RIA Intelligence

Investment Advisers in Maryland

536 registered firms

Sort by: AUM Name Employees Last Updated

TRICAPITAL ADVISORS INC

CRD #109224 NORTH BETHESDA, MD

SEC

AUM

$173.3M

Employees

10

WEALTHPLANS, LLC

CRD #311560 FREDERICK, MD

SEC

AUM

$173.1M

Employees

1

CHESAPEAKE CAPITAL MANAGEMENT INC

CRD #110381 BALTIMORE, MD

SEC

AUM

$169.7M

Employees

5

BIREME CAPITAL, LLC

CRD #283224 ROCKVILLE, MD

SEC Private Funds

AUM

$168.4M

Employees

2

CALVERT WEALTH MANAGEMENT, INC.

CRD #115639 DUNKIRK, MD

SEC

AUM

$167.5M

Employees

4

MONTGOMERY FINANCIAL SERVICES, LLC

CRD #170024 OCEAN CITY, MD

SEC

AUM

$167M

Employees

5

ROTHSCHILD CAPITAL MANAGEMENT, LLC

CRD #149877 TOWSON, MD

SEC

AUM

$164.4M

Employees

1

EXPERIENTIAL WEALTH, INC.

CRD #116983 CABIN JOHN, MD

SEC

AUM

$164.2M

Employees

2

CAMDEN PARTNERS EQUITY MANAGERS I, LLC

CRD #117010 BALTIMORE, MD

SEC Private Funds

AUM

$161.6M

Employees

19

CAMDEN PARTNERS PRIVATE EQUITY ADVISORS, LLC

CRD #117013 BALTIMORE, MD

SEC Private Funds

AUM

$161.6M

Employees

19

MDRN CAPITAL, LLC

CRD #325950 ANNAPOLIS, MD

SEC

AUM

$160.9M

Employees

31

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

MY WEALTH MANAGEMENT, INC.

CRD #168566 GERMANTOWN, MD

SEC

AUM

$156.2M

Employees

2

GELLER & LEHMANN, LLC

CRD #132310 BALTIMORE, MD

SEC

AUM

$155.7M

Employees

2

RLJ EQUITY PARTNERS, LLC

CRD #162006 BETHESDA, MD

SEC Private Funds

AUM

$155.1M

Employees

6

TLS ADVISORY SERVICES, INC.

CRD #121747 TOWSON, MD

SEC

AUM

$154.6M

Employees

3

ADVOCATE INVESTING SERVICES, LLC

CRD #273035 WOODBINE, MD

SEC

AUM

$154.5M

Employees

4

IVY LEAGUE FINANCIAL ADVISORS LLC

CRD #119145 ROCKVILLE, MD

SEC

AUM

$151M

Employees

4

PRIME INVESTMENT ADVISORY CORPORATION

CRD #111498 BETHESDA, MD

SEC

AUM

$150.6M

Employees

3

ELITE INCOME ADVISORS, INC.

CRD #285429 ELLICOTT CITY, MD

SEC

AUM

$150.1M

Employees

9

JEMMA INVESTMENT ADVISORS LLC

CRD #284198 BALTIMORE, MD

SEC

AUM

$145.9M

Employees

5

MOORE WEALTH LLC

CRD #323374 FREDERICK, MD

SEC

AUM

$144.4M

Employees

6

CAPITAL FINANCIAL, LLC

CRD #122844 OLNEY, MD

SEC

AUM

$140.8M

Employees

1

ATLANTIC FINANCIAL SERVICES, INC.

CRD #121258 TOWSON, MD

SEC

AUM

$140.7M

Employees

3