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Est. 2026The front page of wealth managementNew York

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RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya
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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. 13382
    Capital Financial, LLCOlney, MD · 82 clientsAsset manager
    Assetmark Brokerage 75%
    $159M
  2. 13462
    Moore WealthFrederick, MD · 204 clientsWealth manager
    Fidelity 100%
    $157M
  3. 13488
    My Wealth Management, IncGermantown, MD · 115 clientsWealth managerWrap sponsor
    Schwab 100%
    $156M
  4. 14017
    Jemma Financial ServicesBaltimore, MD · 324 clientsWealth managerHybrid
    No custodian reported
    $140M
  5. 14173
    Cassilly FinancialSeverna Park, MD · 188 clientsWealth manager
    Schwab 100%
    $136M
  6. 14529
    Blue Curve Advisory, LLCTowson, MD · 291 clientsWealth manager
    Schwab 100%
    $125M
  7. 14565
    White Oak Wealth ManagementColumbia, MD · 65 clientsWealth manager
    Raymond James 100%
    $124M
  8. 14895
    Global Environment FundBethesda, MD · 7 clientsPrivate fund adviser
    No custodian reported
    $116M
  9. 14930
    Gritstone Asset Management LLCBethesda, MD · 1 clientsAsset manager
    BNY 73%
    $115M
  10. 14951
    Potomac Asset Management Co IncFrederick, MDAsset managerHybrid
    No custodian reported
    $114M
  11. 14952
    Sera Capital Management, LLCAnnapolis, MD · 74 clientsWealth manager
    Schwab 100%
    $114M
  12. 14991
    Oxford Planning Group, LLCWoodstock, MD · 93 clientsWealth manager
    Schwab 100%
    $113M
  13. 15011
    Snyder Asset Management, LLCHunt Valley, MD · 80 clientsWealth manager
    Schwab 100%
    $112M
  14. 15140
    RLJ Equity Partners, LLCBethesda, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $109M
  15. 15151
    A. J. Perry & Co.Towson, MD · 97 clientsWealth manager
    No custodian reported
    $109M
  16. 15152
    Northbrook FinancialBaltimore, MD · 127 clientsWealth manager
    Schwab 74%
    $109M
  17. 15169
    Standard Partners LLCBethesda, MD · 49 clientsPrivate fund adviser
    Schwab 100%
    $108M
  18. 15225
    Kalamata Asset Management LLCBethesda, MD · 2 clientsPrivate fund adviser
    No custodian reported
    $107M
  19. 15399
    CWM Advisory, LLCOcean Pines, MD · 248 clientsWealth manager
    SEI 100%
    $101M
  20. 15870
    Blue Marlin Holdco LLCBethesda, MD · 1 clientsPrivate fund adviser
    No custodian reported
    $53M
  21. 16094
    American Financial Management, LTD.Owings Mills, MD · 124 clientsWealth managerHybrid
    Schwab 36%Orion 35%Jackson National 29%
    $32M
  22. 16583
    Institutional Shareholder Services Inc.Rockville, MD · 2,246 clientsAsset manager
    No custodian reported
    $0
  23. 16602
    NEA Member BenefitsGaithersburg, MD · 103,368 clientsAsset managerHybrid
    No custodian reported
    $0
  24. 16649
    Adams Funds AdvisersBaltimore, MDAsset manager
    No custodian reported
    $0
  25. 16875
    Capital Financial Planners LLCChevy Chase, MDAsset manager
    No custodian reported
    $0
  26. 16923
    Suissa Private WealthBethesda, MDAsset manager
    No custodian reported
    $0
  27. 17074
    Proshare Investment Management LLCBethesda, MD · 1 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $0

RIAs by state