RIAs in Maryland

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

By city

BETHESDAMaryland64 FIRMS · $266B BALTIMOREMaryland48 FIRMS · $2.7T ROCKVILLEMaryland28 FIRMS · $13.4B ANNAPOLISMaryland27 FIRMS · $16.9B HUNT VALLEYMaryland21 FIRMS · $24.3B TOWSONMaryland21 FIRMS · $12.1B CHEVY CHASEMaryland18 FIRMS · $28.2B COLUMBIAMaryland15 FIRMS · $6.1B FREDERICKMaryland12 FIRMS · $1.8B TIMONIUMMaryland10 FIRMS · $3.9B GAITHERSBURGMaryland8 FIRMS · $1.3B ELLICOTT CITYMaryland6 FIRMS · $1.7B SILVER SPRINGMaryland5 FIRMS · $14.3B OWINGS MILLSMaryland5 FIRMS · $10.4B EASTONMaryland4 FIRMS · $619M NORTH BETHESDAMaryland4 FIRMS · $128M LAURELMaryland3 FIRMS · $388M WESTMINSTERMaryland3 FIRMS · $156M KENSINGTONMaryland2 FIRMS · $234M LARGOMaryland2 FIRMS · $4.7M TAKOMA PARKMaryland2 FIRMS · $604M OCEAN CITYMaryland2 FIRMS · $211M BEL AIRMaryland2 FIRMS · $1.3B POTOMACMaryland2 FIRMS · $224M LUTHERVILLEMaryland2 FIRMS · $2.4B CROFTONMaryland2 FIRMS · $69.6M PHOENIXMaryland2 FIRMS · $111M CHESTERMaryland2 FIRMS · $494M SEVERNA PARKMaryland2 FIRMS · $136M GERMANTOWNMaryland2 FIRMS · $259M SOLOMONSMaryland1 FIRM · $12.5M SPARKSMaryland1 FIRM · $30.5M STEVENSVILLEMaryland1 FIRM · $30.9M ST MICHAELSMaryland1 FIRM · $3.8M SYKESVILLEMaryland1 FIRM · $98.8M 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 PIKESVILLEMaryland1 FIRM ROCK HALLMaryland1 FIRM · $30.1M SALISBURYMaryland1 FIRM · $367M

All RIAs in Maryland

MONEY PLANS

SILVER SPRING, MD

AUM $108MTEAM 1REPS 1

KALAMATA ASSET MANAGEMENT LLC

BETHESDA, MD

AUM $107MTEAM 3REPS 3

PEAK INVESTMENT ADVISORS, INC.

GERMANTOWN, MD

AUM $103MTEAM 2REPS 1

CWM ADVISORY, LLC

OCEAN PINES, MD

AUM $101MTEAM 6REPS 3

SNYDER ASSET MANAGEMENT, LLC

HUNT VALLEY, MD

AUM $101MTEAM 1REPS 1

COBALT FINANCIAL PARTNERS LLC

SYKESVILLE, MD

AUM $98.8MTEAM 1REPS 1

CREST WEALTH ADVISORS LLC

ANNAPOLIS, MD

AUM $95.8MTEAM 2REPS 3

AXIOM VALUE WEALTH MANAGEMENT LLC

ROCKVILLE, MD

AUM $95.8MTEAM 10REPS 5

BASE MANAGEMENT CO

TOWSON, MD

AUM $95.5MTEAM 1REPS 2

ANDERSEN WEALTH MANAGEMENT

EASTON, MD

AUM $95.3MTEAM 12REPS 4

CWM FINANCIAL GROUP, INC.

ROCKVILLE, MD

AUM $94.7MTEAM 1REPS 1

NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.

TOWSON, MD

AUM $93.2MTEAM 2REPS 2

ALIKOS WEALTH MANAGEMENT, LLC

BETHESDA, MD

AUM $92.6MTEAM 2REPS 2

ITHAKA FINANCIAL PLANNING, LLC

CHEVY CHASE, MD

AUM $92.2MTEAM 3REPS 3

SOVEREIGN FINANCIAL SERVICES, LLC

PHOENIX, MD

AUM $92.1MTEAM 2REPS 2

RED SKY CAPITAL MANAGEMENT

FREDERICK, MD

AUM $91.5MTEAM 2REPS 1

JACQUES ADVISORS, LLC

ROCKVILLE, MD

AUM $88.6MTEAM 2REPS 2

DRS WEALTH MANAGEMENT

EASTON, MD

AUM $88.5MTEAM 4REPS 3

PRESERVE PRIVATE WEALTH, LLC

BETHESDA, MD

AUM $88MTEAM 2REPS 2

FOUNDATION WEALTH & TAX ADVISORS, LLC

ANNAPOLIS, MD

AUM $85MTEAM 10REPS 10

BETHESDA FINANCIAL ADVISORS, LLC

BETHESDA, MD

AUM $84.3MTEAM 2REPS 2

HOUSTOUN CAPITAL MANAGEMENT, INC.

BETHESDA, MD

AUM $84.1MTEAM 1REPS 1

PLAN2RETIRE

HAGERSTOWN, MD

AUM $82MTEAM 1REPS 1

MAIN STREET ADVISORS, LLC

WESTMINSTER, MD

AUM $81.5MTEAM 3REPS 1

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