Adviser Record

Investment advisers in Hunt Valley, MD

17 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MD

FirmAssetsEmployeesDisclosures
Asset Strategy Consultants LLC$5.16 billion140
G10 LLC$4.91 billion490
Verdence Capital Advisors, LLC$4.63 billion520
Cornerstone Advisory$2.25 billion190
Sc&h Wealth$1.23 billion240
Financial Consulate$1.10 billion250
Marathon Capital Management$790.1 million70
The Marshall Financial Group LLC$735.6 million180
Vsm Wealth Advisory, LLC$677.5 million60
Perspective Wealth Management$595.0 million60
Harvest Investment Consultants LLC$549.0 million120
Tufton Capital Management, LLC$463.8 million90
Bay Harbor Wealth Management, LLC$412.0 million60
Outcome Driven Strategies, LLC$360.4 million100
Independent Access Partners, LLC$256.9 million50
Global Brokerage Services, Inc.$162.8 million61
Snyder Asset Management, LLC$112.3 million10