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.
16 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
KIRK INVESTMENT ADVISORS LLC
Columbia, MD
AUM
—
Team
2 advisors
Clients
—
Fees
FEE SPLIT WITH UNDERLYING MANAGER
410-381-8007
LEE FINANCIAL GROUP, INC.
Columbia, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
443-276-9595
MUNICAP INC.
Columbia, MD
AUM
—
Fee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Hourly charges; Fixed fees
443-539-4101
WAGENER-LEE, LLC
Columbia, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
443-276-9595
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
FINANCIAL FIRST ADVISORS, INC.
Columbia, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
443-276-9595
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