Best Financial Advisor Firms Maryland 2023

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Written by investor.com

November 08, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in Maryland.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Maryland, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of November 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Maryland are as follows:

  • Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
  • Must have an office location in Maryland.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
&Wealth Partners 5/5 Stars $320.9 million 94 2 $3.4 million
1 North Wealth Services 5/5 Stars $260.5 million 225 4 $1.2 million
Abel Financial Management CO 5/5 Stars $64.9 million 69 2 $940,741
Alliance Wealth Management Group 5/5 Stars $309.4 million 382 6 $810,051
Allridge Wealth Management 5/5 Stars $30.8 million 17 2 $1.8 million
American Financial Management 5/5 Stars $38.2 million 326 2 $117,164
ASB Capital Management 5/5 Stars $27.1 billion 87 18 $311.0 million
Asset Strategy Consultants 5/5 Stars $6.9 billion 92 9 $74.6 million
Baltimore Avenue Investments 5/5 Stars $14.4 million 88 2 $164,006
Baltimore-Washington Financial Advisors 5/5 Stars $1.6 billion 3,458 11 $468,286
Base Management Co 5/5 Stars $95.0 million 43 1 $2.2 million
Beacon Investment Advisors 5/5 Stars $219.9 million 102 1 $2.2 million
Black Diamond Financial 5/5 Stars $545.9 million 254 8 $2.1 million
Bryant Financial Advisory 5/5 Stars $75.5 million 30 1 $2.5 million
Carderock Capital Management 5/5 Stars $551.3 million 472 3 $1.2 million
Carmichael Hill & Associates 5/5 Stars $276.9 million 198 4 $1.4 million
Champion Financial Planning Group 5/5 Stars $61.3 million 43 1 $1.4 million
Chesapeake Asset Management CO 5/5 Stars $58.0 million 39 1 $1.5 million
Chevy Chase Trust Company 5/5 Stars $32.0 billion 1,192 34 $26.9 million
Dyer Financial Advisory 5/5 Stars $18.2 million 15 1 $1.2 million
FAI Wealth Management 5/5 Stars $282.5 million 189 2 $1.5 million
Family Office Research 5/5 Stars $399.9 million 90 2 $4.4 million
FBB Capital Partners 5/5 Stars $1.6 billion 1,044 12 $1.6 million
Ferguson-johnson Wealth Management 5/5 Stars $221.1 million 177 2 $1.2 million
Financial Concepts Unlimited 5/5 Stars $134.8 million 195 2 $691,421
Financial Consulate 5/5 Stars $590.0 million 995 10 $592,946
Financial Engines Advisors 5/5 Stars $242.0 billion 1,319,970 650 $183,314
Financial Management Strategies 5/5 Stars $130.2 million 28 1 $4.7 million
Financial Services Advisory 5/5 Stars $707.8 million 774 9 $914,460
Five Rivers Financial Advisors 5/5 Stars $46.6 million 106 2 $439,401
Glassman Wealth Services 5/5 Stars $1.8 billion 362 11 $5.0 million
Greenspring Advisors 5/5 Stars $6.0 billion 1,137 23 $5.3 million
Halpern Financial 5/5 Stars $828.8 million 305 6 $2.7 million
Hergenroeder Financial Advisors 5/5 Stars $229.5 million 468 5 $490,339
Heritage Investors Management Corp 5/5 Stars $3.1 billion 718 6 $4.4 million
Houstoun Capital Management 5/5 Stars $73.0 million 23 2 $3.2 million
InterVest 5/5 Stars $147.8 million 145 2 $1.0 million
Ithaka Financial Planning 5/5 Stars $68.8 million 50 3 $1.4 million
IVY League Financial Advisors 5/5 Stars $115.0 million 91 2 $1.3 million
JBA Financial Advisors 5/5 Stars $15.6 million 17 1 $918,465
Kendall Capital Management 5/5 Stars $419.1 million 283 6 $1.5 million
Kilner Capital Advisors 5/5 Stars $251.1 million 220 2 $1.1 million
L. K. Benson & Company 5/5 Stars $258.3 million 84 2 $3.1 million
Lafayette Investments 5/5 Stars $715.6 million 234 6 $3.1 million
Latitude Advisors 5/5 Stars $348.6 million 1,335 75 $261,105
Lowe Wealth Advisors 5/5 Stars $365.4 million 388 6 $941,875
Lynx Investment Advisory 5/5 Stars $896.0 million 229 8 $3.9 million
MacroView Investment Management 5/5 Stars $197.4 million 179 3 $1.1 million
Madison Wealth Management 5/5 Stars $1.1 billion 576 12 $2.0 million
Main Street Advisors 5/5 Stars $45.7 million 97 1 $471,167
Marathon Capital Management 5/5 Stars $621.6 million 303 5 $2.1 million
Marquette Associates 5/5 Stars $13.3 billion 149 12 $89.3 million
Maryland Capital Advisors 5/5 Stars $301.3 million 139 2 $2.2 million
Middleton Advisory 5/5 Stars $15.4 million 22 1 $701,377
Miller Value Partners 5/5 Stars $203.5 million 13 1 $15.7 million
Money Plans 5/5 Stars $103.7 million 63 1 $1.6 million
Montgomery Financial 5/5 Stars $95.4 million 306 4 $311,643
Montgomery Investment Management 5/5 Stars $340.5 million 117 2 $2.9 million
Mount Vernon Associates 5/5 Stars $159.7 million 70 1 $2.3 million
My Wealth Management 5/5 Stars $148.9 million 122 1 $1.2 million
New Century Advisors 5/5 Stars $3.8 billion 45 9 $85.0 million
Passive Capital Management 5/5 Stars $794.7 million 366 6 $2.2 million
Persico Capital Trading AS Persico Asset Mgmt 5/5 Stars $63.7 million 94 1 $677,996
Philadelphia Investment Management CO 5/5 Stars $47.6 million 29 1 $1.6 million
Picket Fence Financial 5/5 Stars $50.0 million 103 1 $485,203
QP Consulting 5/5 Stars $374.8 million 67 1 $5.6 million
R.G. Associates 5/5 Stars $16.2 million 18 1 $902,682
RCN Wealth Advisors 5/5 Stars $34.2 million 49 1 $698,816
Rebalance 5/5 Stars $1.1 billion 709 7 $1.6 million
RED OAK Financial Group 5/5 Stars $590.0 million 803 7 $734,731
RED SKY Capital Management 5/5 Stars $95.7 million 157 1 $609,430
Retirement Management Systems 5/5 Stars $1.4 billion 2,950 4 $467,941
Roumell Asset Management 5/5 Stars $85.2 million 67 3 $1.3 million
Safe Harbor Investment Advisors 5/5 Stars $13.9 million 11 1 $1.3 million
Scarborough Capital Management 5/5 Stars $987.1 million 2,686 16 $367,497
Schaeffer Financial 5/5 Stars $178.4 million 290 4 $615,025
Schiff Wealth Advisors 5/5 Stars $32.2 million 58 1 $554,450
Sentinel Capital Solutions 5/5 Stars $23.5 million 105 1 $223,809
Sera Capital Management logoSera Capital Management 5/5 Stars $66.0 million 160 4 $412,500
Shaker Financial Services 5/5 Stars $207.6 million 368 2 $564,084
SOL Capital Management Co. 5/5 Stars $2.4 billion 402 10 $5.9 million
ST. Michaels Asset Management 5/5 Stars $3.5 million 55 1 $63,636
Technomart RGA 5/5 Stars $304.8 million 82 1 $3.7 million
Thalheimer Financial Planning 5/5 Stars $41.8 million 27 1 $1.5 million
The Capital Group Investment Advisory Services 5/5 Stars $807.7 million 420 8 $1.9 million
The Ellerson Group 5/5 Stars $202.1 million 103 2 $2.0 million
The Family Firm 5/5 Stars $645.9 million 218 6 $3.0 million
The Ithaka Group 5/5 Stars $449.9 million 214 2 $2.1 million
The Junk Investment Group 5/5 Stars $354.9 million 269 2 $1.3 million
Thinagee Investments 5/5 Stars $69.4 million 33 1 $2.1 million
Torray Investment Partners 5/5 Stars $581.0 million 393 6 $1.5 million
Trasatti Wealth Planning 5/5 Stars $78.8 million 52 1 $1.5 million
Trumbower Financial Advisors 5/5 Stars $1.5 billion 250 6 $5.9 million
Tufton Capital Management 5/5 Stars $730.1 million 318 6 $2.3 million
Warner Financial 5/5 Stars $539.7 million 253 4 $2.1 million
Wellington Capital Management 5/5 Stars $97.5 million 57 1 $1.7 million
Westbourne Investment Advisors 5/5 Stars $243.8 million 166 4 $1.5 million
Withum Wealth Management 5/5 Stars $1.3 billion 585 13 $2.3 million
WMS Partners 5/5 Stars $5.2 billion 690 39 $7.5 million
Worch Capital 5/5 Stars $46.0 million 11 1 $4.2 million

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