Firms by city
Registered investment advisers in Towson, MD
13 SEC-registered advisers headquartered in Towson, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
13 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Greenspring Advisors | Towson, MD | $6.46B |
| Founders Financial Securities | Towson, MD | $4.14B |
| Financial Council | Towson, MD | $1.27B |
| Red Oak Financial Group | Towson, MD | $1.04B |
| SFG Wealth Management | Towson, MD | $760M |
| Calvert Street Capital Partners | Towson, MD | $663M |
| Gunpowder Capital Management | Towson, MD | $340M |
| Thoma Capital Management | Towson, MD | $310M |
| Bolton Partners Investment Consulting Group | Towson, MD | $249M |
| Partnership Wealth Management | Towson, MD | $235M |
| The Simmons Partnership | Towson, MD | $217M |
| Blue Curve Advisory | Towson, MD | $125M |
| A. J. Perry & Company | Towson, MD | $109M |
- Headquarters
- Towson, MD
- Regulatory AUM
- $6.46B
- Headquarters
- Towson, MD
- Regulatory AUM
- $4.14B
- Headquarters
- Towson, MD
- Regulatory AUM
- $1.27B
- Headquarters
- Towson, MD
- Regulatory AUM
- $1.04B
- Headquarters
- Towson, MD
- Regulatory AUM
- $760M
- Headquarters
- Towson, MD
- Regulatory AUM
- $663M
- Headquarters
- Towson, MD
- Regulatory AUM
- $340M
- Headquarters
- Towson, MD
- Regulatory AUM
- $310M
- Headquarters
- Towson, MD
- Regulatory AUM
- $249M
- Headquarters
- Towson, MD
- Regulatory AUM
- $235M
- Headquarters
- Towson, MD
- Regulatory AUM
- $217M
- Headquarters
- Towson, MD
- Regulatory AUM
- $125M
- Headquarters
- Towson, MD
- Regulatory AUM
- $109M
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 Towson 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.



