Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
461 advisers found
CAPITAL FINANCIAL PLANNERS LLC
Chevy Chase, MD
AUM
—
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(240)316-3956
CARROLL FRANK & PLOTKIN LLC
Pikesville,, MD
AUM
—
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-323-3600
CASSILLY & APPEL, INC.
Severna Park, MD
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR FEES FOR CLIENT REFERRALS
410-647-7777
CHC FINANCIAL SOLUTIONS, LLC
Rockville, MD
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
301-869-2608
CHESAPEAKE FINANCIAL PLANNING
Annapolis, MD
AUM
—
Team
2 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
410-974-0410
DOCEMPOWERED, LLC
Baltimore, MD
AUM
—
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
410-929-2152
EQUIP, LLC
Baltimore, MD
AUM
$0
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
4434750456
FOUNDATION FINANCIAL ADVISORS, INC.
Linthicum, MD
AUM
—
Team
7 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
410-691-1100
HOLISTIC PRIVATE WEALTH, LLC
Towson, MD
AUM
—
Team
1 advisors
Clients
11-25
Fees
Fixed fees
410-877-1586
HR INVESTMENT CONSULTANTS, INC.
Baltimore, MD
AUM
—
Team
1 advisors
Clients
—
Fees
Hourly charges; Fixed fees
410-296-1081
INNER LOOP CAPITAL MANAGEMENT, LLC
Lutherville, MD
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
443-759-3561