ALBION RIVER
Rockville, MD
AUM
$2.06B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 (571) 321-5328
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
30 advisers found
ADVISORS PREFERRED LLC
Rockville, MD
AUM
$1.69B
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM
866-842-3356
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
MONTGOMERY INVESTMENT MANAGEMENT INC
Rockville, MD
AUM
$490.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301-897-9700
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
SCHAEFFER FINANCIAL LLC
Rockville, MD
AUM
$257.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
301-933-5550
IMPACT CAPITAL, LLC
Rockville, MD
AUM
$253.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
301-417-3300
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
RMG ADVISORS
Rockville, MD
AUM
$200.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-838-4111
CAPITAL SQUARED FINANCIAL LLC
Rockville, MD
AUM
$198.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
240-600-1678
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
AXIOM VALUE WEALTH MANAGEMENT LLC
Rockville, MD
AUM
$95.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(240) 863-3688
WORCH CAPITAL LLC
Rockville, MD
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(202) 798-1977
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
CHC FINANCIAL SOLUTIONS, LLC
Rockville, MD
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
301-869-2608
INSTITUTIONAL SHAREHOLDER SERVICES INC.
Rockville, MD
AUM
—
Trusts & EstatesRetirement
Team
1762 advisors
Clients
—
Fees
Subscription fees · Fixed fees +2 more
301-556-0500
WORCH FINANCIAL GROUP, LLC
Rockville, MD
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 employees
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(301) 770-0922
INNOVATION X ADVISORS
Rockville, MD
AUM
$4.52B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2402231988
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