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Est. 2026The front page of wealth managementNew York

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4K Retirement Confidence Surges Despite Financial Pressures: MFSWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeIN Meta deal shields Zuckerberg from California wealth tax billRB 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 AnthropicWM The Diamond Podcast for Financial Advisors: How Smart Money Evaluates Wealth Management FirmsWM Cerulli: $5B+ Fee-Only Independent RIAs Face 'Shrinking Footprint'FP Why fee-based models are the future of advisor compensation
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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. 6313
    Torray Investment Partners LLCBethesda, MD · 549 clientsAsset manager
    Schwab 88%
    $750M
  2. 6350
    Aegis WealthBethesda, MD · 123 clientsWealth manager
    Schwab 100%
    $744M
  3. 6353
    Kendall Capital ManagementRockville, MD · 352 clientsWealth manager
    Schwab 100%
    $744M
  4. 6381
    The Marshall Financial Group LLCHunt Valley, MD · 1,019 clientsWealth managerHybrid
    Schwab 80%
    $736M
  5. 6635
    Sandbox Financial Partners, LLCBethesda, MD · 532 clientsWealth manager
    Fidelity 84%
    $682M
  6. 6646
    Truffle Hound Capital, LLCBethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $680M
  7. 6662
    VSM Wealth Advisory, LLCHunt Valley, MD · 613 clientsWealth manager
    Schwab 100%
    $678M
  8. 6666
    Carderock Capital Management, Inc.Chevy Chase, MD · 221 clientsWealth manager
    Schwab 98%
    $677M
  9. 6707
    Lombard Advisers IncorporatedBaltimore, MD · 985 clientsWealth managerWrap sponsorHybridLombard Securities Incorporated
    Wells Fargo 100%
    $670M
  10. 6737
    Calvert Street Capital Partners, Inc.Towson, MD · 17 clientsPrivate fund adviser
    No custodian reported
    $663M
  11. 6751
    Williams Asset ManagementColumbia, MD · 433 clientsWealth manager
    LPL Financial 100%
    $661M
  12. 6772
    Innovative Wealth Building LLCCalifornia, MD · 1,770 clientsWealth managerWrap sponsor
    Schwab 100%
    $657M
  13. 6814
    Family Office Research, LLCBethesda, MD · 133 clientsWealth manager
    Fidelity 100%
    $648M
  14. 6849
    Chapin Davis Asset ManagementBaltimore, MD · 555 clientsBroker-dealer firmHybrid
    Wells Fargo 100%
    $643M
  15. 7001
    Hussman Strategic Advisors IncEllicott City, MD · 3 clientsAsset manager
    No custodian reported
    $617M
  16. 7047
    Soapstone Management L.P.Bethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $610M
  17. 7069
    Prostatis Financial Advisors GroupHanover, MD · 1,568 clientsWealth managerHybrid
    Schwab 62%Fidelity 38%
    $605M
  18. 7132
    Perspective Wealth ManagementHunt Valley, MD · 264 clientsWealth managerWrap sponsor
    Schwab 100%
    $595M
  19. 7147
    HZ Investments Inc.Chevy Chase, MD · 21 clientsWealth manager
    Schwab 51%Wilmington Trust Investment Management 49%
    $591M
  20. 7340
    LGG FinancialBethesda, MD · 250 clientsWealth managerWrap sponsor
    Schwab 100%
    $564M
  21. 7377
    QP ConsultingTakoma Park, MD · 74 clientsAsset manager
    Empower Retirement 37%Ascensus Trust 24%
    $560M
  22. 7397
    Quantum Financial Advisors IncRockville, MD · 363 clientsAsset manager
    Fidelity 59%Schwab 41%
    $558M
  23. 7445
    Veridian Capital PartnersFrederick, MD · 822 clientsWealth managerWrap sponsorHybrid
    Fidelity 81%
    $551M
  24. 7497
    Beacon Investment Advisors LLCGaithersburg, MD · 127 clientsWealth manager
    Fidelity 100%
    $542M
  25. 7670
    Savano Direct Capital Partners, LLCBaltimore, MD · 9 clientsPrivate fund adviser
    No custodian reported
    $519M
  26. 7671
    Broadoak Asset Management, LLCBethesda, MD · 9 clientsPrivate fund adviserHybridBroadoak Partners, LLC
    No custodian reported
    $519M
  27. 7755
    &wealth PartnersBaltimore, MD · 103 clientsWealth manager
    Schwab 53%J.P. Morgan 47%
    $508M
  28. 7903
    Maryland Capital Advisors, Inc.Chester, MD · 190 clientsWealth manager
    Schwab 74%Fidelity 26%
    $491M
  29. 7916
    Montgomery Investment Management IncRockville, MD · 108 clientsWealth managerHybrid
    Schwab 71%Merrill / Bank of America 29%
    $490M
  30. 7939
    ABR Capital Partners, LLCBaltimore, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $487M
  31. 7974
    Buttonwood Financial Advisors, Inc.Baltimore, MD · 327 clientsWealth manager
    Fidelity 71%Schwab 29%
    $483M
  32. 8107
    Widmann Financial ServicesBowie, MD · 551 clientsWealth managerHybrid
    Fidelity 100%
    $467M
  33. 8143
    Tufton Capital Management, LLCHunt Valley, MD · 248 clientsWealth manager
    No custodian reported
    $464M
  34. 8165
    Curio Wealth, LLCAnnapolis, MD · 354 clientsWealth manager
    Schwab 80%
    $461M
  35. 8187
    MRE Management, LLCAnnapolis, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $458M
  36. 8277
    Westbourne Investment Advisors Inc.Annapolis, MD · 203 clientsWealth manager
    Schwab 100%
    $449M
  37. 8288
    Armstrong DixonBaltimore, MD · 294 clientsWealth managerHybrid
    LPL Financial 100%
    $448M
  38. 8295
    L. K. Benson & Company, P.C.Timonium, MD · 103 clientsWealth manager
    Schwab 100%
    $446M
  39. 8450
    Tred Avon Family Wealth, LLCEaston, MD · 347 clientsWealth manager
    No custodian reported
    $432M
  40. 8650
    Bay Harbor Wealth Management, LLCHunt Valley, MD · 399 clientsWealth manager
    Schwab 100%
    $412M

RIAs by state