RIA Intelligence

Investment Advisers in Maryland

536 registered firms

Sort by: AUM Name Employees Last Updated

ROTUNDA CAPITAL PARTNERS, LLC

CRD #290282 BETHESDA, MD

SEC Private Funds

AUM

$812.7M

Employees

27

TUFTON CAPITAL MANAGEMENT, LLC

CRD #113543 HUNT VALLEY, MD

SEC

AUM

$810.1M

Employees

9

FSA WEALTH PARTNERS, INC.

CRD #104513 ROCKVILLE, MD

SEC

AUM

$770.2M

Employees

15

THE FAMILY FIRM, INC.

CRD #105270 BETHESDA, MD

SEC

AUM

$757.8M

Employees

10

WARNER FINANCIAL, INC

CRD #135303 BETHESDA, MD

SEC

AUM

$745.3M

Employees

4

THE L. WARNER COMPANIES, INC

CRD #108001 TIMONIUM, MD

SEC

AUM

$744.6M

Employees

42

MMA REALTY CAPITAL ADVISORS, INC.

CRD #133466 BALTIMORE, MD

SEC

AUM

$733.3M

Employees

--

ALBION RIVER MANAGEMENT LLC

CRD #322098 ROCKVILLE, MD

SEC Private Funds

AUM

$726.3M

Employees

4

TORRAY INVESTMENT PARTNERS LLC

CRD #105818 BETHESDA, MD

SEC

AUM

$725.8M

Employees

10

HORAN CAPITAL MANAGEMENT,LLC

CRD #106415 HUNT VALLEY, MD

SEC

AUM

$723.4M

Employees

10

AEGIS WEALTH MANAGEMENT LLC

CRD #134429 BETHESDA, MD

SEC

AUM

$708M

Employees

6

MARATHON CAPITAL MANAGEMENT LLC

CRD #119416 HUNT VALLEY, MD

SEC

AUM

$694.3M

Employees

8

CREDO CAPITAL MANAGEMENT, LLC

CRD #131535 BALTIMORE, MD

SEC

AUM

$689.4M

Employees

6

CARDEROCK CAPITAL MANAGEMENT, INC.

CRD #104570 CHEVY CHASE, MD

SEC

AUM

$665.9M

Employees

4

SFG WEALTH MANAGEMENT, LLC

CRD #285785 TOWSON, MD

SEC

AUM

$643.6M

Employees

11

CROFT LEOMINSTER INC

CRD #105561 BALTIMORE, MD

SEC Private Funds

AUM

$616.8M

Employees

9

KENDALL CAPITAL MANAGEMENT

CRD #134740 ROCKVILLE, MD

SEC

AUM

$604.1M

Employees

10

BROADOAK ASSET MANAGEMENT, LLC

CRD #148901 BETHESDA, MD

SEC Private Funds

AUM

$595.4M

Employees

10

THE MARSHALL FINANCIAL GROUP LLC

CRD #146362 HUNT VALLEY, MD

SEC

AUM

$593M

Employees

18

VSM WEALTH ADVISORY, LLC

CRD #313717 HUNT VALLEY, MD

SEC

AUM

$587.1M

Employees

6

FAMILY OFFICE RESEARCH, LLC

CRD #144136 BETHESDA, MD

SEC

AUM

$580.9M

Employees

5

SOAPSTONE MANAGEMENT L.P.

CRD #162936 BETHESDA, MD

SEC Private Funds

AUM

$580.6M

Employees

4

SANDBOX FINANCIAL PARTNERS, LLC

CRD #297858 BETHESDA, MD

SEC

AUM

$575.2M

Employees

11

LOMBARD ADVISERS INCORPORATED

CRD #108231 BALTIMORE, MD

SEC

AUM

$567.4M

Employees

42

CIC WEALTH, LLC

CRD #290198 ROCKVILLE, MD

SEC Private Funds

AUM

$550.9M

Employees

16