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Data / Investment advisers / Serving investment companies / Maryland

Investment advisers in Maryland serving investment companies: 24 firms

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

24 SEC registered investment advisers with a main office in Maryland report investment companies among their clients in Form ADV item 5.D, and together they attribute $1.5 trillion 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 investment companies, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

  • 24Advisers
  • $1.5 trillionAUM from this client type
  • 23Advisers over $100 million
  • November 2, 2026File date

Advisers in Maryland serving investment 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.Baltimore355$1.18 trillion$2.20 trillionadviserinfo.sec.gov
T.Rowe Price Investment Management, Inc.Baltimore36$172.51 billion$204.18 billionadviserinfo.sec.gov
Proshare Advisors LLCBethesda145$85.30 billion$85.30 billionadviserinfo.sec.gov
Brown AdvisoryBaltimore6$24.26 billion$124.31 billionadviserinfo.sec.gov
Profund Advisors LLCBethesda118$5.20 billion$5.20 billionadviserinfo.sec.gov
PotomacBethesda4$3.10 billion$3.28 billionadviserinfo.sec.gov
Adams Diversified Equity Fund, Inc.Baltimore1$3.03 billion$3.03 billionadviserinfo.sec.gov
Brown Capital Management, LLCBaltimore3$2.50 billion$4.54 billionadviserinfo.sec.gov
Campbell & Company Investment Adviser LLCBaltimore1$1.93 billion$4.34 billionadviserinfo.sec.gov
Patient Capital Management, LLCBaltimore1$1.86 billion$2.50 billionadviserinfo.sec.gov
AdvisorsharesBethesda18$1.72 billion$1.72 billionadviserinfo.sec.gov
Advisors Preferred LLCRockville22$1.69 billion$1.69 billionadviserinfo.sec.gov
1919 Investment Counsel, LLCBaltimore2$1.05 billion$26.04 billionadviserinfo.sec.gov
D.F. Dent and Company, Inc.Baltimore4$744 million$7.88 billionadviserinfo.sec.gov
Hussman Strategic Advisors IncEllicott City3$617.4 million$617.4 millionadviserinfo.sec.gov
Corbyn Investment Management IncLutherville2$508.2 million$1.01 billionadviserinfo.sec.gov
Arrow Investment Advisors, LLCLaurel2$377.3 million$377.3 millionadviserinfo.sec.gov
Cromwell FundsBaltimore1$368.9 million$368.9 millionadviserinfo.sec.gov
Torray Investment Partners LLCBethesda1$340.3 million$750.1 millionadviserinfo.sec.gov
Edgemoor Investment Advisors, Inc.Bethesda1$188 million$1.52 billionadviserinfo.sec.gov
Greenhouse Funds LLLPBaltimore2$128.1 million$2.93 billionadviserinfo.sec.gov
Hillman Capital Management IncBethesda1$93.5 million$195.9 millionadviserinfo.sec.gov
Chevy Chase Trust CompanyBethesda1$43.6 million$44.93 billionadviserinfo.sec.gov
Institutional Shareholder Services Inc.Rockville45Not 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.