	adviserinfo.sec.gov
Booster, LLC	Baltimore	14	$29.5 million	$229.3 million	adviserinfo.sec.gov
Lasalle Investment Management Securities	Baltimore	Fewer than 5	$25.9 million	$3.33 billion	adviserinfo.sec.gov
Catoctin Ridge Wealth Partner	Thurmont	12	$24.5 million	$199 million	adviserinfo.sec.gov
Capital Financial, LLC	Olney	32	$23.7 million	$159.4 million	adviserinfo.sec.gov
Calvert Wealth Management, Inc.	Dunkirk	56	$21.1 million	$189.6 million	adviserinfo.sec.gov
Sera Capital Management, LLC	Annapolis	28	$17.8 million	$114.3 million	adviserinfo.sec.gov
Impactassets Capital Partners PB LLC	Bethesda	Fewer than 5	$17 million	$4.95 billion	adviserinfo.sec.gov
Alpha Dna Investment Management	Columbia	11	$17 million	$194.7 million	adviserinfo.sec.gov
Asb Capital Management LLC	Bethesda	1	$16.1 million	$36.68 billion	adviserinfo.sec.gov
Capital Squared Financial LLC	Rockville	53	$14.9 million	$198.7 million	adviserinfo.sec.gov
American Financial Management, LTD.	Owings Mills	5	$6.2 million	$31.6 million	adviserinfo.sec.gov
Standard Partners LLC	Bethesda	29	$5.4 million	$108.3 million	adviserinfo.sec.gov
New Century Advisors, LLC	Chevy Chase	7	$3.8 million	$4.31 billion	adviserinfo.sec.gov
Brown Capital Management, LLC	Baltimore	1	$2 million	$4.54 billion	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.