Get the app
Scan, or open the download page
LanguageEnglish · more soon
Star the stocks you care about and follow their prices and news in one place.
Start your Watchlist421 investment advisory firms are registered with a main office in Maryland, together advising $3.10T for 232,921 clients. The 100 largest by assets under management are listed below; every figure comes from the firm’s own Form ADV filing.
| # | Firm | Assets | Clients | Staff | Record |
|---|---|---|---|---|---|
| 1 |
Baltimore · SEC-registered
|
$2.20T | 6,887 | 3,760 | Clean |
| 2 |
Baltimore · SEC-registered
|
$204.2B | 64 | 112 | Clean |
| 3 |
Baltimore · SEC-registered
|
$124.3B | 4,415 | 782 | Clean |
| 4 |
Bethesda · SEC-registered
|
$85.3B | 145 | 98 | Clean |
| 5 |
Baltimore · SEC-registered
|
$50.9B | 238 | 258 | Flagged |
| 6 |
Bethesda · SEC-registered
|
$44.9B | 1,245 | 119 | Clean |
| 7 |
Bethesda · SEC-registered
|
$36.7B | 83 | 62 | Clean |
| 8 |
Baltimore · SEC-registered
|
$26.0B | 5,169 | 131 | Clean |
| 9 |
Bethesda · SEC-registered
|
$18.2B | 5 | 32 | Clean |
| 10 |
Bethesda · SEC-registered
|
$17.6B | 5 | 49 | Clean |
| 11 |
Silver Spring · SEC-registered
|
$13.9B | 25 | 92 | Clean |
| 12 |
Baltimore · SEC-registered
|
$13.6B | 20 | 81 | Clean |
| 13 |
Chevy Chase · SEC-registered
|
$11.4B | 30 | 64 | Flagged |
| 14 |
Annapolis · SEC-registered
|
$10.9B | 16 | 265 | Clean |
| 15 |
Baltimore · SEC-registered
|
$9.8B | 393 | 24 | Clean |
| 16 |
Baltimore · SEC-registered
|
$7.9B | 1,185 | 31 | Clean |
| 17 |
Bethesda · SEC-registered
|
$7.3B | 12 | 360 | Clean |
| 18 |
Lutherville · SEC-registered
|
$6.9B | 3,540 | 35 | Clean |
| 19 |
Baltimore · SEC-registered
|
$6.6B | 27 | 11 | Clean |
| 20 |
Towson · SEC-registered
|
$6.5B | 1,837 | 68 | Clean |
| 21 |
Owings Mills · SEC-registered
|
$5.9B | 13,517 | 92 | Clean |
| 22 |
Bethesda · SEC-registered
|
$5.2B | 118 | 98 | Clean |
| 23 |
Hunt Valley · SEC-registered
|
$5.2B | 48 | 14 | Clean |
| 24 |
Bethesda · SEC-registered
|
$5.1B | 112 | 36 | Clean |
| 25 |
Bethesda · SEC-registered
|
$4.9B | 1 | 15 | Clean |
| 26 |
Hunt Valley · SEC-registered
|
$4.9B | 138 | 49 | Clean |
| 27 |
Bethesda · SEC-registered
|
$4.6B | 762 | 22 | Clean |
| 28 |
Hunt Valley · SEC-registered
|
$4.6B | 1,876 | 52 | Clean |
| 29 |
Bethesda · SEC-registered
|
$4.6B | 12 | 32 | Clean |
| 30 |
Baltimore · SEC-registered
|
$4.5B | 33 | 37 | Flagged |
| 31 |
Rockville · SEC-registered
|
$4.5B | 19 | 4 | Clean |
| 32 |
Baltimore · SEC-registered
|
$4.3B | 11 | 68 | Clean |
| 33 |
Chevy Chase · SEC-registered
|
$4.3B | 42 | 18 | Clean |
| 34 |
Towson · SEC-registered
|
$4.1B | 9,870 | 139 | Flagged |
| 35 |
Chevy Chase · SEC-registered
|
$3.5B | 13 | 75 | Clean |
| 36 |
Baltimore · SEC-registered
|
$3.3B | 12 | 27 | Flagged |
| 37 |
Bethesda · SEC-registered
|
$3.3B | 2,944 | 54 | Clean |
| 38 |
Bethesda · SEC-registered
|
$3.3B | 1,261 | 36 | Clean |
| 39 |
Owings Mills · SEC-registered
|
$3.2B | 1,896 | 66 | Flagged |
| 40 |
Bethesda · SEC-registered
|
$3.0B | 3 | 11 | Clean |
| 41 |
Baltimore · SEC-registered
|
$3.0B | 1 | 20 | Clean |
| 42 |
Columbia · SEC-registered
|
$3.0B | 5,301 | 36 | Clean |
| 43 |
Baltimore · SEC-registered
|
$2.9B | 11 | 9 | Clean |
| 44 |
Baltimore · SEC-registered
|
$2.5B | 7 | 10 | Clean |
| 45 |
Baltimore · SEC-registered
|
$2.4B | 6 | 17 | Clean |
| 46 |
Bethesda · SEC-registered
|
$2.4B | 1,012 | 21 | Clean |
| 47 |
Baltimore · SEC-registered
|
$2.3B | 27 | 38 | Clean |
| 48 |
Hunt Valley · SEC-registered
|
$2.2B | 854 | 19 | Clean |
| 49 |
Chevy Chase · SEC-registered
|
$2.1B | 16 | 18 | Clean |
| 50 |
Rockville · SEC-registered
|
$2.1B | 2 | 4 | Clean |
| 51 |
Bethesda · SEC-registered
|
$2.0B | 246 | 11 | Clean |
| 52 |
Chevy Chase · SEC-registered
|
$1.9B | 104 | 21 | Flagged |
| 53 |
Leonardtown · SEC-registered
|
$1.9B | 3,032 | 11 | Clean |
| 54 |
Timonium · SEC-registered
|
$1.8B | 649 | 29 | Clean |
| 55 |
Baltimore · SEC-registered
|
$1.7B | 746 | 16 | Clean |
| 56 |
Bethesda · SEC-registered
|
$1.7B | 18 | 11 | Clean |
| 57 |
Rockville · SEC-registered
|
$1.7B | 22 | 9 | Clean |
| 58 |
Annapolis · SEC-registered
|
$1.6B | 2,664 | 23 | Clean |
| 59 |
Bethesda · SEC-registered
|
$1.6B | 12 | 31 | Clean |
| 60 |
Columbia · SEC-registered
|
$1.6B | 352 | 23 | Flagged |
| 61 |
Chevy Chase · SEC-registered
|
$1.5B | 347 | 15 | Flagged |
| 62 |
Bethesda · SEC-registered
|
$1.5B | 321 | 9 | Clean |
| 63 |
Bethesda · SEC-registered
|
$1.5B | 407 | 18 | Clean |
| 64 |
Bethesda · SEC-registered
|
$1.4B | 516 | 8 | Clean |
| 65 |
Lutherville · SEC-registered
|
$1.4B | 361 | 17 | Clean |
| 66 |
Baltimore · SEC-registered
|
$1.3B | 7 | 20 | Flagged |
| 67 |
Towson · SEC-registered
|
$1.3B | 649 | 21 | Clean |
| 68 |
Hunt Valley · SEC-registered
|
$1.2B | 676 | 24 | Clean |
| 69 |
Bethesda · SEC-registered
|
$1.2B | 3 | 22 | Clean |
| 70 |
Bel Air · SEC-registered
|
$1.1B | 1,113 | 22 | Clean |
| 71 |
Hunt Valley · SEC-registered
|
$1.1B | 849 | 25 | Clean |
| 72 |
Towson · SEC-registered
|
$1.0B | 1,202 | 20 | Clean |
| 73 |
Lutherville · SEC-registered
|
$1.0B | 444 | 10 | Clean |
| 74 |
Ashton · SEC-registered
|
$942.8M | 245 | 7 | Clean |
| 75 |
Owings Mills · SEC-registered
|
$928.0M | 504 | 9 | Clean |
| 76 |
Bethesda · SEC-registered
|
$851.8M | 256 | 4 | Clean |
| 77 |
Rockville · SEC-registered
|
$819.7M | 698 | 16 | Clean |
| 78 |
Timonium · SEC-registered
|
$802.4M | 465 | 38 | Clean |
| 79 |
Hunt Valley · SEC-registered
|
$790.1M | 286 | 7 | Clean |
| 80 |
Towson · SEC-registered
|
$760.2M | 1,184 | 19 | Clean |
| 81 |
Bethesda · SEC-registered
|
$750.1M | 549 | 10 | Clean |
| 82 |
Bethesda · SEC-registered
|
$744.1M | 123 | 6 | Clean |
| 83 |
Rockville · SEC-registered
|
$743.9M | 352 | 12 | Clean |
| 84 |
Hunt Valley · SEC-registered
|
$735.6M | 1,019 | 18 | Clean |
| 85 |
Bethesda · SEC-registered
|
$681.7M | 532 | 11 | Clean |
| 86 |
Bethesda · SEC-registered
|
$680.0M | 1 | 7 | Clean |
| 87 |
Hunt Valley · SEC-registered
|
$677.5M | 613 | 6 | Clean |
| 88 |
Chevy Chase · SEC-registered
|
$677.0M | 221 | 4 | Clean |
| 89 |
Baltimore · SEC-registered
|
$669.8M | 985 | 41 | Flagged |
| 90 |
Towson · SEC-registered
|
$663.1M | 17 | 22 | Clean |
| 91 |
Columbia · SEC-registered
|
$661.1M | 433 | 9 | Clean |
| 92 |
California · SEC-registered
|
$657.2M | 1,770 | 17 | Clean |
| 93 |
Bethesda · SEC-registered
|
$648.2M | 133 | 5 | Clean |
| 94 |
Baltimore · SEC-registered
|
$642.8M | 555 | 26 | Flagged |
| 95 |
Ellicott City · SEC-registered
|
$617.4M | 3 | 5 | Clean |
| 96 |
Bethesda · SEC-registered
|
$610.1M | 1 | 4 | Clean |
| 97 |
Hanover · SEC-registered
|
$605.4M | 1,568 | 27 | Flagged |
| 98 |
Hunt Valley · SEC-registered
|
$595.0M | 264 | 6 | Clean |
| 99 |
Chevy Chase · SEC-registered
|
$591.4M | 21 | 1 | Clean |
| 100 |
Bethesda · SEC-registered
|
$563.9M | 250 | 3 | Clean |
Source: SEC Investment Adviser Public Disclosure Form ADV Part 1, refreshed monthly. Firms are placed in Maryland by the main office address on their filing, so a national firm with an office in the state may not appear here. Figures are self-reported and unverified. Information only — not advice or a recommendation.