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Top RIA Firms in Rockville, Maryland
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Rockville, Maryland. This hub covers 16 matching firms with $12.9B in total reported AUM and median AUM of $287.0M.
Firms
16
Matching current profiles
Total AUM
$12.9B
Reported regulatory AUM
Median AUM
$287.0M
Across firms with AUM
Largest firm
$4.5B
Innovation X 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. Innovation X Advisors CRD 322292 · Limited Liability Company | ROCKVILLE, MD | $4.5B Mar 2026 | +$2.7B+146.4% | +$3.3B+286.7% | — | +$3.4B+319.3% | 0 employees+0.0% over 3Y | +6 accounts+46.2% over 3Y |
| 2. Albion River CRD 322098 · Limited Liability Company | ROCKVILLE, MD | $2.1B May 2026 | — | — | — | +$1.3B+183.9% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 3. Advisors Preferred LLC CRD 157980 · Limited Liability Company | ROCKVILLE, MD | $1.7B Mar 2026 | -$5.3M-0.3% | -$72.0M-4.1% | -$821.6M-32.7% | +$1.6B+1242.8% | 0 employees+0.0% over 3Y | +3 accounts+15.8% over 3Y |
| 4. Fsa Wealth Partners CRD 104513 · Corporation | ROCKVILLE, MD | $819.7M Apr 2026 | +$49.5M+6.4% | +$111.9M+15.8% | +$92.8M+12.8% | +$265.7M+48.0% | +3 employees+23.1% over 3Y | -130 accounts-6.2% over 3Y |
| 5. Kendall Capital Management CRD 134740 · Corporation | ROCKVILLE, MD | $743.9M Mar 2026 | +$139.7M+23.1% | +$324.8M+77.5% | +$447.8M+151.2% | +$687.0M+1208.6% | +4 employees+50.0% over 3Y | +335 accounts+27.5% over 3Y |
| 6. Quantum Financial Advisors INC CRD 113563 · Corporation | ROCKVILLE, MD | $557.5M Mar 2026 | +$393.8M+240.6% | +$422.5M+312.8% | +$504.1M+943.7% | +$504.1M+943.7% | 0 employees+0.0% over 3Y | +100 accounts+37.9% over 3Y |
| 7. Montgomery Investment Management INC CRD 105417 · Corporation | ROCKVILLE, MD | $490.0M Feb 2026 | +$125.7M+34.5% | +$171.9M+54.1% | +$213.9M+77.5% | +$202.0M+70.1% | -1 employees-25.0% over 3Y | -12 accounts-10.0% over 3Y |
| 8. Ferguson-Johnson Wealth Management, INC. CRD 109232 · Corporation | ROCKVILLE, MD | $316.4M Mar 2026 | +$45.5M+16.8% | +$95.3M+43.1% | +$83.4M+35.8% | +$210.3M+198.3% | +1 employees+33.3% over 3Y | +398 accounts+224.9% over 3Y |
| 9. Schaeffer Financial LLC CRD 133697 · Limited Liability Company | ROCKVILLE, MD | $257.7M Mar 2026 | +$34.4M+15.4% | +$79.3M+44.5% | +$75.7M+41.6% | +$157.7M+157.8% | +1 employees+16.7% over 3Y | -190 accounts-43.5% over 3Y |
| 10. Impact Capital, LLC CRD 297413 · Limited Liability Company | ROCKVILLE, MD | $253.4M Mar 2026 | +$13.0M+5.4% | +$95.4M+60.4% | — | +$138.2M+120.0% | 0 employees+0.0% over 3Y | +214 accounts+49.1% over 3Y |
| 11. Research Financial Strategies CRD 153247 · Corporation | ROCKVILLE, MD | $251.6M Apr 2026 | -$2.8M-1.1% | -$7.1M-2.8% | -$245.0M-49.3% | +$75.3M+42.7% | -2 employees-16.7% over 3Y | -368 accounts-22.7% over 3Y |
| 12. Rmg Advisors CRD 122366 · Limited Liability Company | ROCKVILLE, MD | $200.5M May 2026 | +$63.3M+46.1% | — | — | +$63.3M+46.1% | +1 employees+20.0% over 1Y | +96 accounts+26.0% over 1Y |
| 13. Capital Squared Financial LLC CRD 326861 · Limited Liability Company | ROCKVILLE, MD | $198.7M Feb 2026 | +$90.1M+83.0% | — | — | +$90.1M+83.0% | +1 employees+50.0% over 1Y | +223 accounts+398.2% over 1Y |
| 14. Bireme Capital, LLC CRD 283224 · Limited Liability Company | ROCKVILLE, MD | $196.9M Mar 2026 | +$169.6M+621.0% | +$169.6M+621.0% | +$169.6M+621.0% | +$169.2M+609.1% | -1 employees-33.3% over 3Y | +51 accounts+212.5% over 3Y |
| 15. Atcap Partners, LLC CRD 158214 · Limited Liability Company | ROCKVILLE, MD | $195.5M Apr 2026 | +$132.6M+210.6% | +$119.9M+158.6% | +$180.1M+1169.8% | — | +3 employees+13.0% over 3Y | +42 accounts+13.7% over 3Y |
| 16. Ivy League Financial Advisors LLC CRD 119145 · Limited Liability Company | ROCKVILLE, MD | $188.7M Mar 2026 | +$37.6M+24.9% | +$73.6M+64.0% | +$75.6M+66.9% | +$96.1M+103.8% | 0 employees+0.0% over 3Y | +24 accounts+7.5% 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.