Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

461 advisers found

BONHOPE CAPITAL LLC

North Bethesda, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

240-813-8136

Full profileNo website

BOXWOOD CAPITAL MANAGEMENT, LLC

Bethesda, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

240-464-1822

Full profileNo website

BRIAN L. YUREK

Kingsville, MD

AUM

—

Team

—

Clients

Fees

SOLICITOR FEES PAID BY THIRD PARTY ADVISORS

410-592-3601

Full profileNo website

CATHARINE FAIRLEY PLANNING GROUP LLC

Frederick, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Hourly charges

301-378-0176

Full profileNo website

CHESAPEAKE WEALTH STRATEGIES, INC.

Baltimore, MD

AUM

—

Team

1 advisors

Clients

—

Fees

SOLICIT FOR UNAFFILIATED REGISTERED INVESTMENT ADVISOR

(410) 344-7110

Full profileNo website

CORAM PARTNERS, LP

Bethesda, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

240-512-3020

Full profileNo website

DECISIONS, LLC

Baltimore, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges · Fixed fees +1 more

410-837-3253

Full profileNo website

DWT FINANCIAL SERVICES

Cumberland, MD

AUM

—

Team

1 advisors

Clients

—

Fees

REFERRAL FEES PAID BY 3RD PARTY SEC RIA

301-759-3270

Full profileNo website

EM LEADERS, LLC

Bethesda, MD

AUM

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

202-550-3850

Full profileNo website

FINANCIAL FIRST ADVISORS, INC.

Columbia, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

443-276-9595

Full profileNo website

FORTUNENAVI CAPITAL INC.

Potomac, MD

AUM

—

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

347-393-4230

Full profileNo website

GROFF WEALTH MANAGEMENT

Hunt Valley, MD

AUM

Financial PlanningWealth Mgmt

Team

1 advisors

Clients

Fees

Percentage of AUM

443-519-6788

Full profileNo website

JASPER CAPITAL MANAGEMENT, L.P.

Chevy Chase, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

313-268-6156

Full profileNo website

KAWG&F FINANCIAL PLANNING GROUP LLC

Timonium, MD

AUM

—

Team

1 advisors

Clients

—

Fees

REFERRAL FEES BASED ON PERCENTAGE OF REFERRED ASSETS

410-828-2727

Full profileNo website

LIGHTCONE VENTURES

Rockville, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

603 315 3858

Full profileNo website

MARATHON MICRO PARTNERS, LLC

Hunt Valley, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

410-329-1522

Full profileNo website

MONUMENTAL WEALTH, LLC

Hunt Valley, MD

AUM

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

410-891-5700

Full profileNo website

OBSERVATORY CAPITAL MANAGEMENT, LLC

Owings Mills, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

2024457015

Full profileNo website

OPR INVESTMENT SERVICES, LLC

Crofton, MD

AUM

—

Team

1 advisors

Clients

—

Fees

REFERRAL FEES FROM THIRD-PARTY ADVISERS

410-995-6790

Full profileNo website

PEOPLE FIRST FINANCIAL ADVISORS

Landover, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

Fees

Hourly charges · Fixed fees +1 more

301-577-8900, EXT. 105

Full profileNo website

PRIMAS FINANCIAL PLANNING

Columbia, MD

AUM

—

Financial PlanningTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

443-842-6933

Full profileNo website

PROSHARE INVESTMENT MANAGEMENT LLC

Bethesda, MD

AUM

Team

1 advisors

Clients

—

Fees

Percentage of AUM

240-497-6400

Full profileNo website

R & M WEALTH MANAGEMENT, LLC

Bethesda, MD

AUM

—

Team

1 advisors

Clients

Fees

REFERRAL FEES

(301) 564-3636

Full profileNo website

RDJ FINANCIAL, LLC

Rockville, MD

AUM

—

Team

1 employees

Clients

—

Fees

REFERRAL FEES

240-499-3600

Full profileNo website

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