RIAs in Maryland

359 RIAs headquartered in Maryland managing a combined $3.1T.

By city

BethesdaMaryland64 FIRMS · $281BBaltimoreMaryland48 FIRMS · $2.7TRockvilleMaryland28 FIRMS · $13.4BAnnapolisMaryland25 FIRMS · $16.9BTowsonMaryland21 FIRMS · $12.1BHunt ValleyMaryland21 FIRMS · $24.3BChevy ChaseMaryland19 FIRMS · $28.2BColumbiaMaryland15 FIRMS · $6.1BFrederickMaryland11 FIRMS · $1.8BTimoniumMaryland10 FIRMS · $3.9BGaithersburgMaryland8 FIRMS · $1.3BEllicott CityMaryland6 FIRMS · $1.7BOwings MillsMaryland5 FIRMS · $10.4BSilver SpringMaryland4 FIRMS · $418MEastonMaryland4 FIRMS · $619MWestminsterMaryland3 FIRMS · $156MNorth BethesdaMaryland3 FIRMS · $102MLaurelMaryland3 FIRMS · $388MLuthervilleMaryland3 FIRMS · $2.4BPotomacMaryland2 FIRMS · $224MBel AirMaryland2 FIRMS · $1.3BOcean CityMaryland2 FIRMS · $237MGermantownMaryland2 FIRMS · $259M PhoenixMaryland2 FIRMS · $123MPikesvilleMaryland2 FIRMS · $167MLargoMaryland2 FIRMS · $4.7MCroftonMaryland2 FIRMS · $69.6MSeverna ParkMaryland2 FIRMS · $136MChesterMaryland2 FIRMS · $494MTakoma ParkMaryland2 FIRMS · $604MKensingtonMaryland2 FIRMS · $234MSt MichaelsMaryland1 FIRM · $3.8MThurmontMaryland1 FIRM · $199MWoodbineMaryland1 FIRM · $187MWoodstockMaryland1 FIRM · $113MArnoldMaryland1 FIRMAshtonMaryland1 FIRM · $943MBelcampMaryland1 FIRM · $32.6MBowieMaryland1 FIRM · $467MCabin JohnMaryland1 FIRM · $408MCaliforniaMaryland1 FIRM · $657MCockeysvilleMaryland1 FIRM · $76.4MCollege ParkMaryland1 FIRM · $3.5MCumberlandMaryland1 FIRMDerwoodMaryland1 FIRM · $2.4MDunkirkMaryland1 FIRM · $190MEdgewaterMaryland1 FIRM · $22MForest HillMaryland1 FIRM · $50.5MFultonMaryland1 FIRM · $269MGlen EchoMaryland1 FIRM · $327MGreenbeltMaryland1 FIRMHagerstownMaryland1 FIRM · $82MHanoverMaryland1 FIRM · $605MLandoverMaryland1 FIRMLeonardtownMaryland1 FIRM · $1.9BLinthicumMaryland1 FIRMLinthicum HeightsMaryland1 FIRM · $9.7MNational HarborMaryland1 FIRM · $210KNorth EastMaryland1 FIRM · $55.3MOcean PinesMaryland1 FIRM · $101MOlneyMaryland1 FIRM · $159MRock HallMaryland1 FIRM · $30.1MSalisburyMaryland1 FIRM · $367MSolomonsMaryland1 FIRM · $12.5MStevensvilleMaryland1 FIRM · $30.9M

All RIAs in Maryland

Blue Point Investment Management

RIA

Baltimore, MD

AUM $79.2MTEAM 1REPS 1

Anchor Wealth Advisors, LLC

RIA

Cockeysville, MD

AUM $76.4MTEAM 1REPS 1

Trasatti Wealth Planning, LLC

RIA

Baltimore, MD

AUM $72.3MTEAM 1REPS 1

Worch Capital LLC

RIA

Rockville, MD

AUM $71.7MTEAM 1REPS 1

Brightpath Wealth Advisors LLC

RIA

Crofton, MD

AUM $69.6MTEAM 4REPS 4

Northpeak Financial, Inc.

RIA

Frederick, MD

AUM $66.8MTEAM 3REPS 2

Barrack Yard Advisors, LLC

RIA

Chevy Chase, MD

AUM $66.5MTEAM 1REPS 1

Grigg Financial, LLC

RIA

Timonium, MD

AUM $64.3MTEAM 2REPS 2

Miller Capital Management, Inc.

RIA

Bethesda, MD

AUM $64.1MTEAM 1REPS 1

Ortman Financial Planning

RIA

North Bethesda, MD

AUM $63.1MTEAM 1REPS 2

Wealthy & Wise Family Office

RIA

Columbia, MD

AUM $63.1MTEAM 6REPS 3

Blackfield Capital Management LLC

RIA

Rockville, MD

AUM $59.5MTEAM 2REPS 2

Five Rivers Financial Advisors, LLC

RIA

North East, MD

AUM $55.3MTEAM 2REPS 2

Blue Marlin Holdco LLC

RIA

Bethesda, MD

AUM $52.7MTEAM 13REPS 2

Picket Fence Financial, LLC

RIA

Forest Hill, MD

AUM $50.5MTEAM 2REPS 1

Beyond Financial Planning, LLC

RIA

Bethesda, MD

AUM $49.7MTEAM 1REPS 1

GSI Funds LLC

RIA

Hunt Valley, MD

AUM $49.5MTEAM 2REPS 2

Wealth Builders Financial Group LLC

RIA

Westminster, MD

AUM $46.8MTEAM 1REPS 1

Opulentia, LLC

RIA

Hunt Valley, MD

AUM $46.1MTEAM 5REPS 3

Lifetime Financial

RIA

Takoma Park, MD

AUM $44.6MTEAM 2REPS 2

Monocacy Wealth Management, LLC

RIA

Frederick, MD

AUM $43.5MTEAM 6REPS 3

Schiff Wealth Advisors, LLC

RIA

Baltimore, MD

AUM $40.4MTEAM 1REPS 2

Elite Financial Group

RIA

Gaithersburg, MD

AUM $40.1MTEAM 1REPS 1

Audible Wealth Management

RIA

Silver Spring, MD

AUM $39.2MTEAM 5REPS 4

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