Maryland · 278 firms
Trust & Estate Advisors in Maryland
Advisers working with trusts, estates, and charitable organizations. Browse 278 advisers in Maryland matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Trusts & Estates firms in Maryland
T. ROWE PRICE ASSOCIATES, INC.
Baltimore, MD
AUM
$2.20T
Team
545 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-345-2000
BROWN ADVISORY
Baltimore, MD
AUM
$124.31B
Team
272 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
410-537-5400
RECORD CURRENCY MANAGEMENT LIMITED
London, MD
AUM
$100.64B
Team
39 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(44)2038921300
PNC CAPITAL ADVISORS LLC
Baltimore, MD
AUM
$50.88B
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(216) 222-3921
CHEVY CHASE TRUST COMPANY
Bethesda, MD
AUM
$44.93B
Team
42 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
240-497-5000
ASB CAPITAL MANAGEMENT LLC
Bethesda, MD
AUM
$36.68B
Team
33 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
240-482-2900
1919 INVESTMENT COUNSEL, LLC
Baltimore, MD
AUM
$26.04B
Team
52 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
410-454-2171
D.F. DENT AND COMPANY, INC.
Baltimore, MD
AUM
$7.88B
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM
410-837-2544
HARBOR INVESTMENT ADVISORY, LLC
Lutherville, MD
AUM
$6.87B
Team
30 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-659-8900
GREENSPRING ADVISORS, LLC
Towson, MD
AUM
$6.46B
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
443-564-4600
T. ROWE PRICE ADVISORY SERVICES, INC.
Owings Mills, MD
AUM
$5.90B
Team
66 advisors
Clients
More than 500
Fees
Percentage of AUM; SEE SCHEDULE D
800-225-5132
ASSET STRATEGY CONSULTANTS LLC
Hunt Valley, MD
AUM
$5.16B
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
410-528-8282
PENNINGTON PARTNERS & CO., LLC
Bethesda, MD
AUM
$5.09B
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
202-370-6435
G10 LLC
Hunt Valley, MD
AUM
$4.91B
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
443-541-2440
HERITAGE INVESTORS MANAGEMENT CORP
Bethesda, MD
AUM
$4.63B
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-951-0440
VERDENCE CAPITAL ADVISORS, LLC
Hunt Valley, MD
AUM
$4.63B
Team
29 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-472-5380
BROWN CAPITAL MANAGEMENT, LLC
Baltimore, MD
AUM
$4.54B
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
410-837-3234
NEW CENTURY ADVISORS, LLC
Chevy Chase, MD
AUM
$4.31B
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
240-395-0550
FOUNDERS FINANCIAL SECURITIES, LLC
Towson, MD
AUM
$4.14B
Team
101 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
410-308-9988
XML FINANCIAL GROUP
Bethesda, MD
AUM
$3.30B
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(301) 770-5234
POTOMAC
Bethesda, MD
AUM
$3.28B
Team
27 advisors
Clients
—
Fees
Percentage of AUM
(301) 901-3466
PROSPERITY - AN EISNERAMPER COMPANY
Owings Mills, MD
AUM
$3.20B
Team
56 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-363-7211
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Columbia, MD
AUM
$2.99B
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
410-461-3900
PATIENT CAPITAL MANAGEMENT, LLC
Baltimore, MD
AUM
$2.50B
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410 454 3104
461 total advisers in Maryland. Browse all Maryland advisors