Investment advisers in Columbia, MD
8 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Baltimore-washington Financial Advisors | $2.99 billion | 36 | 0 |
| Tribridge Partners Financial LLC | $1.60 billion | 23 | 1 |
| Williams Asset Management | $661.1 million | 9 | 0 |
| Glr Partners | $260.7 million | 5 | 0 |
| Alpha Dna Investment Management | $194.7 million | 4 | 0 |
| Psg Credit Gp, LLC | $190.9 million | 25 | 0 |
| Pointer Financial Advisors LLC | $176.4 million | 5 | 0 |
| White Oak Wealth Management | $124.2 million | 3 | 0 |