RIA Intelligence

Investment Advisers in Maryland

536 registered firms

Sort by: AUM Name Employees Last Updated

FOUNDING ASSET MANAGEMENT, INC.

CRD #122282 ANNAPOLIS, MD

SEC

AUM

$31.4M

Employees

5

PLAINVIEW CAPITAL EQUITY PARTNERS, LLC

CRD #130342 BALTIMORE, MD

SEC

AUM

$32M

Employees

5

NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.

CRD #121302 TOWSON, MD

SEC

AUM

$32.2M

Employees

5

SBM FINANCIAL, LLC

CRD #126754 BETHESDA, MD

SEC

AUM

$32.9M

Employees

5

AMERICAN FINANCIAL MANAGEMENT, LTD.

CRD #111016 TOWSON, MD

SEC

AUM

$33.4M

Employees

2

ANCHOR CAPITAL MANAGEMENT LLC

CRD #129070 LUTHERVILLE, MD

SEC

AUM

$34.9M

Employees

5

CRABB FINANCIAL STRATEGIES, INC.

CRD #151808 NEW MARKET, MD

SEC

AUM

$35M

Employees

1

EASTPORT ADVISORS, LLC

CRD #168251 ANNAPOLIS, MD

SEC

AUM

$36.3M

Employees

1

CWM FINANCIAL GROUP, INC.

CRD #117255 GAITHERSBURG, MD

SEC

AUM

$36.6M

Employees

1

M. CUTLER FIDUCIARY SERVICES, LLC

CRD #156311 BETHESDA, MD

SEC

AUM

$37M

Employees

1

WEALTH ASSET MANAGEMENT, INC.

CRD #108336 TOWSON, MD

SEC

AUM

$37.3M

Employees

5

BAYVIEW INVESTMENT COUNSEL, INC

CRD #116015 GRASONVILLE, MD

SEC

AUM

$37.5M

Employees

1

ESD ADVISORY SERVICES INC

CRD #104927 BETHESDA, MD

SEC

AUM

$39M

Employees

1

XAVIER CAPITAL MANAGEMENT, LLC

CRD #140867 LARGO, MD

SEC

AUM

$39.9M

Employees

5

CROSS KEYS ASSET MANAGEMENT INC

CRD #104831 BALTIMORE, MD

SEC

AUM

$40.1M

Employees

5

PERCHERON CAPITAL ADVISORS, L.L.C.

CRD #137917 POTOMAC, MD

SEC

AUM

$42.8M

Employees

5

HDS CAPITAL MANAGEMENT, INC

CRD #107424 BETHESDA, MD

SEC

AUM

$43.4M

Employees

1

MAIN STREET ADVISORS, LLC

CRD #121797 WESTMINSTER, MD

SEC

AUM

$43.9M

Employees

1

LM FINANCIAL PARTNERS, INC.

CRD #30958 BALTIMORE, MD

SEC

AUM

$44M

Employees

51

MOSAIC INVESTMENT SOLUTIONS, LLC

CRD #119909 BETHESDA, MD

SEC

AUM

$44.1M

Employees

5

INVESTMENT RESOURCE GROUP LTD

CRD #104675 TIMONIUM, MD

SEC

AUM

$46.5M

Employees

1

MATTHAI & ASSOCIATES INC

CRD #106314 WHITE MARSH, MD

SEC

AUM

$47.8M

Employees

1

DOLAN FINANCIAL CORP

CRD #104734 SILVER SPRING, MD

SEC

AUM

$48.8M

Employees

1

ROCK CREEK WEALTH PLANNERS AND ADVISORS LLC

CRD #298104 SILVER SPRING, MD

SEC

AUM

$50.2M

Employees

5

ATLANTICA VENTURES MANAGEMENT LLC

CRD #319377 COLLEGE PARK, MD

Private Funds

AUM

$51.2M

Employees

8