Investment advisers in Annapolis, MD
14 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Realterm | $10.87 billion | 265 | 0 |
| Scarborough Capital Management | $1.64 billion | 23 | 0 |
| Curio Wealth, LLC | $460.7 million | 13 | 0 |
| Mre Management, LLC | $458.0 million | 7 | 0 |
| Westbourne Investment Advisors Inc. | $448.8 million | 6 | 0 |
| Mdrn Capital | $338.6 million | 36 | 0 |
| Hf Advisory Group, LLC | $321.5 million | 6 | 0 |
| 1 North Wealth Services, LLC | $320.4 million | 6 | 0 |
| Valuewealth Services, LLC | $319.0 million | 4 | 0 |
| The Ellerson Group Inc | $291.2 million | 2 | 0 |
| Shaker Financial Services | $286.3 million | 6 | 0 |
| Rcs Financial Planning, LLC | $281.0 million | 2 | 0 |
| Accordant Advisory Group, Inc. | $278.0 million | 3 | 0 |
| Sera Capital Management, LLC | $114.3 million | 5 | 0 |