Rialytix insights
Top RIA Firms in Annapolis, Maryland
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Annapolis, Maryland. This hub covers 14 matching firms with $16.4B in total reported AUM and median AUM of $321.0M.
Firms
14
Matching current profiles
Total AUM
$16.4B
Reported regulatory AUM
Median AUM
$321.0M
Across firms with AUM
Largest firm
$10.9B
Realterm
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Realterm CRD 322689 · Limited Liability Company | ANNAPOLIS, MD | $10.9B May 2026 | +$862.0M+8.6% | — | — | +$2.3B+26.5% | +9 employees+3.5% over 1Y | +2 accounts+14.3% over 1Y |
| 2. Scarborough Capital Management CRD 169517 · Limited Liability Company | ANNAPOLIS, MD | $1.6B Mar 2026 | +$243.5M+17.4% | +$557.9M+51.4% | +$715.6M+77.1% | +$1.3B+351.1% | +4 employees+21.1% over 3Y | +737 accounts+20.6% over 3Y |
| 3. Curio Wealth, LLC CRD 328178 · Limited Liability Company | ANNAPOLIS, MD | $460.7M Mar 2026 | +$130.0M+39.3% | — | — | — | +3 employees+30.0% over 1Y | -688 accounts-65.9% over 1Y |
| 4. Mre Management, LLC CRD 338513 · Limited Liability Company | ANNAPOLIS, MD | $458.0M Apr 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 5. Westbourne Investment Advisors INC. CRD 144571 · Corporation | ANNAPOLIS, MD | $448.8M Mar 2026 | +$89.7M+25.0% | +$205.0M+84.1% | +$218.4M+94.8% | +$364.0M+429.0% | +2 employees+50.0% over 3Y | +71 accounts+18.8% over 3Y |
| 6. Mdrn Capital CRD 325950 · Limited Liability Company | ANNAPOLIS, MD | $338.6M Jul 2026 | +$177.8M+110.5% | — | — | +$237.0M+233.2% | +5 employees+16.1% over 1Y | +999 accounts+102.1% over 1Y |
| 7. Hf Advisory Group, LLC CRD 309051 · Limited Liability Company | ANNAPOLIS, MD | $321.5M Mar 2026 | +$71.1M+28.4% | +$185.9M+137.2% | — | +$208.7M+185.0% | +2 employees+50.0% over 3Y | +571 accounts+78.2% over 3Y |
| 8. 1 North Wealth Services, LLC CRD 115948 · Limited Liability Company | ANNAPOLIS, MD | $320.4M Mar 2026 | +$42.9M+15.4% | +$56.1M+21.2% | +$121.8M+61.3% | +$185.4M+137.3% | +1 employees+20.0% over 3Y | -34 accounts-4.9% over 3Y |
| 9. Valuewealth Services, LLC CRD 304049 · Limited Liability Company | ANNAPOLIS, MD | $319.0M Jun 2026 | +$76.8M+31.7% | +$157.8M+97.9% | +$186.5M+140.7% | +$194.0M+155.2% | 0 employees+0.0% over 3Y | +813 accounts+245.6% over 3Y |
| 10. The Ellerson Group INC CRD 106658 · Corporation | ANNAPOLIS, MD | $291.2M Mar 2026 | +$30.1M+11.5% | +$70.5M+32.0% | +$97.2M+50.1% | +$190.0M+187.8% | -2 employees-50.0% over 3Y | +9 accounts+9.0% over 3Y |
| 11. Shaker Financial Services CRD 121534 · Limited Liability Company | ANNAPOLIS, MD | $286.3M Mar 2026 | +$25.7M+9.9% | +$20.4M+7.7% | +$78.7M+37.9% | +$194.8M+212.7% | -2 employees-25.0% over 3Y | -26 accounts-4.2% over 3Y |
| 12. Rcs Financial Planning, LLC CRD 291678 · Limited Liability Company | ANNAPOLIS, MD | $281.0M Mar 2026 | +$39.6M+16.4% | +$119.1M+73.6% | +$145.7M+107.6% | — | -2 employees-50.0% over 3Y | +78 accounts+13.2% over 3Y |
| 13. Accordant Advisory Group, INC. CRD 117474 · Corporation | ANNAPOLIS, MD | $278.0M Jun 2026 | +$69.5M+33.4% | +$73.8M+36.1% | +$111.3M+66.8% | +$226.8M+443.0% | -2 employees-40.0% over 3Y | -73 accounts-13.4% over 3Y |
| 14. Sera Capital Management, LLC CRD 120896 · Limited Liability Company | ANNAPOLIS, MD | $114.3M Jun 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.