| Booster, LLC | Baltimore | $239.8M | — |
| Gef Management Corporation | Bethesda | $238.3M | 11 |
| Outcome Driven Strategies, LLC | Hunt Valley | $235.2M | — |
| Mount Vernon Associates Inc | Baltimore | $234.4M | — |
| Independent Access Partners, LLC | Hunt Valley | $229.6M | 16 |
| Burkholder & Associates, LLC | Chevy Chase | $228.6M | — |
| Schaeffer Financial LLC | Rockville | $223.2M | — |
| Equitycompass Investment Management, LLC | Baltimore | $222.6M | — |
| Plotkin Financial Advisors, LLC | Chevy Chase | $221.8M | — |
| Alpha Dna Investment Management LLC | Columbia | $214.1M | 1 |
| Promethium Advisors, LLC | Bethesda | $212M | — |
| Thinagee Investments Inc. | Chevy Chase | $210M | — |
| Intervest Ltd | Chevy Chase | $209.4M | — |
| Waypoint Wealth Management, LLC | Timonium | $209.1M | — |
| Delta Financial Advisors, Inc | Kensington | $208.5M | — |
| Accordant Advisory Group, Inc. | Annapolis | $208.4M | — |
| Partnership Wealth Management, LLC | Towson | $193.2M | — |
| Alere Planning LLC | Towson | $184.2M | — |
| Bluestone Financial Advisors, LLC | Bethesda | $176.5M | — |
| Calvert Impact Advisory Services, LLC | Bethesda | $174.6M | — |
| The Simmons Partnership, Inc | Towson | $174M | — |
| Wealthplans, LLC | Frederick | $173.1M | — |
| Bireme Capital, LLC | Rockville | $168.4M | 1 |
| Calvert Wealth Management, Inc. | Dunkirk | $167.5M | — |
| Montgomery Financial Services, LLC | Ocean City | $167M | — |
| Quantum Financial Advisors Inc | Rockville | $163.7M | — |
| Mdrn Capital, LLC | Annapolis | $160.9M | — |
| Blueprint Wealth Management Inc. | Ellicott City | $160M | — |
| Rlj Equity Partners, LLC | Bethesda | $155.1M | 2 |
| Advocate Investing Services, LLC | Woodbine | $154.5M | — |
| My Wealth Management, Inc. | Germantown | $151.7M | — |
| Ivy League Financial Advisors LLC | Rockville | $151M | — |
| Elite Income Advisors, Inc. | Ellicott City | $150.1M | — |
| Jemma Investment Advisors LLC | Baltimore | $145.9M | — |
| Moore Wealth LLC | Frederick | $144.4M | — |
| Capital Financial, LLC | Olney | $140.8M | — |
| Pointer Financial Advisors LLC | Columbia | $139.4M | — |
| Bolton Partners Investment Consulting Group, Inc. | Towson | $138.5M | — |
| Global Brokerage Services, Inc. | Hunt Valley | $137.3M | — |
| Risk Management Group, LLC | Rockville | $137.2M | — |
| Foundry Wealth Advisors, LLC | Baltimore | $134.2M | — |
| Profit Investment Management, LLC | North Bethesda | $132M | — |
| Bestgate Wealth Advisors, LLC | Frederick | $129.2M | — |
| Planvest Financial, Inc. | Gaithersburg | $126M | — |
| Oakmont Wealth Advisory, LLC | Columbia | $124.2M | — |
| Capital Squared Financial LLC | Rockville | $122.1M | — |
| Sherman Wealth Management LLC | Gaithersburg | $122M | — |
| Town Capital, LLC | Bel Air | $121.9M | — |
| Sera Capital Management Limited Liability Company | Annapolis | $114.3M | — |
| Standard Partners LLC | Bethesda | $113.3M | 1 |