RIA Intelligence

Investment Advisers in Maryland

536 registered firms

Sort by: AUM Name Employees Last Updated

POINTER FINANCIAL ADVISORS LLC

CRD #326745 COLUMBIA, MD

SEC

AUM

$139.4M

Employees

4

BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.

CRD #104684 TOWSON, MD

SEC

AUM

$138.5M

Employees

10

GLOBAL BROKERAGE SERVICES, INC.

CRD #37505 HUNT VALLEY, MD

SEC

AUM

$137.3M

Employees

5

RISK MANAGEMENT GROUP, LLC

CRD #122366 ROCKVILLE, MD

SEC

AUM

$137.2M

Employees

5

CHESAPEAKE WEALTH MANAGEMENT LLC

CRD #150146 LUTHERVILLE, MD

SEC

AUM

$136.7M

Employees

1

TRITON WEALTH MANAGEMENT, LLC

CRD #132601 CHESTER, MD

SEC

AUM

$134.9M

Employees

6

FOUNDRY WEALTH ADVISORS, LLC

CRD #300794 BALTIMORE, MD

SEC Disclosures

AUM

$134.2M

Employees

4

PROFIT INVESTMENT MANAGEMENT, LLC

CRD #110294 NORTH BETHESDA, MD

SEC

AUM

$132M

Employees

5

LANE FIVE CAPITAL MANAGEMENT LP

CRD #142781 TOWSON, MD

SEC

AUM

$131M

Employees

5

THOMPSON WEALTH SOLUTIONS, LLC

CRD #338023 TIMONIUM, MD

SEC

AUM

$130.5M

Employees

1

CASI INSTITUTIONAL CONSULTING, INC.

CRD #281608 BALTIMORE, MD

SEC

AUM

$130M

Employees

1

JN PRIVATE WEALTH MANAGEMENT LLC

CRD #327975 COLUMBIA, MD

SEC

AUM

$129.3M

Employees

3

BESTGATE WEALTH ADVISORS, LLC

CRD #301639 FREDERICK, MD

SEC

AUM

$129.2M

Employees

8

ARK FINANCIAL SERVICES, LLC

CRD #118257 BETHESDA, MD

SEC

AUM

$128.8M

Employees

2

PLANVEST FINANCIAL, INC.

CRD #290306 GAITHERSBURG, MD

SEC

AUM

$126M

Employees

8

CHEVY CHASE SECURITIES, INC.

CRD #14894 BETHESDA, MD

SEC

AUM

$125.1M

Employees

--

BRIDGEWATER WEALTH MANAGEMENT, LLC

CRD #135580 BETHESDA, MD

SEC

AUM

$124.1M

Employees

5

CALVERT INVESTMENT COUNSEL, LLC

CRD #135656 HUNT VALLEY, MD

SEC

AUM

$123M

Employees

4

CAPITAL SQUARED FINANCIAL LLC

CRD #326861 ROCKVILLE, MD

SEC

AUM

$122.1M

Employees

3

SHERMAN WEALTH MANAGEMENT LLC

CRD #281093 GAITHERSBURG, MD

SEC

AUM

$122M

Employees

5

TOWN CAPITAL, LLC

CRD #299341 BEL AIR, MD

SEC

AUM

$121.9M

Employees

2

BALTIMORE CAPITAL MANAGEMENT, INC.

CRD #109949 BALTIMORE, MD

SEC

AUM

$117.9M

Employees

4

ARTHUR STEIN FINANCIAL, LLC

CRD #160627 BETHESDA, MD

SEC

AUM

$116.3M

Employees

3

MONSOON CAPITAL, LLC

CRD #136018 BETHESDA, MD

SEC Private Funds Disclosures

AUM

$116.2M

Employees

4

SHAPIRO ROBINSON & ASSOCIATES INC.

CRD #110256 HUNT VALLEY, MD

SEC

AUM

$116M

Employees

5