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 Wealth Management advisors in MD, HUNT VALLEY
21 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
INDEPENDENT ACCESS PARTNERS, LLC
Hunt Valley, MD
AUM
$256.9M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM
410-828-5523
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
OUTCOME DRIVEN STRATEGIES, LLC
Hunt Valley, MD
AUM
$360.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
410-468-1695
Full profileNo website
GROFF WEALTH MANAGEMENT
Hunt Valley, MD
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
443-519-6788
Full profileNo website
MONUMENTAL WEALTH, LLC
Hunt Valley, MD
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
410-891-5700
Full profileNo website