Top 5 financial advisor firms in Columbia

5 SEC-registered financial advisor firms are headquartered in Columbia, MD, with $4.21B in combined regulatory assets under management. The largest by assets are Baltimore-Washington Financial Advisors ($2.99B), Williams & Associates ($661M) and GLR Partners ($261M).

5
Financial advisor firms: $4.21B
Their combined AUM: $261M
Median firm AUM: 6,132
Clients of the top 5

The 5 largest by assets

1
Baltimore-Washington Financial Advisors
RIA
$2.99B
0.65% to 1.25% a year
2
Williams & Associates
RIA
$661M
Regulatory AUM
3
GLR Partners
RIA
$261M
0.50% to 1.25%
4
Pointer Financial Advisors
RIA
$176M
Up to 1.25% a year
5
Oakmont Wealth Advisory
RIA
$124M
0.60% to 1.25% a year

Profiles of the top 5

No. 1 · RIA

Baltimore-Washington Financial Advisors

Baltimore-Washington Financial Advisors is an investment adviser based in Columbia, MD, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $2.99 billion, as filed on 19 March 2026.

Baltimore-Washington Financial Advisors charges 0.65%–1.25% a year for its Portfolio Management.

Regulatory AUM: $2.99B
Clients: 5,301
Advisory staff: 13
Fee schedule: 0.65% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 10960 Grantchester Way, Suite 110, Columbia, MD 21044
Phone: 410-461-3900
Website: bwfa.com

No. 2 · RIA

Williams & Associates

Williams & Associates is an investment adviser based in Columbia, MD, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $661 million, as filed on 27 May 2026.

Regulatory AUM: $661M
Clients: 433
Advisory staff: 6
Founded: 2002
Custodians: LPL Financial
Headquarters: 8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045
Phone: 410-740-0220
Website: williamsassetmanagement.com

No. 3 · RIA

GLR Partners

GLR Partners is an investment adviser based in Columbia, MD, registered with the SEC since 2025. 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 $261 million, as filed on 2 July 2026.

GLR Partners charges 0.50%–1.25% for its Investment Management Services. The brochure does not state whether the rate is annual.

Regulatory AUM: $261M
Clients: 173
Advisory staff: 3
Fee schedule: 0.50% to 1.25%
Custodians: Charles Schwab
Headquarters: 8820 Columbia 100 Parkway, Suite 230, Columbia, MD 21045
Phone: 410-446-9094
Website: glrpartners.net

No. 4 · RIA

Pointer Financial Advisors

Pointer Financial Advisors is an investment adviser based in Columbia, MD, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $176 million, as filed on 25 March 2026.

Pointer Financial Advisors charges up to 1.25% a year for its Advisory Fees.

Regulatory AUM: $176M
Clients: 160
Advisory staff: 2
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 10500 Little Patuxent Parkway, Suite 460, Columbia, MD 21044
Phone: 301-804-0250
Website: pointeradvisors.com

No. 5 · RIA

Oakmont Wealth Advisory

Oakmont Wealth Advisory is an investment adviser based in Columbia, MD, registered with the SEC since 2018. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $124 million, as filed on 11 March 2026.

Oakmont Wealth Advisory charges 0.60%–1.25% a year for its Portfolio Management.

Regulatory AUM: $124M
Clients: 65
Advisory staff: 2
Fee schedule: 0.60% to 1.25% a year
Custodians: Raymond James
Headquarters: 8840 Stanford Boulevard, Suite 4000, Columbia, MD 21045
Phone: 443-741-9101
Website: whiteoakwealthmanagement.com

Questions about financial advisors in Columbia

How many financial advisor firms are headquartered in Columbia?

5 SEC-registered financial advisor firms report their principal office in Columbia, MD, managing $4.21B in regulatory assets between them. The other 3 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 Columbia?

Baltimore-Washington Financial Advisors, with $2.99B in regulatory assets under management on its latest Form ADV. The next largest are Williams & Associates ($661M) and GLR Partners ($261M).

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

How large is a typical financial advisor firm in Columbia?

The median firm manages $261M in regulatory assets. That is the midpoint of the 5 firms headquartered in Columbia.

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

How much do financial advisors in Columbia charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.25% to 1.25% 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 Columbia?

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

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