SEC-registered financial advisors in Maryland
This page lists 167 advisory firms with a main office in Maryland that are registered with the SEC and report individual clients. It is not every advisor in Maryland. Firms registered with Maryland's securities regulator instead of the SEC, and some SEC-registered firms, are not shown. The firms are listed A to Z. It is a list, not a ranking and not a recommendation. Registration does not mean the SEC approves or recommends a firm, and it does not imply a certain level of skill or training.
Firms registered with the SEC in the last 12 months
City pages in Maryland
Showing 24 of 167
- 1 North Wealth Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- 1919 Investment Counsel, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- A.G. Campbell Advisory, LLC$100M to $500MSEC recordPercentage of assetsHourly
- A. J. Perry & Co.$100M to $500MSEC recordPercentage of assets
- Accordant Advisory Group, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Advocate Investing Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Aegis Wealth$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Alpha Dna Investment Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- American Financial Management, Ltd.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Armstrong Dixon$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Asb Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Asset Strategy Consultants LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Atcap Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Baltimore-Washington Financial Advisors$1B or moreSEC recordPercentage of assetsOther
- Bay Harbor Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Beacon Investment Advisors LLC$500M to $1BSEC recordPercentage of assets
- Berman McAleer$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Bestgate Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Bireme Capital, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Black Diamond Financial, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Blue Curve Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Blueprint Wealth Management Inc.$100M to $500MSEC recordPercentage of assets
- Bluestone® Financial Advisors, LLC$100M to $500MSEC recordFixed or flat fee
- BNB Wealth Mangagement, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Bontempo Ohly Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Booster, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Brown Advisory$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Brown Advisory Investment Solutions Group LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Brown Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Bull Harbor Capital LLC.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Buttonwood Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Calvert Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Campbell & Company Investment Adviser LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Capital Financial, LLC$100M to $500MSEC recordPercentage of assets
- Capital Squared Financial LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Carderock Capital Management, Inc.$500M to $1BSEC recordPercentage of assetsHourly
- Cassilly Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Catoctin Ridge Wealth Partner$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Chapin Davis Asset Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Chesapeake Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Chevy Chase Trust Company$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Corbyn Investment Management Inc$1B or moreSEC recordPercentage of assets
- Cornerstone Advisory$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Councilor Wealth LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Curio Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- CWM Advisory, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- D.F. Dent and Company, Inc.$1B or moreSEC recordPercentage of assets
- Delta Financial Advisors, Inc$100M to $500MSEC recordPercentage of assetsHourly
- Edgemoor Investment Advisors, Inc.$1B or moreSEC recordPercentage of assets
- Elite Income Advisors, Inc.$100M to $500MSEC recordHourlyFixed or flat feeOther
- Equitycompass Investment Management, LLC$100M to $500MSEC recordPercentage of assets
- Family Office Research, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- FBB Capital Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ferguson-Johnson Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Financial Consulate$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Financial Council, LLC$1B or moreSEC recordPercentage of assets
- Founders Financial Securities, LLC$1B or moreSEC recordPercentage of assetsHourlyNewsletter subscriptionsFixed or flat fee
- Foundry Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fsa Wealth Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- G10 LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Glass Jacobson Wealth Advisors$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Glassy Mountain Advisors, Inc.$100M to $500MSEC recordPercentage of assets
- Global Brokerage Services, Inc.$100M to $500MSEC recordPercentage of assetsOther
- GLR Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Greenspring Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Harbor Investment Advisory, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Harvest Investment Consultants LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Hergenroeder Financial Advisors, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Heritage Investors Management Corp$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- HF Advisory Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Hillman Capital Management Inc$100M to $500MSEC recordPercentage of assets
- Hwa Financial Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- HZ Investments Inc.$500M to $1BSEC recordPercentage of assets
- Impact Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Impactassets Capital Partners PB LLC$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Innovative Wealth Building LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Intervest Ltd$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Ivy League Financial Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Jemma Financial Services$100M to $500MSEC recordPercentage of assets
- Kendall Capital Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Kilner Capital Advisors, LLC$100M to $500MSEC recordPercentage of assets
- L. K. Benson & Company, P.C.$100M to $500MSEC recordHourlyFixed or flat fee
- Lafayette Investments, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Lasalle Investment Management Securities$1B or moreSEC recordPercentage of assetsPerformance-based
- Law & Associates Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- LGG Financial$500M to $1BSEC recordPercentage of assets
- Lombard Advisers Incorporated$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Macroview Investment Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Marathon Capital Management$500M to $1BSEC recordPercentage of assets
- Marks Wealth Management$100M to $500MSEC recordPercentage of assets
- Maryland Capital Advisors, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- MDRN Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Meritis Wealth Management, Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Meta Wealth Advisory$100M to $500MSEC recordPercentage of assetsHourly
- Montgomery Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Montgomery Investment Management Inc$100M to $500MSEC recordPercentage of assets
- Moore Wealth$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mount Vernon Associates Inc$100M to $500MSEC recordPercentage of assets
- MV Capital Management, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- My Wealth Management, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- New Century Advisors, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Nexus338$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Northbrook Financial$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Oliver Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Oxford Planning Group, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Partnership Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Patient Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Peakstone Financial Advisors$100M to $500MSEC recordPercentage of assetsHourlyOther
- Pennington Partners & Co., LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Perspective Wealth Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- PKS Investment Advisors LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Planvest Financial, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Pointer Financial Advisors LLC$100M to $500MSEC recordPercentage of assets
- Potomac$1B or moreSEC recordPercentage of assets
- Promethium$100M to $500MSEC recordPercentage of assets
- Prosperity - An EisnerAmper Company$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Prostatis Financial Advisors Group$500M to $1BSEC recordPercentage of assetsHourly
- QP Consulting$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Quantum Financial Advisors Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- RCS Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Red Oak Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Research Financial Strategies$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Retirement Management Systems$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- RMG Advisors$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sandbox Financial Partners, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Sargent Investment Group$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sc&H Wealth$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Scarborough Capital Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Schaeffer Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Sera Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- SFG Wealth Management$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Shaker Financial Services$100M to $500MSEC recordPercentage of assets
- Sherman Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Snyder Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Standard Partners LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- T. Rowe Price Advisory Services, Inc.$1B or moreSEC recordPercentage of assetsOther
- T. Rowe Price Associates, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- The Ellerson Group Inc$100M to $500MSEC recordPercentage of assetsHourly
- The Kelly Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The L. Warner Companies, Inc$500M to $1BSEC recordPercentage of assetsFixed or flat feeCommissions
- The Marshall Financial Group LLC$500M to $1BSEC recordPercentage of assetsNewsletter subscriptions
- The Simmons Partnership, Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Thinagee Investments Inc.$100M to $500MSEC recordPercentage of assetsHourly
- Torray Investment Partners LLC$500M to $1BSEC recordPercentage of assets
- Town Capital$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Tred Avon Family Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tribridge Partners Financial LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Tritonpoint Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Tritonpoint Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tritonpoint Wealth, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Trumbower Financial Advisors LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Tufton Capital Management, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Turning Point Financial$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Valuewealth Services, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Verdence Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Veridian Capital Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- VSM Wealth Advisory, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Warner Financial, Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Waypoint Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- WBH Advisory, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- &Wealth Partners$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Wealth Planning Group$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Westbourne Investment Advisors Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- White Oak Wealth Management$100M to $500MSEC recordPercentage of assetsHourly
- Widmann Financial Services$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Williams Asset Management$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- XML Financial Group$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.