Investment adviser firms in Maryland
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
226 firms · Source months shown: August 2026
- 1 NORTH WEALTH SERVICES, LLCCRD 115948 · ANNAPOLIS, MD$320,430,085.00Regulatory AUM · August 2026
- 1919 INVESTMENT COUNSEL, LLCCRD 133370 · BALTIMORE, MD$26,036,166,216.00Regulatory AUM · August 2026
- A. J. PERRY & COMPANY, INC.CRD 107041 · TOWSON, MD$108,760,000.00Regulatory AUM · August 2026
- A.G. CAMPBELL ADVISORY, LLCCRD 162150 · BALTIMORE, MD$403,897,677.00Regulatory AUM · August 2026
- ABR CAPITAL PARTNERS, LLCCRD 152121 · BALTIMORE, MD$487,166,231.00Regulatory AUM · August 2026
- ABRAMS BISON INVESTMENTS, L.L.C.CRD 137183 · BETHESDA, MD$3,043,178,000.00Regulatory AUM · August 2026
- ACCESS HOLDINGS MANAGEMENT COMPANY LLCCRD 297197 · BALTIMORE, MD$2,267,715,547.00Regulatory AUM · August 2026
- ACCORDANT ADVISORY GROUP, INC.CRD 117474 · ANNAPOLIS, MD$277,973,372.00Regulatory AUM · August 2026
- ADAMS DIVERSIFIED EQUITY FUND, INC.CRD 281263 · BALTIMORE, MD$3,028,642,556.00Regulatory AUM · August 2026
- ADAMS FUNDS ADVISERS, LLCCRD 226613 · BALTIMORE, MDNot availableRegulatory AUM · August 2026
- ADE, LLCCRD 168345 · BALTIMORE, MD$447,507,954.00Regulatory AUM · August 2026
- ADVISORS PREFERRED LLCCRD 157980 · ROCKVILLE, MD$1,688,200,204.00Regulatory AUM · August 2026
- ADVISORSHARES INVESTMENTS, LLCCRD 149782 · BETHESDA, MD$1,721,894,407.00Regulatory AUM · August 2026
- ADVOCATE INVESTING SERVICES, LLCCRD 273035 · WOODBINE, MD$186,574,770.00Regulatory AUM · August 2026
- AEGIS WEALTH MANAGEMENT LLCCRD 134429 · BETHESDA, MD$744,112,341.00Regulatory AUM · August 2026
- ALBION RIVER MANAGEMENT LLCCRD 322098 · ROCKVILLE, MD$2,062,247,355.00Regulatory AUM · August 2026
- ALLIANCE PARTNERS LLCCRD 157700 · CHEVY CHASE, MD$1,943,575,771.00Regulatory AUM · August 2026
- ALPHA DNA INVESTMENT MANAGEMENT LLCCRD 288198 · COLUMBIA, MD$194,698,387.00Regulatory AUM · August 2026
- AMERICAN FINANCIAL MANAGEMENT, LTD.CRD 111016 · OWINGS MILLS, MD$31,600,000.00Regulatory AUM · August 2026
- AND WEALTH PARTNERS, LLCCRD 149136 · BALTIMORE, MD$508,225,417.00Regulatory AUM · August 2026
- ARLINGTON MANAGEMENT EMPLOYEES, LLCCRD 160265 · BETHESDA, MD$18,194,604,408.00Regulatory AUM · August 2026
- ARROW INVESTMENT ADVISORS, LLCCRD 139652 · LAUREL, MD$377,259,942.00Regulatory AUM · August 2026
- ARTEMIS REAL ESTATE PARTNERS, LLCCRD 160668 · CHEVY CHASE, MD$11,420,365,281.00Regulatory AUM · August 2026
- ASB CAPITAL MANAGEMENT LLCCRD 110995 · BETHESDA, MD$36,676,563,819.00Regulatory AUM · August 2026
- ASSET STRATEGY CONSULTANTS LLCCRD 110800 · HUNT VALLEY, MD$5,157,339,356.00Regulatory AUM · August 2026
- ATCAP PARTNERS, LLCCRD 158214 · ROCKVILLE, MD$195,509,222.00Regulatory AUM · August 2026
- AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLCCRD 315485 · CHEVY CHASE, MD$337,118,458.00Regulatory AUM · August 2026
- AWANI CAPITAL MANAGEMENT LPCRD 335179 · FULTON, MD$268,662,888.00Regulatory AUM · August 2026
- BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC.CRD 159388 · COLUMBIA, MD$2,985,578,005.00Regulatory AUM · August 2026
- BAY HARBOR WEALTH MANAGEMENT, LLCCRD 294000 · HUNT VALLEY, MD$411,994,411.00Regulatory AUM · August 2026
- BEACON INVESTMENT ADVISORS LLCCRD 127368 · GAITHERSBURG, MD$541,900,982.00Regulatory AUM · August 2026
- BERMAN MCALEER, LLCCRD 332906 · TIMONIUM, MD$1,821,801,181.00Regulatory AUM · August 2026
- BESTGATE WEALTH ADVISORS, LLCCRD 301639 · FREDERICK, MD$162,404,904.00Regulatory AUM · August 2026
- BIREME CAPITAL, LLCCRD 283224 · ROCKVILLE, MD$196,939,682.00Regulatory AUM · August 2026
- BLACK DIAMOND FINANCIAL, LLCCRD 145108 · LUTHERVILLE, MD$1,370,212,598.00Regulatory AUM · August 2026
- BLUE CURVE ADVISORY, LLCCRD 333724 · TOWSON, MD$125,169,386.00Regulatory AUM · August 2026
- BLUE MARLIN HOLDCO LLCCRD 313892 · BETHESDA, MD$52,655,931.00Regulatory AUM · August 2026
- BLUEPRINT WEALTH MANAGEMENT INC.CRD 325099 · ELLICOTT CITY, MD$190,000,000.00Regulatory AUM · August 2026
- BLUESTONE FINANCIAL ADVISORS, LLCCRD 146946 · BETHESDA, MD$207,283,310.00Regulatory AUM · August 2026
- BNB WEALTH MANAGEMENT, LLCCRD 107702 · SILVER SPRING, MD$264,600,000.00Regulatory AUM · August 2026
- BOLTON PARTNERS INVESTMENT CONSULTING GROUP, INC.CRD 104684 · TOWSON, MD$249,134,519.00Regulatory AUM · August 2026
- BONTEMPO OHLY CAPITAL MANAGEMENT, LLCCRD 132804 · BETHESDA, MD$405,718,205.00Regulatory AUM · August 2026
- BOOSTER, LLCCRD 314629 · BALTIMORE, MD$229,287,257.00Regulatory AUM · August 2026
- BROADOAK ASSET MANAGEMENT, LLCCRD 148901 · BETHESDA, MD$519,004,574.00Regulatory AUM · August 2026
- BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLCCRD 124612 · BALTIMORE, MD$9,838,930,305.00Regulatory AUM · August 2026
- BROWN ADVISORY LLCCRD 110181 · BALTIMORE, MD$124,314,645,098.00Regulatory AUM · August 2026
- BROWN CAPITAL MANAGEMENT, LLCCRD 105633 · BALTIMORE, MD$4,536,497,889.00Regulatory AUM · August 2026
- BULL HARBOR CAPITAL LLC.CRD 324995 · BETHESDA, MD$354,845,384.00Regulatory AUM · August 2026
- BUTTONWOOD FINANCIAL ADVISORS, INC.CRD 144926 · BALTIMORE, MD$483,170,997.00Regulatory AUM · August 2026
- CALVERT IMPACT ADVISORY SERVICES, LLCCRD 326022 · BETHESDA, MD$197,789,240.00Regulatory AUM · August 2026
- CALVERT STREET CAPITAL PARTNERS, INC.CRD 158096 · TOWSON, MD$663,100,000.00Regulatory AUM · August 2026
- CALVERT WEALTH MANAGEMENT, INC.CRD 115639 · DUNKIRK, MD$189,569,655.00Regulatory AUM · August 2026
- CAMDEN PARTNERS HOLDINGS, LLCCRD 117011 · OWINGS MILLS, MD$369,645,196.00Regulatory AUM · August 2026
- CAMPBELL & COMPANY INVESTMENT ADVISER LLCCRD 134332 · BALTIMORE, MD$4,343,962,506.00Regulatory AUM · August 2026
- CAPITAL FINANCIAL PLANNERS LLCCRD 341222 · CHEVY CHASE, MDNot availableRegulatory AUM · August 2026
- CAPITAL FINANCIAL, LLCCRD 122844 · OLNEY, MD$159,396,774.00Regulatory AUM · August 2026
- CAPITAL SQUARED FINANCIAL LLCCRD 326861 · ROCKVILLE, MD$198,700,000.00Regulatory AUM · August 2026
- CARDEROCK CAPITAL MANAGEMENT, INC.CRD 104570 · CHEVY CHASE, MD$676,977,368.00Regulatory AUM · August 2026
- CARO INVESTORS MANAGEMENT, LLCCRD 332085 · CHEVY CHASE, MD$316,675,000.00Regulatory AUM · August 2026
- CASSILLY FINANCIAL GROUP, LLCCRD 300672 · SEVERNA PARK, MD$135,536,632.00Regulatory AUM · August 2026
- CATOCTIN RIDGE WEALTH PARTNER, LLCCRD 333113 · THURMONT, MD$199,037,195.00Regulatory AUM · August 2026
- CHAPIN DAVIS, INCCRD 28116 · BALTIMORE, MD$642,788,940.00Regulatory AUM · August 2026
- CHEVY CHASE TRUST COMPANYCRD 110742 · BETHESDA, MD$44,925,270,699.00Regulatory AUM · August 2026
- CORBYN INVESTMENT MANAGEMENT INCCRD 104716 · LUTHERVILLE, MD$1,005,472,384.00Regulatory AUM · August 2026
- CORNERSTONE ADVISORY, LLCCRD 142359 · HUNT VALLEY, MD$2,249,006,784.00Regulatory AUM · August 2026
- COUNCILOR WEALTH LLCCRD 170858 · BETHESDA, MD$316,945,133.00Regulatory AUM · August 2026
- CROMWELL INVESTMENT ADVISORS, LLCCRD 314411 · BALTIMORE, MD$368,868,727.00Regulatory AUM · August 2026
- CURIO WEALTH, LLCCRD 328178 · ANNAPOLIS, MD$460,657,970.00Regulatory AUM · August 2026
- CWM ADVISORY, LLCCRD 299923 · OCEAN PINES, MD$100,973,620.00Regulatory AUM · August 2026
- D.F. DENT AND COMPANY, INC.CRD 105179 · BALTIMORE, MD$7,880,660,780.00Regulatory AUM · August 2026
- DELTA FINANCIAL ADVISORS, INCCRD 121907 · KENSINGTON, MD$233,958,703.00Regulatory AUM · August 2026
- DURABLE CAPITAL PARTNERS LPCRD 305221 · BETHESDA, MD$17,592,140,712.00Regulatory AUM · August 2026
- ECOSYSTEM INVESTMENT PARTNERS, LLCCRD 165149 · BALTIMORE, MD$1,278,830,036.00Regulatory AUM · August 2026
- EDGEMOOR INVESTMENT ADVISORS, INC.CRD 109104 · BETHESDA, MD$1,515,154,666.00Regulatory AUM · August 2026
- ELITE INCOME ADVISORS, INC.CRD 285429 · ELLICOTT CITY, MD$213,383,359.00Regulatory AUM · August 2026
- ENLIGHTENMENT CAPITAL, LLCCRD 166422 · CHEVY CHASE, MD$2,116,711,261.00Regulatory AUM · August 2026
- EQUITYCOMPASS INVESTMENT MANAGEMENT, LLCCRD 145420 · BALTIMORE, MD$220,909,965.00Regulatory AUM · August 2026
- FAMILY OFFICE RESEARCH, LLCCRD 144136 · BETHESDA, MD$648,208,835.00Regulatory AUM · August 2026
- FEDERATED HERMES FCP MANAGER, LLCCRD 161468 · CHEVY CHASE, MD$3,477,753,977.00Regulatory AUM · August 2026
- FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.CRD 109232 · ROCKVILLE, MD$316,354,533.00Regulatory 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
- FOUNDRY WEALTH ADVISORS, LLCCRD 300794 · BALTIMORE, MD$163,390,033.00Regulatory AUM · August 2026
- FREDERICK FINANCIAL CONSULTANTS, LLCCRD 314290 · FREDERICK, MD$551,065,850.00Regulatory AUM · August 2026
- FSA WEALTH PARTNERS, INC.CRD 104513 · ROCKVILLE, MD$819,672,051.00Regulatory AUM · August 2026
- FULTON BREAKEFIELD BROENNIMAN,LLCCRD 108967 · BETHESDA, MD$2,394,809,702.00Regulatory AUM · August 2026
- FVLCRUM PARTNERS, LLCCRD 310971 · BETHESDA, MD$328,762,350.00Regulatory AUM · August 2026
- G10 LLCCRD 322876 · HUNT VALLEY, MD$4,906,344,778.00Regulatory AUM · August 2026
- GEF MANAGEMENT CORPORATIONCRD 107208 · BETHESDA, MD$116,000,000.00Regulatory AUM · August 2026
- GLASS JACOBSON INVESTMENT ADVISORS, LLCCRD 120141 · OWINGS MILLS, MD$928,010,356.00Regulatory AUM · August 2026
- GLASSY MOUNTAIN ADVISORS, INC.CRD 314937 · BETHESDA, MD$369,770,799.00Regulatory AUM · August 2026
- GLOBAL BROKERAGE SERVICES, INC.CRD 37505 · HUNT VALLEY, MD$137,300,000.00Regulatory AUM · August 2026
- GLR PARTNERS, LLCCRD 334902 · COLUMBIA, MD$260,700,422.00Regulatory AUM · August 2026
- GREENHOUSE FUNDS LLLPCRD 169840 · BALTIMORE, MD$2,927,223,000.00Regulatory AUM · August 2026
- GREENSPRING ADVISORS, LLCCRD 132669 · TOWSON, MD$6,464,377,689.00Regulatory AUM · August 2026
- GRITSTONE ASSET MANAGEMENT LLCCRD 298500 · BETHESDA, MD$114,882,356.00Regulatory AUM · August 2026
- GUNPOWDER CAPITAL MANAGEMENT, LLCCRD 314867 · TOWSON, MD$340,420,749.00Regulatory AUM · August 2026
- HARBOR INVESTMENT ADVISORY, LLCCRD 151085 · LUTHERVILLE, MD$6,869,215,640.00Regulatory AUM · August 2026
- HARVEST INVESTMENT CONSULTANTS LLCCRD 110258 · HUNT VALLEY, MD$549,042,439.00Regulatory AUM · August 2026
- HERGENROEDER FINANCIAL ADVISORS, INC.CRD 121278 · TIMONIUM, MD$304,505,678.00Regulatory AUM · August 2026