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

Standard Partners LLC

RIA

Bethesda, MD

AUM $108MTEAM 2REPS 2

Money Plans

RIA

Silver Spring, MD

AUM $108MTEAM 1REPS 1

Kalamata Asset Management LLC

RIA

Bethesda, MD

AUM $107MTEAM 3REPS 3

Peak Investment Advisors, Inc.

RIA

Germantown, MD

AUM $103MTEAM 2REPS 1

CWM Advisory, LLC

RIA

Ocean Pines, MD

AUM $101MTEAM 6REPS 3

Crest Wealth Advisors LLC

RIA

Annapolis, MD

AUM $95.8MTEAM 2REPS 3

Axiom Value Wealth Management LLC

RIA

Rockville, MD

AUM $95.8MTEAM 10REPS 5

Base Management Co

RIA

Towson, MD

AUM $95.5MTEAM 1REPS 2

Andersen Wealth Management

RIA

Easton, MD

AUM $95.3MTEAM 12REPS 4

CWM Financial Group, Inc.

RIA

Rockville, MD

AUM $94.7MTEAM 1REPS 1

Nazelrod & Associates Financial Services, Inc.

RIA

Towson, MD

AUM $93.2MTEAM 2REPS 2

Alikos Wealth Management, LLC

RIA

Bethesda, MD

AUM $92.6MTEAM 2REPS 2

Ithaka Financial Planning, LLC

RIA

Chevy Chase, MD

AUM $92.2MTEAM 3REPS 3

Sovereign Financial Services, LLC

RIA

Phoenix, MD

AUM $92.1MTEAM 2REPS 2

Red Sky Capital Management

RIA

Frederick, MD

AUM $91.5MTEAM 2REPS 1

Jacques Advisors, LLC

RIA

Rockville, MD

AUM $88.6MTEAM 2REPS 2

DRS Wealth Management

RIA

Easton, MD

AUM $88.5MTEAM 4REPS 3

Preserve Private Wealth, LLC

RIA

Bethesda, MD

AUM $88MTEAM 2REPS 2

Foundation Wealth & Tax Advisors, LLC

RIA

Annapolis, MD

AUM $85MTEAM 10REPS 10

Bethesda Financial Advisors, LLC

RIA

Bethesda, MD

AUM $84.3MTEAM 2REPS 2

Houstoun Capital Management, Inc.

RIA

Bethesda, MD

AUM $84.1MTEAM 1REPS 1

Plan2retire

RIA

Hagerstown, MD

AUM $82MTEAM 1REPS 1

Main Street Advisors, LLC

RIA

Westminster, MD

AUM $81.5MTEAM 3REPS 1

Champion Financial Planning Group, LLC

RIA

Annapolis, MD

AUM $80.4MTEAM 1REPS 1

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