Investment advisers in Maryland
223 SEC-registered advisers with a main office in Maryland, ordered by regulatory AUM.
| Firm | City | Reg. AUM | Funds |
|---|
| Capital Financial, LLC | Olney | $159.4M | — |
| Moore Wealth LLC | Frederick | $156.9M | — |
| Jemma Investment Advisors LLC | Baltimore | $139.8M | — |
| Cassilly Financial Group, LLC | Severna Park | $135.5M | — |
| Blue Curve Advisory, LLC | Towson | $125.2M | — |
| Oakmont Wealth Advisory, LLC | Columbia | $124.2M | — |
| Gef Management Corporation | Bethesda | $116M | 3 |
| Gritstone Asset Management LLC | Bethesda | $114.9M | 1 |
| Sera Capital Management Limited Liability Company | Annapolis | $114.3M | — |
| Rlj Equity Partners, LLC | Bethesda | $109.1M | 2 |
| A. J. Perry & Company, Inc. | Towson | $108.8M | — |
| Northbrook Financial Planning LLC | Baltimore | $108.8M | — |
| Standard Partners LLC | Bethesda | $108.3M | 1 |
| Kalamata Asset Management LLC | Bethesda | $106.8M | 2 |
| Cwm Advisory, LLC | Ocean Pines | $101M | — |
| Blue Marlin Holdco LLC | Bethesda | $52.7M | 26 |
| American Financial Management, Ltd. | Owings Mills | $31.6M | — |
| Profit Investment Management, LLC | North Bethesda | $26.8M | — |
| Institutional Shareholder Services Inc. | Rockville | — | — |
| Nea Member Benefits | Gaithersburg | — | — |
| Adams Funds Advisers, LLC | Baltimore | — | — |
| Capital Financial Planners LLC | Chevy Chase | — | — |
| Potomac Asset Management Co Inc | Frederick | — | — |