Data / Investment advisers / Serving pension and profit sharing plans / Maryland
Investment advisers in Maryland serving pension and profit sharing plans: 91 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
91 SEC registered investment advisers with a main office in Maryland report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $89.9 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 pension and profit sharing plans, 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.
- 91Advisers
- $89.9 billionAUM from this client type
- 90Advisers over $100 million
- November 2, 2026File date
Advisers in Maryland serving pension and profit sharing plans
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 Associates, Inc. | Baltimore | 214 | $68.53 billion | $2.20 trillion | adviserinfo.sec.gov |
| T.Rowe Price Investment Management, Inc. | Baltimore | 7 | $3.03 billion | $204.18 billion | adviserinfo.sec.gov |
| Brown Advisory | Baltimore | 57 | $2.49 billion | $124.31 billion | adviserinfo.sec.gov |
| Greenspring Advisors, LLC | Towson | 123 | $2.03 billion | $6.46 billion | adviserinfo.sec.gov |
| PNC Capital Advisors LLC | Baltimore | 16 | $1.24 billion | $50.88 billion | adviserinfo.sec.gov |
| Tribridge Partners Financial LLC | Columbia | 118 | $1.22 billion | $1.60 billion | adviserinfo.sec.gov |
| Asb Capital Management LLC | Bethesda | 21 | $1.13 billion | $36.68 billion | adviserinfo.sec.gov |
| D.F. Dent and Company, Inc. | Baltimore | 25 | $1.07 billion | $7.88 billion | adviserinfo.sec.gov |
| Harbor Investment Advisory, LLC | Lutherville | 75 | $1.00 billion | $6.87 billion | adviserinfo.sec.gov |
| T. Rowe Price (Canada), Inc. | Baltimore | Fewer than 5 | $977.3 million | $6.55 billion | adviserinfo.sec.gov |
| 1919 Investment Counsel, LLC | Baltimore | 50 | $962.3 million | $26.04 billion | adviserinfo.sec.gov |
| Asset Strategy Consultants LLC | Hunt Valley | 9 | $688.1 million | $5.16 billion | adviserinfo.sec.gov |
| New Century Advisors, LLC | Chevy Chase | 5 | $608.2 million | $4.31 billion | adviserinfo.sec.gov |
| Ullico Investment Advisors, Inc. | Bethesda | 10 | $530.7 million | $13.92 billion | adviserinfo.sec.gov |
| QP Consulting | Takoma Park | 33 | $444.2 million | $559.6 million | adviserinfo.sec.gov |
| Red Oak Financial Group | Towson | 151 | $423.5 million | $1.04 billion | adviserinfo.sec.gov |
| Founders Financial Securities, LLC | Towson | 241 | $414.1 million | $4.14 billion | adviserinfo.sec.gov |
| Quantum Financial Advisors Inc | Rockville | 23 | $376.5 million | $557.5 million | adviserinfo.sec.gov |
| Nexus338 | Cabin John | 456 | $310.1 million | $407.8 million | adviserinfo.sec.gov |
| MV Capital Management, Inc. | Bethesda | 50 | $297 million | $1.44 billion | adviserinfo.sec.gov |
| Bolton Investment | Towson | 8 | $247.1 million | $249.1 million | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | 24 | $165.3 million | $2.25 billion | adviserinfo.sec.gov |
| Booster, LLC | Baltimore | 29 | $160.5 million | $229.3 million | adviserinfo.sec.gov |
| Lasalle Investment Management Securities | Baltimore | Fewer than 5 | $146.6 million | $3.33 billion | adviserinfo.sec.gov |
| Macroview Investment Management LLC | Bethesda | 14 | $120.7 million | $387.1 million | adviserinfo.sec.gov |
| Heritage Investors Management Corp | Bethesda | 13 | $112.9 million | $4.63 billion | adviserinfo.sec.gov |
| Lombard Advisers Incorporated | Baltimore | 27 | $95.4 million | $669.8 million | adviserinfo.sec.gov |
| Black Diamond Financial, LLC | Lutherville | 6 | $91.8 million | $1.37 billion | adviserinfo.sec.gov |
| Sandbox Financial Partners, LLC | Bethesda | 27 | $87.1 million | $681.7 million | adviserinfo.sec.gov |
| PKS Investment Advisors LLC | Salisbury | 34 | $80.4 million | $367.2 million | adviserinfo.sec.gov |
| Wealth Planning Group | Baltimore | 19 | $76.8 million | $360.9 million | adviserinfo.sec.gov |
| The Kelly Group | Bel Air | 14 | $72.6 million | $1.13 billion | adviserinfo.sec.gov |
| Family Office Research, LLC | Bethesda | 16 | $66.8 million | $648.2 million | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Baltimore | 2 | $63.9 million | $4.54 billion | adviserinfo.sec.gov |
| Mount Vernon Associates Inc | Baltimore | 2 | $53.8 million | $232.5 million | adviserinfo.sec.gov |
| VSM Wealth Advisory, LLC | Hunt Valley | 4 | $51.2 million | $677.5 million | adviserinfo.sec.gov |
| The L. Warner Companies, Inc | Timonium | 100 | $27.6 million | $802.4 million | adviserinfo.sec.gov |
| Lafayette Investments, Inc. | Ashton | Fewer than 5 | $26.6 million | $942.8 million | adviserinfo.sec.gov |
| XML Financial Group | Bethesda | 22 | $26.5 million | $3.30 billion | adviserinfo.sec.gov |
| BNB Wealth Mangagement, LLC | Silver Spring | 22 | $25.9 million | $264.6 million | adviserinfo.sec.gov |
| The Marshall Financial Group LLC | Hunt Valley | 11 | $25.1 million | $735.6 million | adviserinfo.sec.gov |
| Atcap Partners, LLC | Rockville | 5 | $24.9 million | $195.5 million | adviserinfo.sec.gov |
| Jemma Financial Services | Baltimore | 8 | $24 million | $139.8 million | adviserinfo.sec.gov |
| Verdence Capital Advisors, LLC | Hunt Valley | 9 | $22.3 million | $4.63 billion | adviserinfo.sec.gov |
| SC&H Wealth | Hunt Valley | 6 | $16.7 million | $1.23 billion | adviserinfo.sec.gov |
| My Wealth Management, Inc | Germantown | 1 | $13.9 million | $178.7 million | adviserinfo.sec.gov |
| WBH Advisory, Inc. | Baltimore | 6 | $13.5 million | $1.74 billion | adviserinfo.sec.gov |
| Research Financial Strategies | Rockville | 22 | $12.2 million | $251.6 million | adviserinfo.sec.gov |
| Chesapeake Financial Advisors | Towson | 19 | $11.5 million | $310.1 million | adviserinfo.sec.gov |
| Beacon Investment Advisors LLC | Gaithersburg | 6 | $11.5 million | $541.9 million | adviserinfo.sec.gov |
| Ferguson-Johnson Wealth Management, Inc. | Rockville | 4 | $10.8 million | $316.4 million | adviserinfo.sec.gov |
| Chevy Chase Trust Company | Bethesda | 2 | $10.7 million | $44.93 billion | adviserinfo.sec.gov |
| RCS Financial Planning, LLC | Annapolis | 2 | $9.8 million | $281 million | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | 5 | $9.1 million | $677 million | adviserinfo.sec.gov |
| Bontempo Ohly Capital Management, LLC | Bethesda | Fewer than 5 | $9 million | $405.7 million | adviserinfo.sec.gov |
| Oxford Planning Group, LLC | Woodstock | Fewer than 5 | $7.6 million | $112.9 million | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | 5 | $7.5 million | $642.8 million | adviserinfo.sec.gov |
| Financial Consulate | Hunt Valley | 5 | $7.5 million | $1.10 billion | adviserinfo.sec.gov |
| Prosperity, an Eisneramper Company | Owings Mills | 10 | $6.9 million | $5.04 billion | adviserinfo.sec.gov |
| Westbourne Investment Advisors Inc. | Annapolis | 7 | $6.5 million | $448.8 million | adviserinfo.sec.gov |
| Advocate Investing Services | Woodbine | Fewer than 5 | $5.8 million | $186.6 million | adviserinfo.sec.gov |
| Capital Financial, LLC | Olney | 2 | $5.8 million | $159.4 million | adviserinfo.sec.gov |
| LGG Financial | Bethesda | 9 | $5.7 million | $563.9 million | adviserinfo.sec.gov |
| Sherman Wealth Management LLC | Gaithersburg | Fewer than 5 | $5.6 million | $160.3 million | adviserinfo.sec.gov |
| Curio Wealth, LLC | Annapolis | Fewer than 5 | $5.5 million | $460.7 million | adviserinfo.sec.gov |
| Accordant Advisory Group, Inc. | Annapolis | 1 | $5.3 million | $278 million | adviserinfo.sec.gov |
| A.G. Campbell Advisory, LLC | Baltimore | 1 | $5.1 million | $403.9 million | adviserinfo.sec.gov |
| Oliver Wealth Management | Towson | 10 | $4.3 million | $340.4 million | adviserinfo.sec.gov |
| Corbyn Investment Management Inc | Lutherville | 4 | $4.3 million | $1.01 billion | adviserinfo.sec.gov |
| Ivy League Financial Advisors LLC | Rockville | 1 | $4.2 million | $188.7 million | adviserinfo.sec.gov |
| A. J. Perry & Co. | Towson | 1 | $3.5 million | $108.8 million | adviserinfo.sec.gov |
| Maryland Capital Advisors, Inc. | Chester | Fewer than 5 | $3.2 million | $490.8 million | adviserinfo.sec.gov |
| Hillman Capital Management Inc | Bethesda | 3 | $2.8 million | $195.9 million | adviserinfo.sec.gov |
| Councilor Wealth LLC | Bethesda | 5 | $2.6 million | $316.9 million | adviserinfo.sec.gov |
| Kilner Capital Advisors, LLC | Gaithersburg | Fewer than 5 | $2.5 million | $336.7 million | adviserinfo.sec.gov |
| Meritis Wealth Management, Inc. | Potomac | Fewer than 5 | $2.3 million | $224.4 million | adviserinfo.sec.gov |
| Glass Jacobson Wealth Advisors | Owings Mills | 2 | $2 million | $928 million | adviserinfo.sec.gov |
| SFG Wealth Management | Towson | Fewer than 5 | $1.6 million | $760.2 million | adviserinfo.sec.gov |
| Warner Financial, Inc | Bethesda | Fewer than 5 | $1.5 million | $851.8 million | adviserinfo.sec.gov |
| Snyder Asset Management, LLC | Hunt Valley | Fewer than 5 | $1 million | $112.3 million | adviserinfo.sec.gov |
| Kendall Capital Management | Rockville | Fewer than 5 | $896,814 | $743.9 million | adviserinfo.sec.gov |
| Armstrong Dixon | Baltimore | Fewer than 5 | $834,422 | $447.5 million | adviserinfo.sec.gov |
| Peakstone Financial Advisors | Chevy Chase | Fewer than 5 | $676,768 | $255.9 million | adviserinfo.sec.gov |
| Hwa Financial Group | Ellicott City | 1 | $490,285 | $295.3 million | adviserinfo.sec.gov |
| Northbrook Financial | Baltimore | Fewer than 5 | $320,000 | $108.8 million | adviserinfo.sec.gov |
| White Oak Wealth Management | Columbia | 1 | $160,468 | $124.2 million | adviserinfo.sec.gov |
| Bull Harbor Capital LLC. | Bethesda | 1 | $144,952 | $354.8 million | adviserinfo.sec.gov |
| GLR Partners | Columbia | 1 | $15,407 | $260.7 million | adviserinfo.sec.gov |
| Institutional Shareholder Services Inc. | Rockville | 174 | Not listed | Not listed | adviserinfo.sec.gov |
| CWM Advisory, LLC | Ocean Pines | 5 | Not listed | $101 million | adviserinfo.sec.gov |
| Elite Income Advisors, Inc. | Ellicott City | 4 | Not listed | $213.4 million | 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.