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 Wealth Management advisors in MD, COLUMBIA
10 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
WILLIAMS ASSET MANAGEMENT
Columbia, MD
AUM
$661.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
410-740-0220
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
POINTER FINANCIAL ADVISORS LLC
Columbia, MD
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
301-804-0250
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
NORTHSTAR WEALTH MANAGEMENT, INC.
Columbia, MD
AUM
$36.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
410-379-2005
Full profileNo website
PRIMAS FINANCIAL PLANNING
Columbia, MD
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
443-842-6933
Full profileNo website