{ "path": "/advisors/md", "url": "https://advisorcensus.com/advisors/md/page/2", "page_type": "state", "title": "Financial advisors in Maryland", "filters": {}, "scope_total": 582, "faq": [ { "q": "How many financial advisory firms are there in Maryland?", "a": "AdvisorCensus lists 582 investment advisory firms with a principal office in Maryland, from Form ADV filings as of October 2026: 230 SEC-registered, 289 state-registered, and 63 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Maryland?", "a": "218 of the 582 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Maryland offer financial planning?", "a": "331 of the 519 firms in Maryland that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Maryland fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 218 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 582 investment advisory firms with a principal office in Maryland, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Maryland: 582 firms from Form ADV filings as of October 2026.", "total_firms": 582, "page": 2, "total_pages": 12, "sort": "name", "registration_types": { "sec": 230, "state": 289, "exempt": 63 }, "fee_model_mix": [ { "code": "fee-only", "count": 218 }, { "code": "percentage_of_aum", "count": 451 }, { "code": "hourly", "count": 252 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 300 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 71 }, { "code": "other", "count": 68 }, { "code": "not_reported", "count": 63 } ], "years_registered_distribution": [ { "code": "under_5", "count": 189 }, { "code": "5_to_9", "count": 117 }, { "code": "10_to_19", "count": 147 }, { "code": "20_plus", "count": 123 }, { "code": "not_reported", "count": 6 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 134 }, { "code": "25m_100m", "count": 89 }, { "code": "100m_500m", "count": 120 }, { "code": "500m_1b", "count": 34 }, { "code": "1b_5b", "count": 49 }, { "code": "over_5b", "count": 25 }, { "code": "not_reported", "count": 131 } ], "firms": [ { "crd_number": 339315, "name": "Avadim: Financial, Limited Liability Company", "name_as_filed": "AVADIM: FINANCIAL, LIMITED LIABILITY COMPANY", "url": "https://advisorcensus.com/firm/avadim-financial-limited-liability-company-339315", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 123227, "name": "Avesta Venture Advisors", "name_as_filed": "AVESTA VENTURE ADVISORS", "url": "https://advisorcensus.com/firm/avesta-venture-advisors-n-bethesda-md-123227", "city": "N. Bethesda", "state": "MD", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 239786, "name": "Awareness Wealth Advisors, Inc.", "name_as_filed": "AWARENESS WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/awareness-wealth-advisors-inc-braddock-heights-md-239786", "city": "Braddock Heights", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334047, "name": "Axiom Value Wealth Management LLC", "name_as_filed": "AXIOM VALUE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/axiom-value-wealth-management-llc-rockville-md-334047", "city": "Rockville", "state": "MD", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 122327, "name": "Baczkowski & Company", "name_as_filed": "BACZKOWSKI & COMPANY", "url": "https://advisorcensus.com/firm/baczkowski-and-company-122327", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133583, "name": "Ball Wealth Management LLC", "name_as_filed": "BALL WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ball-wealth-management-llc-133583", "city": null, "state": null, "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159833, "name": "Baltimore Avenue Investments, LLC", "name_as_filed": "BALTIMORE AVENUE INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/baltimore-avenue-investments-llc-towson-md-159833", "city": "Towson", "state": "MD", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159388, "name": "Baltimore-Washington Financial Advisors", "name_as_filed": "BALTIMORE-WASHINGTON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/baltimore-washington-financial-advisors-columbia-md-159388", "city": "Columbia", "state": "MD", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 324976, "name": "Bare Ventures", "name_as_filed": "BARE VENTURES", "url": "https://advisorcensus.com/firm/bare-ventures-bethesda-md-324976", "city": "Bethesda", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 173536, "name": "Barrack Yard Advisors, LLC", "name_as_filed": "BARRACK YARD ADVISORS, LLC", "url": "https://advisorcensus.com/firm/barrack-yard-advisors-llc-chevy-chase-md-173536", "city": "Chevy Chase", "state": "MD", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104600, "name": "Base Management Co", "name_as_filed": "BASE MANAGEMENT CO", "url": "https://advisorcensus.com/firm/base-management-co-towson-md-104600", "city": "Towson", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294000, "name": "Bay Harbor Wealth Management, LLC", "name_as_filed": "BAY HARBOR WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bay-harbor-wealth-management-llc-hunt-valley-md-294000", "city": "Hunt Valley", "state": "MD", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116015, "name": "Bayview Investment Counsel, Inc", "name_as_filed": "BAYVIEW INVESTMENT COUNSEL, INC", "url": "https://advisorcensus.com/firm/bayview-investment-counsel-inc-stevensville-md-116015", "city": "Stevensville", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 127368, "name": "Beacon Investment Advisors LLC", "name_as_filed": "BEACON INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/beacon-investment-advisors-llc-gaithersburg-md-127368", "city": "Gaithersburg", "state": "MD", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338806, "name": "Beckett Clark Private Wealth, LLC", "name_as_filed": "BECKETT CLARK PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/beckett-clark-private-wealth-llc-bethesda-md-338806", "city": "Bethesda", "state": "MD", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332663, "name": "Belleros Capital Management, LLC", "name_as_filed": "BELLEROS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/belleros-capital-management-llc-332663", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332906, "name": "Berman McAleer", "name_as_filed": "BERMAN MCALEER", "url": "https://advisorcensus.com/firm/berman-mcaleer-timonium-md-332906", "city": "Timonium", "state": "MD", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301639, "name": "Bestgate Wealth Advisors, LLC", "name_as_filed": "BESTGATE WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bestgate-wealth-advisors-llc-frederick-md-301639", "city": "Frederick", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170715, "name": "Bethesda Financial Advisors, LLC", "name_as_filed": "BETHESDA FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bethesda-financial-advisors-llc-bethesda-md-170715", "city": "Bethesda", "state": "MD", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306240, "name": "Beyond Financial Planning, LLC", "name_as_filed": "BEYOND FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/beyond-financial-planning-llc-bethesda-md-306240", "city": "Bethesda", "state": "MD", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 315621, "name": "Beyond Profit and Wealth Consulting", "name_as_filed": "BEYOND PROFIT AND WEALTH CONSULTING", "url": "https://advisorcensus.com/firm/beyond-profit-and-wealth-consulting-315621", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164338, "name": "Billings Capital Management LLC", "name_as_filed": "BILLINGS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/billings-capital-management-llc-bethesda-md-164338", "city": "Bethesda", "state": "MD", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322486, "name": "Binnacle Financial Group LLC", "name_as_filed": "BINNACLE FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/binnacle-financial-group-llc-322486", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283224, "name": "Bireme Capital, LLC", "name_as_filed": "BIREME CAPITAL, LLC", "url": "https://advisorcensus.com/firm/bireme-capital-llc-rockville-md-283224", "city": "Rockville", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 145108, "name": "Black Diamond Financial, LLC", "name_as_filed": "BLACK DIAMOND FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108", "city": "Lutherville", "state": "MD", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331774, "name": "Blackfield Capital Management LLC", "name_as_filed": "BLACKFIELD CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/blackfield-capital-management-llc-rockville-md-331774", "city": "Rockville", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163466, "name": "Blauvelt Capital Advisors LLC", "name_as_filed": "BLAUVELT CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/blauvelt-capital-advisors-llc-chevy-chase-md-163466", "city": "Chevy Chase", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333724, "name": "Blue Curve Advisory, LLC", "name_as_filed": "BLUE CURVE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724", "city": "Towson", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 313892, "name": "Blue Marlin Holdco LLC", "name_as_filed": "BLUE MARLIN HOLDCO LLC", "url": "https://advisorcensus.com/firm/blue-marlin-holdco-llc-bethesda-md-313892", "city": "Bethesda", "state": "MD", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 148104, "name": "Blue Point Investment Management", "name_as_filed": "BLUE POINT INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/blue-point-investment-management-baltimore-md-148104", "city": "Baltimore", "state": "MD", "years_registered": 17, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323607, "name": "Blue Sparrow Funds GP LLC", "name_as_filed": "BLUE SPARROW FUNDS GP LLC", "url": "https://advisorcensus.com/firm/blue-sparrow-funds-gp-llc-bethesda-md-323607", "city": "Bethesda", "state": "MD", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325099, "name": "Blueprint Wealth Management Inc.", "name_as_filed": "BLUEPRINT WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/blueprint-wealth-management-inc-ellicott-city-md-325099", "city": "Ellicott City", "state": "MD", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146946, "name": "Bluestone® Financial Advisors, LLC", "name_as_filed": "BLUESTONE® FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bluestone-financial-advisors-llc-bethesda-md-146946", "city": "Bethesda", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 107702, "name": "BNB Wealth Mangagement, LLC", "name_as_filed": "BNB WEALTH MANGAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bnb-wealth-mangagement-llc-silver-spring-md-107702", "city": "Silver Spring", "state": "MD", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104684, "name": "Bolton Investment", "name_as_filed": "BOLTON INVESTMENT", "url": "https://advisorcensus.com/firm/bolton-investment-towson-md-104684", "city": "Towson", "state": "MD", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330062, "name": "Bonhope Capital LLC", "name_as_filed": "BONHOPE CAPITAL LLC", "url": "https://advisorcensus.com/firm/bonhope-capital-llc-north-bethesda-md-330062", "city": "North Bethesda", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132804, "name": "Bontempo Ohly Capital Management, LLC", "name_as_filed": "BONTEMPO OHLY CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bontempo-ohly-capital-management-llc-bethesda-md-132804", "city": "Bethesda", "state": "MD", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314629, "name": "Booster, LLC", "name_as_filed": "BOOSTER, LLC", "url": "https://advisorcensus.com/firm/booster-llc-baltimore-md-314629", "city": "Baltimore", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 173934, "name": "Boxwood Capital Management, LLC", "name_as_filed": "BOXWOOD CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/boxwood-capital-management-llc-bethesda-md-173934", "city": "Bethesda", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 166085, "name": "Brandt Wealth Advisors, LLC", "name_as_filed": "BRANDT WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/brandt-wealth-advisors-llc-166085", "city": null, "state": null, "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334891, "name": "BRC Financial Planning", "name_as_filed": "BRC FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/brc-financial-planning-334891", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145148, "name": "Brian L. Yurek", "name_as_filed": "BRIAN L. 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