Top 10 financial advisor firms in Baltimore

15 SEC-registered financial advisor firms are headquartered in Baltimore, MD, with $164B in combined regulatory assets under management. The largest by assets are Brown Advisory ($124B), 1919 Investment Counsel ($26B) and D.F. Dent and Company ($7.88B).

15
Financial advisor firms: $164B
Their combined AUM: $448M
Median firm AUM: 13,690
Clients of the top 10

The 10 largest by assets

1
Brown Advisory
RIA
$124B
0.30% to 1.00% a year
2
1919 Investment Counsel
RIA
$26B
0.40% to 1.00%
3
D.F. Dent and Company
RIA
$7.88B
0.50% to 1.00%
4
WBH Advisory
RIA
$1.74B
0.45% to 1.20% a year
5
Lombard Advisers
RIA
$670M
Regulatory AUM
6
And Wealth Partners
RIA
$508M
1.00% to 1.00% a year
7
Buttonwood Financial Advisors
RIA
$483M
0.75% to 1.25% a year
8
Ade
RIA
$448M
Regulatory AUM
9
A.G. Campbell Advisory
RIA
$404M
0.75% to 1.50% a year
10
WPG Advisers
RIA
$361M
0.30% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Brown Advisory

Brown Advisory is an investment adviser based in Baltimore, MD, registered with the SEC since 1991. It provides investment management. Its clients include high-net-worth individuals, investment companies and charitable organizations. Its regulatory assets under management total $124 billion, as filed on 31 March 2026.

Brown Advisory charges 0.30%–1.00% a year for its Private Clients.

Regulatory AUM: $124B
Clients: 4,415
Advisory staff: 272
Fee schedule: 0.30% to 1.00% a year
Minimum account: $5,000,000
Custodians: U.S. Bank National Association, Fidelity
Headquarters: 901 South Bond Street, Suite 400, Baltimore, MD 21231-3340
Phone: 410-537-5400
Website: brownadvisory.com

No. 2 · RIA

1919 Investment Counsel

1919 Investment Counsel is an investment adviser based in Baltimore, MD, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and corporations and other businesses. Its regulatory assets under management total $26 billion, as filed on 27 August 2026.

1919 Investment Counsel charges 0.40%–1.00% for its Individual accounts: equity / balanced. The brochure does not state whether the rate is annual.

Regulatory AUM: $26B
Clients: 5,169
Advisory staff: 52
Fee schedule: 0.40% to 1.00%
Minimum account: $2,000,000
Custodians: Charles Schwab, Fidelity, U.S. Bancorp Investments, Citigroup Private Bank
Headquarters: One South Street, Suite 2500, Baltimore, MD 21202
Phone: 410-454-2171
Website: 1919ic.com

No. 3 · RIA

D.F. Dent and Company

D.F. Dent and Company is an investment adviser based in Baltimore, MD, registered with the SEC since 1980. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $7.88 billion, as filed on 18 June 2026.

D.F. Dent and Company charges 0.50%–1.00% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $7.88B
Clients: 1,185
Advisory staff: 16
Fee schedule: 0.50% to 1.00%
Custodians: PNC Wealth Management, Fidelity
Headquarters: 400 East Pratt Street, 7th Floor, Baltimore, MD 21202-3127
Phone: 410-837-2544
Website: dfdent.com

No. 4 · RIA

WBH Advisory

WBH Advisory is an investment adviser based in Baltimore, MD, registered with the SEC since 1986. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.74 billion, as filed on 30 April 2026.

WBH Advisory charges 0.45%–1.20% a year for its Investment Advisory Services.

Regulatory AUM: $1.74B
Clients: 746
Advisory staff: 11
Fee schedule: 0.45% to 1.20% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208
Phone: 410-653-7979
Website: wbhadvisory.com

No. 5 · RIA

Lombard Advisers

Lombard Advisers is an investment adviser based in Baltimore, MD, registered with the SEC since 2019. It provides investment management. Its clients include individual clients, high-net-worth individuals, and pension and profit-sharing plans. Its regulatory assets under management total $670 million, as filed on 27 March 2026.

Regulatory AUM: $670M
Clients: 985
Advisory staff: 30
Custodians: Wells Fargo Clearing Services
Headquarters: 1820 Lancaster St, Baltimore, MD 21231
Phone: 410-342-1300
Website: golombard.com

No. 6 · RIA

And Wealth Partners

And Wealth Partners is an investment adviser based in Baltimore, MD, registered with the SEC since 2009. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $508 million, as filed on 23 February 2026.

And Wealth Partners charges 1.00% a year for its Investment supervisory services.

Regulatory AUM: $508M
Clients: 103
Advisory staff: 3
Fee schedule: 1.00% to 1.00% a year
Custodians: Charles Schwab, J.P. Morgan
Headquarters: 1629 Thames Street, Suite 300, Baltimore, MD 21231
Phone: 410-844-3300
Website: andwealth.com

No. 7 · RIA

Buttonwood Financial Advisors

Buttonwood Financial Advisors is an investment adviser based in Baltimore, MD, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $483 million, as filed on 7 March 2026.

Buttonwood Financial Advisors charges 0.75%–1.25% a year for its Individual Portfolio Management.

Regulatory AUM: $483M
Clients: 327
Advisory staff: 5
Founded: 2008
Fee schedule: 0.75% to 1.25% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 1 N Haven Street, Suite 204, Baltimore, MD 21224
Phone: 410-988-2391
Website: buttonwoodfa.com

No. 8 · RIA

Ade

Ade is an investment adviser based in Baltimore, MD, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $448 million, as filed on 25 June 2026.

Regulatory AUM: $448M
Clients: 294
Advisory staff: 6
Founded: 2013
Custodians: LPL Financial
Headquarters: 1500 Sulgrave Ave, Baltimore, MD 21209
Phone: 443-563-1111
Website: armstrongdixon.com

No. 9 · RIA

A.G. Campbell Advisory

A.G. Campbell Advisory is an investment adviser based in Baltimore, MD, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $404 million, as filed on 11 March 2026.

A.G. Campbell Advisory charges 0.75%–1.50% a year for its Investment Management.

Regulatory AUM: $404M
Clients: 67
Advisory staff: 5
Fee schedule: 0.75% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 190 W. Ostend Street, Suite 200, Baltimore, MD 21230
Phone: 410-779-1239
Website: agcadvisory.com

No. 10 · RIA

WPG Advisers

WPG Advisers is an investment adviser based in Baltimore, MD, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $361 million, as filed on 28 March 2026.

WPG Advisers charges 0.30%–1.00% a year for its Investment Advisory Services.

Regulatory AUM: $361M
Clients: 399
Advisory staff: 4
Fee schedule: 0.30% to 1.00% a year
Custodians: SEI Investments Distribution, Charles Schwab
Headquarters: 3600 O'Donnell Street, Suite 860, Baltimore, MD 21224
Phone: 410-522-2030
Website: wpgfinancial.com

Questions about financial advisors in Baltimore

How many financial advisor firms are headquartered in Baltimore?

15 SEC-registered financial advisor firms report their principal office in Baltimore, MD, managing $164B in regulatory assets between them. The other 20 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Baltimore?

Brown Advisory, with $124B in regulatory assets under management on its latest Form ADV. The next largest are 1919 Investment Counsel ($26B) and D.F. Dent and Company ($7.88B).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Baltimore?

The median firm manages $448M in regulatory assets. That is the midpoint of the 15 firms headquartered in Baltimore.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Baltimore charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Baltimore?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Baltimore has 15 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Baltimore

Top financial advisor firms in other Maryland cities