SARGENT INVESTMENT GROUP
Bethesda, MD
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(202) 580-6400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MD
244 advisers found
MV CAPITAL MANAGEMENT, INC.
Bethesda, MD
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-656-6545
BLACK DIAMOND FINANCIAL, LLC
Lutherville, MD
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
443-841-7772
SC&H WEALTH
Hunt Valley, MD
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
410-403-1500
THE KELLY GROUP
Bel Air, MD
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-893-0560
FINANCIAL CONSULATE
Hunt Valley, MD
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-823-7283
RED OAK FINANCIAL GROUP
Towson, MD
AUM
$1.04B
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-321-0168
LAFAYETTE INVESTMENTS, INC.
Ashton, MD
AUM
$942.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
301-570-2959
GLASS JACOBSON WEALTH ADVISORS
Owings Mills, MD
AUM
$928.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
443-384-6888
WARNER FINANCIAL, INC
Bethesda, MD
AUM
$851.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
301-961-9505
FSA WEALTH PARTNERS
Rockville, MD
AUM
$819.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-949-7300
THE L. WARNER COMPANIES, INC
Timonium, MD
AUM
$802.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
410-252-0808
MARATHON CAPITAL MANAGEMENT
Hunt Valley, MD
AUM
$790.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
410-329-1522
SFG WEALTH MANAGEMENT
Towson, MD
AUM
$760.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-825-3200
AEGIS WEALTH
Bethesda, MD
AUM
$744.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
301-664-2313
KENDALL CAPITAL MANAGEMENT
Rockville, MD
AUM
$743.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
301-838-9110
SANDBOX FINANCIAL PARTNERS, LLC
Bethesda, MD
AUM
$681.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(301) 214-4190
WILLIAMS ASSET MANAGEMENT
Columbia, MD
AUM
$661.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
410-740-0220
INNOVATIVE WEALTH BUILDING LLC
California, MD
AUM
$657.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
240-237-8086
FAMILY OFFICE RESEARCH, LLC
Bethesda, MD
AUM
$648.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-684-1765
CHAPIN DAVIS ASSET MANAGEMENT
Baltimore, MD
AUM
$642.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-435-3200
PROSTATIS FINANCIAL ADVISORS GROUP
Hanover, MD
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
410-863-1040
PERSPECTIVE WEALTH MANAGEMENT
Hunt Valley, MD
AUM
$595.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-584-8100
LGG FINANCIAL
Bethesda, MD
AUM
$563.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
301-312-6660