Investment adviser firms in TOWSON, Maryland
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
13 firms · Source months shown: August 2026
- A. J. PERRY & COMPANY, INC.CRD 107041 · TOWSON, MD$108,760,000.00Regulatory AUM · August 2026
- BLUE CURVE ADVISORY, LLCCRD 333724 · TOWSON, MD$125,169,386.00Regulatory AUM · August 2026
- BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.CRD 104684 · TOWSON, MD$249,134,519.00Regulatory AUM · August 2026
- CALVERT STREET CAPITAL PARTNERS, INC.CRD 158096 · TOWSON, MD$663,100,000.00Regulatory AUM · August 2026
- FINANCIAL COUNCIL, LLCCRD 110748 · TOWSON, MD$1,270,749,770.00Regulatory AUM · August 2026
- FOUNDERS FINANCIAL SECURITIES, LLCCRD 137945 · TOWSON, MD$4,135,118,658.00Regulatory AUM · August 2026
- GREENSPRING ADVISORS, LLCCRD 132669 · TOWSON, MD$6,464,377,689.00Regulatory AUM · August 2026
- GUNPOWDER CAPITAL MANAGEMENT, LLCCRD 314867 · TOWSON, MD$340,420,749.00Regulatory AUM · August 2026
- PARTNERSHIP WEALTH MANAGEMENT, LLCCRD 285718 · TOWSON, MD$234,906,000.00Regulatory AUM · August 2026
- RED OAK FINANCIAL GROUP, LLCCRD 166912 · TOWSON, MD$1,040,249,413.00Regulatory AUM · August 2026
- SFG WEALTH MANAGEMENT, LLCCRD 285785 · TOWSON, MD$760,214,689.00Regulatory AUM · August 2026
- THE SIMMONS PARTNERSHIP, INCCRD 156740 · TOWSON, MD$216,542,492.00Regulatory AUM · August 2026
- THOMA CAPITAL MANAGEMENT LLCCRD 120139 · TOWSON, MD$310,069,630.00Regulatory AUM · August 2026