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Top Financial Advisor Firms in Maryland




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 01, 2020, 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 Amanda Holdsworth 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
A.G. Campbell Advisory 2014 View Locations
ASB Capital Management 2000 View Locations
Acorn Financial Advisory Services 2006 View Locations
Ambassador Advisors 2002 View Locations
Archer Investment Corporation 2005 View Locations
Asset Strategy Consultants 1998 View Locations
BNB Wealth Mangagement 1997 View Locations
Baltimore-Washington Financial Advisors 2012 View Locations
Base Management Co 1986 View Locations
Benson L K & CO P C 1994 View Locations
Black Diamond Financial 2015 View Locations
Bolton Partners Investment Consulting Group 1994 View Locations
Brown Capital Management 1983 View Locations
Burt Wealth Advisors 1985 View Locations
Camden Partners 2004 View Locations
Carderock Capital Management 1987 View Locations
Carmichael Hill & Associates 1989 View Locations
Cherry Bekaert Wealth Management 2005 View Locations
Chevy Chase Trust Company 1997 View Locations
Corbyn Investment Management 1973 View Locations
Cornerstone Advisory 2007 View Locations
Court Place Advisors 2000 View Locations
D.F. Dent and Company 1980 View Locations
Dixon Hughes Goodman Wealth Advisors 2000 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
FNB Wealth Management 1999 View Locations
Ferguson-johnson Wealth Management 1999 View Locations
Financial Concepts Unlimited 2002 View Locations
Financial Consulate 1983 View Locations
Financial Engines Advisors 1998 View Locations
Financial Services Advisory 1983 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
Great Valley Advisor Group 2011 View Locations
Greenspring Advisors 2007 View Locations
Halpern Financial 2000 View Locations
Harvest Investment Consultants 1988 View Locations
Hightower Advisors 2008 View Locations
Hillman Capital Management 2000 View Locations
Hirtle, Callaghan & Co. 1988 View Locations
Hopkins Investment Management 2007 View Locations
Horan Capital Management 1995 View Locations
IVY League Financial Advisors 2006 View Locations
InterVest 1986 View Locations
Investment Counselors of Maryland 2001 View Locations
Kendall Capital Management 2013 View Locations
Kilner Capital Advisors 2008 View Locations
Law & Associates 1982 View Locations
Lighthouse Wealth Management 2007 View Locations
Lowe Wealth Advisors 2011 View Locations
MV Capital Management 2006 View Locations
MY Wealth Management 2013 View Locations
MacroView Investment Management 2010 View Locations
Madison Wealth Management 2001 View Locations
Marathon Capital Management 2004 View Locations
Marquette Associates 1997 View Locations
Maryland Capital Advisors 2007 View Locations
Maryland Capital Management 2004 View Locations
McKinley Carter Wealth Services 2005 View Locations
Millennium Investment and Retirement Advisors 2012 View Locations
Miller Value Partners 1999 View Locations
Mount Vernon Associates 1986 View Locations
Mount Yale Investment Advisors 2006 View Locations
PBMares Wealth Management 2003 View Locations
Passive Capital Management 2008 View Locations
Pathstone 2009 View Locations
Pinnacle Advisory Group 1993 View Locations
Profit Investments 1996 View Locations
Raffa Wealth Management 2007 View Locations
Rebalance 2011 View Locations
Retirement Management Systems 2010 View Locations
Roumell Asset Management 2002 View Locations
SC&H Financial Advisors 2009 View Locations
SOL Capital Management Co. 1987 View Locations
Schultz Collins 1995 View Locations
Sentinel Capital Solutions 2011 View Locations
Shaker Financial Services 2004 View Locations
Snowden Capital Advisors 2011 View Locations
Stancorp Investment Advisers 2000 View Locations
The Family Firm 1983 View Locations
The Ithaka Group 2008 View Locations
The Junk Investment Group 1989 View Locations
Tiedemann Advisors 2009 View Locations
Torray 1972 View Locations
Trumbower Financial Advisors 1996 View Locations
Tufton Capital Management 1995 View Locations
Vansant Mewshaw 1992 View Locations
WBH Advisory 1986 View Locations
WMS Partners 1994 View Locations
Warner Financial 2005 View Locations
Westbourne Investment Advisors 2007 View Locations
Withum Wealth Management 2011 View Locations


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