Rialytix insights
Top RIA Firms in Towson, Maryland
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Towson, Maryland. This hub covers 13 matching firms with $15.9B in total reported AUM and median AUM of $340.4M.
Firms
13
Matching current profiles
Total AUM
$15.9B
Reported regulatory AUM
Median AUM
$340.4M
Across firms with AUM
Largest firm
$6.5B
Greenspring Advisors, LLC
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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. Greenspring Advisors, LLC CRD 132669 · Limited Liability Company | TOWSON, MD | $6.5B Jun 2026 | +$2.7B+71.2% | +$464.3M+7.7% | +$1.2B+23.2% | +$5.9B+1108.6% | +27 employees+65.9% over 3Y | +2,312 accounts+48.1% over 3Y |
| 2. Founders Financial Securities, LLC CRD 137945 · Limited Liability Company | TOWSON, MD | $4.1B Apr 2026 | +$817.3M+24.6% | +$1.9B+81.9% | +$2.0B+92.2% | +$3.8B+1209.5% | +1 employees+0.7% over 3Y | +2,945 accounts+18.2% over 3Y |
| 3. Financial Council, LLC CRD 110748 · Limited Liability Company | TOWSON, MD | $1.3B May 2026 | +$171.0M+15.5% | +$461.5M+57.0% | +$518.5M+68.9% | +$1.0B+443.6% | +18 employees+600.0% over 3Y | +171 accounts+12.3% over 3Y |
| 4. Red Oak Financial Group CRD 166912 · Limited Liability Company | TOWSON, MD | $1.0B Jul 2026 | +$203.5M+24.3% | +$450.3M+76.3% | +$511.0M+96.5% | +$944.3M+984.7% | 0 employees+0.0% over 3Y | +378 accounts+25.1% over 3Y |
| 5. Sfg Wealth Management CRD 285785 · Limited Liability Company | TOWSON, MD | $760.2M Apr 2026 | +$116.6M+18.1% | +$318.5M+72.1% | +$351.7M+86.1% | — | +5 employees+35.7% over 3Y | +394 accounts+24.8% over 3Y |
| 6. Calvert Street Capital Partners, INC. CRD 158096 · Corporation | TOWSON, MD | $663.1M Mar 2026 | +$273.9M+70.4% | +$363.3M+121.2% | +$343.4M+107.4% | +$357.8M+117.2% | +5 employees+29.4% over 3Y | -1 accounts-5.6% over 3Y |
| 7. Oliver Wealth Management CRD 314867 · Limited Liability Company | TOWSON, MD | $340.4M Mar 2026 | +$42.8M+14.4% | +$92.3M+37.2% | — | — | 0 employees+0.0% over 3Y | -100 accounts-6.7% over 3Y |
| 8. Chesapeake Financial Advisors CRD 120139 · Limited Liability Company | TOWSON, MD | $310.1M Mar 2026 | +$46.4M+17.6% | +$64.6M+26.3% | +$104.9M+51.1% | +$171.7M+124.0% | -4 employees-28.6% over 3Y | -256 accounts-19.9% over 3Y |
| 9. Bolton Investment CRD 104684 · Corporation | TOWSON, MD | $249.1M Mar 2026 | +$110.6M+79.8% | +$211.8M+566.8% | +$208.8M+518.2% | -$2.0B-89.0% | +2 employees+22.2% over 3Y | +3 accounts+50.0% over 3Y |
| 10. Partnership Wealth Management CRD 285718 · Limited Liability Company | TOWSON, MD | $234.9M Feb 2026 | +$45.5M+24.0% | +$61.7M+35.6% | — | +$78.4M+50.1% | -1 employees-25.0% over 3Y | +36 accounts+8.0% over 3Y |
| 11. The Simmons Partnership, INC CRD 156740 · Corporation | TOWSON, MD | $216.5M Mar 2026 | +$42.5M+24.4% | +$69.3M+47.1% | +$88.1M+68.6% | +$162.4M+300.1% | 0 employees+0.0% over 3Y | -87 accounts-9.1% over 3Y |
| 12. Blue Curve Advisory, LLC CRD 333724 · Limited Liability Company | TOWSON, MD | $125.2M Mar 2026 | — | — | — | — | +3 employees+60.0% over 1Y | — |
| 13. A. J. Perry & CO. CRD 107041 · Corporation | TOWSON, MD | $108.8M Feb 2026 | +$51.0M+88.3% | +$51.0M+88.3% | +$51.0M+88.3% | +$49.2M+82.6% | 0 employees+0.0% over Total | -190 accounts-66.2% 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 sufficient historical filing data is unavailable for the lookback period.