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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD
359 advisers found
AMERICAN FINANCIAL MANAGEMENT, LTD.
Owings Mills, MD
AUM
$31.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(443) 339-2115
JBA FINANCIAL ADVISORS
Timonium, MD
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
410-584-1491
FINANCIAL DIMENSIONS, LLC.
Sparks, MD
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(410) 427-9026
BECKETT CLARK PRIVATE WEALTH, LLC
Bethesda, MD
AUM
$28.6M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
301-708-8911
WORTHY FINANCIAL SERVICES
Westminster, MD
AUM
$28.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-751-6923
WOODS ADVISORY SERVICES LLC
Towson, MD
AUM
$27.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-821-6625
MIDDLETON ADVISORY
Bethesda, MD
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
202-503-4015
PROFIT INVESTMENTS
North Bethesda, MD
AUM
$26.8M
Trusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301-650-0059
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
WASHINGTON SECURITIES CORPORATION
Chevy Chase, MD
AUM
$7.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
301-657-4810