INSTITUTIONAL SHAREHOLDER SERVICES INC.
Rockville, MD
AUM
—
Trusts & EstatesRetirement
Team
1762 advisors
Clients
—
Fees
Subscription fees · Fixed fees +2 more
301-556-0500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
461 advisers found
KIRK INVESTMENT ADVISORS LLC
Columbia, MD
AUM
—
Team
2 advisors
Clients
—
Fees
FEE SPLIT WITH UNDERLYING MANAGER
410-381-8007
LASER WEALTH MANAGEMENT, LC
Kensington, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
301-949-4449
LEE FINANCIAL ASSOCIATES, INC.
Ellicott City, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
410-964-3000
LEE FINANCIAL GROUP, INC.
Columbia, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
443-276-9595
LIFEFORCE CAPITAL MANAGEMENT, LLC
Chevy Chase, MD
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
(415) 519-4017
LONGEVITY VENTURE PARTNERS MANAGEMENT, LP
Pikesville, MD
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
410-428-1000
MUNICAP INC.
Columbia, MD
AUM
—
Fee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Hourly charges; Fixed fees
443-539-4101
MURRAY FINANCIAL GROUP, INC.
Frederick, MD
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +2 more
301-682-9876
NEA MEMBER BENEFITS
Gaithersburg, MD
AUM
—
Team
19 advisors
Clients
—
Fees
Fixed fees; SEE SCHEDULE D MISCELLANEOUS
301-251-9600
NOORDZEE CAPITAL LLC
Bethesda, MD
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(212) 812-7238
PINION FINANCIAL SERVICES, LLC
Bethesda, MD
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
REFERRAL FEES
301-652-4000