RIAs in ANNAPOLIS, MD

27 RIAs based in ANNAPOLIS, Maryland managing a combined $16.9B.

REALTERM

RIA

ANNAPOLIS, MD

AUM $10.9BTEAM 265REPS 20

SCARBOROUGH CAPITAL MANAGEMENT

RIA

ANNAPOLIS, MD

AUM $1.6BTEAM 23REPS 15

CURIO WEALTH, LLC

RIA

ANNAPOLIS, MD

AUM $461MTEAM 13REPS 9

MRE MANAGEMENT, LLC

RIA

ANNAPOLIS, MD

AUM $458MTEAM 7REPS 3

WESTBOURNE INVESTMENT ADVISORS INC.

RIA

ANNAPOLIS, MD

AUM $449MTEAM 6REPS 6

MDRN CAPITAL

RIA

ANNAPOLIS, MD

AUM $339MTEAM 36REPS 26

HF ADVISORY GROUP, LLC

RIA

ANNAPOLIS, MD

AUM $322MTEAM 6REPS 2

1 NORTH WEALTH SERVICES, LLC

RIA

ANNAPOLIS, MD

AUM $320MTEAM 6REPS 5

VALUEWEALTH SERVICES, LLC

RIA

ANNAPOLIS, MD

AUM $319MTEAM 4REPS 7

THE ELLERSON GROUP INC

RIA

ANNAPOLIS, MD

AUM $291MTEAM 2REPS 2

SHAKER FINANCIAL SERVICES

RIA

ANNAPOLIS, MD

AUM $286MTEAM 6REPS 3

RCS FINANCIAL PLANNING, LLC

RIA

ANNAPOLIS, MD

AUM $281MTEAM 2REPS 2

ACCORDANT ADVISORY GROUP, INC.

RIA

ANNAPOLIS, MD

AUM $278MTEAM 3REPS 3

CLARK COMPANY

RIA

ANNAPOLIS, MD

AUM $138MTEAM 1REPS 1

SERA CAPITAL MANAGEMENT, LLC

RIA

ANNAPOLIS, MD

AUM $114MTEAM 5REPS 5

CREST WEALTH ADVISORS LLC

RIA

ANNAPOLIS, MD

AUM $95.8MTEAM 2REPS 3

FOUNDATION WEALTH & TAX ADVISORS, LLC

RIA

ANNAPOLIS, MD

AUM $85MTEAM 10REPS 10

CHAMPION FINANCIAL PLANNING GROUP, LLC

RIA

ANNAPOLIS, MD

AUM $80.4MTEAM 1REPS 1

JWC CAPITAL MANAGEMENT, LLC

RIA

ANNAPOLIS, MD

AUM $11.7MTEAM 1REPS 1

TIAS PLANNERS

RIA

ANNAPOLIS, MD

AUM $10.2MTEAM 1REPS 1

DAUNTLESS ADVISORY, LLC

RIA

ANNAPOLIS, MD

AUM $2.6MTEAM 5REPS 4

SYNERGY DIVORCE SOLUTIONS

RIA

ANNAPOLIS, MD

AUM —TEAM 1REPS 1

SEVERN FINANCIAL ADVISORS, LLC

RIA

ANNAPOLIS, MD

AUM —TEAM 2REPS 2

ANGEVINE FINANCIAL GROUP, LLC

RIA

ANNAPOLIS, MD

AUM —TEAM 1REPS 1

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