RIAs in Maryland

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

By city

BETHESDAMaryland63 FIRMS · $266BBALTIMOREMaryland48 FIRMS · $2.7TROCKVILLEMaryland28 FIRMS · $13.4BANNAPOLISMaryland27 FIRMS · $16.9BHUNT VALLEYMaryland21 FIRMS · $24.3BTOWSONMaryland21 FIRMS · $12.1BCHEVY CHASEMaryland19 FIRMS · $28.5BCOLUMBIAMaryland15 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

CARO INVESTORS

RIA

CHEVY CHASE, MD

AUM $317MTEAM 6REPS 2

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

RIA

ROCKVILLE, MD

AUM $316MTEAM 4REPS 2

CHESAPEAKE FINANCIAL ADVISORS

RIA

TOWSON, MD

AUM $310MTEAM 10REPS 3

HERGENROEDER FINANCIAL ADVISORS, INC.

RIA

TIMONIUM, MD

AUM $305MTEAM 6REPS 4

HWA FINANCIAL GROUP

RIA

ELLICOTT CITY, MD

AUM $295MTEAM 4REPS 3

THE ELLERSON GROUP INC

RIA

ANNAPOLIS, MD

AUM $291MTEAM 2REPS 2

BURKHOLDER & ASSOCIATES, LLC

RIA

CHEVY CHASE, MD

AUM $287MTEAM 4REPS 2

TRITONPOINT PARTNERS, LLC

RIA

CHEVY CHASE, MD

AUM $286MTEAM 6REPS 14

SHAKER FINANCIAL SERVICES

RIA

ANNAPOLIS, MD

AUM $286MTEAM 6REPS 3

RCS FINANCIAL PLANNING, LLC

RIA

ANNAPOLIS, MD

AUM $281MTEAM 2REPS 2

ACCORDANT ADVISORY GROUP, INC.

RIA

ANNAPOLIS, MD

AUM $278MTEAM 3REPS 3

AWANI CAPITAL MANAGEMENT LP

RIA

FULTON, MD

AUM $269MTEAM 8REPS 2

THINAGEE INVESTMENTS INC.

RIA

CHEVY CHASE, MD

AUM $265MTEAM 1REPS 1

BNB WEALTH MANGAGEMENT, LLC

RIA

SILVER SPRING, MD

AUM $265MTEAM 5REPS 4

GLR PARTNERS

RIA

COLUMBIA, MD

AUM $261MTEAM 5REPS 4

SCHAEFFER FINANCIAL LLC

RIA

ROCKVILLE, MD

AUM $258MTEAM 7REPS 5

INDEPENDENT ACCESS PARTNERS, LLC

RIA

HUNT VALLEY, MD

AUM $257MTEAM 5REPS 4

PEAKSTONE FINANCIAL ADVISORS

RIA

CHEVY CHASE, MD

AUM $256MTEAM 4REPS 2

IMPACT CAPITAL, LLC

RIA

ROCKVILLE, MD

AUM $253MTEAM 4REPS 3

RESEARCH FINANCIAL STRATEGIES

RIA

ROCKVILLE, MD

AUM $252MTEAM 10REPS 8

TRITONPOINT CAPITAL, LLC

RIA

CHEVY CHASE, MD

AUM $250MTEAM 3REPS 7

BOLTON INVESTMENT

RIA

TOWSON, MD

AUM $249MTEAM 11REPS 7

INTERVEST LTD

RIA

CHEVY CHASE, MD

AUM $247MTEAM 5REPS 3

WAYPOINT WEALTH MANAGEMENT

RIA

TIMONIUM, MD

AUM $242MTEAM 1REPS 2

FINTRX platform

Need contacts and allocation intelligence for these firms?

Request a demo