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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

227 firms manage $3.1 trillionMaryland

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 2814
    Adams Diversified Equity Fund, Inc.Baltimore, MD · 1 clientsAsset manager
    No custodian reported
    $3.0B
  2. 2840
    Baltimore-Washington Financial AdvisorsColumbia, MD · 5,301 clientsWealth manager
    Schwab 100%
    $3.0B
  3. 2870
    Greenhouse Funds LllpBaltimore, MD · 11 clientsPrivate fund adviserAffiliated broker-dealerBaird Strategas LLC, Robert W. Baird & Co. Incorporated
    J.P. Morgan 100%
    $2.9B
  4. 3175
    Patient Capital Management, LLCBaltimore, MD · 7 clientsAsset manager
    State Street 77%Northern Trust 23%
    $2.5B
  5. 3243
    Rock Springs CapitalBaltimore, MD · 6 clientsPrivate fund adviser
    No custodian reported
    $2.4B
  6. 3267
    FBB Capital PartnersBethesda, MD · 1,012 clientsWealth manager
    Schwab 100%
    $2.4B
  7. 3379
    Access Holdings Management Company LLCBaltimore, MD · 27 clientsPrivate fund adviser
    No custodian reported
    $2.3B
  8. 3393
    Cornerstone AdvisoryHunt Valley, MD · 854 clientsWealth manager
    Schwab 100%
    $2.2B
  9. 3509
    Enlightenment CapitalChevy Chase, MD · 16 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  10. 3558
    Albion RiverRockville, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $2.1B
  11. 3652
    Trumbower Financial Advisors LLCBethesda, MD · 246 clientsWealth manager
    Fidelity 100%
    $2.0B
  12. 3696
    Alliance Partners LLCChevy Chase, MD · 104 clientsAsset manager
    Merrill / Bank of America 100%
    $1.9B
  13. 3767
    Retirement Management SystemsLeonardtown, MD · 3,032 clientsWealth manager
    Schwab 100%
    $1.9B
  14. 3835
    Berman McAleerTimonium, MD · 649 clientsWealth manager
    Fidelity 100%
    $1.8B
  15. 3934
    WBH Advisory, Inc.Baltimore, MD · 746 clientsWealth manager
    Schwab 71%Fidelity 29%
    $1.7B
  16. 3950
    AdvisorsharesBethesda, MD · 18 clientsAsset managerHybrid
    No custodian reported
    $1.7B
  17. 3991
    Advisors Preferred LLCRockville, MD · 22 clientsAsset managerHybridCeros Financial Services, Inc., clears through National Financial Services (Fidelity), Axos Clearing
    No custodian reported
    $1.7B
  18. 4057
    Scarborough Capital ManagementAnnapolis, MD · 2,664 clientsWealth managerHybrid
    Schwab 100%
    $1.6B
  19. 4106
    Rotunda Capital Partners, LLCBethesda, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $1.6B
  20. 4119
    Tribridge Partners Financial LLCColumbia, MD · 352 clientsAsset managerHybridMMA Securities LLC
    Principal Financial Group 43%Schwab 37%
    $1.6B
  21. 4180
    Tritonpoint Wealth, LLCChevy Chase, MD · 347 clientsWealth manager
    Schwab 98%
    $1.5B
  22. 4238
    Edgemoor Investment Advisors, Inc.Bethesda, MD · 321 clientsWealth manager
    Schwab 74%Fidelity 26%
    $1.5B
  23. 4310
    Sargent Investment GroupBethesda, MD · 407 clientsWealth manager
    Goldman Sachs 87%
    $1.5B
  24. 4369
    MV Capital Management, Inc.Bethesda, MD · 516 clientsWealth manager
    Fidelity 88%
    $1.4B
  25. 4508
    Black Diamond Financial, LLCLutherville, MD · 361 clientsWealth manager
    Schwab 100%
    $1.4B
  26. 4686
    Ecosystem Investment Partners, LLCBaltimore, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $1.3B
  27. 4703
    Financial Council, LLCTowson, MD · 649 clientsWealth managerHybrid
    Fidelity 100%
    $1.3B
  28. 4790
    Sc&h WealthHunt Valley, MD · 676 clientsWealth managerAffiliated broker-dealerSc&h Capital Corporation
    Fidelity 100%
    $1.2B
  29. 4949
    Northlane Capital PartnersBethesda, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  30. 5014
    The Kelly GroupBel Air, MD · 1,113 clientsWealth manager
    Fidelity 100%
    $1.1B
  31. 5096
    Financial ConsulateHunt Valley, MD · 849 clientsWealth manager
    Schwab 95%
    $1.1B
  32. 5259
    Red Oak Financial GroupTowson, MD · 1,202 clientsWealth managerHybrid
    LPL Financial 68%Vanguard 32%
    $1.0B
  33. 5370
    Corbyn Investment Management IncLutherville, MD · 444 clientsAsset managerHybrid
    Schwab 55%Fidelity 32%
    $1.0B
  34. 5542
    Lafayette Investments, Inc.Ashton, MD · 245 clientsWealth manager
    Schwab 100%
    $943M
  35. 5605
    Glass Jacobson Wealth AdvisorsOwings Mills, MD · 504 clientsWealth manager
    Schwab 87%
    $928M
  36. 5888
    Warner Financial, IncBethesda, MD · 256 clientsWealth manager
    Schwab 100%
    $852M
  37. 6015
    FSA Wealth PartnersRockville, MD · 698 clientsWealth manager
    Schwab 100%
    $820M
  38. 6088
    The L. Warner Companies, IncTimonium, MD · 465 clientsWealth managerHybrid
    Schwab 100%
    $802M
  39. 6137
    Marathon Capital ManagementHunt Valley, MD · 286 clientsWealth manager
    Schwab 87%
    $790M
  40. 6270
    SFG Wealth ManagementTowson, MD · 1,184 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $760M

RIAs by state