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Top 4 financial advisor firms in Ellicott City

4 SEC-registered financial advisor firms are headquartered in Ellicott City, MD, with $1.11B in combined regulatory assets under management. The largest by assets are Marks Wealth ($409M), Huber, Weakland & Associates ($295M) and Elite Income Advisors ($213M).

4
Financial advisor firms
$1.11B
Their combined AUM
$254M
Median firm AUM
1,439
Clients of the top 4

The 4 largest by assets

  1. 1
    Marks Wealth

    RIA

    $409M

  2. 2
    Huber, Weakland & Associates

    RIA

    $295M

  3. 3
    Elite Income Advisors

    RIA

    $213M

  4. 4
    Blueprint Wealth Management

    RIA

    $190M

Profiles of the top 4

No. 1 · RIA

Marks Wealth

Marks Wealth is an investment adviser based in Ellicott City, MD, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $409 million, as filed on 20 August 2026.

Marks Wealth charges 0.75%–2.50% a year for its Investment Management Services.

Regulatory AUM
$409M
Clients
283
Advisory staff
4
Fee schedule
0.75% to 2.50% a year
Custodians
Charles Schwab
Headquarters
11690 Frederick RD, Ellicott City, MD 21042
Phone
410-934-1199
Website
markswm.com

No. 2 · RIA

Huber, Weakland & Associates

Huber, Weakland & Associates is an investment adviser based in Ellicott City, MD, registered with the SEC since 2018. 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 $295 million, as filed on 23 March 2026.

Huber, Weakland & Associates charges 0.30%–1.00% a year for its HWA Wealth Investment Advisory Services.

Regulatory AUM
$295M
Clients
174
Advisory staff
3
Fee schedule
0.30% to 1.00% a year
Custodians
Charles Schwab
Headquarters
3448 Ellicott Center Drive, Suite 101, Ellicott City, MD 21043
Phone
410-696-4025
Website
hwafinancialgroup.com

No. 3 · RIA

Elite Income Advisors

Elite Income Advisors is an investment adviser based in Ellicott City, MD, registered with the SEC since 2025. 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 $213 million, as filed on 27 March 2026.

Elite Income Advisors charges 1.70%–2.00% a year for its Portfolio Management.

Regulatory AUM
$213M
Clients
662
Advisory staff
6
Fee schedule
1.70% to 2.00% a year
Custodians
Charles Schwab
Headquarters
6011 University Boulevard, Suite # 350, Ellicott City, MD 21043
Phone
443-274-3002
Website
eliteincomeadvisors.com

No. 4 · RIA

Blueprint Wealth Management

Blueprint Wealth Management is an investment adviser based in Ellicott City, MD, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $190 million, as filed on 20 March 2026.

Blueprint Wealth Management charges 1.00% a year for its Advisory Fee.

Regulatory AUM
$190M
Clients
320
Advisory staff
1
Fee schedule
1.00% to 1.00% a year
Custodians
Charles Schwab
Headquarters
5026 Dorsey Hall Drive #105, Ellicott City, MD 21042
Phone
410-992-4500
Website
blueprint-wm.com

Questions about financial advisors in Ellicott City

How many financial advisor firms are headquartered in Ellicott City?

4 SEC-registered financial advisor firms report their principal office in Ellicott City, MD, managing $1.11B in regulatory assets between them. The other 1 adviser 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 Ellicott City?

Marks Wealth, with $409M in regulatory assets under management on its latest Form ADV. The next largest are Huber, Weakland & Associates ($295M) and Elite Income Advisors ($213M).

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

How large is a typical financial advisor firm in Ellicott City?

The median firm manages $254M in regulatory assets. That is the midpoint of the 4 firms headquartered in Ellicott City.

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

How much do financial advisors in Ellicott City charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% 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 Ellicott City?

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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