Investment adviser firms in Maryland · Page 2
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
- HERITAGE INVESTORS MANAGEMENT CORPCRD 110420 · BETHESDA, MD$4,632,533,441.00Regulatory AUM · August 2026
- HF ADVISORY GROUP, LLCCRD 309051 · ANNAPOLIS, MD$321,503,925.00Regulatory AUM · August 2026
- HILLMAN CAPITAL MANAGEMENT INCCRD 110096 · BETHESDA, MD$195,890,357.00Regulatory AUM · August 2026
- HUBER, WEAKLAND & ASSOCIATES, INC.CRD 120745 · ELLICOTT CITY, MD$295,313,734.00Regulatory AUM · August 2026
- HULL STREET ENERGY, LLCCRD 291881 · BETHESDA, MD$4,574,988,000.00Regulatory AUM · August 2026
- HUSSMAN STRATEGIC ADVISORS INCCRD 109400 · ELLICOTT CITY, MD$617,390,096.00Regulatory AUM · August 2026
- HZ INVESTMENTS INC.CRD 312268 · CHEVY CHASE, MD$591,392,745.00Regulatory AUM · August 2026
- IMPACT CAPITAL, LLCCRD 297413 · ROCKVILLE, MD$253,350,037.00Regulatory AUM · August 2026
- IMPACTASSETS CAPITAL PARTNERS PB LLCCRD 317840 · BETHESDA, MD$4,945,685,169.00Regulatory AUM · August 2026
- INDEPENDENT ACCESS PARTNERS, LLCCRD 305842 · HUNT VALLEY, MD$256,948,420.00Regulatory AUM · August 2026
- INNOVATION X ADVISORS, LLCCRD 322292 · ROCKVILLE, MD$4,516,478,450.00Regulatory AUM · August 2026
- INNOVATIVE WEALTH BUILDING LLCCRD 314942 · CALIFORNIA, MD$657,212,436.00Regulatory AUM · August 2026
- INSTITUTIONAL SHAREHOLDER SERVICES INC.CRD 111940 · ROCKVILLE, MDNot availableRegulatory AUM · August 2026
- INTERVEST LTDCRD 104614 · CHEVY CHASE, MD$246,950,187.00Regulatory AUM · August 2026
- IVY LEAGUE FINANCIAL ADVISORS LLCCRD 119145 · ROCKVILLE, MD$188,667,656.00Regulatory AUM · August 2026
- JEMMA INVESTMENT ADVISORS LLCCRD 284198 · BALTIMORE, MD$139,832,219.00Regulatory AUM · August 2026
- JMI MANAGEMENT, L.P.CRD 158344 · BALTIMORE, MD$13,575,137,860.00Regulatory AUM · August 2026
- KALAMATA ASSET MANAGEMENT LLCCRD 284328 · BETHESDA, MD$106,844,709.00Regulatory AUM · August 2026
- KELLY FINANCIAL GROUP, LLCCRD 310140 · BEL AIR, MD$1,131,076,741.00Regulatory AUM · August 2026
- KENDALL CAPITAL MANAGEMENTCRD 134740 · ROCKVILLE, MD$743,866,798.00Regulatory AUM · August 2026
- KILNER CAPITAL ADVISORS, LLCCRD 139521 · GAITHERSBURG, MD$336,667,723.00Regulatory AUM · August 2026
- L. K. BENSON & COMPANY, P.C.CRD 107908 · TIMONIUM, MD$446,232,124.00Regulatory AUM · August 2026
- LAFAYETTE INVESTMENTS, INC.CRD 22471 · ASHTON, MD$942,844,376.00Regulatory AUM · August 2026
- LASALLE INVESTMENT MANAGEMENT SECURITIES, LLCCRD 111179 · BALTIMORE, MD$3,326,830,393.00Regulatory AUM · August 2026
- LAW & ASSOCIATES INCCRD 105350 · GLEN ECHO, MD$326,576,439.00Regulatory AUM · August 2026
- LOMBARD ADVISERS INCORPORATEDCRD 108231 · BALTIMORE, MD$669,830,665.00Regulatory AUM · August 2026
- MACROVIEW INVESTMENT MANAGEMENT LLCCRD 149621 · BETHESDA, MD$387,072,284.00Regulatory AUM · August 2026
- MARATHON CAPITAL MANAGEMENT LLCCRD 119416 · HUNT VALLEY, MD$790,136,072.00Regulatory AUM · August 2026
- MARKS WEALTH, LLCCRD 310534 · ELLICOTT CITY, MD$409,204,249.00Regulatory AUM · August 2026
- MARYLAND CAPITAL ADVISORS, INC.CRD 134875 · CHESTER, MD$490,763,859.00Regulatory AUM · August 2026
- MDRN CAPITAL, LLCCRD 325950 · ANNAPOLIS, MD$338,630,429.00Regulatory AUM · August 2026
- MERITIS WEALTH MANAGEMENT, INC.CRD 336539 · POTOMAC, MD$224,394,856.00Regulatory AUM · August 2026
- MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLCCRD 285820 · BETHESDA, MD$7,270,655,672.00Regulatory AUM · August 2026
- MONTGOMERY FINANCIAL SERVICES, LLCCRD 170024 · OCEAN CITY, MD$229,758,052.00Regulatory AUM · August 2026
- MONTGOMERY INVESTMENT MANAGEMENT INCCRD 105417 · ROCKVILLE, MD$489,951,330.00Regulatory AUM · August 2026
- MOORE WEALTH LLCCRD 323374 · FREDERICK, MD$156,908,298.00Regulatory AUM · August 2026
- MOUNT VERNON ASSOCIATES INCCRD 107099 · BALTIMORE, MD$232,510,350.00Regulatory AUM · August 2026
- MRE MANAGEMENT, LLCCRD 338513 · ANNAPOLIS, MD$457,990,215.00Regulatory AUM · August 2026
- MV CAPITAL MANAGEMENT, INC.CRD 139034 · BETHESDA, MD$1,439,595,799.00Regulatory AUM · August 2026
- MY WEALTH MANAGEMENT, INC.CRD 168566 · GERMANTOWN, MD$156,182,000.00Regulatory AUM · August 2026
- NEA MEMBER BENEFITSCRD 138196 · GAITHERSBURG, MDNot availableRegulatory AUM · August 2026
- NEW CENTURY ADVISORS, LLCCRD 122478 · CHEVY CHASE, MD$4,308,137,084.00Regulatory AUM · August 2026
- NEXUS338, LLCCRD 315250 · CABIN JOHN, MD$407,836,409.00Regulatory AUM · August 2026
- NORTHBROOK FINANCIAL PLANNING LLCCRD 309060 · BALTIMORE, MD$108,760,000.00Regulatory AUM · August 2026
- NORTHLANE CAPITAL PARTNERS, LLCCRD 285990 · BETHESDA, MD$1,156,221,279.00Regulatory AUM · August 2026
- OAKMONT WEALTH ADVISORY, LLCCRD 299021 · COLUMBIA, MD$124,223,423.00Regulatory AUM · August 2026
- OUTCOME DRIVEN STRATEGIES, LLCCRD 311398 · HUNT VALLEY, MD$360,433,390.00Regulatory AUM · August 2026
- OXFORD PLANNING GROUP, LLCCRD 286017 · WOODSTOCK, MD$112,914,960.00Regulatory AUM · August 2026
- PARTNERSHIP WEALTH MANAGEMENT, LLCCRD 285718 · TOWSON, MD$234,906,000.00Regulatory AUM · August 2026
- PATIENT CAPITAL MANAGEMENT, LLCCRD 307336 · BALTIMORE, MD$2,502,504,048.00Regulatory AUM · August 2026
- PENNINGTON PARTNERS & CO., LLCCRD 282688 · BETHESDA, MD$5,087,641,631.00Regulatory AUM · August 2026
- PKS INVESTMENT ADVISORS LLCCRD 110147 · SALISBURY, MD$367,168,512.00Regulatory AUM · August 2026
- PLANVEST FINANCIAL, INC.CRD 290306 · GAITHERSBURG, MD$175,860,431.00Regulatory AUM · August 2026
- PLOTKIN FINANCIAL ADVISORS, LLCCRD 127635 · CHEVY CHASE, MD$255,869,623.00Regulatory AUM · August 2026
- PNC CAPITAL ADVISORS LLCCRD 151829 · BALTIMORE, MD$50,879,088,797.00Regulatory AUM · August 2026
- POINTER FINANCIAL ADVISORS LLCCRD 326745 · COLUMBIA, MD$176,396,108.00Regulatory AUM · August 2026
- POTOMAC ASSET MANAGEMENT CO INCCRD 105730 · FREDERICK, MD$114,264,799.00Regulatory AUM · August 2026
- POTOMAC FUND MANAGEMENT INCCRD 105413 · BETHESDA, MD$3,277,115,272.00Regulatory AUM · August 2026
- PROFIT INVESTMENT MANAGEMENT, LLCCRD 110294 · NORTH BETHESDA, MD$26,764,932.00Regulatory AUM · August 2026
- PROFUND ADVISORS LLCCRD 109585 · BETHESDA, MD$5,200,000,000.00Regulatory AUM · August 2026
- PROMETHIUM ADVISORS, LLCCRD 329565 · BETHESDA, MD$235,250,991.00Regulatory AUM · August 2026
- PROSHARE ADVISORS LLCCRD 134155 · BETHESDA, MD$85,300,000,000.00Regulatory AUM · August 2026
- PROSHARE INVESTMENT MANAGEMENT LLCCRD 342578 · BETHESDA, MDNot availableRegulatory AUM · August 2026
- PROSTATIS GROUP LLCCRD 132662 · HANOVER, MD$605,444,336.00Regulatory AUM · August 2026
- QP CONSULTING, LLCCRD 129601 · TAKOMA PARK, MD$559,601,312.00Regulatory AUM · August 2026
- QUANTUM FINANCIAL ADVISORS INCCRD 113563 · ROCKVILLE, MD$557,546,297.00Regulatory AUM · August 2026
- RCS FINANCIAL PLANNING, LLCCRD 291678 · ANNAPOLIS, MD$280,955,416.00Regulatory AUM · August 2026
- REALTERM TRANSPORTATION LLCCRD 322689 · ANNAPOLIS, MD$10,868,413,000.00Regulatory AUM · August 2026
- RED OAK FINANCIAL GROUP, LLCCRD 166912 · TOWSON, MD$1,040,249,413.00Regulatory AUM · August 2026
- RETIREMENT MANAGEMENT SYSTEMS, INC.CRD 150351 · LEONARDTOWN, MD$1,886,716,918.00Regulatory AUM · August 2026
- REUTEMANN FINANCIAL SOLUTIONS, INC.CRD 153247 · ROCKVILLE, MD$251,638,819.00Regulatory AUM · August 2026
- RISK MANAGEMENT GROUP, LLCCRD 122366 · ROCKVILLE, MD$200,477,570.00Regulatory AUM · August 2026
- RLJ EQUITY PARTNERS, LLCCRD 162006 · BETHESDA, MD$109,129,886.00Regulatory AUM · August 2026
- ROCK SPRINGS CAPITAL MANAGEMENT LPCRD 168648 · BALTIMORE, MD$2,426,287,072.00Regulatory AUM · August 2026
- ROTUNDA CAPITAL PARTNERS, LLCCRD 290282 · BETHESDA, MD$1,607,240,723.00Regulatory AUM · August 2026
- SANDBOX FINANCIAL PARTNERS, LLCCRD 297858 · BETHESDA, MD$681,669,971.00Regulatory AUM · August 2026
- SARGENT INVESTMENT GROUP, LLCCRD 297499 · BETHESDA, MD$1,475,799,413.00Regulatory AUM · August 2026
- SAVANO DIRECT CAPITAL PARTNERS, LLCCRD 174066 · BALTIMORE, MD$519,057,969.00Regulatory AUM · August 2026
- SC&H FINANCIAL ADVISORS, INC.CRD 120666 · HUNT VALLEY, MD$1,230,991,243.00Regulatory AUM · August 2026
- SCARBOROUGH ADVISORS, LLCCRD 169517 · ANNAPOLIS, MD$1,643,400,502.00Regulatory AUM · August 2026
- SCHAEFFER FINANCIAL LLCCRD 133697 · ROCKVILLE, MD$257,695,379.00Regulatory AUM · August 2026
- SERA CAPITAL MANAGEMENT LIMITED LIABILITY COMPANYCRD 120896 · ANNAPOLIS, MD$114,258,975.00Regulatory AUM · August 2026
- SFG WEALTH MANAGEMENT, LLCCRD 285785 · TOWSON, MD$760,214,689.00Regulatory AUM · August 2026
- SHAKER FINANCIAL SERVICES, LLCCRD 121534 · ANNAPOLIS, MD$286,320,400.00Regulatory AUM · August 2026
- SHERMAN WEALTH MANAGEMENT LLCCRD 281093 · GAITHERSBURG, MD$160,330,686.00Regulatory AUM · August 2026
- SOAPSTONE MANAGEMENT L.P.CRD 162936 · BETHESDA, MD$610,062,541.00Regulatory AUM · August 2026
- STANDARD PARTNERS LLCCRD 167956 · BETHESDA, MD$108,273,868.00Regulatory AUM · August 2026
- T. ROWE PRICE (CANADA) INC.CRD 107290 · BALTIMORE, MD$6,553,090,092.00Regulatory AUM · August 2026
- T. ROWE PRICE ADVISORY SERVICES, INC.CRD 108958 · OWINGS MILLS, MD$5,899,382,003.00Regulatory AUM · August 2026
- T. ROWE PRICE ASSOCIATES, INC.CRD 105496 · BALTIMORE, MD$2,196,452,587,469.00Regulatory AUM · August 2026
- T.ROWE PRICE INVESTMENT MANAGEMENT, INC.CRD 314590 · BALTIMORE, MD$204,178,969,692.00Regulatory AUM · August 2026
- THE ELLERSON GROUP INCCRD 106658 · ANNAPOLIS, MD$291,170,948.00Regulatory AUM · August 2026
- THE FINANCIAL CONSULATE, INCCRD 106898 · HUNT VALLEY, MD$1,095,865,304.00Regulatory AUM · August 2026
- THE JUNK INVESTMENT GROUP, LLCCRD 104619 · HUNT VALLEY, MD$594,970,561.00Regulatory AUM · August 2026
- THE L. WARNER COMPANIES, INCCRD 108001 · TIMONIUM, MD$802,359,348.00Regulatory AUM · August 2026
- THE LUTS & GREENLEIGH GROUP, INC.CRD 305002 · BETHESDA, MD$563,886,399.00Regulatory AUM · August 2026
- THE MARSHALL FINANCIAL GROUP LLCCRD 146362 · HUNT VALLEY, MD$735,572,235.00Regulatory AUM · August 2026
- THE PROSPERITY CONSULTING GROUP, LLCCRD 133777 · OWINGS MILLS, MD$3,195,898,263.00Regulatory AUM · August 2026
- THE SIMMONS PARTNERSHIP, INCCRD 156740 · TOWSON, MD$216,542,492.00Regulatory AUM · August 2026
- THINAGEE INVESTMENTS INC.CRD 165054 · CHEVY CHASE, MD$265,400,000.00Regulatory AUM · August 2026