PLAN2RETIRE
Hagerstown, MD
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
240-329-3333
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD
359 advisers found
MAIN STREET ADVISORS, LLC
Westminster, MD
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-840-9200
BLUE POINT INVESTMENT MANAGEMENT
Baltimore, MD
AUM
$79.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
443-600-8050
ANCHOR WEALTH ADVISORS, LLC
Cockeysville, MD
AUM
$76.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
443-281-9630
AUM
$74.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
410-956-6003
TRASATTI WEALTH PLANNING, LLC
Baltimore, MD
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(410) 244-6222
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
BRIGHTPATH WEALTH ADVISORS LLC
Crofton, MD
AUM
$69.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
443-274-6100
NORTHPEAK FINANCIAL, INC.
Frederick, MD
AUM
$66.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
240-515-0113
BARRACK YARD ADVISORS, LLC
Chevy Chase, MD
AUM
$66.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(202) 870-9566
GRIGG FINANCIAL, LLC
Timonium, MD
AUM
$64.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
410-231-7040
ORTMAN FINANCIAL PLANNING
North Bethesda, MD
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 799-3140
WEALTHY & WISE FAMILY OFFICE
Columbia, MD
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-469-9532
FIVE RIVERS FINANCIAL ADVISORS, LLC
North East, MD
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-287-2155
BLACKFIELD CAPITAL MANAGEMENT LLC
Rockville, MD
AUM
$55.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(301) 245-7545
PICKET FENCE FINANCIAL, LLC
Forest Hill, MD
AUM
$50.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-878-2999
BEYOND FINANCIAL PLANNING, LLC
Bethesda, MD
AUM
$49.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
240) 760-1100
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
LIFETIME FINANCIAL
Takoma Park, MD
AUM
$44.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
202-350-1515
MONOCACY WEALTH MANAGEMENT, LLC
Frederick, MD
AUM
$43.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-694-9712
SCHIFF WEALTH ADVISORS, LLC
Baltimore, MD
AUM
$40.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
410-321-7706
ELITE FINANCIAL GROUP
Gaithersburg, MD
AUM
$40.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
240-454-7079
AUDIBLE WEALTH MANAGEMENT
Silver Spring, MD
AUM
$39.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
202-430-5227
CHESAPEAKE CAPITAL MANAGEMENT, LLC
Belcamp, MD
AUM
$32.6M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Commissions
410-671-2260