Data / Investment advisers / Maryland
Investment advisers in Maryland: 264 firms, $3.1 trillion in AUM
264 investment advisers have their main office in Maryland: 226 SEC registered and 38 exempt reporting. The registered advisers report $3.1 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is T. Rowe Price Associates, Inc. with $2.2 trillion.
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 advisers in Maryland over $100 millionWatch new advisers in MarylandGet private fund advisers in Maryland
- 264Advisers
- 226SEC registered
- 38Exempt reporting
- $3.1 trillionTotal AUM
- 219Advisers over $100 million
- 92Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | Baltimore | $2.20 trillion | 6,889 | 3,760 | 7 | (410) 345-2000 | troweprice.com | adviserinfo.sec.gov |
| T.Rowe Price Investment Management, Inc. | Baltimore | $204.18 billion | 72 | 112 | Not listed | (410) 345-2000 | troweprice.com | adviserinfo.sec.gov |
| Brown Advisory | Baltimore | $124.31 billion | 26,390 | 782 | 3 | (410) 537-5400 | adviserinfo.sec.gov | |
| Proshare Advisors LLC | Bethesda | $85.30 billion | 145 | 98 | Not listed | (240) 497-6400 | proshares.com | adviserinfo.sec.gov |
| PNC Capital Advisors LLC | Baltimore | $50.88 billion | 624 | 258 | Not listed | (216) 222-3921 | pnccapitaladvisors.com | adviserinfo.sec.gov |
| Chevy Chase Trust Company | Bethesda | $44.93 billion | 5,097 | 119 | Not listed | (240) 497-5000 | adviserinfo.sec.gov | |
| Asb Capital Management LLC | Bethesda | $36.68 billion | 84 | 62 | Not listed | (240) 482-2900 | asbcm.com | adviserinfo.sec.gov |
| 1919 Investment Counsel, LLC | Baltimore | $26.04 billion | 5,169 | 131 | Not listed | (410) 454-2171 | 1919ic.com | adviserinfo.sec.gov |
| Arlington Capital Partners | Bethesda | $18.19 billion | 5 | 32 | 5 | (202) 337-7500 | arlingtoncap.com | adviserinfo.sec.gov |
| Durable Capital Partners LP | Bethesda | $17.59 billion | 5 | 49 | 3 | (888) 909-0495 | adviserinfo.sec.gov | |
| Ullico Investment Advisors, Inc. | Bethesda | $13.92 billion | 25 | 92 | 9 | (202) 962-8951 | ullico-urs.com | adviserinfo.sec.gov |
| Jmi Management, L.P. | Baltimore | $13.58 billion | 20 | 81 | 20 | (410) 951-0200 | adviserinfo.sec.gov | |
| Artemis Real Estate Partners | Chevy Chase | $11.42 billion | 31 | 64 | 30 | (240) 235-2022 | artemisrep.com | adviserinfo.sec.gov |
| Realterm | Annapolis | $10.87 billion | 16 | 265 | 13 | (410) 280-1100 | realterm.com | adviserinfo.sec.gov |
| Brown Advisory Investment Solutions Group LLC | Baltimore | $9.84 billion | 510 | 24 | 406 | (410) 537-5400 | adviserinfo.sec.gov | |
| D.F. Dent and Company, Inc. | Baltimore | $7.88 billion | 1,171 | 31 | Not listed | (410) 837-2544 | dfdent.com | adviserinfo.sec.gov |
| Midcap Financial Services Capital Management, LLC | Bethesda | $7.27 billion | 12 | 360 | 5 | (301) 760-7600 | adviserinfo.sec.gov | |
| Harbor Investment Advisory, LLC | Lutherville | $6.87 billion | 3,540 | 35 | Not listed | (410) 659-8900 | adviserinfo.sec.gov | |
| T. Rowe Price (Canada), Inc. | Baltimore | $6.55 billion | 32 | 11 | Not listed | (410) 345-2000 | troweprice.com | adviserinfo.sec.gov |
| Greenspring Advisors, LLC | Towson | $6.46 billion | 7,119 | 66 | Not listed | (443) 564-4600 | greenspringadvice.com | adviserinfo.sec.gov |
| T. Rowe Price Advisory Services, Inc. | Owings Mills | $5.90 billion | 13,518 | 92 | Not listed | (800) 225-5132 | adviserinfo.sec.gov | |
| Profund Advisors LLC | Bethesda | $5.20 billion | 118 | 98 | Not listed | (240) 497-6400 | profunds.com | adviserinfo.sec.gov |
| Asset Strategy Consultants LLC | Hunt Valley | $5.16 billion | 48 | 14 | Not listed | (410) 528-8282 | adviserinfo.sec.gov | |
| Pennington Partners & Co., LLC | Bethesda | $5.09 billion | 1,026 | 36 | 10 | (202) 370-6435 | pennington.addepar.com | adviserinfo.sec.gov |
| Prosperity, an Eisneramper Company | Owings Mills | $5.04 billion | 7,473 | 82 | Not listed | (410) 363-7211 | prosperityconsult.com | adviserinfo.sec.gov |
| Impactassets Capital Partners PB LLC | Bethesda | $4.95 billion | 7 | 15 | 1 | (855) 920-2303 | impactassetscapital.com | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | $4.91 billion | 179 | 49 | 16 | (443) 541-2440 | adviserinfo.sec.gov | |
| Heritage Investors Management Corp | Bethesda | $4.63 billion | 1,465 | 22 | Not listed | (301) 951-0440 | adviserinfo.sec.gov | |
| Verdence Capital Advisors, LLC | Hunt Valley | $4.63 billion | 7,802 | 52 | Not listed | (410) 472-5380 | verdence.com | adviserinfo.sec.gov |
| Hull Street Energy | Bethesda | $4.57 billion | 12 | 32 | 10 | (301) 347-7242 | hullstreetenergy.com | adviserinfo.sec.gov |
| Brown Capital Management, LLC | Baltimore | $4.54 billion | 33 | 37 | Not listed | (410) 837-3234 | browncapital.com | adviserinfo.sec.gov |
| Innovation X Advisors | Rockville | $4.52 billion | 19 | 4 | 20 | (240) 223-1988 | adviserinfo.sec.gov | |
| Campbell & Company Investment Adviser LLC | Baltimore | $4.34 billion | 11 | 68 | 6 | (410) 413-2600 | campbell.com | adviserinfo.sec.gov |
| New Century Advisors, LLC | Chevy Chase | $4.31 billion | 42 | 18 | Not listed | (240) 395-0550 | adviserinfo.sec.gov | |
| Founders Financial Securities, LLC | Towson | $4.14 billion | 19,082 | 139 | Not listed | (410) 308-9988 | dreambridgeplanning.com | adviserinfo.sec.gov |
| FCP | Chevy Chase | $3.48 billion | 13 | 75 | 7 | (240) 395-2000 | adviserinfo.sec.gov | |
| Lasalle Investment Management Securities | Baltimore | $3.33 billion | 25 | 27 | Not listed | (410) 878-4800 | adviserinfo.sec.gov | |
| XML Financial Group | Bethesda | $3.30 billion | 5,987 | 54 | Not listed | (301) 770-5234 | focusfinancialpartners.com | adviserinfo.sec.gov |
| Potomac | Bethesda | $3.28 billion | 2,385 | 36 | Not listed | (301) 901-3466 | adviserinfo.sec.gov | |
| Abrams Bison Investments, L.L.C. | Bethesda | $3.04 billion | 3 | 11 | 2 | (301) 657-5925 | adviserinfo.sec.gov | |
| Adams Diversified Equity Fund, Inc. | Baltimore | $3.03 billion | 1 | 20 | Not listed | (410) 752-5900 | adamsfunds.com | adviserinfo.sec.gov |
| Baltimore-Washington Financial Advisors | Columbia | $2.99 billion | 5,301 | 36 | Not listed | (410) 461-3900 | adviserinfo.sec.gov | |
| Greenhouse Funds LLLP | Baltimore | $2.93 billion | 12 | 9 | 4 | (443) 759-4633 | greenhousefunds.com | adviserinfo.sec.gov |
| Patient Capital Management, LLC | Baltimore | $2.50 billion | 7 | 10 | 1 | (410) 454-3104 | patientcapitalmanagement.com | adviserinfo.sec.gov |
| Rock Springs Capital | Baltimore | $2.43 billion | 6 | 17 | 2 | (410) 220-0130 | adviserinfo.sec.gov | |
| FBB Capital Partners | Bethesda | $2.39 billion | 3,187 | 21 | Not listed | (301) 657-8870 | adviserinfo.sec.gov | |
| Access Holdings Management Company LLC | Baltimore | $2.27 billion | 27 | 38 | 27 | (443) 836-6931 | accessholdings.com | adviserinfo.sec.gov |
| Cornerstone Advisory | Hunt Valley | $2.25 billion | 3,135 | 19 | 1 | (410) 468-1693 | cornerstoneadvisory.com | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | $2.12 billion | 16 | 18 | 14 | (240) 752-9616 | enlightenment-cap.com | adviserinfo.sec.gov |
| Albion River | Rockville | $2.06 billion | 2 | 4 | 2 | (571) 321-5328 | albionriver.com | adviserinfo.sec.gov |
| Trumbower Financial Advisors LLC | Bethesda | $1.98 billion | 964 | 11 | Not listed | (301) 215-8340 | trufinancial.com | adviserinfo.sec.gov |
| Alliance Partners LLC | Chevy Chase | $1.94 billion | 107 | 21 | Not listed | (301) 232-5400 | adviserinfo.sec.gov | |
| Retirement Management Systems | Leonardtown | $1.89 billion | 4,472 | 11 | Not listed | (301) 327-5312 | adviserinfo.sec.gov | |
| Berman McAleer | Timonium | $1.82 billion | 2,467 | 29 | Not listed | (410) 560-9960 | adviserinfo.sec.gov | |
| WBH Advisory, Inc. | Baltimore | $1.74 billion | 2,335 | 16 | Not listed | (410) 653-7979 | wbhadvisory.com | adviserinfo.sec.gov |
| Advisorshares | Bethesda | $1.72 billion | 18 | 11 | Not listed | (877) 843-3831 | adviserinfo.sec.gov | |
| Advisors Preferred LLC | Rockville | $1.69 billion | 22 | 9 | Not listed | (866) 842-3356 | advisorspreferred.com | adviserinfo.sec.gov |
| Scarborough Capital Management | Annapolis | $1.64 billion | 4,323 | 25 | Not listed | (410) 573-5700 | 401kadvice.com | adviserinfo.sec.gov |
| Rotunda Capital Partners, LLC | Bethesda | $1.61 billion | 12 | 31 | 12 | (240) 482-0612 | rotundacapital.com | adviserinfo.sec.gov |
| Tribridge Partners Financial LLC | Columbia | $1.60 billion | 535 | 23 | Not listed | (240) 422-8799 | tribridgepartnersfinancial.com | adviserinfo.sec.gov |
| Tritonpoint Wealth, LLC | Chevy Chase | $1.55 billion | 2,113 | 15 | Not listed | (301) 799-9001 | adviserinfo.sec.gov | |
| Edgemoor Investment Advisors, Inc. | Bethesda | $1.52 billion | 717 | 9 | Not listed | (301) 543-8881 | edgemoorinv.com | adviserinfo.sec.gov |
| Sargent Investment Group | Bethesda | $1.48 billion | 1,381 | 18 | 1 | (202) 580-6400 | adviserinfo.sec.gov | |
| MV Capital Management, Inc. | Bethesda | $1.44 billion | 1,224 | 8 | Not listed | (301) 656-6545 | adviserinfo.sec.gov | |
| Black Diamond Financial, LLC | Lutherville | $1.37 billion | 1,261 | 17 | 3 | (443) 841-7772 | blackdfinancial.com | adviserinfo.sec.gov |
| Ecosystem Investment Partners, LLC | Baltimore | $1.28 billion | 7 | 20 | 6 | (443) 921-9441 | adviserinfo.sec.gov | |
| Financial Council, LLC | Towson | $1.27 billion | 1,565 | 21 | Not listed | (410) 821-9200 | financialcouncil.com | adviserinfo.sec.gov |
| SC&H Wealth | Hunt Valley | $1.23 billion | 2,057 | 24 | Not listed | (410) 403-1500 | adviserinfo.sec.gov | |
| Northlane Capital Partners | Bethesda | $1.16 billion | 3 | 22 | 3 | (301) 272-9990 | northlanecapital.com | adviserinfo.sec.gov |
| The Kelly Group | Bel Air | $1.13 billion | 3,043 | 22 | Not listed | (410) 893-0560 | adviserinfo.sec.gov | |
| Financial Consulate | Hunt Valley | $1.10 billion | 3,375 | 25 | Not listed | (410) 823-7283 | adviserinfo.sec.gov | |
| Red Oak Financial Group | Towson | $1.04 billion | 1,885 | 20 | Not listed | (410) 321-0168 | adviserinfo.sec.gov | |
| Corbyn Investment Management Inc | Lutherville | $1.01 billion | 512 | 10 | Not listed | (410) 832-5500 | corbyn.com | adviserinfo.sec.gov |
| Lafayette Investments, Inc. | Ashton | $942.8 million | 611 | 7 | Not listed | (301) 570-2959 | lafayetteinvestments.com | adviserinfo.sec.gov |
| Glass Jacobson Wealth Advisors | Owings Mills | $928 million | 1,475 | 9 | Not listed | (443) 384-6888 | google.com | adviserinfo.sec.gov |
| Warner Financial, Inc | Bethesda | $851.8 million | 747 | 4 | Not listed | (301) 961-9505 | warner-financial.com | adviserinfo.sec.gov |
| Fsa Wealth Partners | Rockville | $819.7 million | 1,957 | 16 | Not listed | (301) 949-7300 | adviserinfo.sec.gov | |
| The L. Warner Companies, Inc | Timonium | $802.4 million | 381 | 38 | Not listed | (410) 252-0808 | lwarner.com | adviserinfo.sec.gov |
| Marathon Capital Management | Hunt Valley | $790.1 million | 668 | 7 | Not listed | (410) 329-1522 | insidemarathon.com | adviserinfo.sec.gov |
| SFG Wealth Management | Towson | $760.2 million | 1,982 | 19 | Not listed | (410) 825-3200 | adviserinfo.sec.gov | |
| Torray Investment Partners LLC | Bethesda | $750.1 million | 551 | 10 | Not listed | (301) 493-4600 | adviserinfo.sec.gov | |
| Aegis Wealth | Bethesda | $744.1 million | 516 | 6 | Not listed | (301) 664-2313 | aegiswealth.com | adviserinfo.sec.gov |
| Kendall Capital Management | Rockville | $743.9 million | 1,555 | 12 | Not listed | (301) 838-9110 | adviserinfo.sec.gov | |
| The Marshall Financial Group LLC | Hunt Valley | $735.6 million | 2,667 | 18 | Not listed | (410) 563-1190 | marshallfinancialgroup.com | adviserinfo.sec.gov |
| Sandbox Financial Partners, LLC | Bethesda | $681.7 million | 1,590 | 11 | Not listed | (301) 214-4190 | adviserinfo.sec.gov | |
| Truffle Hound Capital, LLC | Bethesda | $680 million | 1 | 7 | 1 | (301) 789-2498 | trufflehound.com | adviserinfo.sec.gov |
| VSM Wealth Advisory, LLC | Hunt Valley | $677.5 million | 1,524 | 6 | Not listed | (410) 825-8844 | vs-m.com | adviserinfo.sec.gov |
| Carderock Capital Management, Inc. | Chevy Chase | $677 million | 476 | 5 | Not listed | (301) 951-5288 | carderockcapital.com | adviserinfo.sec.gov |
| Lombard Advisers Incorporated | Baltimore | $669.8 million | 1,456 | 41 | Not listed | (410) 342-1300 | golombard.com | adviserinfo.sec.gov |
| Calvert Street Capital Partners, Inc. | Towson | $663.1 million | 17 | 22 | 13 | (443) 573-3700 | adviserinfo.sec.gov | |
| Williams Asset Management | Columbia | $661.1 million | 1,608 | 9 | Not listed | (410) 740-0220 | williamsassetmanagement.com | adviserinfo.sec.gov |
| Innovative Wealth Building LLC | California | $657.2 million | 4,646 | 17 | Not listed | (240) 237-8086 | adviserinfo.sec.gov | |
| Family Office Research, LLC | Bethesda | $648.2 million | 136 | 5 | Not listed | (301) 684-1765 | familyofficeresearch.com | adviserinfo.sec.gov |
| Chapin Davis Asset Management | Baltimore | $642.8 million | 779 | 26 | Not listed | (410) 435-3200 | adviserinfo.sec.gov | |
| Hussman Strategic Advisors Inc | Ellicott City | $617.4 million | 3 | 5 | Not listed | (410) 715-1130 | hussman.com | adviserinfo.sec.gov |
| Soapstone Management L.P. | Bethesda | $610.1 million | 1 | 4 | 1 | (212) 319-1438 | soapstonecapital.com | adviserinfo.sec.gov |
| Prostatis Financial Advisors Group | Hanover | $605.4 million | 3,806 | 27 | Not listed | (410) 863-1040 | adviserinfo.sec.gov | |
| Perspective Wealth Management | Hunt Valley | $595 million | 264 | 6 | Not listed | (410) 584-8100 | perspectivewm.com | adviserinfo.sec.gov |
| HZ Investments Inc. | Chevy Chase | $591.4 million | 120 | 1 | Not listed | (301) 922-7631 | adviserinfo.sec.gov | |
| LGG Financial | Bethesda | $563.9 million | 896 | 3 | Not listed | (301) 312-6660 | lggfinancial.com | adviserinfo.sec.gov |
| QP Consulting | Takoma Park | $559.6 million | 76 | 2 | Not listed | (301) 326-1521 | qp-consulting.com | adviserinfo.sec.gov |
| Quantum Financial Advisors Inc | Rockville | $557.5 million | 364 | 10 | Not listed | (301) 296-6203 | instragram.com | adviserinfo.sec.gov |
| Veridian Capital Partners | Frederick | $551.1 million | 822 | 7 | Not listed | (301) 228-9300 | vcpwealth.com | adviserinfo.sec.gov |
| Beacon Investment Advisors LLC | Gaithersburg | $541.9 million | 533 | 2 | Not listed | (301) 670-1700 | beaconadvisors.net | adviserinfo.sec.gov |
| Savano Direct Capital Partners, LLC | Baltimore | $519.1 million | 9 | 10 | 10 | (443) 873-3561 | savanocapital.com | adviserinfo.sec.gov |
| Broadoak Asset Management, LLC | Bethesda | $519 million | 9 | 10 | 10 | (301) 358-2692 | broadoak.com | adviserinfo.sec.gov |
| &Wealth Partners | Baltimore | $508.2 million | 254 | 5 | Not listed | (410) 844-3300 | adviserinfo.sec.gov | |
| Maryland Capital Advisors, Inc. | Chester | $490.8 million | 767 | 7 | Not listed | (410) 604-2741 | marylandcap.com | adviserinfo.sec.gov |
| Montgomery Investment Management Inc | Rockville | $490 million | 108 | 3 | Not listed | (301) 897-9700 | miminvest.com | adviserinfo.sec.gov |
| Abr Capital Partners, LLC | Baltimore | $487.2 million | 12 | 26 | 23 | (410) 727-4083 | adviserinfo.sec.gov | |
| Buttonwood Financial Advisors, Inc. | Baltimore | $483.2 million | 1,066 | 8 | Not listed | (410) 988-2391 | buttonwoodfa.com | adviserinfo.sec.gov |
| Widmann Financial Services | Bowie | $466.8 million | 1,128 | 14 | Not listed | (301) 262-2919 | widmannfinancial.com | adviserinfo.sec.gov |
| Tufton Capital Management, LLC | Hunt Valley | $463.8 million | 423 | 9 | Not listed | (410) 400-8500 | tuftoncapital.com | adviserinfo.sec.gov |
| Curio Wealth, LLC | Annapolis | $460.7 million | 356 | 13 | Not listed | (410) 449-2599 | curiowealth.com | adviserinfo.sec.gov |
| Mre Management, LLC | Annapolis | $458 million | 7 | 7 | Not listed | (301) 708-9294 | mre-capital.com | adviserinfo.sec.gov |
| Westbourne Investment Advisors Inc. | Annapolis | $448.8 million | 448 | 6 | Not listed | (301) 656-9035 | westbourneinvadvisors.com | adviserinfo.sec.gov |
| Armstrong Dixon | Baltimore | $447.5 million | 957 | 9 | Not listed | (443) 563-1111 | adviserinfo.sec.gov | |
| L. K. Benson & Company, P.C. | Timonium | $446.2 million | 467 | 9 | Not listed | (410) 494-6680 | lkbenson.com | adviserinfo.sec.gov |
| Tred Avon Family Wealth, LLC | Easton | $431.9 million | 347 | 3 | Not listed | (410) 310-2064 | tredavonfamilywealth.com | adviserinfo.sec.gov |
| Bay Harbor Wealth Management, LLC | Hunt Valley | $412 million | 1,375 | 6 | Not listed | (410) 403-2060 | adviserinfo.sec.gov | |
| Marks Wealth Management | Ellicott City | $409.2 million | 881 | 5 | Not listed | (410) 934-1199 | adviserinfo.sec.gov | |
| Nexus338 | Cabin John | $407.8 million | 474 | 3 | Not listed | (571) 348-0800 | nexus338.com | adviserinfo.sec.gov |
| Bontempo Ohly Capital Management, LLC | Bethesda | $405.7 million | 692 | 6 | Not listed | (240) 497-1300 | adviserinfo.sec.gov | |
| A.G. Campbell Advisory, LLC | Baltimore | $403.9 million | 217 | 5 | Not listed | (410) 779-1239 | agcadvisory.com | adviserinfo.sec.gov |
| Macroview Investment Management LLC | Bethesda | $387.1 million | 830 | 5 | Not listed | (301) 907-6794 | macroviewim.com | adviserinfo.sec.gov |
| Arrow Investment Advisors, LLC | Laurel | $377.3 million | 2 | 10 | Not listed | (301) 260-1001 | adviserinfo.sec.gov | |
| Glassy Mountain Advisors, Inc. | Bethesda | $369.8 million | 329 | 7 | Not listed | (301) 541-8900 | glassymountainadvisors.com | adviserinfo.sec.gov |
| Camden Partners Holdings, LLC | Owings Mills | $369.6 million | 17 | 4 | 17 | (410) 878-6800 | camdenpartners.com | adviserinfo.sec.gov |
| Cromwell Funds | Baltimore | $368.9 million | 5 | 4 | Not listed | (888) 844-4110 | thecromwellfunds.com | adviserinfo.sec.gov |
| PKS Investment Advisors LLC | Salisbury | $367.2 million | 986 | 9 | Not listed | (410) 546-5600 | pksadvisors.com | adviserinfo.sec.gov |
| Wealth Planning Group | Baltimore | $360.9 million | 1,277 | 6 | 1 | (410) 522-2030 | adviserinfo.sec.gov | |
| Outcome Driven Strategies, LLC | Hunt Valley | $360.4 million | 639 | 10 | Not listed | (410) 468-1695 | adviserinfo.sec.gov | |
| Bull Harbor Capital LLC. | Bethesda | $354.8 million | 424 | 43 | Not listed | (804) 965-5408 | bullharborcapital.com | adviserinfo.sec.gov |
| Oliver Wealth Management | Towson | $340.4 million | 1,390 | 6 | Not listed | (410) 343-7125 | oliverwealth.com | adviserinfo.sec.gov |
| Turning Point Financial | Frederick | $339.4 million | 1,804 | 23 | Not listed | (301) 846-9336 | tpfinancial.com | adviserinfo.sec.gov |
| MDRN Capital | Annapolis | $338.6 million | 1,977 | 36 | Not listed | (410) 533-9966 | go.aaroncirksena.com | adviserinfo.sec.gov |
| Augment Infrastructure Managers Advisory LLC | Chevy Chase | $337.1 million | 3 | 10 | 3 | (240) 760-2700 | adviserinfo.sec.gov | |
| Kilner Capital Advisors, LLC | Gaithersburg | $336.7 million | 672 | 3 | Not listed | (301) 840-0501 | kilnercapital.com | adviserinfo.sec.gov |
| Fvlcrum Partners, LLC | Bethesda | $328.8 million | 3 | 16 | 3 | (202) 960-1170 | adviserinfo.sec.gov | |
| Law & Associates Inc | Glen Echo | $326.6 million | 1,658 | 6 | Not listed | (301) 229-8500 | lawandassociates.com | adviserinfo.sec.gov |
| HF Advisory Group, LLC | Annapolis | $321.5 million | 1,301 | 6 | Not listed | (410) 571-1415 | hfadvisorygroup.com | adviserinfo.sec.gov |
| 1 North Wealth Services, LLC | Annapolis | $320.4 million | 662 | 5 | Not listed | (410) 975-0099 | adviserinfo.sec.gov | |
| Valuewealth Services, LLC | Annapolis | $319 million | 1,144 | 4 | Not listed | (410) 286-9230 | valuewealthservices.com | adviserinfo.sec.gov |
| Councilor Wealth LLC | Bethesda | $316.9 million | 395 | 13 | Not listed | (301) 986-0600 | cbmcpa.com | adviserinfo.sec.gov |
| Caro Investors | Chevy Chase | $316.7 million | 2 | 6 | 1 | (571) 679-3476 | caroinvestors.com | adviserinfo.sec.gov |
| Ferguson-Johnson Wealth Management, Inc. | Rockville | $316.4 million | 575 | 4 | Not listed | (301) 670-0994 | mymoneymanager.com | adviserinfo.sec.gov |
| Chesapeake Financial Advisors | Towson | $310.1 million | 1,030 | 10 | Not listed | (410) 823-5442 | adviserinfo.sec.gov | |
| Broad Reach Retail Partners LLC | Millersville | $309 million | 29 | 18 | 29 | (786) 385-8446 | broadreachretail.com | adviserinfo.sec.gov |
| Hergenroeder Financial Advisors, Inc. | Timonium | $304.5 million | 624 | 6 | Not listed | (410) 769-8262 | hfainc.net | adviserinfo.sec.gov |
| Hwa Financial Group | Ellicott City | $295.3 million | 577 | 4 | Not listed | (410) 696-4025 | adviserinfo.sec.gov | |
| The Ellerson Group Inc | Annapolis | $291.2 million | 109 | 2 | Not listed | (410) 280-3103 | ellersongroup.com | adviserinfo.sec.gov |
| Tritonpoint Partners, LLC | Chevy Chase | $286.5 million | 795 | 6 | Not listed | (301) 799-9001 | tritonpointpartners.com | adviserinfo.sec.gov |
| Shaker Financial Services | Annapolis | $286.3 million | 588 | 6 | Not listed | (410) 224-0572 | shakerfinancial.com | adviserinfo.sec.gov |
| RCS Financial Planning, LLC | Annapolis | $281 million | 667 | 2 | Not listed | (410) 224-0097 | rcsplanning.com | adviserinfo.sec.gov |
| Accordant Advisory Group, Inc. | Annapolis | $278 million | 471 | 3 | Not listed | (410) 348-1499 | planaccordingly.com | adviserinfo.sec.gov |
| Thinagee Investments Inc. | Bethesda | $265.4 million | 188 | 1 | Not listed | (240) 235-1846 | thinagee.com | adviserinfo.sec.gov |
| BNB Wealth Mangagement, LLC | Silver Spring | $264.6 million | 480 | 5 | Not listed | (301) 562-7300 | adviserinfo.sec.gov | |
| GLR Partners | Columbia | $260.7 million | 674 | 5 | Not listed | (410) 446-9094 | glrpartners.net | adviserinfo.sec.gov |
| Schaeffer Financial LLC | Rockville | $257.7 million | 247 | 7 | Not listed | (301) 933-5550 | schaefferfinancial.com | adviserinfo.sec.gov |
| Independent Access Partners, LLC | Hunt Valley | $256.9 million | 18 | 5 | 18 | (410) 828-5523 | independentaccesspartners.com | adviserinfo.sec.gov |
| Peakstone Financial Advisors | Chevy Chase | $255.9 million | 710 | 4 | Not listed | (301) 907-9790 | pfallc.com | adviserinfo.sec.gov |
| Impact Capital, LLC | Rockville | $253.4 million | 650 | 4 | Not listed | (301) 417-3300 | adviserinfo.sec.gov | |
| Research Financial Strategies | Rockville | $251.6 million | 1,250 | 10 | Not listed | (301) 294-7500 | rfsadvisors.com | adviserinfo.sec.gov |
| Tritonpoint Capital, LLC | Chevy Chase | $250.2 million | 376 | 3 | 2 | (301) 799-9001 | adviserinfo.sec.gov | |
| Bolton Investment | Towson | $249.1 million | 9 | 11 | Not listed | (410) 547-0500 | boltonusa.com | adviserinfo.sec.gov |
| Intervest LTD | Chevy Chase | $247 million | 339 | 5 | Not listed | (301) 951-4455 | intervestltd.com | adviserinfo.sec.gov |
| Waypoint Wealth Management | Timonium | $242.5 million | 555 | 1 | Not listed | (410) 561-3994 | waypointwm.com | adviserinfo.sec.gov |
| Promethium | Bethesda | $235.3 million | 287 | 4 | Not listed | (202) 978-2519 | promethiumadvisors.com | adviserinfo.sec.gov |
| Partnership Wealth Management | Towson | $234.9 million | 485 | 3 | Not listed | (410) 732-2633 | adviserinfo.sec.gov | |
| Delta Financial Advisors, Inc | Kensington | $234 million | 604 | 10 | Not listed | (301) 962-0480 | adviserinfo.sec.gov | |
| Mount Vernon Associates Inc | Baltimore | $232.5 million | 121 | 3 | Not listed | (410) 377-9780 | mtvernonassoc.us | adviserinfo.sec.gov |
| Montgomery Financial | Ocean City | $229.8 million | 1,505 | 6 | Not listed | (410) 208-1004 | adviserinfo.sec.gov | |
| Booster, LLC | Baltimore | $229.3 million | 226 | 4 | Not listed | (410) 216-1551 | booster401k.com | adviserinfo.sec.gov |
| Meritis Wealth Management, Inc. | Potomac | $224.4 million | 418 | 3 | Not listed | (240) 396-6600 | meritiswealth.com | adviserinfo.sec.gov |
| Equitycompass Investment Management, LLC | Baltimore | $220.9 million | 163 | 14 | Not listed | (443) 224-1231 | equitycompass.com | adviserinfo.sec.gov |
| The Simmons Partnership, Inc | Towson | $216.5 million | 869 | 3 | Not listed | (443) 470-8000 | adviserinfo.sec.gov | |
| Elite Income Advisors, Inc. | Ellicott City | $213.4 million | 657 | 7 | Not listed | (443) 274-3002 | adviserinfo.sec.gov | |
| Bluestone® Financial Advisors, LLC | Bethesda | $207.3 million | 137 | 3 | Not listed | (301) 841-0203 | bfa-llc.com | adviserinfo.sec.gov |
| RMG Advisors | Rockville | $200.5 million | 465 | 6 | Not listed | (301) 838-4111 | adviserinfo.sec.gov | |
| Catoctin Ridge Wealth Partner | Thurmont | $199 million | 1,154 | 5 | Not listed | (301) 304-6004 | burhonfg.com | adviserinfo.sec.gov |
| Capital Squared Financial LLC | Rockville | $198.7 million | 279 | 3 | Not listed | (240) 600-1678 | csqfinancial.com | adviserinfo.sec.gov |
| Calvert Impact Advisory Services, LLC | Bethesda | $197.8 million | 1 | 9 | Not listed | (800) 248-0337 | calvertimpactcapital.org | adviserinfo.sec.gov |
| Bireme Capital, LLC | Rockville | $196.9 million | 75 | 2 | 1 | (813) 603-2615 | adviserinfo.sec.gov | |
| Hillman Capital Management Inc | Bethesda | $195.9 million | 185 | 7 | Not listed | (240) 744-4500 | hillmancapital.com | adviserinfo.sec.gov |
| Atcap Partners, LLC | Rockville | $195.5 million | 349 | 26 | Not listed | (866) 842-3356 | adviserinfo.sec.gov | |
| Alpha Dna Investment Management | Columbia | $194.7 million | 655 | 4 | 1 | (443) 288-6444 | alphadnaim.com | adviserinfo.sec.gov |
| PSG Credit GP, LLC | Columbia | $190.9 million | 7 | 25 | Not listed | (410) 888-3644 | povernisheikh.com | adviserinfo.sec.gov |
| Blueprint Wealth Management Inc. | Ellicott City | $190 million | 320 | 6 | Not listed | (410) 992-4500 | blueprint-wm.com | adviserinfo.sec.gov |
| Calvert Wealth Management, Inc. | Dunkirk | $189.6 million | 756 | 4 | Not listed | (301) 812-1550 | calvertwealth.com | adviserinfo.sec.gov |
| Ivy League Financial Advisors LLC | Rockville | $188.7 million | 345 | 4 | Not listed | (301) 258-1300 | ivyfa.com | adviserinfo.sec.gov |
| Advocate Investing Services | Woodbine | $186.6 million | 385 | 5 | Not listed | (240) 403-0039 | adviserinfo.sec.gov | |
| My Wealth Management, Inc | Germantown | $178.7 million | 304 | 2 | Not listed | (301) 330-7900 | adviserinfo.sec.gov | |
| Pointer Financial Advisors LLC | Columbia | $176.4 million | 528 | 5 | Not listed | (301) 804-0250 | pointeradvisors.com | adviserinfo.sec.gov |
| Planvest Financial, Inc. | Gaithersburg | $175.9 million | 553 | 8 | Not listed | (301) 977-7123 | adviserinfo.sec.gov | |
| Meta Wealth Advisory | Timonium | $172.1 million | 333 | 3 | Not listed | (410) 683-9263 | adviserinfo.sec.gov | |
| Town Capital | Bel Air | $168.8 million | 681 | 2 | Not listed | (410) 864-0209 | adviserinfo.sec.gov | |
| Expect Equity LLC | Pikesville | $167.2 million | 6 | 7 | 2 | (443) 843-0862 | adviserinfo.sec.gov | |
| Foundry Wealth Advisors, LLC | Baltimore | $163.4 million | 251 | 4 | Not listed | (443) 692-8833 | foundrywealth.com | adviserinfo.sec.gov |
| Global Brokerage Services, Inc. | Hunt Valley | $162.8 million | 587 | 6 | Not listed | (410) 785-4990 | globalbrokers.net | adviserinfo.sec.gov |
| Bestgate Wealth Advisors, LLC | Frederick | $162.4 million | 118 | 9 | Not listed | (301) 662-7220 | adviserinfo.sec.gov | |
| Sherman Wealth Management LLC | Gaithersburg | $160.3 million | 399 | 5 | Not listed | (240) 428-1622 | adviserinfo.sec.gov | |
| Capital Financial, LLC | Olney | $159.4 million | 82 | 2 | Not listed | (301) 260-8575 | capfinllc.com | adviserinfo.sec.gov |
| Moore Wealth | Frederick | $156.9 million | 563 | 6 | Not listed | (301) 631-1207 | moorewealthinc.com | adviserinfo.sec.gov |
| Jemma Financial Services | Baltimore | $139.8 million | 641 | 5 | Not listed | (855) 662-2121 | jemmafinancial.com | adviserinfo.sec.gov |
| Cassilly Financial | Severna Park | $135.5 million | 595 | 2 | Not listed | (410) 793-5210 | cassillyfinancial.com | adviserinfo.sec.gov |
| Blue Curve Advisory, LLC | Towson | $125.2 million | 590 | 8 | Not listed | (410) 339-5771 | bluecurveadvisory.com | adviserinfo.sec.gov |
| White Oak Wealth Management | Columbia | $124.2 million | 185 | 3 | Not listed | (443) 741-9101 | whiteoakwealthmanagement.com | adviserinfo.sec.gov |
| Global Environment Fund | Bethesda | $116 million | 7 | 3 | 3 | (571) 331-0374 | globalenvironmentfund.com | adviserinfo.sec.gov |
| Gritstone Asset Management LLC | Bethesda | $114.9 million | 38 | 4 | 1 | (240) 470-7001 | gritstoneam.com | adviserinfo.sec.gov |
| Potomac Asset Management Co Inc | Frederick | $114.3 million | 16 | 6 | 2 | (301) 695-9229 | adviserinfo.sec.gov | |
| Sera Capital Management, LLC | Annapolis | $114.3 million | 106 | 5 | Not listed | (301) 464-8333 | seracapital.com | adviserinfo.sec.gov |
| Oxford Planning Group, LLC | Woodstock | $112.9 million | 98 | 3 | Not listed | (410) 995-8711 | oxfordplanning.com | adviserinfo.sec.gov |
| Snyder Asset Management, LLC | Hunt Valley | $112.3 million | 263 | 1 | Not listed | (410) 216-1249 | snyderassetmgmt.com | adviserinfo.sec.gov |
| RLJ Equity Partners, LLC | Bethesda | $109.1 million | 2 | 3 | 2 | (240) 744-7856 | rljequitypartners.com | adviserinfo.sec.gov |
| A. J. Perry & Co. | Towson | $108.8 million | 97 | 2 | Not listed | (410) 539-1144 | adviserinfo.sec.gov | |
| Northbrook Financial | Baltimore | $108.8 million | 474 | 8 | Not listed | (410) 941-9709 | adviserinfo.sec.gov | |
| Standard Partners LLC | Bethesda | $108.3 million | 151 | 2 | 1 | (301) 656-5051 | adviserinfo.sec.gov | |
| Kalamata Asset Management LLC | Bethesda | $106.8 million | 2 | 3 | 2 | (800) 200-4071 | adviserinfo.sec.gov | |
| CWM Advisory, LLC | Ocean Pines | $101 million | 559 | 6 | Not listed | (410) 208-1091 | adviserinfo.sec.gov | |
| Blue Marlin HOLDCO LLC | Bethesda | $52.7 million | 1 | 13 | 26 | (202) 213-7885 | adviserinfo.sec.gov | |
| American Financial Management, LTD. | Owings Mills | $31.6 million | 155 | 2 | Not listed | (443) 339-2115 | adviserinfo.sec.gov | |
| Singh Capital Partners | Bethesda | Not listed | Not listed | Not listed | 110 | (240) 418-2649 | singhcap.com | adviserinfo.sec.gov |
| JSB Capital Group LLC | Baltimore | Not listed | Not listed | Not listed | 21 | (410) 394-7336 | jsbcapitalgroup.com | adviserinfo.sec.gov |
| Lifeforce Capital Management, LLC | Chevy Chase | Not listed | Not listed | Not listed | 16 | (415) 519-4017 | lifeforcecap.com | adviserinfo.sec.gov |
| Cambium Capital Management LP | Highland | Not listed | Not listed | Not listed | 8 | (609) 306-5115 | cambium.vc | adviserinfo.sec.gov |
| Imb Partners LLC | Bethesda | Not listed | Not listed | Not listed | 7 | (240) 534-3945 | adviserinfo.sec.gov | |
| Resolve Growth Partners Management Co., LLC | Baltimore | Not listed | Not listed | Not listed | 7 | (443) 948-5830 | resolvegrowth.com | adviserinfo.sec.gov |
| Grotech Management Company | Owings Mills | Not listed | Not listed | Not listed | 5 | (703) 637-9555 | grotech.com | adviserinfo.sec.gov |
| New Markets Venture Partners | Fulton | Not listed | Not listed | Not listed | 5 | (301) 362-5511 | adviserinfo.sec.gov | |
| Northpond Ventures, LLC | Bethesda | Not listed | Not listed | Not listed | 5 | (240) 800-1200 | adviserinfo.sec.gov | |
| Proteus Capital Solutions | Potomac | Not listed | Not listed | Not listed | 5 | (301) 246-3679 | proteus-cap.com | adviserinfo.sec.gov |
| Communication Capital Partners, LLC | Chevy Chase | Not listed | Not listed | Not listed | 4 | (202) 360-9812 | tdfventures.com | adviserinfo.sec.gov |
| Conversion Capital, LLC | Fulton | Not listed | Not listed | Not listed | 4 | (917) 627-9539 | adviserinfo.sec.gov | |
| Kinetic Ventures, L.L.C. | Chevy Chase | Not listed | Not listed | Not listed | 4 | (301) 652-8066 | kineticventures.com | adviserinfo.sec.gov |
| Kluz Ventures | Rockville | Not listed | Not listed | Not listed | 4 | (301) 279-0002 | thetrinity.fund | adviserinfo.sec.gov |
| PTX Capital LLC | Baltimore | Not listed | Not listed | Not listed | 4 | (443) 695-1268 | ptxcap.com | adviserinfo.sec.gov |
| TCP Venture Capital | Owings Mills | Not listed | Not listed | Not listed | 4 | (410) 497-7239 | adviserinfo.sec.gov | |
| Terrain Capital Management, LLC | Hunt Valley | Not listed | Not listed | Not listed | 4 | (301) 375-0180 | terrain.com | adviserinfo.sec.gov |
| Atlantica Ventures Management LLC | College Park | Not listed | Not listed | Not listed | 3 | (202) 247-5328 | atlanticaventures.com | adviserinfo.sec.gov |
| Datatribe Foundry, LLC | Fulton | Not listed | Not listed | Not listed | 3 | (240) 630-3715 | adviserinfo.sec.gov | |
| Epidarex Capital Management LLC | Bethesda | Not listed | Not listed | Not listed | 3 | (301) 298-5455 | epidarex.com | adviserinfo.sec.gov |
| Grit Capital Partners | Baltimore | Not listed | Not listed | Not listed | 3 | (410) 303-0509 | grit.vc | adviserinfo.sec.gov |
| Squadra Ventures | Baltimore | Not listed | Not listed | Not listed | 3 | (202) 997-6294 | adviserinfo.sec.gov | |
| Blauvelt Capital Advisors LLC | Chevy Chase | Not listed | Not listed | Not listed | 2 | (646) 465-4972 | blauveltcapital.com | adviserinfo.sec.gov |
| Conscious Venture Partners, LLC | Baltimore | Not listed | Not listed | Not listed | 2 | (202) 997-0026 | cvpartners.vc | adviserinfo.sec.gov |
| Harmonic Growth Partners, LLC | Chevy Chase | Not listed | Not listed | Not listed | 2 | (410) 960-5858 | adviserinfo.sec.gov | |
| Inner Loop Capital Management, LLC | Lutherville | Not listed | Not listed | Not listed | 2 | (443) 759-3561 | adviserinfo.sec.gov | |
| JPB Partners | Hanover | Not listed | Not listed | Not listed | 2 | (410) 884-1960 | jpbpartners.com | adviserinfo.sec.gov |
| Mauloa Management, LLC | Potomac | Not listed | Not listed | Not listed | 2 | (301) 610-7603 | mauloainc.com | adviserinfo.sec.gov |
| Screendoor Management LLC | Hunt Valley | Not listed | Not listed | Not listed | 2 | (410) 205-9757 | adviserinfo.sec.gov | |
| Alpha Ev, LLC | Towson | Not listed | Not listed | Not listed | 1 | (917) 667-7992 | adviserinfo.sec.gov | |
| Billings Capital Management LLC | Bethesda | Not listed | Not listed | Not listed | 1 | (410) 801-6820 | billingscap.com | adviserinfo.sec.gov |
| Blue Sparrow Funds GP LLC | Bethesda | Not listed | Not listed | Not listed | 1 | (202) 844-6442 | adviserinfo.sec.gov | |
| Lightcone Ventures | Rockville | Not listed | Not listed | Not listed | 1 | (603) 315-3858 | adviserinfo.sec.gov | |
| Longevity Venture Partners Management, LP | Pikesville | Not listed | Not listed | Not listed | 1 | (410) 428-1000 | longevityventurepartners.com | adviserinfo.sec.gov |
| Marathon Micro Partners, LLC | Hunt Valley | Not listed | Not listed | Not listed | 1 | (410) 329-1522 | adviserinfo.sec.gov | |
| Questmark Management Company, LLC | Ellicott City | Not listed | Not listed | Not listed | 1 | (410) 895-5800 | questm.com | adviserinfo.sec.gov |
| Supplysci, LLC | Ellicott City | Not listed | Not listed | Not listed | 1 | (203) 508-0960 | supplysci.com | adviserinfo.sec.gov |
| Veda Investment Group, LLC | Chevy Chase | Not listed | Not listed | Not listed | 1 | (202) 984-0701 | veda-ig.com | adviserinfo.sec.gov |
| Adams Funds Advisers | Baltimore | Not listed | 0 | 20 | Not listed | (410) 752-5900 | adviserinfo.sec.gov | |
| Capital Financial Planners LLC | Chevy Chase | Not listed | 0 | 5 | Not listed | (240) 316-3956 | capitalfinancialplanners.com | adviserinfo.sec.gov |
| Institutional Shareholder Services Inc. | Rockville | Not listed | 0 | 3,350 | Not listed | (301) 556-0500 | adviserinfo.sec.gov | |
| Nea Member Benefits | Gaithersburg | Not listed | 0 | 86 | Not listed | (301) 251-9600 | adviserinfo.sec.gov | |
| Suissa Private Wealth | Bethesda | Not listed | 0 | 3 | Not listed | (202) 490-0318 | suissaprivatewealth.com | adviserinfo.sec.gov |
Advisers in Maryland that manage private funds
92 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Brown Advisory Investment Solutions Group LLC | Baltimore | MD | 406 | 26 | 303 | 7 | Not listed | $8.89 billion | $9.84 billion | adviserinfo.sec.gov |
| Singh Capital Partners | Bethesda | MD | 110 | Not listed | Not listed | 110 | Not listed | $262 million | Not listed | adviserinfo.sec.gov |
| Artemis Real Estate Partners | Chevy Chase | MD | 30 | Not listed | Not listed | Not listed | 30 | $11.22 billion | $11.42 billion | adviserinfo.sec.gov |
| Broad Reach Retail Partners LLC | Millersville | MD | 29 | Not listed | Not listed | Not listed | 29 | $513.9 million | $309 million | adviserinfo.sec.gov |
| Access Holdings Management Company LLC | Baltimore | MD | 27 | Not listed | 27 | Not listed | Not listed | $1.90 billion | $2.27 billion | adviserinfo.sec.gov |
| Blue Marlin HOLDCO LLC | Bethesda | MD | 26 | Not listed | 1 | Not listed | Not listed | $566.5 million | $52.7 million | adviserinfo.sec.gov |
| Abr Capital Partners, LLC | Baltimore | MD | 23 | 4 | Not listed | Not listed | 19 | $971.5 million | $487.2 million | adviserinfo.sec.gov |
| JSB Capital Group LLC | Baltimore | MD | 21 | Not listed | Not listed | Not listed | 21 | $83.4 million | Not listed | adviserinfo.sec.gov |
| Jmi Management, L.P. | Baltimore | MD | 20 | Not listed | 20 | Not listed | Not listed | $13.58 billion | $13.58 billion | adviserinfo.sec.gov |
| Innovation X Advisors | Rockville | MD | 20 | Not listed | 15 | 2 | 3 | $1.56 billion | $4.52 billion | adviserinfo.sec.gov |
| Independent Access Partners, LLC | Hunt Valley | MD | 18 | Not listed | 6 | 3 | 5 | $256.9 million | $256.9 million | adviserinfo.sec.gov |
| Camden Partners Holdings, LLC | Owings Mills | MD | 17 | Not listed | 16 | 1 | Not listed | $369.6 million | $369.6 million | adviserinfo.sec.gov |
| G10 LLC | Hunt Valley | MD | 16 | 1 | 8 | Not listed | Not listed | $4.77 billion | $4.91 billion | adviserinfo.sec.gov |
| Lifeforce Capital Management, LLC | Chevy Chase | MD | 16 | Not listed | Not listed | 16 | Not listed | $91.7 million | Not listed | adviserinfo.sec.gov |
| Enlightenment Capital | Chevy Chase | MD | 14 | Not listed | 14 | Not listed | Not listed | $2.23 billion | $2.12 billion | adviserinfo.sec.gov |
| Realterm | Annapolis | MD | 13 | Not listed | Not listed | Not listed | 13 | $9.58 billion | $10.87 billion | adviserinfo.sec.gov |
| Calvert Street Capital Partners, Inc. | Towson | MD | 13 | Not listed | 13 | Not listed | Not listed | $663.1 million | $663.1 million | adviserinfo.sec.gov |
| Rotunda Capital Partners, LLC | Bethesda | MD | 12 | Not listed | 12 | Not listed | Not listed | $1.61 billion | $1.61 billion | adviserinfo.sec.gov |
| Pennington Partners & Co., LLC | Bethesda | MD | 10 | 2 | 3 | Not listed | 3 | $486.6 million | $5.09 billion | adviserinfo.sec.gov |
| Hull Street Energy | Bethesda | MD | 10 | Not listed | 10 | Not listed | Not listed | $4.57 billion | $4.57 billion | adviserinfo.sec.gov |
| Savano Direct Capital Partners, LLC | Baltimore | MD | 10 | Not listed | 10 | Not listed | Not listed | $519.1 million | $519.1 million | adviserinfo.sec.gov |
| Broadoak Asset Management, LLC | Bethesda | MD | 10 | Not listed | 9 | 1 | Not listed | $357.9 million | $519 million | adviserinfo.sec.gov |
| Ullico Investment Advisors, Inc. | Bethesda | MD | 9 | Not listed | 2 | Not listed | 1 | $8.86 billion | $13.92 billion | adviserinfo.sec.gov |
| Cambium Capital Management LP | Highland | MD | 8 | Not listed | Not listed | 8 | Not listed | $163 million | Not listed | adviserinfo.sec.gov |
| T. Rowe Price Associates, Inc. | Baltimore | MD | 7 | Not listed | 3 | 1 | Not listed | $2.72 billion | $2.20 trillion | adviserinfo.sec.gov |
| FCP | Chevy Chase | MD | 7 | Not listed | Not listed | Not listed | 6 | $1.19 billion | $3.48 billion | adviserinfo.sec.gov |
| Imb Partners LLC | Bethesda | MD | 7 | Not listed | 7 | Not listed | Not listed | $246.5 million | Not listed | adviserinfo.sec.gov |
| Resolve Growth Partners Management Co., LLC | Baltimore | MD | 7 | Not listed | Not listed | 7 | Not listed | $372.8 million | Not listed | adviserinfo.sec.gov |
| Campbell & Company Investment Adviser LLC | Baltimore | MD | 6 | 6 | Not listed | Not listed | Not listed | $1.77 billion | $4.34 billion | adviserinfo.sec.gov |
| Ecosystem Investment Partners, LLC | Baltimore | MD | 6 | Not listed | Not listed | Not listed | Not listed | $1.28 billion | $1.28 billion | adviserinfo.sec.gov |
| Arlington Capital Partners | Bethesda | MD | 5 | Not listed | 5 | Not listed | Not listed | $18.19 billion | $18.19 billion | adviserinfo.sec.gov |
| Midcap Financial Services Capital Management, LLC | Bethesda | MD | 5 | Not listed | Not listed | Not listed | Not listed | $2.49 billion | $7.27 billion | adviserinfo.sec.gov |
| Grotech Management Company | Owings Mills | MD | 5 | Not listed | Not listed | 5 | Not listed | $310.9 million | Not listed | adviserinfo.sec.gov |
| New Markets Venture Partners | Fulton | MD | 5 | Not listed | Not listed | 5 | Not listed | $139.8 million | Not listed | adviserinfo.sec.gov |
| Northpond Ventures, LLC | Bethesda | MD | 5 | Not listed | Not listed | 5 | Not listed | $1.71 billion | Not listed | adviserinfo.sec.gov |
| Proteus Capital Solutions | Potomac | MD | 5 | Not listed | 5 | Not listed | Not listed | $12 million | Not listed | adviserinfo.sec.gov |
| Greenhouse Funds LLLP | Baltimore | MD | 4 | 4 | Not listed | Not listed | Not listed | $2.37 billion | $2.93 billion | adviserinfo.sec.gov |
| Communication Capital Partners, LLC | Chevy Chase | MD | 4 | Not listed | Not listed | 4 | Not listed | $209.8 million | Not listed | adviserinfo.sec.gov |
| Conversion Capital, LLC | Fulton | MD | 4 | Not listed | Not listed | 4 | Not listed | $270.2 million | Not listed | adviserinfo.sec.gov |
| Kinetic Ventures, L.L.C. | Chevy Chase | MD | 4 | Not listed | Not listed | 4 | Not listed | $196 million | Not listed | adviserinfo.sec.gov |
Newest SEC registrations in Maryland
5 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Snyder Asset Management, LLC | Hunt Valley | MD | August 28, 2026 | $112.3 million | snyderassetmgmt.com | adviserinfo.sec.gov |
| Broad Reach Retail Partners LLC | Millersville | MD | August 24, 2026 | $309 million | broadreachretail.com | adviserinfo.sec.gov |
| Suissa Private Wealth | Bethesda | MD | August 19, 2026 | Not listed | suissaprivatewealth.com | adviserinfo.sec.gov |
| PSG Credit GP, LLC | Columbia | MD | August 11, 2026 | $190.9 million | povernisheikh.com | adviserinfo.sec.gov |
| Expect Equity LLC | Pikesville | MD | August 5, 2026 | $167.2 million | adviserinfo.sec.gov |
Cities in Maryland
| City | Advisers | AUM |
|---|---|---|
| Bethesda | 56 | $281.16 billion |
| Baltimore | 42 | $2.67 trillion |
| Chevy Chase | 21 | $27.78 billion |
| Hunt Valley | 19 | $23.83 billion |
| Rockville | 19 | $12.94 billion |
| Towson | 14 | $15.92 billion |
| Annapolis | 14 | $16.43 billion |
More ways to read Maryland
- Advisers in Maryland with $10 billion to $100 billion in AUM
- Advisers in Maryland with $1 billion to $10 billion in AUM
- Advisers in Maryland with $500 million to $1 billion in AUM
- Advisers in Maryland with $100 million to $500 million in AUM
- Advisers in Maryland serving individuals
- Advisers in Maryland serving high net worth individuals
- Advisers in Maryland serving investment companies
- Advisers in Maryland serving pooled investment vehicles
- Advisers in Maryland serving pension and profit sharing plans
- Advisers in Maryland serving charitable organizations
- Advisers in Maryland serving state and municipal governments
- Advisers in Maryland serving other investment advisers
- Advisers in Maryland serving insurance companies
- Advisers in Maryland serving corporations and other businesses
- Private fund advisers in Maryland
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.