RIAs in Maryland

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

By city

BETHESDAMaryland64 FIRMS · $266BBALTIMOREMaryland48 FIRMS · $2.7TROCKVILLEMaryland28 FIRMS · $13.4BANNAPOLISMaryland27 FIRMS · $16.9BHUNT VALLEYMaryland21 FIRMS · $24.3BTOWSONMaryland21 FIRMS · $12.1BCHEVY CHASEMaryland18 FIRMS · $28.2BCOLUMBIAMaryland15 FIRMS · $6.1BFREDERICKMaryland12 FIRMS · $1.8BTIMONIUMMaryland10 FIRMS · $3.9BGAITHERSBURGMaryland8 FIRMS · $1.3BELLICOTT CITYMaryland6 FIRMS · $1.7BSILVER SPRINGMaryland5 FIRMS · $14.3BOWINGS MILLSMaryland5 FIRMS · $10.4BEASTONMaryland4 FIRMS · $619MNORTH BETHESDAMaryland4 FIRMS · $128MLAURELMaryland3 FIRMS · $388MWESTMINSTERMaryland3 FIRMS · $156MKENSINGTONMaryland2 FIRMS · $234MLARGOMaryland2 FIRMS · $4.7MTAKOMA PARKMaryland2 FIRMS · $604MOCEAN CITYMaryland2 FIRMS · $211MBEL AIRMaryland2 FIRMS · $1.3BPOTOMACMaryland2 FIRMS · $224MLUTHERVILLEMaryland2 FIRMS · $2.4BCROFTONMaryland2 FIRMS · $69.6M PHOENIXMaryland2 FIRMS · $111MCHESTERMaryland2 FIRMS · $494MSEVERNA PARKMaryland2 FIRMS · $136MGERMANTOWNMaryland2 FIRMS · $259MSOLOMONSMaryland1 FIRM · $12.5MSPARKSMaryland1 FIRM · $30.5MSTEVENSVILLEMaryland1 FIRM · $30.9MST MICHAELSMaryland1 FIRM · $3.8MSYKESVILLEMaryland1 FIRM · $98.8MThurmontMaryland1 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 · $159MPIKESVILLEMaryland1 FIRMROCK HALLMaryland1 FIRM · $30.1MSALISBURYMaryland1 FIRM · $367M

All RIAs in Maryland

CHAMPION FINANCIAL PLANNING GROUP, LLC

RIA

ANNAPOLIS, MD

AUM $80.4MTEAM 1REPS 1

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

FIVE RIVERS FINANCIAL ADVISORS, LLC

RIA

NORTH EAST, MD

AUM $55.3MTEAM 2REPS 2

BLACKFIELD CAPITAL MANAGEMENT LLC

RIA

ROCKVILLE, MD

AUM $55MTEAM 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

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