WASHINGTON SECURITIES CORPORATION
Chevy Chase, MD
AUM
$7.0M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
301-657-4810
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
461 advisers found
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
ST. MICHAELS ASSET MANAGEMENT
St.. Michaels, MD
AUM
$3.8M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
410-745-3550
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
PIEDMONT FINANCIAL CONSULTING
Laurel, MD
AUM
$13K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
2406301113
TERRAFORT CAPITAL LLC
North Bethesda, MD
AUM
$1K
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
202-316-2896
ANNAPOLITAN INVESTMENT GROUP, INC.
Annapolis, MD
AUM
—
Financial PlanningRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
410-571-2747
ATLANTIC FINANCIAL PLANNING LLC
Annapolis, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
0 total employees
Clients
26-50
Fees
Hourly charges
443-822-5615
ATLANTICA VENTURES MANAGEMENT LLC
College Park, MD
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
202-247-5328