AdvisorRanked

Best Financial Advisors in Maryland

225 SEC-registered advisory firms across 40 cities. Ranked by Trust Score using public regulatory data from Form ADV filings.

225
Registered Firms
40
Cities
0.95%
Median Fee
of assets/year
225
In Database
firms listed

Trust Score Distribution — Maryland Advisors

Cities in Maryland

16 cities
Page 1 of 2

Top-Ranked Advisors in Maryland

Page 1 of 9 · 225 firms

#1
94

T. ROWE PRICE ADVISORY SERVICES, INC.

OWINGS MILLS, MD · Since 2000

$5.9B AUM66 clientsFee: 0%
FiduciaryFee-Only
#2
93

POTOMAC

BETHESDA, MD · Since 1988

$3.3B AUM27 clientsFee: 0%
FiduciaryFee-Only
#3
93

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

COLUMBIA, MD · Since 2012

$3.0B AUM13 clientsFee: 0%
FiduciaryFee-Only
#4
93

PROFUND ADVISORS LLC

BETHESDA, MD · Since 1997

$5.2B AUM35 clientsFee: 0%
FiduciaryFee-Only
#5
92

D.F. DENT AND COMPANY, INC.

BALTIMORE, MD · Since 1980

$7.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#6
92

TRUMBOWER FINANCIAL ADVISORS LLC

BETHESDA, MD · Since 1996

$2.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#7
92

LASALLE INVESTMENT MANAGEMENT SECURITIES

BALTIMORE, MD · Since 1994

$3.3B AUM25 clientsFee: 0%
FiduciaryFee-Only
#8
92

INSTITUTIONAL SHAREHOLDER SERVICES INC.

ROCKVILLE, MD · Since 1997

$0 AUM1762 clientsFee: 0%
FiduciaryFee-Only
#9
92

NEW CENTURY ADVISORS, LLC

CHEVY CHASE, MD · Since 2002

$4.3B AUM10 clientsFee: 0%
FiduciaryFee-Only
#10
92

GREENSPRING ADVISORS, LLC

TOWSON, MD · Since 2007

$6.5B AUM39 clientsFee: 0%
FiduciaryFee-Only
#11
92

PROSHARE ADVISORS LLC

BETHESDA, MD · Since 2005

$85.3B AUM35 clientsFee: 0%
FiduciaryFee-Only
#12
92

RETIREMENT MANAGEMENT SYSTEMS

LEONARDTOWN, MD · Since 2010

$1.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
92

JMI MANAGEMENT, L.P.

BALTIMORE, MD · Since 2014

$13.6B AUM44 clientsFee: 0%
FiduciaryFee-Only
#14
92

ARLINGTON CAPITAL PARTNERS

BETHESDA, MD · Since 2012

$18.2B AUM31 clientsFee: 0%
FiduciaryFee-Only
#15
92

ROCK SPRINGS CAPITAL

BALTIMORE, MD · Since 2013

$2.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
92

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

BETHESDA, MD · Since 2016

$7.3B AUM122 clientsFee: 0%
FiduciaryFee-Only
#17
92

ADVISORSHARES

BETHESDA, MD · Since 2009

$1.7B AUM5 clientsFee: 0%
FiduciaryFee-Only
#18
91

ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, MD · Since 1998

$5.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#19
91

MV CAPITAL MANAGEMENT, INC.

BETHESDA, MD · Since 2006

$1.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#20
91

ADVISORS PREFERRED LLC

ROCKVILLE, MD · Since 2011

$1.7B AUM6 clientsFee: 0%
FiduciaryFee-Only
#21
91

FCP

CHEVY CHASE, MD · Since 2012

$3.5B AUM28 clientsFee: 0%
FiduciaryFee-Only
#22
90

BLACK DIAMOND FINANCIAL, LLC

LUTHERVILLE, MD · Since 2015

$1.4B AUM13 clientsFee: 0%
FiduciaryFee-Only
#23
90

ADAMS DIVERSIFIED EQUITY FUND, INC.

BALTIMORE, MD · Since 2015

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#24
89

LAFAYETTE INVESTMENTS, INC.

ASHTON, MD · Since 1988

$943M AUM6 clientsFee: 0%
FiduciaryFee-Only
#25
89

CARDEROCK CAPITAL MANAGEMENT, INC.

CHEVY CHASE, MD · Since 1987

$677M AUM4 clientsFee: 0%
FiduciaryFee-Only

About Financial Advisors in Maryland

How many financial advisors are registered in Maryland?
There are 225 SEC-registered investment advisory firms in Maryland, spread across 40 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Maryland?
The median advisory fee in Maryland is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Trust Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.