Clients per advisor for Independent firms serving clients in Maryland

In Maryland, independent financial advisors tend to serve slightly more clients per advisor than the typical national independent firm, with a median of 29 clients compared to the national median of 26. This suggests that Maryland advisors may balance personalized service with a somewhat broader client base, potentially reflecting a mix of newer advisors building their practices and those intentionally maintaining manageable caseloads. With 302 independent firms in the state, clients can expect a range of service models—from highly personalized, relationship-focused advisors to those operating at a scale that supports more efficient, streamlined service. This variety offers options for different preferences regarding attention and fees.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

5th 20th 40th 60th 80th 95th

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
E. Roger Financial Group	Very Low 1	1	1	1
Shore Financial Advisors, LLC	Very Low 1	1	1	1
Hive Wealth Management LLC	Very Low 1	1	1	1
Noordzee Capital LLC	Very Low 1	1	1	1
Noon Investment Management LLC	Very Low 1	1	1	1
Terrafort Capital LLC	Very Low 1	1	1	1
Riskhedge Analytics, LLC	Very Low 1	1	1	1
Robinson Capital Group	Very Low 1	1	1	1
Kubence	Very Low 1	1	1	2
Applied Derivative Research or "ADR"	Very Low 2	2	1	1
Woodmont Financial Partners LLC	Very Low 2	2	1	1
Piedmont Financial Consulting	Very Low 2	2	1	1
Raymond L. Gazelle Jr.	Very Low 2	2	1	1
Simplexity Investment Management, LLC	Very Low 2	2	1	1
G.S. Woods Wealth Management	Very Low 3	3	1	1
WD Financial Solutions	Very Low 3	3	1	1
Vesta Investment Advisors, LLC	Very Low 4	4	1	1
Katalgar Capital Management, LLC	Very Low 4	4	1	1
Arete Asset Management, LLC	Very Low 4	4	1	1
Worch Financial Group, LLC	Very Low 4	4	1	1
True North Advisory, LLC	Very Low 4	4	1	1
Binnacle Financial Group LLC	Very Low 4	4	1	1
Beofor Capital LLC	Very Low 5	5	1	1
OPR Investment Services, LLC	Very Low 5	5	1	1
JWC Capital Management, LLC	Very Low 5	5	1	1
Hoffman Financial Consultants	Very Low 5	5	1	1
Nelson Financial Planning Services, LLC	Very Low 5	5	1	1
Ruda Financial	Very Low 5	5	1	1
Gramel Capital Management LLC	Very Low 5	5	1	1
Ventus Wealth Management	Very Low 6	6	1	1
Rookwood Wealth	Very Low 6	6	1	1
Ball Wealth Management LLC	Very Low 7	7	1	1
East Bay Equities LLC	Very Low 7	7	1	1
Cook Wealth Management, LLC	Very Low 7	7	1	1
Angevine Financial Group, LLC	Very Low 8	8	1	1
Potomac Investment Management, Inc.	Very Low 8	8	1	1
Discovery Wealth Planning LLC	Very Low 8	8	1	1
Arch Financial Advisors LLC	Very Low 8	8	1	1
Belleros Capital Management, LLC	Very Low 8	8	1	1
LaRocque Financial Group, LLC	Very Low 8	8	1	1
Baczkowski & Company	Very Low 8	8	1	1
Skill Capital Management	Very Low 9	9	1	1
Legacy Investing & Wealth Management LLC	Very Low 9	9	1	1
Wealthwyzr, LLC	Very Low 9	9	1	1
Adaptive Wealth, LLC	Very Low 9	9	1	1
Miller Capital Management, Inc.	Very Low 9	9	1	1
Financial Positioning System, Inc	Very Low 9	9	1	1
Safe Harbor Investment Advisors, LLC	Very Low 9	9	1	1
Clairwell Financial Planning LLC	Very Low 9	9	1	1
Free State Financial Planning, LLC	Low 10	10	1	1
Tilton-Steele International	Low 10	10	1	2
Daley Capital, Inc	Low 10	10	1	1
KRH Investments, LLC	Low 10	10	1	1
Chauche & Associates LLC	Low 10	10	1	1
McQuade, Kathleen Mary	Low 10	10	1	1
Lenet Financial Resources, LLC	Low 10	10	1	1
CTG Wealth Management LLC	Low 10	10	1	1
Welsh Financial & Accounting Services,LLC	Low 10	10	1	1
Upraise Wealth Advisory, LLC	Low 10	10	1	1
TIAS Planners	Low 11	11	1	1
Investably LLC	Low 11	11	1	1
Wise Financial Counsel, LLC	Low 11	11	1	1
Financial Strategies, Inc	Low 11	11	1	1
Hansa Investments LLC	Low 11	11	1	1
Cadence Planning, LLC	Low 11	11	1	1
RLMS Business Consultants	Low 12	12	1	1
HR Investment Consultants, Inc.	Low 12	12	1	1
Enroute Wealth Management, LLC	Low 12	12	1	1
Beyond Profit and Wealth Consulting	Low 12	12	1	1
Lockstep Financial LLC	Low 12	12	1	1
AAA Advisory LLC	Low 12	12	1	1
R.G. Associates, Inc.	Low 12	12	1	1
Deak Reynolds Company	Low 12	12	1	1
Majority Asset Management, Inc.	Low 12	12	1	1
Investream	Low 12	12	1	1
Heronwood Capital LLC	Low 12	12	1	1
Goldsborough Capital Management, LLC	Low 12	12	1	1
Priority Financial Advisors, LLC	Low 12	12	1	1
Dyer Financial Advisory	Low 13	13	1	1
Mfac Financial Advisors, Inc.	Low 13	13	1	2
The NLW Capital Group LLC	Low 13	13	1	1
DeVryll Wealth Management	Low 13	13	1	1
Steve Bass & Associates, Inc.	Low 13	13	1	1
Foresight Financial Services, LLC	Low 14	14	1	1
Beckett Clark Private Wealth, LLC	Low 14	14	1	2
Total Return Capital	Low 14	14	1	1
B.Side Investments LLC	Low 14	14	1	2
Compound Advisory	Low 15	15	1	1
HDS Capital Management, Inc.	Low 15	15	1	1
MSM Financial, LLC	Low 16	16	1	1
Calabash Asset Management, LLC	Low 16	16	1	2
Houstoun Capital Management, Inc.	Low 16	16	1	1
Patuxent Financial Planning, LLC	Low 16	16	1	1
Index Portfolio Tools Advisors	Low 16	16	1	1
Sanity Capital Management LLC	Low 18	18	1	1
Green View Advisors LLC	Low 18	18	1	1
Worch Capital LLC	Low 18	18	1	1
Mabery Consulting, LLC	Low 18	18	1	1
Anderson Wealth Management, Inc.	Low 18	18	1	1
Peridot Capital Management	Low 19	19	1	1
Fedway Financial LLC	Low 19	19	1	1
FHL Investment Management Company, LLC	Low 19	19	1	1
Nine Inning Finance	Low 19	19	1	1
Fourthpoint Advisors	Low 19	19	1	1
Lenz Integrity Financial	Low 19	19	1	1
Stark Strategic Capital Management, Inc.	Low 19	19	1	1
EJL Asset Management, LLC	Low 19	19	1	1
Centennial Management	Low 19	19	1	1
JBA Financial Advisors	Low 19	19	1	1
Catharine Fairley Planning Group LLC	Low 20	20	1	1
Emerson James Advisors LLC	Low 20	20	1	1
Maxwell Family Office, LLC	Low 20	20	1	1
Islands East Advisors	Low 20	20	1	1
Homewood Capital Management East LLC	Low 20	20	1	1
Acadia Financial Services, LLC	Low 20	20	1	1
Samatva Wealth Management LLC	Typical 21	21	1	1
Paramount Investments, LLC	Typical 21	21	1	1
JG Wealth Management, LLC	Typical 21	21	1	2
YZ Financial Advisors LLC	Typical 22	22	1	1
Elbrus Partners, LLC	Typical 22	22	1	1
Steeley Advisory, LLC	Typical 22	22	1	1
ESD Advisory Services Inc	Typical 23	23	1	1
HY Financial LLC	Typical 23	23	1	1
Allegiant Financial Advisors, LLC	Typical 23	23	1	1
J. B. Bryan Financial Group, Inc.	Typical 23	23	1	1
Middleton Advisory	Typical 24	24	1	1
Acara Capital Management, LLC	Typical 24	24	1	1
Harmony Wealth Advisors, LLC	Typical 25	25	1	1
Pine Tree Financial Services, Inc.	Typical 25	25	1	2
Grayeli Investment Management	Typical 25	25	1	1
Cornerstone Financial Planning, Inc.	Typical 25	25	1	1
C.T. Kares Advisory Group, Inc.	Typical 25	25	1	1
Boss Financial Strategies, LLC	Typical 25	25	1	1
Parkview Capital LLC	Typical 25	25	1	1
Lionheart Financial Planning, Inc.	Typical 26	26	1	1
MoneyByLisa LLC	Typical 26	26	1	1
Barrack Yard Advisors, LLC	Typical 26	26	1	1
Alton Point Advisors, LLC	Typical 26	26	1	1
Cannon Wealth Group LLC	Typical 26	26	1	1
Phoenix Financial Engineering, LLC	Typical 26	26	1	1
Aleph Investments, LLC	Typical 26	26	1	1
Amauta Financial	Typical 27	27	1	1
Myrmidon Private Capital	Typical 27	27	1	1
Potomac Investment Company	Typical 27	27	1	2
Baviello Investment Management, LLC	Typical 27	27	1	1
Plein Air Capital Advisers, LLC	Typical 27	27	1	1
Inaltis Capital Management, LLC	Typical 28	28	1	1
Reliable Alliance Financial	Typical 28	28	1	1
Serene Financial Solutions	Typical 28	28	1	1
Capital Portfolio Management, Inc.	Typical 29	29	1	1
Canny Capital Management, LLC	Typical 29	29	1	1
Wealthought LLC	Typical 29	29	1	1
Genesis Capital Management, LLC	Typical 30	30	1	1
Impact Financial Life Planning LLC	Typical 30	30	1	1
Blue Point Investment Management	Typical 31	31	1	1
Honeygo Financial	Typical 31	31	1	1
Primas Financial Planning	Typical 31	31	1	1
About Time Financial Planning	Typical 31	31	1	1
Good News Financial & Investment Advisors, LLC	Typical 31	31	1	1
Bryant Financial Advisory, Inc.	Typical 31	31	1	2
IPLAN	Typical 32	32	1	1
Smarter and Wise	Typical 32	32	1	1
Echo Creek Capital, LLC	Typical 32	32	1	1
Graham Wealth Management LLC	Typical 33	33	1	1
DocShah Financial, LLC	Typical 33	33	1	1
Parker Financial, LLC	Typical 33	33	1	1
Tuma Financial, LLC	Typical 34	34	1	1
JRM Capital Management Inc.	Typical 34	34	1	1
Riverview Asset Management, Inc.	Typical 35	35	1	1
Robert A. Sandler, LLC	Typical 35	35	1	1
Base Management Co	Typical 35	35	1	1
Atlantic Advisors, Inc.	Typical 35	35	1	1
Split Creek LLC DBA Split Creek Capital LLC	High 36	36	1	1
MG Financial Services	High 36	36	1	1
YGC Wealth	High 37	37	1	1
Rathnam Capital, LLC	High 37	37	1	1
MFC Portfolios, Inc.	High 37	37	1	2
Towson Financial Advisors, LLC	High 38	38	1	1
OnPlane Financial Advisors	High 39	39	1	1
Cecil Wealth	High 41	41	1	1
2nd Story Wealth Planners	High 42	42	1	2
Fountainhead Fiduciary, LLC	High 42	42	1	2
ARTAIS Capital Management, LLC	High 42	42	1	1
Hepner Financial Services, LLC	High 43	43	1	1
Forty4 Financial	High 43	43	1	1
Provision Financial Planning	High 43	43	1	2
Watson Capital Management, Inc.	High 44	44	1	1
BRC Financial Planning	High 44	44	1	1
Brandt Wealth Advisors, LLC	High 46	46	1	1
Osprey Capital Management, LLC	High 46	46	1	1
Cromwell Investment Advisory, LLC	High 46	46	1	1
Money Plans	High 46	46	1	1
Aulestia Wealth Management, Inc.	High 46	46	1	1
Allen Investment Management	High 47	47	1	1
Beyond Financial Planning, LLC	High 48	48	1	1
Sentinel Financial Planning, LLC	High 48	48	1	1
ACI Group	High 49	49	1	1
Concord Atlantic, Inc.	High 50	50	1	1
JK PWA LLC	High 50	50	1	1
Equip, LLC	High 50	50	1	1
Halo Capital Management, LLC	High 52	52	1	1
RCN Wealth Advisors, Inc.	High 53	53	1	1
Katz-Moses Financial LLC	High 53	53	1	1
Lander & Associates Inc	High 53	53	1	1
Meringoff Wealth Management Group, LLC	High 53	53	1	1
Champion Financial Planning Group, LLC	High 54	54	1	1
D&S Wealth Management Group	High 55	55	1	2
Planning for Progress	High 55	55	1	1
Treger & Associates	High 55	55	1	1
Equatorial Advisors, LLC	High 56	56	1	1
Baltimore Avenue Investments, LLC	High 56	56	1	1
McClelland Wesley Wealth Management	High 56	56	1	1
Arlington Wealth Planning, LLC	High 56	56	1	1
Cwm Financial Group, Inc.	High 57	57	1	1
Railroad Street Wealth Management, LLC	High 57	57	1	1
Personal Financial Partners	High 57	57	1	1
Society Investment Management	High 58	58	1	1
Trasatti Wealth Planning, LLC	High 59	59	1	1
Wesling Financial Planning Services Corp.	High 60	60	1	2
St. Michaels Asset Management	High 60	60	1	1
Nautical Financial Planning	High 60	60	1	1
Schiff Wealth Advisors, LLC	High 61	61	1	1
Rowley Financial LLC	High 61	61	1	1
EAN Equity Financial Services LLC	High 64	64	1	1
Patuxent Financial Partners, LLC	High 64	64	1	1
Meridian Financial Group	High 65	65	1	2
Delaware Financial Planning, LLC	High 66	66	1	1
Casi Investments	Very High 67	67	1	2
Laser Wealth Management, LLC	Very High 67	67	1	1
DeafInvest	Very High 68	68	1	1
369 Financial LLC	Very High 69	69	1	1
Wellington Capital Management, Inc	Very High 70	70	1	1
Logbook Financial Planning, LLC	Very High 70	70	1	1
Choice Wealth Management, LLC	Very High 71	71	1	2
RS Wealth Management, Inc.	Very High 72	72	1	1
Contrary Investment Advisors	Very High 72	72	1	1
Charles Street Asset Management, Inc.	Very High 73	73	1	1
Bush River Trust, LLC	Very High 73	73	1	1
Snyder Asset Management, LLC	Very High 76	76	1	1
Apprise Wealth Management LLC	Very High 76	76	1	1
Dependent Financial Planning	Very High 77	77	1	1
MEM Investments	Very High 78	78	1	1
Cabildo Capital LLC	Very High 80	80	1	1
Roda Investment Management, LLC	Very High 80	80	1	2
The Wealth Syndicate LLC	Very High 80	80	1	1
U.S. Advisors, Inc.	Very High 81	81	1	1
Worthy Financial Services	Very High 84	84	1	1
Aerie Capital Management	Very High 85	85	1	1
BlueList Partners, LLC	Very High 86	86	1	1
Alpha Omega Financial	Very High 86	86	1	2
Back Bay Financial Planning & Investments	Very High 86	86	1	2
Celestial Wealth Management	Very High 87	87	1	1
Tam Financial Advisors, LLC	Very High 89	89	1	1
DiMatteo Financial Group	Very High 90	90	1	1
Clarity Investments + Planning LLC	Very High 90	90	1	2
Flagship Wealth Management Group, LLC	Very High 91	91	1	1
Persico Asset Management	Very High 91	91	1	1
Picket Fence Financial, LLC	Very High 91	91	1	2
Cobalt Financial Partners LLC	Very High 91	91	1	1
One Providence Capital, LLC	Very High 92	92	1	2
Wealth Management Institute Ltd.	Very High 94	94	1	2
A. J. Perry & Co.	Very High 95	95	1	2
Capital Advisor Management	Very High 100	100	1	1
Troy R. Spratley Investment Advisory	Very High 100	100	1	1
Elite Financial Group	Very High 101	101	1	1
Bull Run Investment Management LLC	Very High 101	101	1	1
Anchor Wealth Advisors, LLC	Very High 104	104	1	1
Endeavor Financial Advisors, LLC	Very High 104	104	1	2
Harris and Harris Wealth Management Group, LLC	Very High 109	109	1	1
Vivuto, LLC	Very High 111	111	1	1
Peak Investment Advisors, Inc.	Very High 113	113	1	2
Lasting Legacy Wealth Management, LLC	Very High 113	113	1	2
Intero Financial Planning, LLC	Very High 114	114	1	1
The Retirement Optimization Group, LLC	Very High 131	131	1	1
White Oak Wealth LLC	Very High 134	134	1	1
Capital Investment Management Inc.	Very High 143	143	1	2
Red Sky Capital Management	Very High 147	147	1	2
Leslie Marie Giordano	Very High 150	150	1	1
Applied Financial Wisdom	Very High 151	151	1	1
Flynn Capital Management LLC	Very High 160	160	1	1
Glover Park Wealth Management, LLC	Very High 162	162	1	2
Element Wealth Advisors	Very High 166	166	1	2
Murray Financial Group, Inc.	Very High 167	167	1	1
Pembroke Asset Advisors, LLC	Very High 168	168	1	2
Financial Advisor for You, LLC	Very High 168	168	1	1
Clark Company	Very High 168	168	1	1
MACC IV Group	Very High 170	170	1	1
Blue Water Financial Investor Coaching, LLC	Very High 170	170	1	1
Proficient Wealth Counselors, LLC	Very High 182	182	1	1
Parco Wealth Management LLC	Very High 191	191	1	2
Marathon Strategic Advisors, LLC	Very High 195	195	1	2
Sovereign	Very High 205	205	1	2
Taylor Capital Management	Very High 207	207	1	1
Spectrum Wealth Management, LLC	Very High 224	224	1	2
Nautilus Financial Group, Inc.	Very High 256	256	1	2
Client Focused Financial	Very High 262	262	1	1
Plan2Retire	Very High 271	271	1	1
The W & W Group LLC	Very High 300	300	1	2
Flight Line Financial, LLC	Very High 393	393	1	1
Wealth Builders Financial Group LLC	Very High 519	519	1	1
LendingRobot	Very High 609	609	1	2
Manna Wealth Management	Very High 614	614	1	2

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev