AUM per client for Team firms serving clients in Maryland

Team firms active in Maryland 212 firms

Very Low $270K-$550K

Low $550K-$820K

Typical $820K-$1.5M

High $1.5M-$2.5M

Very High $2.5M-$4.4M

5th 20th 40th 60th 80th 95th

Median: $1.1M

Find your advisor

Firm	AUM/client	AUM	Clients	HNW client %
Retirement Management Systems	Low $620K	$1.9B	3,032	18%
Baltimore-Washington Financial Advisors	Low $560K	$3B	5,272	17%
Euro Pacific Asset Management, LLC	Very Low $280K	$990M	3,587	3%
Laurel Oak Wealth Management, LLC	Very Low $290K	$1.3B	4,640	53%
Origin Investment Advisory LLC	Very Low $4.6K	$35M	7,591	0%
Glen Eagle Advisors, LLC	Very Low $300K	$1B	3,361	10%
DT Investment Partners, LLC	Typical $1.3M	$1.7B	1,296	24%
CovingtonAlsina	Very Low $230K	$280M	1,236	7%
Fiscal Wisdom Wealth Management LLC	Very Low $140K	$370M	2,676	2%
Innovative Wealth Building LLC	Very Low $370K	$660M	1,770	11%
Harvest Investment Consultants LLC	Very Low $510K	$520M	1,015	24%
Vestia Personal Wealth Advisors	Very Low $260K	$1B	3,970	78%
Strategic Wealth Partners, Ltd.	Very Low $420K	$1.5B	3,646	28%
Scarborough Capital Management	Low $620K	$1.6B	2,664	27%
Howard Capital Management Group, LLC	Very High $3.8M	$2B	528	63%
Faithward Advisors, LLC	Very Low $330K	$1B	3,036	10%
Milestone Asset Management, LLC	Very Low $510K	$690M	1,347	75%
Gainline Financial Partners, LLC	Very Low $350K	$340M	998	58%
Folger Nolan Fleming Douglas Capital Management, Inc.	Very High $2.5M	$1.2B	478	71%
Red Oak Financial Group	Low $590K	$620M	1,051	0%
Acorn Financial Advisory Services, Inc.	Very Low $460K	$1.2B	2,584	21%
Azzad Asset Management, Inc.	Typical $830K	$1.2B	1,494	33%
Perspective Wealth Management	High $2.3M	$590M	264	83%
VSM Wealth Advisory, LLC	Typical $1M	$630M	609	71%
LGG Financial	High $2.3M	$560M	241	63%
Ballast Financial Advisors, LLC	Very Low $540K	$320M	602	20%
Beacon Investment Advisors LLC	Very High $2.8M	$330M	118	50%
Wealthcare Capital Partners, LLC	Low $550K	$390M	708	13%
Security Capital Management	Low $570K	$1.3B	2,357	26%
SFG Wealth Management	Low $600K	$710M	1,173	47%
Navellier & Associates Inc	Typical $870K	$1.1B	1,242	97%
Elite Income Advisors, Inc.	Very Low $320K	$210M	657	29%
Compak Asset Management	Typical $860K	$1.5B	1,734	67%
Financial Council, LLC	High $2M	$1.3B	648	53%
Torray Investment Partners LLC	Low $700K	$370M	526	12%
Concord Wealth Partners	Low $820K	$1B	1,232	21%
Virtus Wealth Solutions	High $1.8M	$550M	307	36%
Veridian Capital Partners	Low $670K	$550M	816	39%
Rossby Financial, LLC	Very Low $220K	$570M	2,542	9%
Aviso Wealth Management	Low $640K	$580M	913	17%
Northwest Financial Advisors LLC	Low $640K	$1.2B	1,908	17%
Pearson Financial Services	—	—	500	0%
Claris Financial, LLC	Very Low $540K	$330M	599	27%
ALTA Capital Management LLC	Typical $850K	$1B	1,193	24%
BCG Securities, inc.	Very Low $370K	$750M	2,060	8%
Prostatis Financial Advisors Group	Very Low $390K	$600M	1,568	8%
DiNuzzo Private Wealth, Inc.	Typical $1.5M	$1.1B	779	44%
Widmann Financial Services	Typical $820K	$450M	551	22%
FBB Capital Partners	High $2.4M	$2.4B	1,004	2%
Cornerstone Advisory	Very High $2.5M	$2B	808	56%
Convergence Financial	Very Low $330K	$880M	2,665	24%
McGlone Suttner Wealth Management, Inc.	Typical $1.4M	$980M	708	41%
Signature Equity Partners, LLC	Very Low $310K	$330M	1,056	4%
FSA Wealth Partners	Typical $1.1M	$790M	698	33%
Aegis Wealth Management, Inc.	Very Low $92K	$220M	2,350	1%
Abich Financial Wealth Management, LLC	Low $760K	$390M	517	23%
Andrew Garrett, Inc.	Very Low $390K	$440M	1,118	45%
Phillips and Company Advisors LLC	High $1.7M	$1.9B	1,110	16%
Research Financial Strategies	Very Low $470K	$240M	511	18%
Romano Wealth Management	High $1.5M	$1.4B	934	51%
ValueWealth Services, LLC	Low $760K	$320M	420	27%
TFB Advisors, LLC	Low $600K	$800M	1,326	13%
Sentinel Asset Management, LLC	Very Low $130K	$63M	495	0%
James River Asset Management, LLC	Low $660K	$270M	411	25%
Aufman Associates Inc	Very High $3.9M	$960M	245	68%
ELE Advisory Services, Inc	Very Low $120K	$130M	1,143	2%
Horizon Financial	Low $700K	$510M	734	16%
Elevatus Wealth Management, LLC	High $1.5M	$500M	326	42%
Paradigm Investment Advisory, LLC	Low $610K	$390M	644	87%
TCFG Investment Advisors, LLC	Very Low $270K	$640M	2,334	3%
Apollon Financial, LLC	Typical $1.2M	$1.4B	1,256	34%
Onyx Bridge Wealth Group LLC	Low $740K	$1.3B	1,794	19%
Steigerwald, Gordon & Koch - Wealth Advisors	High $1.9M	$1.3B	693	56%
The Marshall Financial Group LLC	Low $680K	$670M	994	17%
Wealthcrest Financial Services, LLC	Typical $1.3M	$510M	380	61%
Gateway Financial & Estate Planning, Inc.	—	—	370	0%
KFA Private Wealth Group, LLC	Typical $990K	$810M	814	28%
The Kelly Group	Typical $960K	$1B	1,087	23%
Sandbox Financial Partners, LLC	Typical $1.2M	$570M	498	55%
Rebalance LLC	Very High $2.8M	$1.8B	636	31%
Axiom Value Wealth Management LLC	Very Low $270K	$96M	351	17%
Kelleher Financial Advisors, LLC	Very High $4.1M	$1.1B	279	61%
Capital Investment Advisors	Low $680K	$280M	417	19%
MFG Investments, LLC	Very Low $430K	$150M	344	15%
UAS Asset Management	Typical $900K	$310M	342	47%
Klaas Financial Asset Advisors, LLC.	Low $750K	$760M	1,015	20%
Atlas Private Wealth Advisors	Low $710K	$860M	1,211	17%
HORAN Wealth, LLC	Typical $990K	$1.4B	1,408	32%
WBH Advisory, Inc.	High $2.4M	$1.7B	725	58%
PKS Investment Advisors LLC	Low $610K	$280M	457	16%
Financial Consulate	Typical $1.3M	$1.1B	844	39%
Global Brokerage Services, Inc.	Very Low $360K	$140M	386	27%
Modern Capital Advisors, LLC	Very Low $210K	$250M	1,221	3%
Buttonwood Financial Advisors, Inc.	Typical $1.5M	$480M	321	47%
Warner Financial, Inc.	Very High $3.2M	$820M	256	68%
Bangerter Financial Services, Inc.	Very Low $210K	$68M	317	11%
Edgemoor Investment Advisors, Inc.	Very High $4.1M	$1.3B	312	49%
Jemma Financial Services	Very Low $350K	$110M	312	24%
Victrix Investment Advisors	Low $780K	$340M	435	21%
Grant Street Asset Management Inc	High $1.6M	$670M	425	40%
Preston Wealth Advisors, LLC.	Low $810K	$240M	301	21%
Kilter Group	Low $670K	$280M	413	29%
Heritage Financial LLC	Typical $1.1M	$380M	350	38%
Marathon Capital Management	High $1.8M	$510M	281	65%
Chesapeake Investment Management LLC	Very Low $500K	$200M	391	100%
Washington Trust Advisors	Very High $2.6M	$2B	781	51%
Mv Capital Management, Inc.	High $2.3M	$1B	444	66%
AMB Wealth, LLC	Typical $1M	$870M	878	20%
Armstrong, Fleming & Moore, Inc.	High $2.3M	$1.3B	539	49%
Stonebridge Financial Group, LLC	Typical $1.3M	$1.6B	1,287	30%
Blue Rock Financial Group	Typical $980K	$260M	265	47%
Carderock Capital Management, Inc.	Very High $3M	$630M	211	74%
Turning Point Financial	Very Low $430K	$340M	784	13%
Hudson Advisor Services, Inc.	Typical $1.2M	$300M	259	54%
United Wealth Management, LLC	High $1.6M	$410M	257	58%
PlanVest Financial, Inc.	Low $570K	$180M	307	27%
Glass Jacobson Wealth Advisors	High $1.8M	$930M	501	30%
Berman McAleer	Very High $2.7M	$1.7B	646	59%
Schaeffer Financial LLC	Typical $1M	$260M	247	31%
Delta Financial Advisors, Inc.	Typical $950K	$230M	245	29%
AdaptFirst Investments LLC	Very Low $180K	$110M	584	6%
Armstrong Dixon	High $1.5M	$440M	290	54%
Horter Investment Management, LLC	Very Low $220K	$290M	1,292	6%
Westover Capital Advisors, LLC	High $2.4M	$560M	238	53%
Hopwood Financial Services, Inc.	Very High $2.6M	$740M	283	60%
Professional Financial Solutions, LLC	Typical $1.5M	$410M	279	49%
Stansberry Asset Management, LLC	Typical $1.3M	$1.3B	975	59%
Strathmore Capital Advisors	High $1.6M	$770M	493	48%
Passive Capital Management, LLC	High $2.1M	$830M	399	25%
Advocate Investing Services	Low $820K	$180M	220	25%
BSG Advisers	Very Low $500K	$130M	264	24%
Kendall Capital Management	High $2.1M	$740M	352	64%
RiverFront Investment Group, LLC	Typical $890K	$1.1B	1,185	0%
Coyle	High $2.4M	$1B	438	53%
West Financial Services, Inc.	Very High $2.9M	$2.7B	940	58%
Clean Yield Asset Management	High $2.2M	$550M	246	63%
Trumbower Financial Advisors LLC	Very High $8.1M	$2B	246	65%
Fortress Private Ledger, LLC	Low $690K	$470M	681	14%
Lafayette Investments, Inc.	Very High $3.3M	$800M	240	68%
CFM Advisors Inc	Typical $940K	$190M	199	7%
Curio Wealth, LLC	Typical $1.3M	$460M	354	14%
Collective Wealth Partners, LLC	Very Low $290K	$57M	194	8%
Family Office Research, LLC	Very High $4.8M	$550M	115	90%
Wallington Asset Management	Very High $3.7M	$1.1B	306	64%
Flower City Capital LLC	High $1.8M	$410M	227	50%
Westbourne Investment Advisors Inc.	High $2.3M	$440M	187	36%
Quent Capital, LLC	Very High $4.9M	$1.8B	371	80%
1 North Wealth Services, LLC	Typical $1.4M	$310M	217	37%
Altfest Personal Wealth Management	Very High $2.6M	$1.8B	686	63%
PTS Brokerage, LLC	Very Low $260K	$130M	495	0%
The L. Warner Companies, Inc	High $2.1M	$750M	352	51%
Analog Capital Partners LLC	Very Low $540K	$93M	173	12%
TritonPoint Wealth, LLC	Very High $4.4M	$1.5B	338	52%
Oakwood Capital, Inc.	Very Low $430K	$260M	608	30%
Apforia	Very Low $270K	$98M	368	15%
SC&H Wealth	High $1.8M	$1.2B	668	37%
Legacy Edge Advisors	High $2.3M	$1.2B	530	83%
Innovative Advisory Group	Low $640K	$190M	298	9%
Zenith Wealth Partners	Very Low $300K	$88M	298	10%
Equitycompass Investment Management, LLC	Typical $1.4M	$220M	163	8%
BMSS Wesson Wealth Solutions	Very High $2.7M	$700M	260	71%
Quantum Financial Advisors, LLC	Very High $3.3M	$1.5B	451	38%
&wealth Partners	Very High $4.1M	$390M	96	73%
Craft Wealth Services	Very Low $530K	$120M	222	15%
Integrated Wealth Solutions, LLC	Very Low $210K	$46M	217	8%
Guardian Wealth Partners, LLC	Very Low $480K	$190M	402	7%
Foundry Financial LLC	Typical $1.3M	$230M	184	44%
Sargent Investment Group	Very High $3.5M	$1.4B	396	63%
Evermay Wealth Management, LLC	High $2.4M	$1.3B	558	42%
Glassman Wealth Services, LLC	Very High $6.9M	$2.5B	359	84%
Chapin Davis Asset Management	Typical $1.2M	$630M	543	4%
Mclean Asset Management Corp.	High $1.9M	$920M	486	53%
WMS Advisors, LLC	High $2.1M	$280M	131	42%
Next Capital Management LLC	Very High $6.6M	$1.7B	257	70%
WJL Financial Advisors	—	—	152	0%
SimplyRIA Advisor Network	Very Low $350K	$210M	602	8%
IBN Advisory Services, Inc.	Very Low $320K	$63M	197	3%
Aegis Wealth	Very High $6M	$740M	123	83%
Black Diamond Financial, LLC	Very High $3.4M	$1.1B	335	65%
Monument wealth Management	High $2.5M	$530M	215	49%
Amuni Financial, Inc.	Low $680K	$190M	283	21%
MDRN Capital	Low $600K	$340M	569	75%
Savvi Financial LLC	Very Low $330K	$45M	135	9%
Clear Capital Management LP	Low $550K	$61M	112	15%
Fruitful	Very Low $72K	$25M	351	0%
WealthCare Financial Group, Inc.	Very Low $140K	$18M	130	0%
Lynx Investment Advisory, LLC	Very High $4.2M	$900M	214	45%
Glassy Mountain Advisors, Inc.	Very High $2.9M	$370M	127	66%
HZ Investments Inc.	Very High $28M	$590M	21	100%
Legacy Investment Strategies, LLC	Low $660K	$110M	167	25%
LRI Investments	Very High $4M	$1.9B	477	45%
The Advisory Group of San Francisco, LLC	Very High $3.5M	$410M	116	73%
MBI LLC	High $1.6M	$300M	191	50%
Best Life Infinity, LLC	Very Low $440K	$48M	110	8%
Princeton Global Asset Management LLC	High $2.5M	$880M	356	47%
Empirikal Partners LLC	Very Low $500K	$87M	175	75%
B.B. Graham & Company, Inc.	Low $750K	$320M	427	24%
Acrylic Financial, Inc.	Very Low $210K	$64M	307	9%
Values Added Financial	Very High $2.8M	$310M	112	66%
GreenLeaf Financial Network, LLC	Low $620K	$120M	189	21%
MMA Asset Management LLC	Typical $1.2M	$330M	282	52%
Fidelis Capital	Very High $8.7M	$1.9B	218	80%
Bull Harbor Capital LLC.	Typical $840K	$350M	421	30%
CSP Financial Group LLC	Very Low $380K	$120M	312	10%
Sera Capital Management, LLC	High $1.5M	$110M	74	38%
TritonPoint Partners, LLC	Very High $3.9M	$290M	74	57%
Folger Nolan Fleming Douglas Incorporated	Very High $3.1M	$790M	257	16%
AtCap Partners, LLC	Very Low $490K	$170M	342	56%
Avestar Capital, LLC	Very High $12M	$2B	170	84%
Rothschild Capital Partners	Very High $3.3M	$210M	64	89%
Investment Research Corp	Very Low $310K	$51M	163	2%
Foundation Wealth & Tax Advisors, LLC	Low $730K	$68M	93	35%
Colomb Investment Management Company, LLC	Very Low $150K	$4.7M	32	0%
Sun Global LLC	Very Low $420K	$4.6M	11	45%
Williams Asset Management	—	$660M	433	—

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Not sure where to start?

We'll help you make sense of it. Answer a few quick questions and we'll narrow the field—so you can choose with confidence.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support