Top 10 financial advisor firms in Hunt Valley

12 SEC-registered financial advisor firms are headquartered in Hunt Valley, MD, with $13.2B in combined regulatory assets under management. The largest by assets are Verdence Capital Advisors ($4.63B), Cornerstone Advisory ($2.25B) and SC&H Financial Advisors ($1.23B).

12
Financial advisor firms: $13.2B
Their combined AUM: $707M
Median firm AUM: 7,084
Clients of the top 10

The 10 largest by assets

1
Verdence Capital Advisors
RIA
$4.63B
0.30% to 1.00% a year
2
Cornerstone Advisory
RIA
$2.25B
0.50% to 0.95% a year
3
SC&H Financial Advisors
RIA
$1.23B
Regulatory AUM
4
The Financial Consulate
RIA
$1.1B
Regulatory AUM
5
Marathon Capital Management
RIA
$790M
Up to 1.00% a year
6
The Marshall Financial Group
RIA
$736M
Up to 3.00% a year
7
VSM Wealth Advisory
RIA
$678M
0.55% to 1.00% a year
8
The Junk Investment Group
RIA
$595M
0.75% to 1.00% a year
9
Tufton Capital Management
RIA
$464M
0.50% to 1.00%
10
Bay Harbor Wealth Management
RIA
$412M
Up to 1.25% a year

Profiles of the top 10

No. 1 · RIA

Verdence Capital Advisors

Verdence Capital Advisors is an investment adviser based in Hunt Valley, MD, registered with the SEC since 2017. 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 $4.63 billion, as filed on 22 May 2026.

Verdence Capital Advisors charges 0.30%–1.00% a year for its Annual Fee Schedule.

Regulatory AUM: $4.63B
Clients: 1,876
Advisory staff: 29
Fee schedule: 0.30% to 1.00% a year
Custodians: Fidelity, Charles Schwab
Headquarters: 50 Schilling Road, Suite 300, Hunt Valley, MD 21031
Phone: 410-472-5380
Website: verdence.com

No. 2 · RIA

Cornerstone Advisory

Cornerstone Advisory is an investment adviser based in Hunt Valley, MD, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $2.25 billion, as filed on 1 September 2026.

Cornerstone Advisory charges 0.50%–0.95% a year for its Portfolio Management Services.

Regulatory AUM: $2.25B
Clients: 854
Advisory staff: 9
Founded: 2006
Fee schedule: 0.50% to 0.95% a year
Custodians: Charles Schwab
Headquarters: 211 Old Padonia Road, Hunt Valley, MD 21030
Phone: 410-468-1693
Website: cornerstoneadvisory.com

No. 3 · RIA

SC&H Financial Advisors

SC&H Financial Advisors is an investment adviser based in Hunt Valley, MD, registered with the SEC since 2009. 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 $1.23 billion, as filed on 12 February 2026.

Regulatory AUM: $1.23B
Clients: 676
Advisory staff: 20
Founded: 1998
Custodians: Fidelity
Headquarters: 226 Schilling Circle, Ste 300, Hunt Valley, MD 21031
Phone: 410-403-1500
Website: schgroup.com

No. 4 · RIA

The Financial Consulate

The Financial Consulate is an investment adviser based in Hunt Valley, MD, registered with the SEC since 1983. 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 $1.1 billion, as filed on 13 August 2026.

Regulatory AUM: $1.1B
Clients: 849
Advisory staff: 13
Founded: 1983
Custodians: Charles Schwab, Fidelity
Headquarters: 11019 McCormick Road, Suite 200, Hunt Valley, MD 21031
Phone: 410-823-7283
Website: financialconsulate.com

No. 5 · RIA

Marathon Capital Management

Marathon Capital Management is an investment adviser based in Hunt Valley, MD, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $790 million, as filed on 25 February 2026.

Marathon Capital Management charges up to 1.00% a year for its Fee on assets under management.

Regulatory AUM: $790M
Clients: 286
Advisory staff: 4
Fee schedule: Up to 1.00% a year
Minimum account: $500,000
Custodians: Charles Schwab, Fidelity
Headquarters: 4 North Park Drive, Suite 106, Hunt Valley, MD 21030-1806
Phone: 410-329-1522
Website: insidemarathon.com

No. 6 · RIA

The Marshall Financial Group

The Marshall Financial Group is an investment adviser based in Hunt Valley, MD, registered with the SEC since 2019. 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 $736 million, as filed on 8 April 2026.

The Marshall Financial Group charges up to 3.00% a year for its Investment Management.

Regulatory AUM: $736M
Clients: 1,019
Advisory staff: 10
Fee schedule: Up to 3.00% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 225 Schilling Circle, Suite 295, Hunt Valley, MD 21031
Phone: 410-563-1190
Website: marshallfinancialgroup.com

No. 7 · RIA

VSM Wealth Advisory

VSM Wealth Advisory is an investment adviser based in Hunt Valley, MD, registered with the SEC since 2021. 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 $678 million, as filed on 11 September 2026.

VSM Wealth Advisory charges 0.55%–1.00% a year for its Portfolio management.

Regulatory AUM: $678M
Clients: 613
Advisory staff: 5
Founded: 1992
Fee schedule: 0.55% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 11350 McCormick Road, Executive Plaza I, Suite 300, Hunt Valley, MD 21031
Phone: 410-825-8844
Website: vs-m.com

No. 8 · RIA

The Junk Investment Group

The Junk Investment Group is an investment adviser based in Hunt Valley, MD, registered with the SEC since 1989. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $595 million, as filed on 9 February 2026.

The Junk Investment Group charges 0.75%–1.00% a year for its Portfolio Management Services.

Regulatory AUM: $595M
Clients: 264
Advisory staff: 2
Fee schedule: 0.75% to 1.00% a year
Minimum account: $750,000
Custodians: Charles Schwab
Headquarters: 307 International Circle, Suite 540, Hunt Valley, MD 21030-1439
Phone: 410-584-8100
Website: perspectivewm.com

No. 9 · RIA

Tufton Capital Management

Tufton Capital Management is an investment adviser based in Hunt Valley, MD, registered with the SEC since 1995. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $464 million, as filed on 13 April 2026.

Tufton Capital Management charges 0.50%–1.00% for its Basic fee schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $464M
Clients: 248
Advisory staff: 6
Founded: 1995
Fee schedule: 0.50% to 1.00%
Minimum account: $500,000
Headquarters: 303 International Circle, Suite 430, Hunt Valley, MD 21030
Phone: 410-400-8500
Website: tuftoncapital.com

No. 10 · RIA

Bay Harbor Wealth Management

Bay Harbor Wealth Management is an investment adviser based in Hunt Valley, MD, registered with the SEC since 2018. 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 $412 million, as filed on 4 August 2026.

Bay Harbor Wealth Management charges up to 1.25% a year for its Asset Management Services.

Regulatory AUM: $412M
Clients: 399
Advisory staff: 4
Founded: 2011
Fee schedule: Up to 1.25% a year
Custodians: Charles Schwab
Headquarters: 201 International Circle, Suite 520, Hunt Valley, MD 21030
Phone: 410-403-2060
Website: bayharborwealth.com

Questions about financial advisors in Hunt Valley

How many financial advisor firms are headquartered in Hunt Valley?

12 SEC-registered financial advisor firms report their principal office in Hunt Valley, MD, managing $13.2B in regulatory assets between them. The other 4 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 Hunt Valley?

Verdence Capital Advisors, with $4.63B in regulatory assets under management on its latest Form ADV. The next largest are Cornerstone Advisory ($2.25B) and SC&H Financial Advisors ($1.23B).

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

How large is a typical financial advisor firm in Hunt Valley?

The median firm manages $707M in regulatory assets. That is the midpoint of the 12 firms headquartered in Hunt Valley.

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

How much do financial advisors in Hunt Valley 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 0.95% to 3.00% 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 Hunt Valley?

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

Hunt Valley has 12 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Hunt Valley

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