Best Financial Advisor Firms Maryland 2023

investor.com

Written by investor.com

April 04, 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 April 04, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Maryland are as follows:

  • Must be rated 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 $243.1 million 224 5 $1.1 million
A.G. Campbell Advisory 5/5 Stars $349.7 million 69 3 $5.1 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
Aprio Wealth Management 5/5 Stars $1.3 billion 692 17 $1.9 million
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-Washington Financial Advisors 5/5 Stars $1.4 billion 3,616 11 $398,943
BAY Point Wealth 5/5 Stars $624.9 million 450 11 $1.4 million
Black Diamond Financial 5/5 Stars $545.9 million 254 9 $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
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
Compton Financial Group 5/5 Stars $590.0 million 803 7 $734,731
Cromwell Investment Advisory 5/5 Stars $3.5 million 46 1 $76,065
Csenge Advisory Group 5/5 Stars $2.3 billion 6,161 69 $367,643
Eaglestone Wealth Advisors 5/5 Stars $197.5 million 254 5 $777,636
Euclid Investment Advisory 5/5 Stars $70.0 million 74 3 $945,945
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 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
Foundation Financial Advisors 5/5 Stars $0.0 11 3 $0.0
GGM Wealth Advisors 5/5 Stars $434.4 million 311 6 $1.4 million
Glassman Wealth Services 5/5 Stars $1.9 billion 355 11 $5.4 million
Greenspring Advisors 5/5 Stars $6.0 billion 1,137 21 $5.3 million
Gyroscope Capital Management Group 5/5 Stars $351.0 million 725 7 $484,070
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
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
Johnson Financial Group 5/5 Stars $2.0 billion 48 24 $41.6 million
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
La Ferla Group 5/5 Stars $275.6 million 521 5 $529,050
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
Marquette Associates 5/5 Stars $13.3 billion 149 12 $89.3 million
Middleton Advisory 5/5 Stars $15.4 million 22 1 $701,377
Miller Value Partners 5/5 Stars $1.7 billion 19 1 $90.4 million
My Wealth Management 5/5 Stars $135.2 million 124 1 $1.1 million
New Century Advisors 5/5 Stars $3.8 billion 45 9 $85.0 million
New Potomac Partners 5/5 Stars $166.5 million 58 3 $2.9 million
Parker Financial 5/5 Stars $15.2 million 40 1 $380,525
Passive Capital Management 5/5 Stars $794.7 million 366 6 $2.2 million
Perigon Wealth Management 5/5 Stars $4.8 billion 3,498 61 $1.4 million
Persico Capital Trading 5/5 Stars $63.7 million 94 1 $677,996
Picket Fence Financial 5/5 Stars $50.0 million 103 1 $485,203
Plotkin Financial Advisors 5/5 Stars $162.9 million 338 2 $481,969
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 $1.2 billion 695 6 $1.7 million
Retirement Management Systems 5/5 Stars $1.4 billion 2,950 4 $467,941
RIA Advisors 5/5 Stars $1.1 billion 1,105 14 $999,146
Roumell Asset Management 5/5 Stars $85.2 million 67 3 $1.3 million
Sachetta, LLC 5/5 Stars $649.9 million 620 9 $1.0 million
Safe Harbor Investment Advisors 5/5 Stars $13.9 million 11 1 $1.3 million
Samatva Wealth Management 5/5 Stars $7.4 million 45 1 $163,834
Scarborough Capital Management 5/5 Stars $1.1 billion 2,536 11 $428,025
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 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
Stepstone Group 5/5 Stars $79.1 billion 277 114 $285.6 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 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 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
Variphase Financial Partners 5/5 Stars $52.7 million 57 2 $924,269
Warner Financial 5/5 Stars $539.7 million 253 4 $2.1 million
Wealthspire Advisors 5/5 Stars $16.3 billion 6,622 150 $2.5 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

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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