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.
28 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
ANNAPOLITAN INVESTMENT GROUP, INC.
Annapolis, MD
AUM
—
Financial PlanningRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
410-571-2747
ATLANTIC FINANCIAL PLANNING LLC
Annapolis, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
0 total employees
Clients
26-50
Fees
Hourly charges
443-822-5615
CHESAPEAKE FINANCIAL PLANNING
Annapolis, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
410-974-0410
SEVERN FINANCIAL ADVISORS, LLC
Annapolis, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
410-266-7100
Page 1 of 2Next