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