Best Financial Advisor Firms Maryland 2023

investor.com

Written by investor.com

December 01, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Maryland.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Maryland are as followed:

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 $334.1 million 85 2 $3.9 million
1 North Wealth Services 5/5 Stars $264.4 million 219 5 $1.2 million
A.G. Campbell Advisory 5/5 Stars $418.9 million 67 3 $6.3 million
Abel Financial Management CO 5/5 Stars $58.4 million 59 2 $989,004
Allridge Wealth Management 5/5 Stars $45.6 million 18 2 $2.5 million
Artemis Real Estate Partners 5/5 Stars $6.9 billion 21 35 $330.8 million
Baltimore-Washington Financial Advisors 5/5 Stars $1.6 billion 2,683 11 $581,573
Bolton Investment 5/5 Stars $52.7 million 6 6 $8.8 million
Bryant Financial Advisory 5/5 Stars $95.0 million 40 1 $2.4 million
Burt Wealth Advisors 5/5 Stars $834.0 million 351 9 $2.4 million
Carderock Capital Management 5/5 Stars $687.6 million 481 3 $1.4 million
Carmichael Hill & Associates 5/5 Stars $303.3 million 198 4 $1.5 million
Chesapeake Asset Management CO 5/5 Stars $67.8 million 37 1 $1.8 million
Chevy Chase Trust Company 5/5 Stars $39.2 billion 1,170 34 $33.5 million
Cromwell Investment Advisory 5/5 Stars $3.5 million 46 1 $76,065
Csenge Advisory Group 5/5 Stars $2.4 billion 3,904 52 $602,438
Eaglestone Wealth Advisors 5/5 Stars $239.0 million 263 5 $908,797
Euclid Investment Advisory 5/5 Stars $80.0 million 75 3 $1.1 million
FAI Wealth Management 5/5 Stars $318.1 million 190 2 $1.7 million
Family Office Research 5/5 Stars $403.8 million 78 2 $5.2 million
FBB Capital Partners 5/5 Stars $1.8 billion 1,012 12 $1.8 million
Ferguson-johnson Wealth Management 5/5 Stars $232.7 million 176 2 $1.3 million
Financial Consulate 5/5 Stars $660.3 million 1,047 9 $630,658
Financial Engines Advisors 5/5 Stars $290.4 billion 1,309,406 569 $221,745
Financial Management Strategies 5/5 Stars $16.4 million 29 1 $563,793
Financial Services Advisory 5/5 Stars $842.9 million 790 8 $1.1 million
Five Rivers Financial Advisors 5/5 Stars $56.7 million 111 2 $510,713
Foundation Financial Advisors 5/5 Stars $0.0 9 3 $0.0
GGM Wealth Advisors logoGGM Wealth Advisors 5/5 Stars $458.8 million 284 8 $1.6 million
Glassman Wealth Services 5/5 Stars $1.9 billion 325 9 $6.0 million
Greenspring Advisors 5/5 Stars $6.1 billion 619 20 $9.9 million
Halpern Financial 5/5 Stars $863.2 million 294 6 $2.9 million
Hergenroeder Financial Advisors 5/5 Stars $253.2 million 470 4 $538,648
Houstoun Capital Management 5/5 Stars $87.5 million 27 2 $3.2 million
InterVest 5/5 Stars $166.3 million 157 2 $1.1 million
Investably 5/5 Stars $87,917 2 1 $43,958
Ithaka Financial Planning 5/5 Stars $75.0 million 51 3 $1.5 million
IVY League Financial Advisors 5/5 Stars $134.5 million 93 2 $1.4 million
JBA Financial Advisors 5/5 Stars $16.6 million 17 1 $974,687
Kendall Capital Management 5/5 Stars $479.5 million 265 5 $1.8 million
L. K. Benson & Company 5/5 Stars $236.7 million 81 2 $2.9 million
Lafayette Investments 5/5 Stars $783.8 million 232 6 $3.4 million
Latitude Advisors 5/5 Stars $275.0 million 1,023 75 $268,817
Lowe Wealth Advisors 5/5 Stars $402.1 million 378 6 $1.1 million
MacroView Investment Management 5/5 Stars $145.8 million 154 4 $946,494
Madison Wealth Management 5/5 Stars $1.3 billion 537 12 $2.4 million
Main Street Advisors 5/5 Stars $53.0 million 96 1 $552,314
Marquette Associates 5/5 Stars $13.4 billion 118 11 $113.6 million
Maryland Capital Management 5/5 Stars $2.5 billion 1,107 14 $2.2 million
McKinley Carter Wealth Services 5/5 Stars $2.1 billion 1,590 34 $1.3 million
MD Investment Advisors 5/5 Stars $34.3 million 145 2 $236,667
Middleton Advisory 5/5 Stars $18.3 million 23 1 $795,986
Millennium Investment and Retirement Advisors 5/5 Stars $1.8 billion 464 7 $3.8 million
Miller Value Partners 5/5 Stars $3.2 billion 18 2 $179.0 million
Montgomery Financial Services 5/5 Stars $75.3 million 361 4 $208,699
My Wealth Management 5/5 Stars $135.2 million 124 1 $1.1 million
New Century Advisors 5/5 Stars $3.2 billion 29 1 $111.6 million
New Potomac Partners 5/5 Stars $202.2 million 54 3 $3.7 million
Parker Financial 5/5 Stars $15.2 million 40 1 $380,525
Passive Capital Management 5/5 Stars $827.6 million 346 7 $2.4 million
Perigon Wealth Management 5/5 Stars $3.3 billion 1,490 47 $2.2 million
Persico Capital Trading 5/5 Stars $82.8 million 96 1 $862,241
Picket Fence Financial 5/5 Stars $53.4 million 82 2 $651,218
QP Consulting 5/5 Stars $422.5 million 64 1 $6.6 million
R.G. Associates 5/5 Stars $19.3 million 18 1 $1.1 million
RCN Wealth Advisors 5/5 Stars $35.8 million 47 1 $761,106
Rebalance 5/5 Stars $1.5 billion 681 5 $2.1 million
Retirement Management Systems 5/5 Stars $1.6 billion 2,858 3 $564,268
RIA Advisors 5/5 Stars $1.2 billion 1,063 16 $1.1 million
Roumell Asset Management 5/5 Stars $117.0 million 77 3 $1.5 million
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
Sachetta, LLC 5/5 Stars $676.0 million 534 8 $1.3 million
Safe Harbor Investment Advisors 5/5 Stars $15.2 million 11 1 $1.4 million
Scarborough Capital Management 5/5 Stars $1.1 billion 2,536 11 $428,025
Schaeffer Financial 5/5 Stars $213.2 million 291 4 $732,812
Schiff Wealth Advisors 5/5 Stars $31.2 million 194 1 $161,064
Sentinel Capital Solutions 5/5 Stars $2.8 billion 186 1 $15.2 million
Sera Capital Management logoSera Capital Management 5/5 Stars $66.0 million 160 4 $412,500
Shaker Financial Services 5/5 Stars $265.9 million 359 2 $740,785
SOL Capital Management Co. 5/5 Stars $2.9 billion 382 12 $7.5 million
Stepstone Group 5/5 Stars $79.1 billion 277 114 $285.6 million
Strategic Wealth Partners 5/5 Stars $721.1 million 684 9 $1.1 million
Thalheimer Financial Planning 5/5 Stars $45.0 million 27 1 $1.7 million
The Capital Group Investment Advisory Services 5/5 Stars $757.1 million 359 5 $2.1 million
The Connemara Group 5/5 Stars $113.8 million 52 2 $2.2 million
The Family Firm 5/5 Stars $758.8 million 209 6 $3.6 million
The Ithaka Group 5/5 Stars $855.4 million 279 3 $3.1 million
The Junk Investment Group 5/5 Stars $491.0 million 277 4 $1.8 million
Torray 5/5 Stars $711.1 million 368 6 $1.9 million
Trasatti Wealth Planning 5/5 Stars $78.1 million 55 1 $1.4 million
Trumbower Financial Advisors 5/5 Stars $1.6 billion 237 6 $7.0 million
Variphase Financial Partners 5/5 Stars $64.6 million 58 2 $1.1 million
Warner Financial 5/5 Stars $602.8 million 246 4 $2.5 million
WBH Advisory 5/5 Stars $1.3 billion 734 11 $1.8 million
Wealthspire Advisors 5/5 Stars $17.4 billion 6,407 110 $2.7 million
Wellington Capital Management 5/5 Stars $88.6 million 54 1 $1.6 million
Westbourne Investment Advisors 5/5 Stars $299.4 million 148 4 $2.0 million
Withum Wealth Management 5/5 Stars $1.2 billion 504 13 $2.3 million
WMS Partners 5/5 Stars $5.7 billion 648 32 $8.8 million
Worch Capital 5/5 Stars $44.5 million 11 1 $4.0 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, retirement planning, and more.


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