ADVISORS PREFERRED LLC
Rockville, MD
AUM
$1.69B
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM
866-842-3356
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD, ROCKVILLE
12 advisers found
FSA WEALTH PARTNERS
Rockville, MD
AUM
$819.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-949-7300
KENDALL CAPITAL MANAGEMENT
Rockville, MD
AUM
$743.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
301-838-9110
QUANTUM FINANCIAL ADVISORS INC
Rockville, MD
AUM
$557.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-296-6203
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
Rockville, MD
AUM
$316.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
301-670-0994
RESEARCH FINANCIAL STRATEGIES
Rockville, MD
AUM
$251.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
301-294-7500
BIREME CAPITAL, LLC
Rockville, MD
AUM
$196.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(813) 603-2615
IVY LEAGUE FINANCIAL ADVISORS LLC
Rockville, MD
AUM
$188.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-258-1300
BLACKFIELD CAPITAL MANAGEMENT LLC
Rockville, MD
AUM
$55.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(301) 245-7545
FOXMAN ASSET ADVISORS INC.
Rockville, MD
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301.977.0090
INSTITUTIONAL SHAREHOLDER SERVICES INC.
Rockville, MD
AUM
—
Trusts & EstatesRetirement
Team
1762 advisors
Clients
—
Fees
Subscription fees · Fixed fees +2 more
301-556-0500
ATCAP PARTNERS, LLC
Rockville, MD
AUM
$195.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
866-842-3356
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