Wealth management companies operate in the financial services sector, primarily focusing on offering personalized financial advice and solutions to individuals, families, and businesses. These firms typically specialize in investment management, tax planning, estate planning, retirement planning, and allocation of assets. Maryland, being a hub for high-net-worth individuals, boasts numerous wealth management companies that continue to shape the financial direction for many individuals and businesses. Technological advancements are increasingly being seen in this sector, with firms utilizing state-of-art tech solutions in offering bespoke services and improving clients' experience.


Top 19 wealth management companies in Maryland

1. Grove Point Financial

Grove Point Financial is a partnership of professionals in Rockville, Maryland. They are dedicated to growing independent businesses that serve clients and communities. With a focus on vision and transparency, they offer a range of financial services and solutions. Grove Point Financial is a subsidiary of Kestra Holdings and provides securities and investment advisory services.


2. WMS Partners

WMS Partners is a financial advisory firm that has been helping families manage their wealth for over 25 years. They provide sophisticated planning and investing services, working closely with clients' accountants, attorneys, and other advisors. WMS Partners is committed to their clients' well-being and goes above and beyond to meet their needs.


3. Glass Jacobson Wealth Advisors

  • Website: glassjacobson.com
  • Headquarters: Owings Mills, Maryland, United States
  • Founded: 2001
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

Glass Jacobson is a full-service wealth management firm that provides thoughtful guidance for your financial life. They offer strategic tax and financial planning services, as well as personal advisory, 401k, accounting, and insurance services. Their team of seasoned advisors helps businesses and individuals build wealth and plan for life's many questions.


4. Heritage Financial Consultants LLC

Heritage Financial Consultants is a financial planning and investment management firm. They offer services such as financial planning, investment management, estate planning, retirement planning, risk management, insurance, and business ownership & succession planning.


5. NL Financial

Worthington Financial Partners is a financial services company that provides investment and retirement planning solutions. With a focus on financial security for families and businesses, they offer a range of services including wealth management, retirement planning, and personal finance education.


6. Financial Growth Partners

  • Website: yourfgp.com
  • Headquarters: Hunt Valley, Maryland, United States
  • Headcount: 51-200
  • LinkedIn

Financial Growth Partners is a wealth management company that offers tailored strategies to meet individual needs and goals. They provide guidance and information on investment, retirement, estate planning, insurance, and tax strategies.


7. Maller Wealth Advisors, Inc.

Maller Wealth Advisors is a financial advisory firm that provides personalized wealth management solutions to individuals, families, and business owners. With a team of experienced professionals, they offer comprehensive financial planning, investment management, retirement planning, estate planning, insurance solutions, and tax guidance. Their goal is to help clients achieve their financial goals and preserve and grow their wealth.


8. Brightside Partners, LLC

Brightside Partners is a multi-family office and investment advisor based in the United States. They specialize in serving entrepreneurs, general partners, and families of generational wealth with a shared passion for private investing.


9. Cornerstone Advisory

Cornerstone Advisory is a financial advisory firm that offers a comprehensive suite of wealth management services. They provide personalized financial planning, investment management, and investment access to help clients achieve their long-term goals. With a focus on socially responsible investing, they align personal investments with clients' values. Their team of experienced professionals ensures diligent advocacy and meticulous tracking, providing clients with the security and freedom to pursue their passions.


10. Rebalance

Rebalance360 is a financial advisory company that offers investment and planning services to individuals and businesses. They simplify complex financial decisions and empower their clients to grow their wealth and worry less. With a focus on long-term and short-term goals, Rebalance360 helps clients navigate their specific financial journey and retire with more. They provide expert retirement advice, comprehensive investment expertise, global diversification, and low fee options in their portfolio recommendations.


11. CFS: Comprehensive Financial Solutions

CFS Financial is an investment management firm based in Salisbury, MD. They offer comprehensive financial solutions to individuals and families, including investment management, wealth management, tax preparation, financial planning, retirement planning, and financial advising services.


12. Retirement Management Systems Inc.

  • Website: manage401k.com
  • Headquarters: Severna Park, Maryland, United States
  • Founded: 2010
  • Headcount: 11-50
  • LinkedIn

Retirement Management Systems is a professional investment management company that helps individuals and their financial advisors manage retirement savings plans. With over 30 years of experience, they offer a disciplined portfolio management process and back-office trading operation for 401(k) and other company-sponsored accounts. Their team handles all the heavy lifting and ensures that the savings plan aligns with the client's overall wealth and retirement strategy.


13. Maryland Capital Management

Maryland Capital Management (MCM) is an independent investment and wealth management firm, offering tailor-made solutions and comprehensive advice to individuals and institutions nationwide.


14. Harbor Investment Advisory

Harbor Investment Advisory is a wealth management firm offering customized financial planning and investment portfolio design. They provide comprehensive investment management services to individuals, families, and institutions throughout the United States.


15. XML Financial Group

  • Website: xmlfg.com
  • Headquarters: Rockville, Maryland, United States
  • Founded: 2004
  • Headcount: 11-50
  • LinkedIn

XML Financial Group is a wealth management firm founded in 1981. They are dedicated to providing a team of experts who not only excel in money management but also prioritize listening and caring for their clients' well-being.


16. Ultra Investment Group

Ultra Investment Group is a financial services company that offers investment solutions to individuals and businesses. They provide a range of services such as wealth management, portfolio optimization, and financial planning.


17. EagleStone Tax & Wealth Advisors

  • Website: estwa.com
  • Headquarters: Rockville, Maryland, United States
  • Founded: 2006
  • Headcount: 11-50
  • LinkedIn

ESTWA is an independent wealth advisor and fiduciary offering unbiased guidance to clients. They provide services in investment management, tax and accounting, retirement planning, insurance and annuities, and employee benefits. With a focus on the client's best interest, they aim to build wealth and reduce tax burden.


18. First Financial Group

FFG Advisors is a financial advisory firm providing investment management and financial planning services. They offer personalized strategies to help individuals and businesses achieve their financial goals.


19. Capital Forest Products

Capitalforest.com is a company that offers financial investment services and solutions. They provide a wide range of investment opportunities, including stocks, bonds, and real estate. With their expertise in the financial market, they aim to help individuals and businesses achieve their financial goals.


Want to find more wealth management companies?


If you want to find more companies that offer diverse financial services tailored to individual needs you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!