RIA Intelligence

Investment Advisers in Maryland

536 registered firms

Sort by: AUM Name Employees Last Updated

CARO INVESTORS MANAGEMENT, LLC

CRD #332085 CHEVY CHASE, MD

SEC Private Funds

AUM

$219.7M

Employees

5

MONUMENTAL FINANCIAL GROUP INC.

CRD #286177 ROCKVILLE, MD

SEC

AUM

$216.3M

Employees

5

LOWE & ASSOCIATES FINANCIAL SERVICES LTD.

CRD #122214 COLUMBIA, MD

SEC

AUM

$215.7M

Employees

10

DEUTSCHE FUND MANAGEMENT INC.

CRD #109200 BALTIMORE, MD

SEC

AUM

$215.2M

Employees

51

ALPHA DNA INVESTMENT MANAGEMENT LLC

CRD #288198 COLUMBIA, MD

SEC Private Funds

AUM

$214.1M

Employees

5

PROMETHIUM ADVISORS, LLC

CRD #329565 BETHESDA, MD

SEC

AUM

$212M

Employees

3

THINAGEE INVESTMENTS INC.

CRD #165054 CHEVY CHASE, MD

SEC

AUM

$210M

Employees

1

INVESTMENT PLANNING ASSOCIATES INC

CRD #110047 ROCKVILLE, MD

SEC

AUM

$210M

Employees

2

CRD #104614 CHEVY CHASE, MD

SEC

AUM

$209.4M

Employees

5

WAYPOINT WEALTH MANAGEMENT, LLC

CRD #155574 TIMONIUM, MD

SEC

AUM

$209.1M

Employees

3

DELTA FINANCIAL ADVISORS, INC

CRD #121907 KENSINGTON, MD

SEC

AUM

$208.5M

Employees

8

ACCORDANT ADVISORY GROUP, INC.

CRD #117474 ANNAPOLIS, MD

SEC

AUM

$208.4M

Employees

4

GROWTH STOCK OUTLOOK INC

CRD #105542 BETHESDA, MD

SEC

AUM

$202.1M

Employees

5

LEVITT GROSSMAN CAPITAL MANAGEMENT, LP

CRD #156728 OWINGS MILLS, MD

SEC Private Funds

AUM

$202M

Employees

4

MERITIS WEALTH MANAGEMENT, INC.

CRD #336539 POTOMAC, MD

SEC

AUM

$199M

Employees

3

EAGLESTONE WEALTH ADVISORS, INC.

CRD #141014 ROCKVILLE, MD

SEC

AUM

$197.7M

Employees

6

PARTNERSHIP WEALTH MANAGEMENT, LLC

CRD #285718 TOWSON, MD

SEC

AUM

$193.2M

Employees

3

MEDALLION ADVISORY SERVICES, LLC

CRD #113788 SEVERNA PARK, MD

SEC

AUM

$193M

Employees

51

CALVERT INVESTMENT COUNSEL LP

CRD #104647 BALTIMORE, MD

SEC

AUM

$188M

Employees

10

BLUESTONE FINANCIAL ADVISORS, LLC

CRD #146946 BETHESDA, MD

SEC

AUM

$176.5M

Employees

3

CALVERT IMPACT ADVISORY SERVICES, LLC

CRD #326022 BETHESDA, MD

SEC Private Funds

AUM

$174.6M

Employees

78

THE SIMMONS PARTNERSHIP, INC

CRD #156740 TOWSON, MD

SEC

AUM

$174M

Employees

3

MARYLAND CAPITAL MANAGEMENT INC

CRD #105304 BALTIMORE, MD

SEC

AUM

$174M

Employees

10

RYDEX ADVISORY SERVICES, LLC

CRD #132735 ROCKVILLE, MD

SEC

AUM

$174M

Employees

10

BOWMAN FINANCIAL MANAGEMENT CO INC

CRD #105872 BALTIMORE, MD

SEC

AUM

$173.4M

Employees

10