GRITSTONE ASSET MANAGEMENT LLC
Bethesda, MD
AUM
$114.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-470-7001
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD
359 advisers found
SERA CAPITAL MANAGEMENT, LLC
Annapolis, MD
AUM
$114.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
301-464-8333
OXFORD PLANNING GROUP, LLC
Woodstock, MD
AUM
$112.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-995-8711
ONE OAK
MD
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(302) 754-1625
RLJ EQUITY PARTNERS, LLC
Bethesda, MD
AUM
$109.1M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-744-7856
NORTHBROOK FINANCIAL
Baltimore, MD
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
410-941-9709
MONEY PLANS
Silver Spring, MD
AUM
$108.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-589-4250
AUM
$105.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-661-3821
PEAK INVESTMENT ADVISORS, INC.
Germantown, MD
AUM
$102.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS
240-361-2700
CWM ADVISORY, LLC
Ocean Pines, MD
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(410) 208-1091
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
CREST WEALTH ADVISORS LLC
Annapolis, MD
AUM
$95.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
443-973-4901
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
ANDERSEN WEALTH MANAGEMENT
Easton, MD
AUM
$95.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
410-690-4894
AUM
$93.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
410-583-7662
ALIKOS WEALTH MANAGEMENT, LLC
Bethesda, MD
AUM
$92.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
240-880-1938
ITHAKA FINANCIAL PLANNING, LLC
Chevy Chase, MD
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-968-2381
SOVEREIGN FINANCIAL SERVICES, LLC
Phoenix, MD
AUM
$92.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-575-3120
RED SKY CAPITAL MANAGEMENT
Frederick, MD
AUM
$91.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
301-865-6198
DRS WEALTH MANAGEMENT
Easton, MD
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
410-490-6477
PRESERVE PRIVATE WEALTH, LLC
Bethesda, MD
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
240-941-3677
FOUNDATION WEALTH & TAX ADVISORS, LLC
Annapolis, MD
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
1-888-354-5899
BETHESDA FINANCIAL ADVISORS, LLC
Bethesda, MD
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-656-5600
HOUSTOUN CAPITAL MANAGEMENT, INC.
Bethesda, MD
AUM
$84.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
240-235-0993