Search advisors

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

Showing Institutional advisors in MD

167 advisers found

BROWN CAPITAL MANAGEMENT, LLC

Baltimore, MD

AUM

$4.54B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

13 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

410-837-3234

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CAMPBELL & COMPANY INVESTMENT ADVISER LLC

Baltimore, MD

AUM

$4.34B

Wealth MgmtInstitutional

Team

28 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

410-413-2600

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NEW CENTURY ADVISORS, LLC

Chevy Chase, MD

AUM

$4.31B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

10 advisors

Clients

Fees

Percentage of AUM · Performance-based fees +1 more

240-395-0550

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FOUNDERS FINANCIAL SECURITIES, LLC

Towson, MD

AUM

$4.14B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

101 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

410-308-9988

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FCP

Chevy Chase, MD

AUM

$3.48B

Wealth Mgmt

Team

28 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

240-395-2000

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LASALLE INVESTMENT MANAGEMENT SECURITIES

Baltimore, MD

AUM

$3.33B

Wealth MgmtInstitutional

Team

25 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

410-878-4800

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XML FINANCIAL GROUP

Bethesda, MD

AUM

$3.30B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

26 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

(301) 770-5234

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POTOMAC

Bethesda, MD

AUM

$3.28B

Wealth MgmtTrusts & Estates

Team

27 advisors

Clients

—

Fees

Percentage of AUM

(301) 901-3466

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PROSPERITY - AN EISNERAMPER COMPANY

Owings Mills, MD

AUM

$3.20B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

56 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

410-363-7211

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ADAMS DIVERSIFIED EQUITY FUND, INC.

Baltimore, MD

AUM

$3.03B

Wealth Mgmt

Team

10 advisors

Clients

—

Fees

EXPENSES PAID FROM INTERNALLY-MANAGED FUND ASSETS

410-752-5900

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BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Columbia, MD

AUM

$2.99B

Financial PlanningWealth MgmtTrusts & Estates

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING

410-461-3900

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GREENHOUSE FUNDS LLLP

Baltimore, MD

AUM

$2.93B

Wealth MgmtInstitutional

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

443-759-4633

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IMPACTASSETS CAPITAL PARTNERS PB LLC

Bethesda, MD

AUM

$2.89B

Wealth MgmtInstitutional

Team

15 advisors

Clients

—

Fees

Percentage of AUM · Subscription fees +1 more

855-920-2303

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PATIENT CAPITAL MANAGEMENT, LLC

Baltimore, MD

AUM

$2.50B

Wealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

410 454 3104

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FBB CAPITAL PARTNERS

Bethesda, MD

AUM

$2.39B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

15 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

301-657-8870

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T. ROWE PRICE SINGAPORE PRIVATE LTD

Singapore, MD

AUM

$2.30B

Wealth MgmtInstitutional

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

011-65-6836-0098

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CORNERSTONE ADVISORY

Hunt Valley, MD

AUM

$2.25B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

410-468-1693

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ALLIANCE PARTNERS LLC

Chevy Chase, MD

AUM

$1.94B

Wealth MgmtInstitutional

Team

15 advisors

Clients

—

Fees

Percentage of AUM; ORIGINATION FEES ON PRINCIPAL LOAN TRANSACTIONS

301-232-5400

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BERMAN MCALEER

Timonium, MD

AUM

$1.82B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

410-560-9960

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WBH ADVISORY, INC.

Baltimore, MD

AUM

$1.74B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

11 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

410-653-7979

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ADVISORSHARES

Bethesda, MD

AUM

$1.72B

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM

877-843-3831

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ADVISORS PREFERRED LLC

Rockville, MD

AUM

$1.69B

Wealth Mgmt

Team

6 advisors

Clients

Fees

Percentage of AUM

866-842-3356

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TRIBRIDGE PARTNERS FINANCIAL LLC

Columbia, MD

AUM

$1.60B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

240-422-8799

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TRITONPOINT WEALTH, LLC

Chevy Chase, MD

AUM

$1.55B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

6 advisors

Clients

Fees

Percentage of AUM; Fixed fees

(301) 799-9001

Full profile Visit site →

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