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Est. 2026The front page of wealth managementNew York

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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. 10967
    Peakstone Financial AdvisorsChevy Chase, MD · 319 clientsWealth managerWrap sponsorHybrid
    Schwab 100%
    $256M
  2. 11020
    Impact Capital, LLCRockville, MD · 115 clientsWealth manager
    Schwab 100%
    $253M
  3. 11055
    Research Financial StrategiesRockville, MD · 533 clientsWealth managerHybrid
    Schwab 88%
    $252M
  4. 11096
    Tritonpoint Capital, LLCChevy Chase, MD · 276 clientsWealth manager
    Schwab 81%
    $250M
  5. 11120
    Bolton InvestmentTowson, MD · 9 clientsAsset manager
    Lincoln Financial Services 48%Principal Financial Group 25%
    $249M
  6. 11157
    Intervest LTDChevy Chase, MD · 175 clientsWealth manager
    SEI 100%
    $247M
  7. 11237
    Waypoint Wealth ManagementTimonium, MD · 207 clientsWealth manager
    Schwab 100%
    $242M
  8. 11405
    PromethiumBethesda, MD · 287 clientsWealth managerWrap sponsor
    Schwab 73%Fidelity 27%
    $235M
  9. 11416
    Partnership Wealth ManagementTowson, MD · 139 clientsWealth managerWrap sponsor
    Schwab 100%
    $235M
  10. 11431
    Delta Financial Advisors, IncKensington, MD · 245 clientsWealth managerHybrid
    Schwab 100%
    $234M
  11. 11467
    Mount Vernon Associates IncBaltimore, MD · 72 clientsWealth manager
    Schwab 84%
    $233M
  12. 11531
    Montgomery FinancialOcean City, MD · 952 clientsWealth manager
    Schwab 86%
    $230M
  13. 11540
    Booster, LLCBaltimore, MD · 190 clientsAsset manager
    Ascensus Financial Services, LLC. 100%
    $229M
  14. 11667
    Meritis Wealth Management, Inc.Potomac, MD · 130 clientsWealth manager
    Raymond James 100%
    $224M
  15. 11744
    Equitycompass Investment Management, LLCBaltimore, MD · 163 clientsWealth managerBank-affiliatedHybridEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Stifel, Nicolaus & Company, Incorporated 100%
    $221M
  16. 11852
    The Simmons Partnership, IncTowson, MD · 308 clientsWealth manager
    Schwab 100%
    $217M
  17. 11930
    Elite Income Advisors, Inc.Ellicott City, MD · 662 clientsWealth manager
    Schwab 100%
    $213M
  18. 12069
    Bluestone® Financial Advisors, LLCBethesda, MD · 50 clientsWealth manager
    Schwab 100%
    $207M
  19. 12215
    RMG AdvisorsRockville, MD · 192 clientsWealth manager
    SEI 100%
    $200M
  20. 12264
    Catoctin Ridge Wealth PartnerThurmont, MD · 933 clientsWealth managerHybrid
    No custodian reported
    $199M
  21. 12269
    Capital Squared Financial LLCRockville, MD · 87 clientsWealth manager
    Schwab 100%
    $199M
  22. 12288
    Calvert Impact Advisory Services, LLCBethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $198M
  23. 12309
    Bireme Capital, LLCRockville, MD · 65 clientsAsset manager
    Interactive Brokers 100%
    $197M
  24. 12332
    Hillman Capital Management IncBethesda, MD · 185 clientsAsset managerHybrid
    Schwab 63%Morgan Stanley 24%
    $196M
  25. 12347
    Atcap Partners, LLCRockville, MD · 349 clientsWealth managerHybridCeros Financial Services, Inc., Ceros Vermoegensverwaltung AG, clears through National Financial Services (Fidelity), Axos Clearing
    Fidelity 100%
    $196M
  26. 12365
    Alpha DNA Investment ManagementColumbia, MD · 28 clientsAsset manager
    Schwab 100%
    $195M
  27. 12477
    PSG Credit GP, LLCColumbia, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $191M
  28. 12498
    Blueprint Wealth Management Inc.Ellicott City, MD · 320 clientsWealth manager
    Schwab 100%
    $190M
  29. 12508
    Calvert Wealth Management, Inc.Dunkirk, MD · 360 clientsWealth managerHybrid
    Fidelity 100%
    $190M
  30. 12532
    Ivy League Financial Advisors LLCRockville, MD · 103 clientsWealth manager
    Schwab 100%
    $189M
  31. 12594
    Advocate Investing ServicesWoodbine, MD · 225 clientsWealth managerHybrid
    LPL Financial 100%
    $187M
  32. 12869
    Pointer Financial Advisors LLCColumbia, MD · 160 clientsWealth manager
    Schwab 100%
    $176M
  33. 12887
    Planvest Financial, Inc.Gaithersburg, MD · 309 clientsWealth managerWrap sponsor
    Schwab 100%
    $176M
  34. 13017
    Meta Wealth AdvisoryTimonium, MD · 81 clientsWealth manager
    Fidelity 100%
    $172M
  35. 13122
    Town CapitalBel Air, MD · 156 clientsWealth manager
    Schwab 100%
    $169M
  36. 13165
    Expect Equity LLCPikesville, MD · 6 clientsPrivate fund adviser
    No custodian reported
    $167M
  37. 13262
    Foundry Wealth Advisors, LLCBaltimore, MD · 66 clientsWealth manager
    Schwab 100%
    $163M
  38. 13270
    Global Brokerage Services, Inc.Hunt Valley, MD · 370 clientsBroker-dealer firmHybridGlobal Brokerage Services, Inc.
    Hilltop Securities 100%
    $163M
  39. 13284
    Bestgate Wealth Advisors, LLCFrederick, MD · 118 clientsWealth manager
    Schwab 100%
    $162M
  40. 13346
    Sherman Wealth Management LLCGaithersburg, MD · 143 clientsWealth manager
    Schwab 100%
    $160M

RIAs by state