Best Financial Advisors in Maryland
225 SEC-registered advisory firms across 40 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.
Cities in Maryland
BETHESDA, MD
BALTIMORE, MD
ROCKVILLE, MD
HUNT VALLEY, MD
CHEVY CHASE, MD
ANNAPOLIS, MD
TOWSON, MD
COLUMBIA, MD
TIMONIUM, MD
FREDERICK, MD
OWINGS MILLS, MD
ELLICOTT CITY, MD
GAITHERSBURG, MD
LUTHERVILLE, MD
SILVER SPRING, MD
BEL AIR, MD
Top-Ranked Firms in Maryland
LAFAYETTE INVESTMENTS, INC.
ASHTON, MD · Since 1988
CARDEROCK CAPITAL MANAGEMENT, INC.
CHEVY CHASE, MD · Since 1987
INTERVEST LTD
CHEVY CHASE, MD · Since 1986
PERSPECTIVE WEALTH MANAGEMENT
HUNT VALLEY, MD · Since 1989
BOLTON INVESTMENT
TOWSON, MD · Since 1994
CORBYN INVESTMENT MANAGEMENT INC
LUTHERVILLE, MD · Since 1973
D.F. DENT AND COMPANY, INC.
BALTIMORE, MD · Since 1980
LAW & ASSOCIATES INC
GLEN ECHO, MD · Since 1982
POTOMAC
BETHESDA, MD · Since 1988
MONTGOMERY INVESTMENT MANAGEMENT INC
ROCKVILLE, MD · Since 1987
BROWN CAPITAL MANAGEMENT, LLC
BALTIMORE, MD · Since 1983
TORRAY INVESTMENT PARTNERS LLC
BETHESDA, MD · Since 1972
THE ELLERSON GROUP INC
ANNAPOLIS, MD · Since 1995
MOUNT VERNON ASSOCIATES INC
BALTIMORE, MD · Since 1986
TRUMBOWER FINANCIAL ADVISORS LLC
BETHESDA, MD · Since 1996
BNB WEALTH MANGAGEMENT, LLC
SILVER SPRING, MD · Since 1997
LOMBARD ADVISERS INCORPORATED
BALTIMORE, MD · Since 2019
T. ROWE PRICE ADVISORY SERVICES, INC.
OWINGS MILLS, MD · Since 2000
HUSSMAN STRATEGIC ADVISORS INC
ELLICOTT CITY, MD · Since 2000
HILLMAN CAPITAL MANAGEMENT INC
BETHESDA, MD · Since 2000
HARVEST INVESTMENT CONSULTANTS LLC
HUNT VALLEY, MD · Since 1988
PROFIT INVESTMENTS
NORTH BETHESDA, MD · Since 1996
ASSET STRATEGY CONSULTANTS LLC
HUNT VALLEY, MD · Since 1998
AMERICAN FINANCIAL MANAGEMENT, LTD.
OWINGS MILLS, MD · Since 1983
LASALLE INVESTMENT MANAGEMENT SECURITIES
BALTIMORE, MD · Since 1994
INSTITUTIONAL SHAREHOLDER SERVICES INC.
ROCKVILLE, MD · Since 1997
TUFTON CAPITAL MANAGEMENT, LLC
HUNT VALLEY, MD · Since 1995
QUANTUM FINANCIAL ADVISORS INC
ROCKVILLE, MD · Since 2022
ACCORDANT ADVISORY GROUP, INC.
ANNAPOLIS, MD · Since 2017
CHESAPEAKE FINANCIAL ADVISORS
TOWSON, MD · Since 2017
HWA FINANCIAL GROUP
ELLICOTT CITY, MD · Since 2018
HERGENROEDER FINANCIAL ADVISORS, INC.
TIMONIUM, MD · Since 2015
SHAKER FINANCIAL SERVICES
ANNAPOLIS, MD · Since 2004
RMG ADVISORS
ROCKVILLE, MD · Since 2025
NEW CENTURY ADVISORS, LLC
CHEVY CHASE, MD · Since 2002
CAPITAL FINANCIAL, LLC
OLNEY, MD · Since 2025
BEACON INVESTMENT ADVISORS LLC
GAITHERSBURG, MD · Since 2022
QP CONSULTING
TAKOMA PARK, MD · Since 2013
GREENSPRING ADVISORS, LLC
TOWSON, MD · Since 2007
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
BETHESDA, MD · Since 2004
PROSHARE ADVISORS LLC
BETHESDA, MD · Since 2005
NEA MEMBER BENEFITS
GAITHERSBURG, MD · Since 2005
MV CAPITAL MANAGEMENT, INC.
BETHESDA, MD · Since 2006
BUTTONWOOD FINANCIAL ADVISORS, INC.
BALTIMORE, MD · Since 2020
BLACK DIAMOND FINANCIAL, LLC
LUTHERVILLE, MD · Since 2015
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
BALTIMORE, MD · Since 2008
BLUESTONE® FINANCIAL ADVISORS, LLC
BETHESDA, MD · Since 2022
MACROVIEW INVESTMENT MANAGEMENT LLC
BETHESDA, MD · Since 2010
RETIREMENT MANAGEMENT SYSTEMS
LEONARDTOWN, MD · Since 2010
WAYPOINT WEALTH MANAGEMENT
TIMONIUM, MD · Since 2017
THE SIMMONS PARTNERSHIP, INC
TOWSON, MD · Since 2014
ADVISORS PREFERRED LLC
ROCKVILLE, MD · Since 2011
ATCAP PARTNERS, LLC
ROCKVILLE, MD · Since 2011
JMI MANAGEMENT, L.P.
BALTIMORE, MD · Since 2014
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
COLUMBIA, MD · Since 2012
ARLINGTON CAPITAL PARTNERS
BETHESDA, MD · Since 2012
ARTHUR STEIN FINANCIAL, LLC
BETHESDA, MD · Since 2024
FCP
CHEVY CHASE, MD · Since 2012
A.G. CAMPBELL ADVISORY, LLC
BALTIMORE, MD · Since 2014
SOAPSTONE MANAGEMENT L.P.
BETHESDA, MD · Since 2016
MY WEALTH MANAGEMENT, INC
GERMANTOWN, MD · Since 2013
ROCK SPRINGS CAPITAL
BALTIMORE, MD · Since 2013
MONTGOMERY FINANCIAL
OCEAN CITY, MD · Since 2024
MBI LLC
BETHESDA, MD · Since 2017
SAVANO DIRECT CAPITAL PARTNERS, LLC
BALTIMORE, MD · Since 2021
TRED AVON FAMILY WEALTH, LLC
EASTON, MD · Since 2015
ADAMS FUNDS ADVISERS
BALTIMORE, MD · Since 2015
ADVOCATE INVESTING SERVICES
WOODBINE, MD · Since 2022
ADAMS DIVERSIFIED EQUITY FUND, INC.
BALTIMORE, MD · Since 2015
BIREME CAPITAL, LLC
ROCKVILLE, MD · Since 2025
ELITE INCOME ADVISORS, INC.
ELLICOTT CITY, MD · Since 2025
MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC
BETHESDA, MD · Since 2016
ALPHA DNA INVESTMENT MANAGEMENT
COLUMBIA, MD · Since 2020
IMPACT CAPITAL, LLC
ROCKVILLE, MD · Since 2022
WHITE OAK WEALTH MANAGEMENT
COLUMBIA, MD · Since 2018
CWM ADVISORY, LLC
OCEAN PINES, MD · Since 2026
FOUNDRY WEALTH ADVISORS, LLC
BALTIMORE, MD · Since 2021
BESTGATE WEALTH ADVISORS, LLC
FREDERICK, MD · Since 2025
VALUEWEALTH SERVICES, LLC
ANNAPOLIS, MD · Since 2019
PATIENT CAPITAL MANAGEMENT, LLC
BALTIMORE, MD · Since 2020
MARKS WEALTH MANAGEMENT
ELLICOTT CITY, MD · Since 2020
FVLCRUM PARTNERS, LLC
BETHESDA, MD · Since 2023
OUTCOME DRIVEN STRATEGIES, LLC
HUNT VALLEY, MD · Since 2021
WEALTHPLANS, LLC
FREDERICK, MD · Since 2020
HZ INVESTMENTS INC.
CHEVY CHASE, MD · Since 2021
VSM WEALTH ADVISORY, LLC
HUNT VALLEY, MD · Since 2021
BLUE MARLIN HOLDCO LLC
BETHESDA, MD · Since 2021
CROMWELL FUNDS
BALTIMORE, MD · Since 2021
BOOSTER, LLC
BALTIMORE, MD · Since 2022
OLIVER WEALTH MANAGEMENT
TOWSON, MD · Since 2021
NEXUS338
CABIN JOHN, MD · Since 2021
AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC
CHEVY CHASE, MD · Since 2021
BLUEPRINT WEALTH MANAGEMENT INC.
ELLICOTT CITY, MD · Since 2023
MDRN CAPITAL
ANNAPOLIS, MD · Since 2024
POINTER FINANCIAL ADVISORS LLC
COLUMBIA, MD · Since 2023
CAPITAL SQUARED FINANCIAL LLC
ROCKVILLE, MD · Since 2024
CARO INVESTORS
CHEVY CHASE, MD · Since 2025
CATOCTIN RIDGE WEALTH PARTNER
THURMONT, MD · Since 2024
BLUE CURVE ADVISORY, LLC
TOWSON, MD · Since 2025
AWANI CAPITAL MANAGEMENT LP
FULTON, MD · Since 2025
TRITONPOINT CAPITAL, LLC
CHEVY CHASE, MD · Since 2025
MERITIS WEALTH MANAGEMENT, INC.
POTOMAC, MD · Since 2025
MRE MANAGEMENT, LLC
ANNAPOLIS, MD · Since 2025
ADVISORSHARES
BETHESDA, MD · Since 2009
PROFUND ADVISORS LLC
BETHESDA, MD · Since 1997
RESEARCH FINANCIAL STRATEGIES
ROCKVILLE, MD · Since 2010
BULL HARBOR CAPITAL LLC.
BETHESDA, MD · Since 2023
TRIBRIDGE PARTNERS FINANCIAL LLC
COLUMBIA, MD · Since 2024
FSA WEALTH PARTNERS
ROCKVILLE, MD · Since 1983
WBH ADVISORY, INC.
BALTIMORE, MD · Since 1986
T. ROWE PRICE ASSOCIATES, INC.
BALTIMORE, MD
ULLICO INVESTMENT ADVISORS, INC.
SILVER SPRING, MD · Since 1990
FINANCIAL CONSULATE
HUNT VALLEY, MD · Since 1983
A. J. PERRY & CO.
TOWSON, MD · Since 2026
GLOBAL ENVIRONMENT FUND
BETHESDA, MD · Since 1991
T. ROWE PRICE (CANADA), INC.
BALTIMORE, MD · Since 1991
L. K. BENSON & COMPANY, P.C.
TIMONIUM, MD · Since 1994
THE L. WARNER COMPANIES, INC
TIMONIUM, MD · Since 1999
FBB CAPITAL PARTNERS
BETHESDA, MD · Since 2000
EDGEMOOR INVESTMENT ADVISORS, INC.
BETHESDA, MD · Since 1999
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
ROCKVILLE, MD · Since 1999
PKS INVESTMENT ADVISORS LLC
SALISBURY, MD · Since 2015
BROWN ADVISORY
BALTIMORE, MD · Since 1991
HERITAGE INVESTORS MANAGEMENT CORP
BETHESDA, MD · Since 1975
CHEVY CHASE TRUST COMPANY
BETHESDA, MD · Since 1997
FINANCIAL COUNCIL, LLC
TOWSON, MD · Since 1996
ASB CAPITAL MANAGEMENT LLC
BETHESDA, MD · Since 2000
CALVERT WEALTH MANAGEMENT, INC.
DUNKIRK, MD · Since 2020
1 NORTH WEALTH SERVICES, LLC
ANNAPOLIS, MD · Since 2002
CAMDEN PARTNERS HOLDINGS, LLC
OWINGS MILLS, MD · Since 2001
IVY LEAGUE FINANCIAL ADVISORS LLC
ROCKVILLE, MD · Since 2006
MARATHON CAPITAL MANAGEMENT
HUNT VALLEY, MD · Since 2004
GLASS JACOBSON WEALTH ADVISORS
OWINGS MILLS, MD · Since 2004
SC&H WEALTH
HUNT VALLEY, MD · Since 2009
SERA CAPITAL MANAGEMENT, LLC
ANNAPOLIS, MD · Since 2026
DELTA FINANCIAL ADVISORS, INC
KENSINGTON, MD · Since 2021
PEAKSTONE FINANCIAL ADVISORS
CHEVY CHASE, MD · Since 2015
PROSTATIS FINANCIAL ADVISORS GROUP
HANOVER, MD · Since 2018
1919 INVESTMENT COUNSEL, LLC
BALTIMORE, MD · Since 2004
SCHAEFFER FINANCIAL LLC
ROCKVILLE, MD · Since 2005
PROSPERITY - AN EISNERAMPER COMPANY
OWINGS MILLS, MD · Since 2015
CAMPBELL & COMPANY INVESTMENT ADVISER LLC
BALTIMORE, MD · Since 2005
AEGIS WEALTH
BETHESDA, MD · Since 2005
KENDALL CAPITAL MANAGEMENT
ROCKVILLE, MD · Since 2013
MARYLAND CAPITAL ADVISORS, INC.
CHESTER, MD · Since 2007
WARNER FINANCIAL, INC
BETHESDA, MD · Since 2005
ABRAMS BISON INVESTMENTS, L.L.C.
BETHESDA, MD · Since 2006
TRUFFLE HOUND CAPITAL, LLC
BETHESDA, MD · Since 2012
KILNER CAPITAL ADVISORS, LLC
GAITHERSBURG, MD · Since 2008
ARROW INVESTMENT ADVISORS, LLC
LAUREL, MD · Since 2006
CORNERSTONE ADVISORY
HUNT VALLEY, MD · Since 2007
FAMILY OFFICE RESEARCH, LLC
BETHESDA, MD · Since 2014
WESTBOURNE INVESTMENT ADVISORS INC.
ANNAPOLIS, MD · Since 2007
THE MARSHALL FINANCIAL GROUP LLC
HUNT VALLEY, MD · Since 2019
&WEALTH PARTNERS
BALTIMORE, MD · Since 2009
ABR CAPITAL PARTNERS, LLC
BALTIMORE, MD · Since 2010
ALLIANCE PARTNERS LLC
CHEVY CHASE, MD · Since 2011
CALVERT STREET CAPITAL PARTNERS, INC.
TOWSON, MD · Since 2012
ARTEMIS REAL ESTATE PARTNERS
CHEVY CHASE, MD · Since 2012
RLJ EQUITY PARTNERS, LLC
BETHESDA, MD · Since 2012
THINAGEE INVESTMENTS INC.
CHEVY CHASE, MD · Since 2025
ECOSYSTEM INVESTMENT PARTNERS, LLC
BALTIMORE, MD · Since 2013
ENLIGHTENMENT CAPITAL
CHEVY CHASE, MD · Since 2017
RED OAK FINANCIAL GROUP
TOWSON, MD · Since 2015
STANDARD PARTNERS LLC
BETHESDA, MD · Since 2025
ARMSTRONG DIXON
BALTIMORE, MD · Since 2015
SCARBOROUGH CAPITAL MANAGEMENT
ANNAPOLIS, MD · Since 2013
GREENHOUSE FUNDS LLLP
BALTIMORE, MD · Since 2015
SHERMAN WEALTH MANAGEMENT LLC
GAITHERSBURG, MD · Since 2024
PENNINGTON PARTNERS & CO., LLC
BETHESDA, MD · Since 2016
KALAMATA ASSET MANAGEMENT LLC
BETHESDA, MD · Since 2017
XML FINANCIAL GROUP
BETHESDA, MD · Since 2016
PARTNERSHIP WEALTH MANAGEMENT
TOWSON, MD · Since 2021
SFG WEALTH MANAGEMENT
TOWSON, MD · Since 2016
NORTHLANE CAPITAL PARTNERS
BETHESDA, MD · Since 2016
VERDENCE CAPITAL ADVISORS, LLC
HUNT VALLEY, MD · Since 2017
WIDMANN FINANCIAL SERVICES
BOWIE, MD · Since 2017
ROTUNDA CAPITAL PARTNERS, LLC
BETHESDA, MD · Since 2019
PLANVEST FINANCIAL, INC.
GAITHERSBURG, MD · Since 2024
CRITERION AFRICA PARTNERS
BETHESDA, MD · Since 2023
RCS FINANCIAL PLANNING, LLC
ANNAPOLIS, MD · Since 2018
WEALTH PLANNING GROUP
BALTIMORE, MD · Since 2018
HULL STREET ENERGY
BETHESDA, MD · Since 2018
BAY HARBOR WEALTH MANAGEMENT, LLC
HUNT VALLEY, MD · Since 2018
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
BALTIMORE, MD · Since 2018
SARGENT INVESTMENT GROUP
BETHESDA, MD · Since 2018
SANDBOX FINANCIAL PARTNERS, LLC
BETHESDA, MD · Since 2018
GRITSTONE ASSET MANAGEMENT LLC
BETHESDA, MD · Since 2022
TOWN CAPITAL
BEL AIR, MD · Since 2025
LGG FINANCIAL
BETHESDA, MD · Since 2019
DURABLE CAPITAL PARTNERS LP
BETHESDA, MD · Since 2019
INDEPENDENT ACCESS PARTNERS, LLC
HUNT VALLEY, MD · Since 2024
HF ADVISORY GROUP, LLC
ANNAPOLIS, MD · Since 2022
THE KELLY GROUP
BEL AIR, MD · Since 2020
VERIDIAN CAPITAL PARTNERS
FREDERICK, MD · Since 2021
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
BALTIMORE, MD · Since 2021
GLASSY MOUNTAIN ADVISORS, INC.
BETHESDA, MD · Since 2021
INNOVATIVE WEALTH BUILDING LLC
CALIFORNIA, MD · Since 2021
IMPACTASSETS CAPITAL PARTNERS PB LLC
BETHESDA, MD · Since 2021
ALBION RIVER
ROCKVILLE, MD · Since 2025
REALTERM
ANNAPOLIS, MD · Since 2023
G10 LLC
HUNT VALLEY, MD · Since 2023
MOORE WEALTH
FREDERICK, MD · Since 2023
CALVERT IMPACT ADVISORY SERVICES, LLC
BETHESDA, MD · Since 2023
CURIO WEALTH, LLC
ANNAPOLIS, MD · Since 2023
PROMETHIUM
BETHESDA, MD · Since 2024
BERMAN MCALEER
TIMONIUM, MD · Since 2025
TRITONPOINT PARTNERS, LLC
CHEVY CHASE, MD · Since 2024
GLR PARTNERS
COLUMBIA, MD · Since 2025
META WEALTH ADVISORY
TIMONIUM, MD · Since 2025
WILLIAMS ASSET MANAGEMENT
COLUMBIA, MD · Since 2026
POTOMAC ASSET MANAGEMENT CO INC
FREDERICK, MD · Since 1981
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
BALTIMORE, MD · Since 2003
INNOVATION X ADVISORS
ROCKVILLE, MD · Since 2022
BROADOAK ASSET MANAGEMENT, LLC
BETHESDA, MD · Since 2021
JEMMA FINANCIAL SERVICES
BALTIMORE, MD · Since 2022
TURNING POINT FINANCIAL
FREDERICK, MD · Since 2019
BURKHOLDER & ASSOCIATES, LLC
CHEVY CHASE, MD · Since 2021
FOUNDERS FINANCIAL SECURITIES, LLC
TOWSON, MD · Since 2006
HARBOR INVESTMENT ADVISORY, LLC
LUTHERVILLE, MD · Since 2010
PNC CAPITAL ADVISORS LLC
BALTIMORE, MD · Since 2009
CASSILLY FINANCIAL
SEVERNA PARK, MD · Since 2025
GLOBAL BROKERAGE SERVICES, INC.
HUNT VALLEY, MD · Since 2024
TRITONPOINT WEALTH, LLC
CHEVY CHASE, MD · Since 2023
CHAPIN DAVIS ASSET MANAGEMENT
BALTIMORE, MD · Since 2010
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 Red Flag 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.