RIAs in Maryland

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

By city

BethesdaMaryland65 FIRMS · $282B BaltimoreMaryland47 FIRMS · $2.7T RockvilleMaryland29 FIRMS · $13.5B AnnapolisMaryland25 FIRMS · $16.9B TowsonMaryland21 FIRMS · $12.1B Hunt ValleyMaryland19 FIRMS · $23.8B Chevy ChaseMaryland18 FIRMS · $28B ColumbiaMaryland16 FIRMS · $6.3B FrederickMaryland10 FIRMS · $1.5B TimoniumMaryland10 FIRMS · $3.9B GaithersburgMaryland8 FIRMS · $1.3B Ellicott CityMaryland6 FIRMS · $1.7B Owings MillsMaryland5 FIRMS · $12.3B EastonMaryland4 FIRMS · $619M Silver SpringMaryland4 FIRMS · $456M LuthervilleMaryland3 FIRMS · $2.4B WestminsterMaryland3 FIRMS · $156M LaurelMaryland3 FIRMS · $388M North BethesdaMaryland3 FIRMS · $102M Bel AirMaryland2 FIRMS · $1.3B ChesterMaryland2 FIRMS · $494M GermantownMaryland2 FIRMS · $259M KensingtonMaryland2 FIRMS · $234M Ocean CityMaryland2 FIRMS · $237M Takoma ParkMaryland2 FIRMS · $604M LargoMaryland2 FIRMS · $4.7M CroftonMaryland2 FIRMS · $69.6M PotomacMaryland2 FIRMS · $224M PikesvilleMaryland2 FIRMS · $167M PhoenixMaryland2 FIRMS · $123M Severna ParkMaryland2 FIRMS · $136M StevensvilleMaryland1 FIRM · $35.1M 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 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 MillersvilleMaryland1 FIRM · $309M 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 SparksMaryland1 FIRM

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

Crest Wealth Advisors LLC

Annapolis, MD

AUM $95.8MTEAM 2REPS 3

Axiom Value Wealth Management LLC

Rockville, MD

AUM $95.8MTEAM 10REPS 6

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

Champion Financial Planning Group, LLC

Annapolis, MD

AUM $80.4MTEAM 1REPS 1

Blue Point Investment Management

Baltimore, MD

AUM $79.2MTEAM 1REPS 1

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