RIA Intelligence

Investment Advisers in Maryland

536 registered firms

Sort by: AUM Name Employees Last Updated

CASI INSTITUTIONAL CONSULTING, INC.

CRD #281608 BALTIMORE, MD

SEC

AUM

$130M

Employees

1

THOMPSON WEALTH SOLUTIONS, LLC

CRD #338023 TIMONIUM, MD

SEC

AUM

$130.5M

Employees

1

LANE FIVE CAPITAL MANAGEMENT LP

CRD #142781 TOWSON, MD

SEC

AUM

$131M

Employees

5

PROFIT INVESTMENT MANAGEMENT, LLC

CRD #110294 NORTH BETHESDA, MD

SEC

AUM

$132M

Employees

5

FOUNDRY WEALTH ADVISORS, LLC

CRD #300794 BALTIMORE, MD

SEC Disclosures

AUM

$134.2M

Employees

4

TRITON WEALTH MANAGEMENT, LLC

CRD #132601 CHESTER, MD

SEC

AUM

$134.9M

Employees

6

CHESAPEAKE WEALTH MANAGEMENT LLC

CRD #150146 LUTHERVILLE, MD

SEC

AUM

$136.7M

Employees

1

RISK MANAGEMENT GROUP, LLC

CRD #122366 ROCKVILLE, MD

SEC

AUM

$137.2M

Employees

5

GLOBAL BROKERAGE SERVICES, INC.

CRD #37505 HUNT VALLEY, MD

SEC

AUM

$137.3M

Employees

5

BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.

CRD #104684 TOWSON, MD

SEC

AUM

$138.5M

Employees

10

POINTER FINANCIAL ADVISORS LLC

CRD #326745 COLUMBIA, MD

SEC

AUM

$139.4M

Employees

4

ATLANTIC FINANCIAL SERVICES, INC.

CRD #121258 TOWSON, MD

SEC

AUM

$140.7M

Employees

3

CAPITAL FINANCIAL, LLC

CRD #122844 OLNEY, MD

SEC

AUM

$140.8M

Employees

1

MOORE WEALTH LLC

CRD #323374 FREDERICK, MD

SEC

AUM

$144.4M

Employees

6

JEMMA INVESTMENT ADVISORS LLC

CRD #284198 BALTIMORE, MD

SEC

AUM

$145.9M

Employees

5

ELITE INCOME ADVISORS, INC.

CRD #285429 ELLICOTT CITY, MD

SEC

AUM

$150.1M

Employees

9

PRIME INVESTMENT ADVISORY CORPORATION

CRD #111498 BETHESDA, MD

SEC

AUM

$150.6M

Employees

3

IVY LEAGUE FINANCIAL ADVISORS LLC

CRD #119145 ROCKVILLE, MD

SEC

AUM

$151M

Employees

4

ADVOCATE INVESTING SERVICES, LLC

CRD #273035 WOODBINE, MD

SEC

AUM

$154.5M

Employees

4

TLS ADVISORY SERVICES, INC.

CRD #121747 TOWSON, MD

SEC

AUM

$154.6M

Employees

3

RLJ EQUITY PARTNERS, LLC

CRD #162006 BETHESDA, MD

SEC Private Funds

AUM

$155.1M

Employees

6

GELLER & LEHMANN, LLC

CRD #132310 BALTIMORE, MD

SEC

AUM

$155.7M

Employees

2

MY WEALTH MANAGEMENT, INC.

CRD #168566 GERMANTOWN, MD

SEC

AUM

$156.2M

Employees

2

CHARTER FINANCIAL GROUP, INC.

CRD #107731 BETHESDA, MD

SEC

AUM

$160M

Employees

5

BLUEPRINT WEALTH MANAGEMENT INC.

CRD #325099 ELLICOTT CITY, MD

SEC

AUM

$160M

Employees

6