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Top RIA Firms in Timonium, Maryland

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Timonium, Maryland. This hub covers 6 matching firms with $3.8B in total reported AUM and median AUM of $375.4M.

Firms

Matching current profiles

Total AUM

$3.8B

Reported regulatory AUM

Median AUM

$375.4M

Across firms with AUM

Largest firm

$1.8B

Berman Mcaleer

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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. Berman Mcaleer CRD 332906 · Limited Liability Company	TIMONIUM, MD	$1.8B Mar 2026	—	—	—	—	+18 employees+163.6% over 1Y	—
2. The L. Warner Companies, INC CRD 108001 · Corporation	TIMONIUM, MD	$802.4M Mar 2026	+$57.8M+7.8%	+$120.4M+17.7%	+$263.6M+48.9%	+$569.3M+244.3%	-8 employees-17.4% over 3Y	+59 accounts+18.3% over 3Y
3. L. K. Benson & Company, P.c. CRD 107908 · Corporation	TIMONIUM, MD	$446.2M Mar 2026	+$169.1M+61.0%	+$209.5M+88.5%	+$281.8M+171.4%	+$272.0M+156.2%	0 employees+0.0% over 3Y	+386 accounts+476.5% over 3Y
4. Hergenroeder Financial Advisors, INC. CRD 121278 · Corporation	TIMONIUM, MD	$304.5M Feb 2026	+$56.5M+22.8%	+$51.3M+20.3%	+$99.7M+48.7%	+$167.4M+122.0%	-1 employees-14.3% over 3Y	-32 accounts-4.9% over 3Y
5. Waypoint Wealth Management CRD 155574 · Limited Liability Company	TIMONIUM, MD	$242.5M Apr 2026	+$33.4M+16.0%	+$72.8M+42.9%	+$70.3M+40.8%	+$116.2M+92.1%	-3 employees-75.0% over 3Y	+14 accounts+2.6% over 3Y
6. Meta Wealth Advisory CRD 338023 · Limited Liability Company	TIMONIUM, MD	$172.1M Mar 2026	—	—	—	—	+2 employees+200.0% 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.