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Fastest Growing RIAs
in Maryland

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Ackerman Asset Management, LLC
Rockville, 
MD
3 Year Grow Rate:
560%
AUM (MM):
$296

#

Gallant Financial Planning, LLC
Rockville, 
MD
3 Year Grow Rate:
162%
AUM (MM):
$48

#

Thalheimer Financial Planning, LLC
Silver Spring, 
MD
3 Year Grow Rate:
139%
AUM (MM):
$31

#

Arthur Stein Financial, LLC
Bethesda, 
MD
3 Year Grow Rate:
121%
AUM (MM):
$54

#

Tred Avon Family Wealth, LLC
Easton, 
MD
3 Year Grow Rate:
99%
AUM (MM):
$335

#

Baltimore-Washington Financial Advisors
Columbia, 
MD
3 Year Grow Rate:
72%
AUM (MM):
$1,012

#

Miller Capital Management, Inc.
Bethesda, 
MD
3 Year Grow Rate:
71%
AUM (MM):
$49

#

Allridge Wealth Management, P.C.
Bethesda, 
MD
3 Year Grow Rate:
62%
AUM (MM):
$34

#

MBI LLC
Bethesda, 
MD
3 Year Grow Rate:
55%
AUM (MM):
$225

#

Riverview Asset Management, Inc.
Salisbury, 
MD
3 Year Grow Rate:
53%
AUM (MM):
$21

#

MZ Capital, LLC
Bethesda, 
MD
3 Year Grow Rate:
53%
AUM (MM):
$100

#

The Junk Investment Group
Cockeysville, 
MD
3 Year Grow Rate:
50%
AUM (MM):
$335

#

Investment Planning Associates Inc
Rockville, 
MD
3 Year Grow Rate:
41%
AUM (MM):
$183

#

Maryland Capital Management, LLC
Baltimore, 
MD
3 Year Grow Rate:
40%
AUM (MM):
$1,382

#

Experiential Wealth, Inc.
Cabin John, 
MD
3 Year Grow Rate:
38%
AUM (MM):
$143

#

Team Financial Planning, Inc.
Gaithersburg, 
MD
3 Year Grow Rate:
37%
AUM (MM):
$40

#

Mount Vernon Associates Inc
Baltimore, 
MD
3 Year Grow Rate:
34%
AUM (MM):
$178

#

Altius Financial Advisors, L.L.C.
Bethesda, 
MD
3 Year Grow Rate:
33%
AUM (MM):
$72

#

Carderock Capital Management, Inc.
Chevy Chase, 
MD
3 Year Grow Rate:
33%
AUM (MM):
$500

#

Family Office Research, LLC
Bethesda, 
MD
3 Year Grow Rate:
33%
AUM (MM):
$363

#

Heritage Investors Management Corp
Bethesda, 
MD
3 Year Grow Rate:
31%
AUM (MM):
$2,792

#

Edgemoor Investment Advisors, Inc.
Bethesda, 
MD
3 Year Grow Rate:
29%
AUM (MM):
$1,067

#

FBB Capital Partners
Bethesda, 
MD
3 Year Grow Rate:
29%
AUM (MM):
$1,258

#

The Ellerson Group Inc
Annapolis, 
MD
3 Year Grow Rate:
28%
AUM (MM):
$167

#

Dyer Financial Advisory
Towson, 
MD
3 Year Grow Rate:
27%
AUM (MM):
$22

#

&Wealth Partners
Baltimore, 
MD
3 Year Grow Rate:
24%
AUM (MM):
$251

#

Warner Financial, Inc
Bethesda, 
MD
3 Year Grow Rate:
21%
AUM (MM):
$452

#

Tripp Financial Consultants, Inc.
Dickerson, 
MD
3 Year Grow Rate:
12%
AUM (MM):
$109

#

Tufton Capital Management, LLC
Cockeysville, 
MD
3 Year Grow Rate:
10%
AUM (MM):
$763

#

Garnet Group LLC
Bethesda, 
MD
3 Year Grow Rate:
6%
AUM (MM):
$115
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