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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
461 advisers found
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
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