ASSET STRATEGY CONSULTANTS LLC
Hunt Valley, MD
AUM
$5.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
410-528-8282
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD, HUNT VALLEY
17 advisers found
G10 LLC
Hunt Valley, MD
AUM
$4.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
443-541-2440
VERDENCE CAPITAL ADVISORS, LLC
Hunt Valley, MD
AUM
$4.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-472-5380
CORNERSTONE ADVISORY
Hunt Valley, MD
AUM
$2.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-468-1693
SC&H WEALTH
Hunt Valley, MD
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
410-403-1500
FINANCIAL CONSULATE
Hunt Valley, MD
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-823-7283
MARATHON CAPITAL MANAGEMENT
Hunt Valley, MD
AUM
$790.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
410-329-1522
THE MARSHALL FINANCIAL GROUP LLC
Hunt Valley, MD
AUM
$735.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
(410) 563-1190
VSM WEALTH ADVISORY, LLC
Hunt Valley, MD
AUM
$677.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-825-8844
PERSPECTIVE WEALTH MANAGEMENT
Hunt Valley, MD
AUM
$595.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-584-8100
HARVEST INVESTMENT CONSULTANTS LLC
Hunt Valley, MD
AUM
$549.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-561-9040
TUFTON CAPITAL MANAGEMENT, LLC
Hunt Valley, MD
AUM
$463.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-400-8500
BAY HARBOR WEALTH MANAGEMENT, LLC
Hunt Valley, MD
AUM
$412.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-403-2060
GLOBAL BROKERAGE SERVICES, INC.
Hunt Valley, MD
AUM
$137.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS UNDER OUTSIDE ADVISOR: SOLICTOR FEE
410-785-4990
SNYDER ASSET MANAGEMENT, LLC
Hunt Valley, MD
AUM
$100.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(410) 216-1249
OPULENTIA, LLC
Hunt Valley, MD
AUM
$46.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-740-6844
BUSH RIVER TRUST, LLC
Hunt Valley, MD
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
410-343-9863