Firms by city
Registered investment advisers in Columbia, MD
8 SEC-registered advisers headquartered in Columbia, listed by regulatory assets under management as reported on Form ADV.
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8 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Baltimore-Washington Financial Advisors | Columbia, MD | $2.99B |
| TriBridge Partners Financial | Columbia, MD | $1.6B |
| Williams & Associates | Columbia, MD | $661M |
| GLR Partners | Columbia, MD | $261M |
| Alpha DNA Investment Management | Columbia, MD | $195M |
| PSG Credit GP | Columbia, MD | $191M |
| Pointer Financial Advisors | Columbia, MD | $176M |
| Oakmont Wealth Advisory | Columbia, MD | $124M |
- Headquarters
- Columbia, MD
- Regulatory AUM
- $2.99B
- Headquarters
- Columbia, MD
- Regulatory AUM
- $1.6B
- Headquarters
- Columbia, MD
- Regulatory AUM
- $661M
- Headquarters
- Columbia, MD
- Regulatory AUM
- $261M
- Headquarters
- Columbia, MD
- Regulatory AUM
- $195M
- Headquarters
- Columbia, MD
- Regulatory AUM
- $191M
- Headquarters
- Columbia, MD
- Regulatory AUM
- $176M
- Headquarters
- Columbia, MD
- Regulatory AUM
- $124M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Columbia on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Maryland.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.