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 |
|
$320.9 million | 94 | 2 | $3.4 million |
| 1 North Wealth Services |
|
$243.1 million | 224 | 5 | $1.1 million |
| A.G. Campbell Advisory |
|
$349.7 million | 69 | 3 | $5.1 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 |
| Aprio Wealth Management |
|
$1.3 billion | 692 | 17 | $1.9 million |
| ASB Capital Management |
|
$27.1 billion | 87 | 18 | $311.0 million |
| Asset Strategy Consultants |
|
$6.9 billion | 92 | 9 | $74.6 million |
| Baltimore-Washington Financial Advisors |
|
$1.4 billion | 3,616 | 11 | $398,943 |
| BAY Point Wealth |
|
$624.9 million | 450 | 11 | $1.4 million |
| Black Diamond Financial |
|
$545.9 million | 254 | 9 | $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 |
| 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 |
| Compton Financial Group |
|
$590.0 million | 803 | 7 | $734,731 |
| Cromwell Investment Advisory |
|
$3.5 million | 46 | 1 | $76,065 |
| Csenge Advisory Group |
|
$2.3 billion | 6,161 | 69 | $367,643 |
| Eaglestone Wealth Advisors |
|
$197.5 million | 254 | 5 | $777,636 |
| Euclid Investment Advisory |
|
$70.0 million | 74 | 3 | $945,945 |
| 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 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 |
| Foundation Financial Advisors |
|
$0.0 | 11 | 3 | $0.0 |
| GGM Wealth Advisors |
|
$434.4 million | 311 | 6 | $1.4 million |
| Glassman Wealth Services |
|
$1.9 billion | 355 | 11 | $5.4 million |
| Greenspring Advisors |
|
$6.0 billion | 1,137 | 21 | $5.3 million |
| Gyroscope Capital Management Group |
|
$351.0 million | 725 | 7 | $484,070 |
| Halpern Financial |
|
$828.8 million | 305 | 6 | $2.7 million |
| Hergenroeder Financial Advisors |
|
$229.5 million | 468 | 5 | $490,339 |
| 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 |
| Johnson Financial Group |
|
$2.0 billion | 48 | 24 | $41.6 million |
| 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 |
| La Ferla Group |
|
$275.6 million | 521 | 5 | $529,050 |
| 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 |
| Marquette Associates |
|
$13.3 billion | 149 | 12 | $89.3 million |
| Middleton Advisory |
|
$15.4 million | 22 | 1 | $701,377 |
| Miller Value Partners |
|
$1.7 billion | 19 | 1 | $90.4 million |
| My Wealth Management |
|
$135.2 million | 124 | 1 | $1.1 million |
| New Century Advisors |
|
$3.8 billion | 45 | 9 | $85.0 million |
| New Potomac Partners |
|
$166.5 million | 58 | 3 | $2.9 million |
| Parker Financial |
|
$15.2 million | 40 | 1 | $380,525 |
| Passive Capital Management |
|
$794.7 million | 366 | 6 | $2.2 million |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
| Persico Capital Trading |
|
$63.7 million | 94 | 1 | $677,996 |
| Picket Fence Financial |
|
$50.0 million | 103 | 1 | $485,203 |
| Plotkin Financial Advisors |
|
$162.9 million | 338 | 2 | $481,969 |
| 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 |
|
$1.2 billion | 695 | 6 | $1.7 million |
| Retirement Management Systems |
|
$1.4 billion | 2,950 | 4 | $467,941 |
| RIA Advisors |
|
$1.1 billion | 1,105 | 14 | $999,146 |
| Roumell Asset Management |
|
$85.2 million | 67 | 3 | $1.3 million |
| Sachetta, LLC |
|
$649.9 million | 620 | 9 | $1.0 million |
| Safe Harbor Investment Advisors |
|
$13.9 million | 11 | 1 | $1.3 million |
| Samatva Wealth Management |
|
$7.4 million | 45 | 1 | $163,834 |
| Scarborough Capital Management |
|
$1.1 billion | 2,536 | 11 | $428,025 |
| 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 |
| Stepstone Group |
|
$79.1 billion | 277 | 114 | $285.6 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 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 |
|
$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 |
| Variphase Financial Partners |
|
$52.7 million | 57 | 2 | $924,269 |
| Warner Financial |
|
$539.7 million | 253 | 4 | $2.1 million |
| Wealthspire Advisors |
|
$16.3 billion | 6,622 | 150 | $2.5 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 |
More Top Firms by State
About the Editorial Team
investor.com
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