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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. 010
    T. Rowe Price Associates, Inc.Baltimore, MD · 6,887 clientsAsset managerHybridT. Rowe Price Investment Services, Inc.
    State Street 58%Northern Trust 23%
    $2.2T
  2. 129
    T.rowe Price Investment Management, Inc.Baltimore, MD · 64 clientsAsset managerAffiliated broker-dealerT. Rowe Price Investment Services, Inc.
    Northern Trust 48%
    $204B
  3. 219
    Brown AdvisoryBaltimore, MD · 4,415 clientsAsset managerHybrid
    U.S. Bank 57%Fidelity 43%
    $124B
  4. 298
    Proshare Advisors LLCBethesda, MD · 145 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $85B
  5. 423
    PNC Capital Advisors LLCBaltimore, MD · 238 clientsAsset managerHybridPNC Capital Markets LLC, PNC Wealth Management
    PNC Bank 100%
    $51B
  6. 471
    Chevy Chase Trust CompanyBethesda, MD · 1,245 clientsPrivate fund adviser
    Reliance Trust 100%
    $45B
  7. 556
    ASB Capital Management LLCBethesda, MD · 83 clientsPrivate fund adviser
    BNY 36%Chevy Chase Trust 26%
    $37B
  8. 719
    1919 Investment Counsel, LLCBaltimore, MD · 5,169 clientsWealth managerBank-affiliatedAffiliated broker-dealerEaton Partners (UK) LLP, Keefe, Bruyette & Woods, Inc., clears through Stifel
    Schwab 35%Fidelity 33%
    $26B
  9. 928
    Arlington Capital PartnersBethesda, MD · 5 clientsPrivate fund adviser
    No custodian reported
    $18B
  10. 951
    Durable Capital Partners LPBethesda, MD · 5 clientsPrivate fund adviser
    No custodian reported
    $18B
  11. 1098
    Ullico Investment Advisors, Inc.Bethesda, MD · 25 clientsPrivate fund adviserHybridUllico Investment Company, LLC
    U.S. Bank 57%BNY 28%
    $14B
  12. 1120
    JMI Management, L.P.Baltimore, MD · 20 clientsPrivate fund adviser
    No custodian reported
    $14B
  13. 1255
    Artemis Real Estate PartnersChevy Chase, MD · 30 clientsPrivate fund adviserHybridBarings Securities LLC
    No custodian reported
    $11B
  14. 1298
    RealtermAnnapolis, MD · 16 clientsPrivate fund adviser
    No custodian reported
    $11B
  15. 1385
    Brown Advisory Investment Solutions Group LLCBaltimore, MD · 393 clientsPrivate fund adviser
    Northern Trust 100%
    $9.8B
  16. 1585
    D.F. Dent and Company, Inc.Baltimore, MD · 1,185 clientsWealth managerHybrid
    Fidelity 57%PNC Wealth Management 43%
    $7.9B
  17. 1655
    Midcap Financial Services Capital Management, LLCBethesda, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $7.3B
  18. 1718
    Harbor Investment Advisory, LLCLutherville, MD · 3,540 clientsBroker-dealer firmHybrid
    Pershing 100%
    $6.9B
  19. 1770
    T. Rowe Price (canada), Inc.Baltimore, MD · 27 clientsPrivate fund adviserHybridT. Rowe Price Investment Services, Inc.
    BNY 100%
    $6.6B
  20. 1781
    Greenspring Advisors, LLCTowson, MD · 1,837 clientsWealth manager
    Fidelity 52%Schwab 34%
    $6.5B
  21. 1881
    T. Rowe Price Advisory Services, Inc.Owings Mills, MD · 13,517 clientsWealth managerPublic-company ownedHybridT. Rowe Price Investment Services, Inc.
    Pershing 100%
    $5.9B
  22. 2041
    Profund Advisors LLCBethesda, MD · 118 clientsAsset managerHybridProfunds Distributors, Inc.
    No custodian reported
    $5.2B
  23. 2050
    Asset Strategy Consultants LLCHunt Valley, MD · 48 clientsAsset manager
    No custodian reported
    $5.2B
  24. 2075
    Pennington Partners & Co., LLCBethesda, MD · 112 clientsWealth manager
    Fidelity 60%Schwab 40%
    $5.1B
  25. 2091
    Prosperity - AN Eisneramper CompanyOwings Mills, MD · 2,412 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  26. 2121
    Impactassets Capital Partners PB LLCBethesda, MD · 1 clientsAsset manager
    Schwab 55%Northern Trust 36%
    $4.9B
  27. 2136
    G10 LLCHunt Valley, MD · 138 clientsPrivate fund adviser
    Northern Trust 76%Fidelity 24%
    $4.9B
  28. 2207
    Heritage Investors Management CorpBethesda, MD · 762 clientsWealth manager
    7501 Wisconsin Avenue, Suite 1500w 100%
    $4.6B
  29. 2210
    Verdence Capital Advisors, LLCHunt Valley, MD · 1,876 clientsWealth manager
    Fidelity 86%
    $4.6B
  30. 2233
    Hull Street EnergyBethesda, MD · 12 clientsPrivate fund adviser
    No custodian reported
    $4.6B
  31. 2242
    Brown Capital Management, LLCBaltimore, MD · 33 clientsAsset managerHybrid
    Northern Trust 43%BNY 28%
    $4.5B
  32. 2249
    Innovation X AdvisorsRockville, MD · 19 clientsBroker-dealer firmHybridCeros Financial Services, Inc., clears through National Financial Services (Fidelity), Axos Clearing
    No custodian reported
    $4.5B
  33. 2301
    Campbell & Company Investment Adviser LLCBaltimore, MD · 11 clientsAsset managerHybridCampbell Financial Services, LLC
    Morgan Stanley 100%
    $4.3B
  34. 2314
    New Century Advisors, LLCChevy Chase, MD · 42 clientsAsset manager
    State Street 41%BNY 38%
    $4.3B
  35. 2376
    Founders Financial Securities, LLCTowson, MD · 9,870 clientsBroker-dealer firmHybrid
    Axos 100%
    $4.1B
  36. 2603
    FCPChevy Chase, MD · 13 clientsPrivate fund adviser
    State Street 87%
    $3.5B
  37. 2660
    Lasalle Investment Management SecuritiesBaltimore, MD · 12 clientsPrivate fund adviserAffiliated broker-dealer
    Sumitome Mitsui Trust Bank (u.s.a.) Limited 38%J.P. Morgan 36%State Street 26%
    $3.3B
  38. 2671
    XML Financial GroupBethesda, MD · 2,944 clientsWealth managerWrap sponsorHybridXML Securities, LLC
    Wells Fargo 69%Fidelity 31%
    $3.3B
  39. 2686
    PotomacBethesda, MD · 1,261 clientsAsset managerHybrid
    Schwab 70%Fidelity Distributors Company 30%
    $3.3B
  40. 2800
    Abrams Bison Investments, L.L.C.Bethesda, MD · 3 clientsPrivate fund adviser
    No custodian reported
    $3.0B

RIAs by state