REALTERM
Annapolis, MD
AUM
$10.87B
Wealth Mgmt
Team
109 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
410-280-1100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD, ANNAPOLIS
21 advisers found
SCARBOROUGH CAPITAL MANAGEMENT
Annapolis, MD
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-573-5700
CURIO WEALTH, LLC
Annapolis, MD
AUM
$460.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
410-449-2599
MRE MANAGEMENT, LLC
Annapolis, MD
AUM
$458.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Performance-based fees · MANAGEMENT SERVICES FEES +1 more
301-708-9294
WESTBOURNE INVESTMENT ADVISORS INC.
Annapolis, MD
AUM
$448.8M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
301-656-9035
MDRN CAPITAL
Annapolis, MD
AUM
$338.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
410-533-9966
HF ADVISORY GROUP, LLC
Annapolis, MD
AUM
$321.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(410)-571-1415
1 NORTH WEALTH SERVICES, LLC
Annapolis, MD
AUM
$320.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-975-0099
VALUEWEALTH SERVICES, LLC
Annapolis, MD
AUM
$319.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
410-286-9230
THE ELLERSON GROUP INC
Annapolis, MD
AUM
$291.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
410-280-3103
SHAKER FINANCIAL SERVICES
Annapolis, MD
AUM
$286.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
410-224-0572
RCS FINANCIAL PLANNING, LLC
Annapolis, MD
AUM
$281.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-224-0097
ACCORDANT ADVISORY GROUP, INC.
Annapolis, MD
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
410-348-1499
SERA CAPITAL MANAGEMENT, LLC
Annapolis, MD
AUM
$114.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
301-464-8333
CREST WEALTH ADVISORS LLC
Annapolis, MD
AUM
$95.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
443-973-4901
FOUNDATION WEALTH & TAX ADVISORS, LLC
Annapolis, MD
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
1-888-354-5899
JWC CAPITAL MANAGEMENT, LLC
Annapolis, MD
AUM
$11.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
571-529-0141
TIAS PLANNERS
Annapolis, MD
AUM
$10.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-248-9000
DAUNTLESS ADVISORY, LLC
Annapolis, MD
AUM
$2.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(410) 883-0889
CLARK COMPANY
Annapolis, MD
AUM
$138.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-544-1641
Full profileNo website
CHAMPION FINANCIAL PLANNING GROUP, LLC
Annapolis, MD
AUM
$80.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
443-994-8719
Full profileNo website