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Best Financial Advisor Firms Maryland 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 100 Financial Advisor Firms in Maryland.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Maryland, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of June 14, 2021, and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Maryland are as followed:

  • Must be Trusted by investor.com.
  • 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!



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Are you a top firm in Maryland? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Liana Starrantino for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
&Wealth Partners 2009 View Locations
1 North Wealth Services 2002 View Locations
Abel Financial Management CO 1998 View Locations
Acorn Financial Advisory Services 2006 View Locations
Aegis Wealth 2005 View Locations
Allridge Wealth Management 1994 View Locations
Altius Financial Advisors 2002 View Locations
Anchor Capital Management 2009 View Locations
Arthur Stein Financial 2012 View Locations
BFJ Wealth Management 2000 View Locations
Baltimore-Washington Financial Advisors 2012 View Locations
Bolton Investment 1994 View Locations
Brown Capital Management 1983 View Locations
Bryant Financial Advisory 2012 View Locations
Carderock Capital Management 1987 View Locations
Carmichael Hill & Associates 1989 View Locations
Cherry Bekaert Wealth Management 2005 View Locations
Chesapeake Asset Management CO 2012 View Locations
Chevy Chase Trust Company 1997 View Locations
Cornerstone Advisory 2007 View Locations
Cromwell Investment Advisory 2011 View Locations
D.F. Dent and Company 1980 View Locations
Eaglestone Wealth Advisors 2007 View Locations
Edgemoor Investment Advisors 1999 View Locations
Euclid Investment Advisory 2001 View Locations
FAI Wealth Management 1988 View Locations
FBB Capital Partners 2000 View Locations
Ferguson-johnson Wealth Management 1999 View Locations
Financial Consulate 1983 View Locations
Financial Dimensions 1991 View Locations
Financial Management Strategies 2000 View Locations
Financial Planning & Management Center 1990 View Locations
Financial Services Advisory 1983 View Locations
Financial Strategies 1991 View Locations
Five Rivers Financial Advisors 1999 View Locations
Foundation Financial Advisors 1997 View Locations
GGM Wealth Advisors 1996 View Locations
Garnet Group 2014 View Locations
Geier Asset Management 1999 View Locations
Glassman Wealth Services 2009 View Locations
Global Environment Fund 1991 View Locations
Greenspring Advisors 2007 View Locations
Halpern Financial 2000 View Locations
Harvest Investment Consultants 1988 View Locations
Hergenroeder Financial Advisors 2015 View Locations
Hillman Capital Management 2000 View Locations
Hopkins Investment Management 2007 View Locations
Houstoun Capital Management 2012 View Locations
IVY League Financial Advisors 2006 View Locations
InterVest 1986 View Locations
Ithaka Financial Planning 2010 View Locations
JBA Financial Advisors 2007 View Locations
Kendall Capital Management 2013 View Locations
L. K. Benson & Company 1994 View Locations
Lighthouse Wealth Management 2007 View Locations
Lowe Wealth Advisors 2011 View Locations
MacroView Investment Management 2010 View Locations
Madison Wealth Management 2001 View Locations
Main Street Advisors 2012 View Locations
Marquette Associates 1997 View Locations
Maryland Capital Management 2004 View Locations
Middleton Advisory 2011 View Locations
Miller Value Partners 1999 View Locations
Montgomery Financial Services 2014 View Locations
Parker Financial 2008 View Locations
Passive Capital Management 2008 View Locations
Persico Capital Trading AS Persico Asset Mgmt 2001 View Locations
Picket Fence Financial 2006 View Locations
QP Consulting 2013 View Locations
RCN Wealth Advisors 2012 View Locations
Rebalance 2011 View Locations
Roumell Asset Management 2002 View Locations
SOL Capital Management Co. 1987 View Locations
Safe Harbor Investment Advisors 2008 View Locations
Scarborough Capital Management 2013 View Locations
Sentinel Capital Solutions 2011 View Locations
Sera Capital Management 1991 View Locations
Shaker Financial Services 2004 View Locations
TPC Wealth Management 2012 View Locations
Technomart RGA 2003 View Locations
Thalheimer Financial Planning 2000 View Locations
The Capital Group Investment Advisory Services 2013 View Locations
The Family Firm 1983 View Locations
The Ithaka Group 2008 View Locations
The Junk Investment Group 1989 View Locations
Thinagee Investments 2012 View Locations
Torray 1972 View Locations
Trasatti Wealth Planning 2006 View Locations
Tripp Financial Consultants 2012 View Locations
Trumbower Financial Advisors 1996 View Locations
Vansant Mewshaw 1992 View Locations
Variphase Financial Partners 2012 View Locations
Verus Capital Partners 2014 View Locations
WBH Advisory 1986 View Locations
WMS Partners 1994 View Locations
Warner Financial 2005 View Locations
Wellington Capital Management 2012 View Locations
Westbourne Investment Advisors 2007 View Locations
Withum Wealth Management 2011 View Locations
Worch Capital 2010 View Locations


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