PROFIT INVESTMENTS
North Bethesda, MD
AUM
$26.8M
Trusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301-650-0059
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD
278 advisers found
DYER FINANCIAL ADVISORY
Towson, MD
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-337-5668
STEELEY ADVISORY, LLC
Bethesda, MD
AUM
$23.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-263-8519
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
HARMONY WEALTH ADVISORS, LLC
Edgewater, MD
AUM
$22.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
301-742-7330
BALTIMORE AVENUE INVESTMENTS, LLC
Towson, MD
AUM
$21.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
410 339-4546
PERSONAL FINANCIAL PARTNERS
Chevy Chase, MD
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(202) 910-6240
RASKIN GLOBAL INC.
Phoenix, MD
AUM
$18.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
443-212-1122
LEGACY FINANCIAL ADVISORS
Towson, MD
AUM
$16.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(410) 280-7202
CAPITAL PORTFOLIO MANAGEMENT, INC.
Timonium, MD
AUM
$16.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
410-667-4575
FOUNTAINHEAD FIDUCIARY, LLC
Solomons, Md, MD
AUM
$12.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(703) 455-7550
PODER WEALTH ADVISORS
Bethesda, MD
AUM
$12.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
6315796407
JWC CAPITAL MANAGEMENT, LLC
Annapolis, MD
AUM
$11.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
571-529-0141
TIAS PLANNERS
Annapolis, MD
AUM
$10.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-248-9000
SERENE FINANCIAL SOLUTIONS
Gaithersburg, MD
AUM
$7.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
240-840-6159
THE WEALTH SYNDICATE LLC
Silver Spring, MD
AUM
$6.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
202-486-6689
AUM
$4.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-747-1839
IFPS
Heidelberg, MD
AUM
$4.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
443-450-4543
CROMWELL INVESTMENT ADVISORY, LLC
College Park, MD
AUM
$3.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
240-667-7234
ISLANDS EAST ADVISORS
Chester, MD
AUM
$3.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
833-303-3278
INVESTABLY LLC
Bethesda, MD
AUM
$2.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-348-1611
DAUNTLESS ADVISORY, LLC
Annapolis, MD
AUM
$2.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(410) 883-0889
E. ROGER FINANCIAL GROUP
Largo, MD
AUM
$226K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
301-304-6070
FIRST PERSPECTIVE CAPITAL LLC
National Harbor, MD
AUM
$210K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-965-2784