BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Columbia, MD
AUM
$2.99B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
410-461-3900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD, COLUMBIA
6 advisers found
TRIBRIDGE PARTNERS FINANCIAL LLC
Columbia, MD
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
240-422-8799
GLR PARTNERS
Columbia, MD
AUM
$260.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
410-446-9094
ALPHA DNA INVESTMENT MANAGEMENT
Columbia, MD
AUM
$194.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
443-288-6444
WHITE OAK WEALTH MANAGEMENT
Columbia, MD
AUM
$124.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
443-741-9101
WEALTHY & WISE FAMILY OFFICE
Columbia, MD
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-469-9532