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Data / Investment advisers / Serving insurance companies / Maryland

Investment advisers in Maryland serving insurance companies: 11 firms

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

11 SEC registered investment advisers with a main office in Maryland report insurance companies among their clients in Form ADV item 5.D, and together they attribute $40.7 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 Associates, Inc.

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

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  • 11Advisers
  • $40.7 billionAUM from this client type
  • 10Advisers over $100 million
  • November 2, 2026File date

Advisers in Maryland serving insurance companies

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
T. Rowe Price Associates, Inc.Baltimore56$30.47 billion$2.20 trillionadviserinfo.sec.gov
PNC Capital Advisors LLCBaltimore16$5.99 billion$50.88 billionadviserinfo.sec.gov
Asset Strategy Consultants LLCHunt Valley1$2.48 billion$5.16 billionadviserinfo.sec.gov
Asb Capital Management LLCBethesda18$736.6 million$36.68 billionadviserinfo.sec.gov
T.Rowe Price Investment Management, Inc.BaltimoreFewer than 5$604.1 million$204.18 billionadviserinfo.sec.gov
Ullico Investment Advisors, Inc.Bethesda1$224.2 million$13.92 billionadviserinfo.sec.gov
Brown AdvisoryBaltimoreFewer than 5$145.2 million$124.31 billionadviserinfo.sec.gov
Brown Capital Management, LLCBaltimore1$50.3 million$4.54 billionadviserinfo.sec.gov
The Marshall Financial Group LLCHunt Valley5$20.6 million$735.6 millionadviserinfo.sec.gov
Corbyn Investment Management IncLutherville1$849,456$1.01 billionadviserinfo.sec.gov
Institutional Shareholder Services Inc.Rockville80Not listedNot listedadviserinfo.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.