RIAs in Maryland

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

By city

BethesdaMaryland64 FIRMS · $281B BaltimoreMaryland48 FIRMS · $2.7T RockvilleMaryland28 FIRMS · $13.4B AnnapolisMaryland25 FIRMS · $16.9B TowsonMaryland21 FIRMS · $12.1B Hunt ValleyMaryland21 FIRMS · $24.3B Chevy ChaseMaryland19 FIRMS · $28.2B ColumbiaMaryland15 FIRMS · $6.1B FrederickMaryland11 FIRMS · $1.8B TimoniumMaryland10 FIRMS · $3.9B GaithersburgMaryland8 FIRMS · $1.3B Ellicott CityMaryland6 FIRMS · $1.7B Owings MillsMaryland5 FIRMS · $10.4B Silver SpringMaryland4 FIRMS · $418M EastonMaryland4 FIRMS · $619M WestminsterMaryland3 FIRMS · $156M North BethesdaMaryland3 FIRMS · $102M LaurelMaryland3 FIRMS · $388M LuthervilleMaryland3 FIRMS · $2.4B PotomacMaryland2 FIRMS · $224M Bel AirMaryland2 FIRMS · $1.3B Ocean CityMaryland2 FIRMS · $237M GermantownMaryland2 FIRMS · $259M PhoenixMaryland2 FIRMS · $123M PikesvilleMaryland2 FIRMS · $167M LargoMaryland2 FIRMS · $4.7M CroftonMaryland2 FIRMS · $69.6M Severna ParkMaryland2 FIRMS · $136M ChesterMaryland2 FIRMS · $494M Takoma ParkMaryland2 FIRMS · $604M KensingtonMaryland2 FIRMS · $234M St MichaelsMaryland1 FIRM · $3.8M ThurmontMaryland1 FIRM · $199M WoodbineMaryland1 FIRM · $187M WoodstockMaryland1 FIRM · $113M ArnoldMaryland1 FIRM AshtonMaryland1 FIRM · $943M BelcampMaryland1 FIRM · $32.6M BowieMaryland1 FIRM · $467M Cabin JohnMaryland1 FIRM · $408M CaliforniaMaryland1 FIRM · $657M CockeysvilleMaryland1 FIRM · $76.4M College ParkMaryland1 FIRM · $3.5M CumberlandMaryland1 FIRM DerwoodMaryland1 FIRM · $2.4M DunkirkMaryland1 FIRM · $190M EdgewaterMaryland1 FIRM · $22M Forest HillMaryland1 FIRM · $50.5M FultonMaryland1 FIRM · $269M Glen EchoMaryland1 FIRM · $327M GreenbeltMaryland1 FIRM HagerstownMaryland1 FIRM · $82M HanoverMaryland1 FIRM · $605M LandoverMaryland1 FIRM LeonardtownMaryland1 FIRM · $1.9B LinthicumMaryland1 FIRM Linthicum HeightsMaryland1 FIRM · $9.7M National HarborMaryland1 FIRM · $210K North EastMaryland1 FIRM · $55.3M Ocean PinesMaryland1 FIRM · $101M OlneyMaryland1 FIRM · $159M Rock HallMaryland1 FIRM · $30.1M SalisburyMaryland1 FIRM · $367M SolomonsMaryland1 FIRM · $12.5M StevensvilleMaryland1 FIRM · $30.9M

All RIAs in Maryland

Planvest Financial, Inc.

Gaithersburg, MD

AUM $176MTEAM 8REPS 6

Meta Wealth Advisory

Timonium, MD

AUM $172MTEAM 3REPS 2

Town Capital

Bel Air, MD

AUM $169MTEAM 2REPS 1

Expect Equity LLC

Pikesville, MD

AUM $167MTEAM 7REPS 2

Foundry Wealth Advisors, LLC

Baltimore, MD

AUM $163MTEAM 4REPS 4

Bestgate Wealth Advisors, LLC

Frederick, MD

AUM $162MTEAM 9REPS 3

Sherman Wealth Management LLC

Gaithersburg, MD

AUM $160MTEAM 5REPS 3

Capital Financial, LLC

Olney, MD

AUM $159MTEAM 2REPS 2

Moore Wealth

Frederick, MD

AUM $157MTEAM 6REPS 3

My Wealth Management, Inc

Germantown, MD

AUM $156MTEAM 2REPS 3

Jemma Financial Services

Baltimore, MD

AUM $140MTEAM 5REPS 7

Clark Company

Annapolis, MD

AUM $138MTEAM 1REPS 1

Cassilly Financial

Severna Park, MD

AUM $136MTEAM 2REPS 2

Blue Curve Advisory, LLC

Towson, MD

AUM $125MTEAM 8REPS 2

White Oak Wealth Management

Columbia, MD

AUM $124MTEAM 3REPS 3

Global Environment Fund

Bethesda, MD

AUM $116MTEAM 3REPS 6

Gritstone Asset Management LLC

Bethesda, MD

AUM $115MTEAM 4REPS 3

Potomac Asset Management Co Inc

Frederick, MD

AUM $114MTEAM 6REPS 1

Sera Capital Management, LLC

Annapolis, MD

AUM $114MTEAM 5REPS 5

Oxford Planning Group, LLC

Woodstock, MD

AUM $113MTEAM 3REPS 3

Snyder Asset Management, LLC

Hunt Valley, MD

AUM $112MTEAM 1REPS 1

RLJ Equity Partners, LLC

Bethesda, MD

AUM $109MTEAM 3REPS 3

Northbrook Financial

Baltimore, MD

AUM $109MTEAM 8REPS 2

A. J. Perry & Co

Towson, MD

AUM $109MTEAM 2REPS 1

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