| The Ellerson Group Inc | Annapolis | $291.2M | — |
| Tritonpoint Partners, LLC | Chevy Chase | $286.5M | — |
| Shaker Financial Services, LLC | Annapolis | $286.3M | — |
| Rcs Financial Planning, LLC | Annapolis | $281M | — |
| Accordant Advisory Group, Inc. | Annapolis | $278M | — |
| Thinagee Investments Inc. | Bethesda | $265.4M | — |
| Bnb Wealth Management, LLC | Silver Spring | $264.6M | — |
| Glr Partners, LLC | Columbia | $260.7M | — |
| Schaeffer Financial LLC | Rockville | $257.7M | — |
| Independent Access Partners, LLC | Hunt Valley | $256.9M | 18 |
| Plotkin Financial Advisors, LLC | Chevy Chase | $255.9M | — |
| Impact Capital, LLC | Rockville | $253.4M | — |
| Reutemann Financial Solutions, Inc. | Rockville | $251.6M | — |
| Tritonpoint Capital, LLC | Chevy Chase | $250.2M | 2 |
| Bolton Partners Investment Consulting Group, Inc. | Towson | $249.1M | — |
| Intervest Ltd | Chevy Chase | $247M | — |
| Waypoint Wealth Management, LLC | Timonium | $242.5M | — |
| Promethium Advisors, LLC | Bethesda | $235.3M | — |
| Partnership Wealth Management, LLC | Towson | $234.9M | — |
| Delta Financial Advisors, Inc | Kensington | $234M | — |
| Mount Vernon Associates Inc | Baltimore | $232.5M | — |
| Montgomery Financial Services, LLC | Ocean City | $229.8M | — |
| Booster, LLC | Baltimore | $229.3M | — |
| Meritis Wealth Management, Inc. | Potomac | $224.4M | — |
| Equitycompass Investment Management, LLC | Baltimore | $220.9M | — |
| Wealthplans, LLC | Frederick | $219.6M | — |
| The Simmons Partnership, Inc | Towson | $216.5M | — |
| Elite Income Advisors, Inc. | Ellicott City | $213.4M | — |
| Bluestone Financial Advisors, LLC | Bethesda | $207.3M | — |
| Risk Management Group, LLC | Rockville | $200.5M | — |
| Catoctin Ridge Wealth Partner, LLC | Thurmont | $199M | — |
| Capital Squared Financial LLC | Rockville | $198.7M | — |
| Calvert Impact Advisory Services, LLC | Bethesda | $197.8M | — |
| Bireme Capital, LLC | Rockville | $196.9M | 1 |
| Hillman Capital Management Inc | Bethesda | $195.9M | — |
| Atcap Partners, LLC | Rockville | $195.5M | — |
| Alpha Dna Investment Management LLC | Columbia | $194.7M | 1 |
| Blueprint Wealth Management Inc. | Ellicott City | $190M | — |
| Calvert Wealth Management, Inc. | Dunkirk | $189.6M | — |
| Ivy League Financial Advisors LLC | Rockville | $188.7M | — |
| Advocate Investing Services, LLC | Woodbine | $186.6M | — |
| My Wealth Management, Inc. | Germantown | $178.7M | — |
| Pointer Financial Advisors LLC | Columbia | $176.4M | — |
| Planvest Financial, Inc. | Gaithersburg | $175.9M | — |
| Thompson Wealth Solutions, LLC | Timonium | $172.1M | — |
| Town Capital, LLC | Bel Air | $168.8M | — |
| Foundry Wealth Advisors, LLC | Baltimore | $163.4M | — |
| Global Brokerage Services, Inc. | Hunt Valley | $162.8M | — |
| Bestgate Wealth Advisors, LLC | Frederick | $162.4M | — |
| Sherman Wealth Management LLC | Gaithersburg | $160.3M | — |