Data / Investment advisers / Serving individuals / Maryland

Investment advisers in Maryland serving individuals: 152 firms

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

152 SEC registered investment advisers with a main office in Maryland report individuals among their clients in Form ADV item 5.D, and together they attribute $28 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is T. Rowe Price Advisory Services, Inc.

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.

Get individuals advisers in Maryland Watch new advisers in Maryland

152Advisers
$28 billionAUM from this client type
151Advisers over $100 million
November 2, 2026File date

Advisers in Maryland serving 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
T. Rowe Price Advisory Services, Inc.	Owings Mills	13,517	$5.90 billion	$5.90 billion	adviserinfo.sec.gov
FBB Capital Partners	Bethesda	988	$2.13 billion	$2.39 billion	adviserinfo.sec.gov
XML Financial Group	Bethesda	2,057	$1.83 billion	$3.30 billion	adviserinfo.sec.gov
Founders Financial Securities, LLC	Towson	8,124	$1.57 billion	$4.14 billion	adviserinfo.sec.gov
1919 Investment Counsel, LLC	Baltimore	2,213	$1.02 billion	$26.04 billion	adviserinfo.sec.gov
Retirement Management Systems	Leonardtown	2,479	$968.4 million	$1.89 billion	adviserinfo.sec.gov
Baltimore-Washington Financial Advisors	Columbia	4,400	$900.3 million	$2.99 billion	adviserinfo.sec.gov
Prosperity, an Eisneramper Company	Owings Mills	1,374	$741.4 million	$5.04 billion	adviserinfo.sec.gov
Red Oak Financial Group	Towson	1,051	$615.5 million	$1.04 billion	adviserinfo.sec.gov
Scarborough Capital Management	Annapolis	1,932	$445.7 million	$1.64 billion	adviserinfo.sec.gov
Chapin Davis Asset Management	Baltimore	524	$439.3 million	$642.8 million	adviserinfo.sec.gov
The Kelly Group	Bel Air	840	$402.6 million	$1.13 billion	adviserinfo.sec.gov
Verdence Capital Advisors, LLC	Hunt Valley	1,043	$366.7 million	$4.63 billion	adviserinfo.sec.gov
Prostatis Financial Advisors Group	Hanover	1,437	$360.7 million	$605.4 million	adviserinfo.sec.gov
Lombard Advisers Incorporated	Baltimore	867	$356.8 million	$669.8 million	adviserinfo.sec.gov
Glass Jacobson Wealth Advisors	Owings Mills	350	$285.8 million	$928 million	adviserinfo.sec.gov
The Marshall Financial Group LLC	Hunt Valley	828	$282.8 million	$735.6 million	adviserinfo.sec.gov
Innovative Wealth Building LLC	California	1,567	$278.7 million	$657.2 million	adviserinfo.sec.gov
Greenspring Advisors, LLC	Towson	579	$253.2 million	$6.46 billion	adviserinfo.sec.gov
Bull Harbor Capital LLC.	Bethesda	293	$245 million	$354.8 million	adviserinfo.sec.gov
Financial Consulate	Hunt Valley	516	$242.6 million	$1.10 billion	adviserinfo.sec.gov
Brown Advisory	Baltimore	745	$240.5 million	$124.31 billion	adviserinfo.sec.gov
SC&H Wealth	Hunt Valley	420	$232.3 million	$1.23 billion	adviserinfo.sec.gov
Harbor Investment Advisory, LLC	Lutherville	1,321	$223.7 million	$6.87 billion	adviserinfo.sec.gov
Curio Wealth, LLC	Annapolis	304	$208.4 million	$460.7 million	adviserinfo.sec.gov
Fsa Wealth Partners	Rockville	467	$190.6 million	$819.7 million	adviserinfo.sec.gov
Capital Squared Financial LLC	Rockville	34	$183.4 million	$198.7 million	adviserinfo.sec.gov
Montgomery Financial	Ocean City	924	$177.1 million	$229.8 million	adviserinfo.sec.gov
Catoctin Ridge Wealth Partner	Thurmont	921	$174.5 million	$199 million	adviserinfo.sec.gov
Widmann Financial Services	Bowie	428	$169.1 million	$466.8 million	adviserinfo.sec.gov
Calvert Wealth Management, Inc.	Dunkirk	304	$168.4 million	$189.6 million	adviserinfo.sec.gov
Edgemoor Investment Advisors, Inc.	Bethesda	159	$167.3 million	$1.52 billion	adviserinfo.sec.gov
Cornerstone Advisory	Hunt Valley	356	$160.6 million	$2.25 billion	adviserinfo.sec.gov
Turning Point Financial	Frederick	683	$151.5 million	$339.4 million	adviserinfo.sec.gov
Financial Council, LLC	Towson	305	$151.3 million	$1.27 billion	adviserinfo.sec.gov
SFG Wealth Management	Towson	619	$137.4 million	$760.2 million	adviserinfo.sec.gov
Corbyn Investment Management Inc	Lutherville	273	$136.2 million	$1.01 billion	adviserinfo.sec.gov
WBH Advisory, Inc.	Baltimore	307	$135.7 million	$1.74 billion	adviserinfo.sec.gov
Torray Investment Partners LLC	Bethesda	463	$134.7 million	$750.1 million	adviserinfo.sec.gov
Hergenroeder Financial Advisors, Inc.	Timonium	323	$134.2 million	$304.5 million	adviserinfo.sec.gov
Valuewealth Services, LLC	Annapolis	305	$122 million	$319 million	adviserinfo.sec.gov
HF Advisory Group, LLC	Annapolis	361	$120.9 million	$321.5 million	adviserinfo.sec.gov
Tritonpoint Wealth, LLC	Chevy Chase	162	$119.6 million	$1.55 billion	adviserinfo.sec.gov
Law & Associates Inc	Glen Echo	243	$117.1 million	$326.6 million	adviserinfo.sec.gov
VSM Wealth Advisory, LLC	Hunt Valley	176	$112.7 million	$677.5 million	adviserinfo.sec.gov
Veridian Capital Partners	Frederick	498	$110.1 million	$551.1 million	adviserinfo.sec.gov
Marks Wealth Management	Ellicott City	151	$107.7 million	$409.2 million	adviserinfo.sec.gov
Beacon Investment Advisors LLC	Gaithersburg	59	$107.3 million	$541.9 million	adviserinfo.sec.gov
Berman McAleer	Timonium	264	$106.1 million	$1.82 billion	adviserinfo.sec.gov
Oliver Wealth Management	Towson	401	$103.6 million	$340.4 million	adviserinfo.sec.gov
Bay Harbor Wealth Management, LLC	Hunt Valley	266	$99.9 million	$412 million	adviserinfo.sec.gov
Sera Capital Management, LLC	Annapolis	46	$96.4 million	$114.3 million	adviserinfo.sec.gov
Global Brokerage Services, Inc.	Hunt Valley	272	$94.8 million	$162.8 million	adviserinfo.sec.gov
1 North Wealth Services, LLC	Annapolis	136	$93.5 million	$320.4 million	adviserinfo.sec.gov
Black Diamond Financial, LLC	Lutherville	117	$90.6 million	$1.37 billion	adviserinfo.sec.gov
Potomac	Bethesda	1,137	$88 million	$3.28 billion	adviserinfo.sec.gov
Elite Income Advisors, Inc.	Ellicott City	467	$85.6 million	$213.4 million	adviserinfo.sec.gov
Wealth Planning Group	Baltimore	300	$81.4 million	$360.9 million	adviserinfo.sec.gov
Equitycompass Investment Management, LLC	Baltimore	150	$79.8 million	$220.9 million	adviserinfo.sec.gov
Shaker Financial Services	Annapolis	228	$76.7 million	$286.3 million	adviserinfo.sec.gov
PKS Investment Advisors LLC	Salisbury	384	$75.1 million	$367.2 million	adviserinfo.sec.gov
Schaeffer Financial LLC	Rockville	171	$73 million	$257.7 million	adviserinfo.sec.gov
Research Financial Strategies	Rockville	418	$72.4 million	$251.6 million	adviserinfo.sec.gov
Macroview Investment Management LLC	Bethesda	159	$70 million	$387.1 million	adviserinfo.sec.gov
Chesapeake Financial Advisors	Towson	177	$69.9 million	$310.1 million	adviserinfo.sec.gov
Planvest Financial, Inc.	Gaithersburg	224	$68.9 million	$175.9 million	adviserinfo.sec.gov
The L. Warner Companies, Inc	Timonium	172	$67.1 million	$802.4 million	adviserinfo.sec.gov
Heritage Investors Management Corp	Bethesda	97	$63.1 million	$4.63 billion	adviserinfo.sec.gov
Kendall Capital Management	Rockville	126	$62.8 million	$743.9 million	adviserinfo.sec.gov
Waypoint Wealth Management	Timonium	132	$60 million	$242.5 million	adviserinfo.sec.gov
Peakstone Financial Advisors	Chevy Chase	203	$59.4 million	$255.9 million	adviserinfo.sec.gov
Sargent Investment Group	Bethesda	145	$59.3 million	$1.48 billion	adviserinfo.sec.gov
MDRN Capital	Annapolis	144	$58.2 million	$338.6 million	adviserinfo.sec.gov
The Simmons Partnership, Inc	Towson	236	$57.8 million	$216.5 million	adviserinfo.sec.gov
Kilner Capital Advisors, LLC	Gaithersburg	146	$57.6 million	$336.7 million	adviserinfo.sec.gov
Moore Wealth	Frederick	159	$57.2 million	$156.9 million	adviserinfo.sec.gov
Tritonpoint Capital, LLC	Chevy Chase	86	$55.5 million	$250.2 million	adviserinfo.sec.gov
Northbrook Financial	Baltimore	103	$54.1 million	$108.8 million	adviserinfo.sec.gov
MV Capital Management, Inc.	Bethesda	149	$53.7 million	$1.44 billion	adviserinfo.sec.gov
D.F. Dent and Company, Inc.	Baltimore	108	$53.4 million	$7.88 billion	adviserinfo.sec.gov
Delta Financial Advisors, Inc	Kensington	174	$53.3 million	$234 million	adviserinfo.sec.gov
Blue Curve Advisory, LLC	Towson	221	$51.2 million	$125.2 million	adviserinfo.sec.gov
Blueprint Wealth Management Inc.	Ellicott City	100	$50 million	$190 million	adviserinfo.sec.gov
Advocate Investing Services	Woodbine	164	$49 million	$186.6 million	adviserinfo.sec.gov
Town Capital	Bel Air	102	$48.2 million	$168.8 million	adviserinfo.sec.gov
Buttonwood Financial Advisors, Inc.	Baltimore	169	$47.3 million	$483.2 million	adviserinfo.sec.gov
Quantum Financial Advisors Inc	Rockville	110	$46.1 million	$557.5 million	adviserinfo.sec.gov
BNB Wealth Mangagement, LLC	Silver Spring	289	$43.6 million	$264.6 million	adviserinfo.sec.gov
Warner Financial, Inc	Bethesda	82	$42.7 million	$851.8 million	adviserinfo.sec.gov
Sherman Wealth Management LLC	Gaithersburg	102	$42.6 million	$160.3 million	adviserinfo.sec.gov
Jemma Financial Services	Baltimore	238	$41 million	$139.8 million	adviserinfo.sec.gov
CWM Advisory, LLC	Ocean Pines	209	$40.1 million	$101 million	adviserinfo.sec.gov
Westbourne Investment Advisors Inc.	Annapolis	119	$39.5 million	$448.8 million	adviserinfo.sec.gov
Booster, LLC	Baltimore	147	$39.3 million	$229.3 million	adviserinfo.sec.gov
Armstrong Dixon	Baltimore	132	$38.8 million	$447.5 million	adviserinfo.sec.gov
Accordant Advisory Group, Inc.	Annapolis	108	$38.7 million	$278 million	adviserinfo.sec.gov
Ferguson-Johnson Wealth Management, Inc.	Rockville	109	$38.1 million	$316.4 million	adviserinfo.sec.gov
Hwa Financial Group	Ellicott City	105	$37.6 million	$295.3 million	adviserinfo.sec.gov
LGG Financial	Bethesda	89	$36.6 million	$563.9 million	adviserinfo.sec.gov
RCS Financial Planning, LLC	Annapolis	111	$36.6 million	$281 million	adviserinfo.sec.gov
GLR Partners	Columbia	103	$35.5 million	$260.7 million	adviserinfo.sec.gov
Trumbower Financial Advisors LLC	Bethesda	87	$34.1 million	$1.98 billion	adviserinfo.sec.gov
RMG Advisors	Rockville	98	$34.1 million	$200.5 million	adviserinfo.sec.gov
Pointer Financial Advisors LLC	Columbia	96	$33.6 million	$176.4 million	adviserinfo.sec.gov
Bestgate Wealth Advisors, LLC	Frederick	64	$33.5 million	$162.4 million	adviserinfo.sec.gov
Councilor Wealth LLC	Bethesda	96	$32.4 million	$316.9 million	adviserinfo.sec.gov
White Oak Wealth Management	Columbia	50	$31.9 million	$124.2 million	adviserinfo.sec.gov
Maryland Capital Advisors, Inc.	Chester	83	$30.9 million	$490.8 million	adviserinfo.sec.gov
Meritis Wealth Management, Inc.	Potomac	62	$30.8 million	$224.4 million	adviserinfo.sec.gov
Carderock Capital Management, Inc.	Chevy Chase	55	$30.1 million	$677 million	adviserinfo.sec.gov
Sandbox Financial Partners, LLC	Bethesda	225	$30.1 million	$681.7 million	adviserinfo.sec.gov
Lafayette Investments, Inc.	Ashton	76	$29.7 million	$942.8 million	adviserinfo.sec.gov
Atcap Partners, LLC	Rockville	150	$27.9 million	$195.5 million	adviserinfo.sec.gov
My Wealth Management, Inc	Germantown	71	$27 million	$178.7 million	adviserinfo.sec.gov
Partnership Wealth Management	Towson	77	$25.6 million	$234.9 million	adviserinfo.sec.gov
American Financial Management, LTD.	Owings Mills	119	$25.4 million	$31.6 million	adviserinfo.sec.gov
Tufton Capital Management, LLC	Hunt Valley	78	$25 million	$463.8 million	adviserinfo.sec.gov
Hillman Capital Management Inc	Bethesda	117	$24.9 million	$195.9 million	adviserinfo.sec.gov
Glassy Mountain Advisors, Inc.	Bethesda	43	$24.2 million	$369.8 million	adviserinfo.sec.gov
Marathon Capital Management	Hunt Valley	99	$24.2 million	$790.1 million	adviserinfo.sec.gov
Perspective Wealth Management	Hunt Valley	46	$23.1 million	$595 million	adviserinfo.sec.gov
Oxford Planning Group, LLC	Woodstock	61	$22.9 million	$112.9 million	adviserinfo.sec.gov
Tritonpoint Partners, LLC	Chevy Chase	32	$22.7 million	$286.5 million	adviserinfo.sec.gov
Tribridge Partners Financial LLC	Columbia	58	$22.2 million	$1.60 billion	adviserinfo.sec.gov
Cassilly Financial	Severna Park	88	$21.5 million	$135.5 million	adviserinfo.sec.gov
Bontempo Ohly Capital Management, LLC	Bethesda	62	$20.6 million	$405.7 million	adviserinfo.sec.gov
Intervest LTD	Chevy Chase	70	$19 million	$247 million	adviserinfo.sec.gov
Foundry Wealth Advisors, LLC	Baltimore	33	$17.1 million	$163.4 million	adviserinfo.sec.gov
Meta Wealth Advisory	Timonium	31	$16.9 million	$172.1 million	adviserinfo.sec.gov
L. K. Benson & Company, P.C.	Timonium	28	$15.9 million	$446.2 million	adviserinfo.sec.gov
Impact Capital, LLC	Rockville	40	$15.4 million	$253.4 million	adviserinfo.sec.gov
Snyder Asset Management, LLC	Hunt Valley	33	$15.3 million	$112.3 million	adviserinfo.sec.gov
The Ellerson Group Inc	Annapolis	47	$15.3 million	$291.2 million	adviserinfo.sec.gov
A. J. Perry & Co.	Towson	57	$14.4 million	$108.8 million	adviserinfo.sec.gov
Ivy League Financial Advisors LLC	Rockville	38	$13.6 million	$188.7 million	adviserinfo.sec.gov
Bireme Capital, LLC	Rockville	13	$12.5 million	$196.9 million	adviserinfo.sec.gov
Capital Financial, LLC	Olney	23	$12.2 million	$159.4 million	adviserinfo.sec.gov
A.G. Campbell Advisory, LLC	Baltimore	32	$12 million	$403.9 million	adviserinfo.sec.gov
Promethium	Bethesda	69	$11.6 million	$235.3 million	adviserinfo.sec.gov
Aegis Wealth	Bethesda	21	$11.2 million	$744.1 million	adviserinfo.sec.gov
Mount Vernon Associates Inc	Baltimore	23	$9.8 million	$232.5 million	adviserinfo.sec.gov
QP Consulting	Takoma Park	13	$8 million	$559.6 million	adviserinfo.sec.gov
&Wealth Partners	Baltimore	26	$7.2 million	$508.2 million	adviserinfo.sec.gov
Thinagee Investments Inc.	Bethesda	11	$4.9 million	$265.4 million	adviserinfo.sec.gov
Family Office Research, LLC	Bethesda	12	$4.8 million	$648.2 million	adviserinfo.sec.gov
Tred Avon Family Wealth, LLC	Easton	32	$4.5 million	$431.9 million	adviserinfo.sec.gov
Standard Partners LLC	Bethesda	19	$4.2 million	$108.3 million	adviserinfo.sec.gov
Alpha Dna Investment Management	Columbia	8	$2.3 million	$194.7 million	adviserinfo.sec.gov
Asset Strategy Consultants LLC	Hunt Valley	3	$2 million	$5.16 billion	adviserinfo.sec.gov
Nexus338	Cabin John	Fewer than 5	$681,652	$407.8 million	adviserinfo.sec.gov
Brown Advisory Investment Solutions Group LLC	Baltimore	Fewer than 5	$146,708	$9.84 billion	adviserinfo.sec.gov
T. Rowe Price Associates, Inc.	Baltimore	181	Not listed	$2.20 trillion	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.