BECKETT CLARK PRIVATE WEALTH, LLC
Bethesda, MD
AUM
$28.6M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
301-708-8911
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
78 advisers found
MIDDLETON ADVISORY
Bethesda, MD
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
202-503-4015
STEELEY ADVISORY, LLC
Bethesda, MD
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-263-8519
PODER WEALTH ADVISORS
Bethesda, MD
AUM
$12.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
6315796407
INVESTABLY LLC
Bethesda, MD
AUM
$2.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-348-1611
NOORDZEE CAPITAL LLC
Bethesda, MD
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(212) 812-7238
PINION FINANCIAL SERVICES, LLC
Bethesda, MD
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
REFERRAL FEES
301-652-4000
AUM
$7.27B
Wealth Mgmt
Team
122 advisors
Clients
—
Fees
Percentage of AUM
301-760-7600
Full profileNo website
ABRAMS BISON INVESTMENTS, L.L.C.
Bethesda, MD
AUM
$3.04B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
301-657-5925
Full profileNo website
BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
Bethesda, MD
AUM
$405.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
240-497-1300
Full profileNo website
STANDARD PARTNERS LLC
Bethesda, MD
AUM
$108.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
301-656-5051
Full profileNo website
KALAMATA ASSET MANAGEMENT LLC
Bethesda, MD
AUM
$106.8M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
800-200-4071
Full profileNo website
MILLER CAPITAL MANAGEMENT, INC.
Bethesda, MD
AUM
$64.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
301-986-9442
Full profileNo website
Full profileNo website