Rialytix insights
Top RIA Firms in Hunt Valley, Maryland
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Hunt Valley, Maryland. This hub covers 16 matching firms with $24.2B in total reported AUM and median AUM of $706.5M.
Firms
16
Matching current profiles
Total AUM
$24.2B
Reported regulatory AUM
Median AUM
$706.5M
Across firms with AUM
Largest firm
$5.2B
Asset Strategy Consultants LLC
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
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. Asset Strategy Consultants LLC CRD 110800 · Limited Liability Company | HUNT VALLEY, MD | $5.2B May 2026 | -$17.5M-0.3% | -$1.7B-24.8% | -$7.5B-59.4% | -$2.4B-32.1% | -9 employees-40.9% over 3Y | -45 accounts-48.4% over 3Y |
| 2. G10 LLC CRD 322876 · Limited Liability Company | HUNT VALLEY, MD | $4.9B May 2026 | +$561.5M+12.9% | — | — | — | +6 employees+14.0% over 1Y | +21 accounts+13.3% over 1Y |
| 3. Verdence Capital Advisors, LLC CRD 288512 · Limited Liability Company | HUNT VALLEY, MD | $4.6B May 2026 | +$715.4M+18.3% | +$1.9B+69.1% | +$2.2B+87.2% | — | +12 employees+30.0% over 3Y | +2,501 accounts+47.2% over 3Y |
| 4. Cornerstone Advisory CRD 142359 · Limited Liability Company | HUNT VALLEY, MD | $2.2B Mar 2026 | +$408.9M+22.2% | +$733.0M+48.4% | +$819.6M+57.3% | +$2.1B+1104.4% | +5 employees+35.7% over 3Y | +792 accounts+33.8% over 3Y |
| 5. Sc&h Wealth CRD 120666 · Corporation | HUNT VALLEY, MD | $1.2B Feb 2026 | +$322.1M+35.4% | +$430.7M+53.8% | +$724.7M+143.1% | +$1.1B+1083.6% | -7 employees-22.6% over 3Y | +682 accounts+49.6% over 3Y |
| 6. Financial Consulate CRD 106898 · Corporation | HUNT VALLEY, MD | $1.1B Feb 2026 | +$313.6M+40.1% | +$435.6M+66.0% | +$637.9M+139.3% | +$834.9M+319.9% | +2 employees+8.7% over 3Y | +290 accounts+9.4% over 3Y |
| 7. Marathon Capital Management CRD 119416 · Limited Liability Company | HUNT VALLEY, MD | $790.1M Feb 2026 | +$95.9M+13.8% | +$90.6M+13.0% | +$285.6M+56.6% | +$617.5M+357.7% | +1 employees+16.7% over 3Y | +22 accounts+3.4% over 3Y |
| 8. The Marshall Financial Group LLC CRD 146362 · Limited Liability Company | HUNT VALLEY, MD | $735.6M Apr 2026 | +$142.5M+24.0% | +$354.9M+93.2% | +$527.3M+253.1% | +$585.2M+389.3% | +11 employees+157.1% over 3Y | +1,039 accounts+63.8% over 3Y |
| 9. Vsm Wealth Advisory, LLC CRD 313717 · Limited Liability Company | HUNT VALLEY, MD | $677.5M Mar 2026 | +$90.5M+15.4% | +$256.8M+61.1% | — | +$280.3M+70.6% | 0 employees+0.0% over 3Y | +1,000 accounts+190.8% over 3Y |
| 10. Perspective Wealth Management CRD 104619 · Limited Liability Company | HUNT VALLEY, MD | $595.0M Feb 2026 | +$175.7M+41.9% | +$240.1M+67.6% | +$172.9M+41.0% | +$452.2M+316.6% | -2 employees-25.0% over 3Y | -796 accounts-75.1% over 3Y |
| 11. Harvest Investment Consultants LLC CRD 110258 · Limited Liability Company | HUNT VALLEY, MD | $549.0M Mar 2026 | +$57.4M+11.7% | +$146.0M+36.2% | +$184.4M+50.6% | +$301.7M+122.0% | +2 employees+20.0% over 3Y | +246 accounts+14.7% over 3Y |
| 12. Tufton Capital Management, LLC CRD 113543 · Limited Liability Company | HUNT VALLEY, MD | $463.8M Apr 2026 | -$346.3M-42.7% | -$266.3M-36.5% | -$368.1M-44.2% | -$259.3M-35.9% | 0 employees+0.0% over 3Y | +100 accounts+31.0% over 3Y |
| 13. Bay Harbor Wealth Management, LLC CRD 294000 · Limited Liability Company | HUNT VALLEY, MD | $412.0M Mar 2026 | +$120.4M+41.3% | +$157.4M+61.8% | +$226.9M+122.5% | — | +1 employees+20.0% over 3Y | +231 accounts+20.2% over 3Y |
| 14. Outcome Driven Strategies, LLC CRD 311398 · Limited Liability Company | HUNT VALLEY, MD | $360.4M Mar 2026 | +$125.2M+53.2% | — | — | — | -3 employees-23.1% over 3Y | +305 accounts+91.3% over 1Y |
| 15. Independent Access Partners, LLC CRD 305842 · Limited Liability Company | HUNT VALLEY, MD | $256.9M Mar 2026 | +$60.5M+30.8% | — | — | +$60.5M+30.8% | 0 employees+0.0% over 1Y | +5 accounts+38.5% over 1Y |
| 16. Global Brokerage Services, INC. CRD 37505 · Corporation | HUNT VALLEY, MD | $137.3M Aug 2025 | — | — | — | +$19.5M+16.6% | 0 employees+0.0% over Total | +27 accounts+5.0% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.