Rialytix insights

Top RIA Firms in Columbia, Maryland

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Columbia, Maryland. This hub covers 6 matching firms with $5.3B in total reported AUM and median AUM of $227.7M.

Firms

Matching current profiles

Total AUM

$5.3B

Reported regulatory AUM

Median AUM

$227.7M

Across firms with AUM

Largest firm

$3.0B

Baltimore-Washington Financial Advisors

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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. Baltimore-Washington Financial Advisors CRD 159388 · Corporation	COLUMBIA, MD	$3.0B Mar 2026	+$1.0B+53.8%	+$1.4B+91.3%	+$1.7B+141.1%	+$2.7B+973.6%	+15 employees+71.4% over 3Y	+2,618 accounts+97.6% over 3Y
2. Tribridge Partners Financial LLC CRD 326489 · Limited Liability Company	COLUMBIA, MD	$1.6B Feb 2026	—	—	—	—	0 employees+0.0% over 1Y	—
3. Glr Partners CRD 334902 · Limited Liability Company	COLUMBIA, MD	$260.7M May 2026	—	—	—	—	+1 employees+25.0% over 1Y	—
4. Alpha Dna Investment Management CRD 288198 · Limited Liability Company	COLUMBIA, MD	$194.7M Mar 2026	-$19.4M-9.1%	-$17.4M-8.2%	+$70.1M+56.3%	—	0 employees+0.0% over 3Y	-305 accounts-31.8% over 3Y
5. Pointer Financial Advisors LLC CRD 326745 · Limited Liability Company	COLUMBIA, MD	$176.4M Mar 2026	+$37.0M+26.5%	—	—	—	+1 employees+25.0% over 1Y	+29 accounts+5.8% over 1Y
6. Oakmont Wealth Advisory, LLC CRD 299021 · Limited Liability Company	COLUMBIA, MD	$124.2M Mar 2026	+$30.1M+32.0%	-$109.0M-46.7%	-$38.2M-23.5%	—	-3 employees-50.0% over 3Y	-394 accounts-68.0% over 3Y

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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.