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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. 8686
    Marks Wealth ManagementEllicott City, MD · 283 clientsWealth manager
    Schwab 100%
    $409M
  2. 8700
    Nexus338Cabin John, MD · 465 clientsAsset manager
    Schwab 100%
    $408M
  3. 8720
    Bontempo Ohly Capital Management, LLCBethesda, MD · 158 clientsWealth managerWrap sponsor
    Schwab 100%
    $406M
  4. 8750
    A.G. Campbell Advisory, LLCBaltimore, MD · 67 clientsWealth manager
    Schwab 100%
    $404M
  5. 8952
    Macroview Investment Management LLCBethesda, MD · 249 clientsWealth manager
    Fidelity 55%Schwab 32%
    $387M
  6. 9074
    Arrow Investment Advisors, LLCLaurel, MD · 2 clientsBroker-dealer firmHybridArcher Distributors, LLC
    No custodian reported
    $377M
  7. 9166
    Glassy Mountain Advisors, Inc.Bethesda, MD · 127 clientsWealth manager
    Fidelity 63%Schwab 37%
    $370M
  8. 9169
    Camden Partners Holdings, LLCOwings Mills, MD · 17 clientsPrivate fund adviser
    No custodian reported
    $370M
  9. 9179
    Cromwell FundsBaltimore, MD · 1 clientsAsset managerHybrid
    No custodian reported
    $369M
  10. 9196
    PKS Investment Advisors LLCSalisbury, MD · 500 clientsWealth manager
    Schwab 87%
    $367M
  11. 9278
    Wealth Planning GroupBaltimore, MD · 399 clientsWealth manager
    Schwab 69%SEI 31%
    $361M
  12. 9283
    Outcome Driven Strategies, LLCHunt Valley, MD · 22 clientsAsset managerHybridIcapital Hong Kong LTD, Icapital Markets LLC
    No custodian reported
    $360M
  13. 9351
    Bull Harbor Capital LLC.Bethesda, MD · 426 clientsWealth managerHybrid
    Fidelity 100%
    $355M
  14. 9538
    Oliver Wealth ManagementTowson, MD · 496 clientsWealth manager
    Raymond James 100%
    $340M
  15. 9551
    Turning Point FinancialFrederick, MD · 794 clientsWealth manager
    SEI 77%Schwab 23%
    $339M
  16. 9569
    Mdrn CapitalAnnapolis, MD · 569 clientsWealth manager
    Altruist 100%
    $339M
  17. 9591
    Augment Infrastructure Managers Advisory LLCChevy Chase, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $337M
  18. 9601
    Kilner Capital Advisors, LLCGaithersburg, MD · 230 clientsWealth manager
    Schwab 100%
    $337M
  19. 9731
    Fvlcrum Partners, LLCBethesda, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $329M
  20. 9762
    Law & Associates IncGlen Echo, MD · 319 clientsWealth managerHybrid
    Raymond James 100%
    $327M
  21. 9824
    HF Advisory Group, LLCAnnapolis, MD · 460 clientsWealth manager
    Schwab 100%
    $322M
  22. 9840
    1 North Wealth Services, LLCAnnapolis, MD · 222 clientsWealth manager
    Schwab 100%
    $320M
  23. 9860
    Valuewealth Services, LLCAnnapolis, MD · 420 clientsWealth managerHybrid
    No custodian reported
    $319M
  24. 9895
    Councilor Wealth LLCBethesda, MD · 197 clientsWealth manager
    Schwab 100%
    $317M
  25. 9897
    Caro InvestorsChevy Chase, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $317M
  26. 9902
    Ferguson-Johnson Wealth Management, Inc.Rockville, MD · 198 clientsWealth manager
    Fidelity Distributors Company 100%
    $316M
  27. 9995
    Chesapeake Financial AdvisorsTowson, MD · 287 clientsWealth manager
    Schwab 100%
    $310M
  28. 10010
    Broad Reach Retail Partners LLCMillersville, MD · 29 clientsPrivate fund adviser
    No custodian reported
    $309M
  29. 10091
    Hergenroeder Financial Advisors, Inc.Timonium, MD · 421 clientsWealth managerHybrid
    LPL Financial 100%
    $305M
  30. 10242
    HWA Financial GroupEllicott City, MD · 174 clientsWealth manager
    Schwab 100%
    $295M
  31. 10307
    The Ellerson Group IncAnnapolis, MD · 109 clientsWealth manager
    No custodian reported
    $291M
  32. 10395
    Tritonpoint Partners, LLCChevy Chase, MD · 74 clientsWealth manager
    Fidelity 100%
    $286M
  33. 10399
    Shaker Financial ServicesAnnapolis, MD · 329 clientsWealth manager
    No custodian reported
    $286M
  34. 10508
    RCS Financial Planning, LLCAnnapolis, MD · 220 clientsWealth manager
    Fidelity 65%Schwab 35%
    $281M
  35. 10574
    Accordant Advisory Group, Inc.Annapolis, MD · 189 clientsWealth managerWrap sponsor
    Raymond James 100%
    $278M
  36. 10773
    Thinagee Investments Inc.Bethesda, MD · 40 clientsWealth manager
    SEI 51%Schwab 49%
    $265M
  37. 10792
    BNB Wealth Mangagement, LLCSilver Spring, MD · 480 clientsWealth managerWrap sponsorHybrid
    Raymond James 100%
    $265M
  38. 10859
    GLR PartnersColumbia, MD · 173 clientsWealth managerHybrid
    Schwab 100%
    $261M
  39. 10923
    Schaeffer Financial LLCRockville, MD · 247 clientsWealth managerHybrid
    Schwab 100%
    $258M
  40. 10940
    Independent Access Partners, LLCHunt Valley, MD · 18 clientsPrivate fund adviser
    No custodian reported
    $257M

RIAs by state