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 28

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 2

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 5

Atlantic Financial Planning LLC

RIA

Annapolis, MD

AUM —REPS 1

Angevine Financial Group, LLC

RIA

Annapolis, MD

AUM —TEAM 1REPS 1

Annapolitan Investment Group, Inc.

RIA

Annapolis, MD

AUM —TEAM 2REPS 2

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