Top 10 financial advisor firms in Towson

10 SEC-registered financial advisor firms are headquartered in Towson, MD, with $10.9B in combined regulatory assets under management. The largest by assets are Greenspring Advisors ($6.46B), Financial Council ($1.27B) and Red Oak Financial Group ($1.04B).

10
Financial advisor firms: $10.9B
Their combined AUM: $325M
Median firm AUM: 6,490
Clients of the top 10

The 10 largest by assets

1
Greenspring Advisors
RIA
$6.46B
Up to 1.35% a year
2
Financial Council
RIA
$1.27B
0.25% to 1.25% a year
3
Red Oak Financial Group
RIA
$1.04B
Up to 1.50% a year
4
SFG Wealth Management
RIA
$760M
Regulatory AUM
5
Gunpowder Capital Management
RIA
$340M
Up to 2.50% a year
6
Thoma Capital Management
RIA
$310M
Regulatory AUM
7
Partnership Wealth Management
RIA
$235M
0.50% to 1.25% a year
8
The Simmons Partnership
RIA
$217M
Regulatory AUM
9
Blue Curve Advisory
RIA
$125M
Regulatory AUM
10
A. J. Perry & Company
RIA
$109M
0.25% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Greenspring Advisors

Greenspring Advisors is an investment adviser based in Towson, 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 $6.46 billion, as filed on 30 June 2026.

Greenspring Advisors charges up to 1.35% a year for its Wealth Management Fees.

Regulatory AUM: $6.46B
Clients: 1,837
Advisory staff: 39
Fee schedule: Up to 1.35% a year
Custodians: Fidelity, Charles Schwab, Adp
Headquarters: One West Pennsylvania Avenue, Suite 500, Towson, MD 21204
Phone: 443-564-4600
Website: greenspringadvisors.com

No. 2 · RIA

Financial Council

Financial Council is an investment adviser based in Towson, MD, registered with the SEC since 1996. It provides investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $1.27 billion, as filed on 13 May 2026.

Financial Council charges 0.25%–1.25% a year for its Portfolio Management Services.

Regulatory AUM: $1.27B
Clients: 649
Advisory staff: 10
Founded: 1995
Fee schedule: 0.25% to 1.25% a year
Custodians: Fidelity
Headquarters: 100 West Road, Suite 500, Towson, MD 21204
Phone: 410-821-9200
Website: financialcouncil.com

No. 3 · RIA

Red Oak Financial Group

Red Oak Financial Group is an investment adviser based in Towson, MD, registered with the SEC since 2015. It provides financial planning and investment management. Its clients include individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $1.04 billion, as filed on 17 July 2026.

Red Oak Financial Group charges up to 1.50% a year for its Wealth Management Services.

Regulatory AUM: $1.04B
Clients: 1,202
Advisory staff: 6
Fee schedule: Up to 1.50% a year
Custodians: LPL Financial, Vanguard Marketing
Headquarters: 403 Allegheny Avenue, Towson, MD 21204
Phone: 410-321-0168
Website: redoak1978.com

No. 4 · RIA

SFG Wealth Management

SFG Wealth Management is an investment adviser based in Towson, MD, registered with the SEC since 2016. 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 $760 million, as filed on 14 April 2026.

Regulatory AUM: $760M
Clients: 1,184
Advisory staff: 10
Custodians: LPL Financial
Headquarters: 1104 Kenilworth Drive, Suite 500, Towson, MD 21204
Phone: 410-825-3200
Website: sfgwm.com

No. 5 · RIA

Gunpowder Capital Management

Gunpowder Capital Management is an investment adviser based in Towson, MD, registered with the SEC since 2021. 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 $340 million, as filed on 30 March 2026.

Gunpowder Capital Management charges up to 2.50% a year for its Managed Account Program.

Regulatory AUM: $340M
Clients: 496
Advisory staff: 4
Fee schedule: Up to 2.50% a year
Custodians: Raymond James
Headquarters: 901 Dulaney Valley Road, Suite 701, Towson, MD 21204
Phone: 410-343-7125
Website: oliverwealth.com

No. 6 · RIA

Thoma Capital Management

Thoma Capital Management is an investment adviser based in Towson, MD, registered with the SEC since 2017. 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 $310 million, as filed on 19 August 2026.

Regulatory AUM: $310M
Clients: 287
Advisory staff: 7
Founded: 1998
Custodians: Charles Schwab
Headquarters: 401 Jefferson Avenue, Towson, MD 21286
Phone: 410-823-5442
Website: peakeadvisors.com

No. 7 · RIA

Partnership Wealth Management

Partnership Wealth Management is an investment adviser based in Towson, MD, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $235 million, as filed on 27 August 2026.

Partnership Wealth Management charges 0.50%–1.25% a year for its Asset Management Fees.

Regulatory AUM: $235M
Clients: 139
Advisory staff: 2
Founded: 2005
Fee schedule: 0.50% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 606 E Joppa Road, Towson, MD 21286
Phone: 410-732-2633
Website: partnershipwealthmanagement.com

No. 8 · RIA

The Simmons Partnership

The Simmons Partnership is an investment adviser based in Towson, MD, registered with the SEC since 2014. 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 $217 million, as filed on 30 March 2026.

Regulatory AUM: $217M
Clients: 308
Advisory staff: 2
Founded: 2011
Custodians: Charles Schwab
Headquarters: Bosley Hall, 222 Courthouse CT., Suite 1a, Towson, MD 21204
Phone: 443-470-8000
Website: thesimmonspartnership.com

No. 9 · RIA

Blue Curve Advisory

Blue Curve Advisory is an investment adviser based in Towson, 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 $125 million, as filed on 11 March 2026.

Regulatory AUM: $125M
Clients: 291
Advisory staff: 8
Custodians: Charles Schwab
Headquarters: 8600 Lasalle Road, Suite 312, Towson, MD 21286
Phone: 410-339-5771
Website: bluecurveadvisory.com

No. 10 · RIA

A. J. Perry & Company

A. J. Perry & Company is an investment adviser based in Towson, MD, registered with the SEC since 2026. 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 $109 million, as filed on 18 February 2026.

A. J. Perry & Company charges 0.25%–1.00% a year for its Advisory services.

Regulatory AUM: $109M
Clients: 97
Advisory staff: 1
Fee schedule: 0.25% to 1.00% a year
Headquarters: 408 Allegheny Avenue, 2nd Floor, Towson, MD 21204
Phone: 410-539-1144

Questions about financial advisors in Towson

How many financial advisor firms are headquartered in Towson?

10 SEC-registered financial advisor firms report their principal office in Towson, MD, managing $10.9B 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 Towson?

Greenspring Advisors, with $6.46B in regulatory assets under management on its latest Form ADV. The next largest are Financial Council ($1.27B) and Red Oak Financial Group ($1.04B).

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

How large is a typical financial advisor firm in Towson?

The median firm manages $325M in regulatory assets. That is the midpoint of the 10 firms headquartered in Towson.

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

How much do financial advisors in Towson charge?

Of the 10 largest firms, 6 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 Towson?

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

Towson has 10 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Towson

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