RETIREMENT MANAGEMENT SYSTEMS
Leonardtown, MD
AUM
$1.89B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-327-5312
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MD
134 advisers found
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
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
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
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
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
CORBYN INVESTMENT MANAGEMENT INC
Lutherville, MD
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
410-832-5500
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
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
AUM
$793.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-230-2088
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
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
THE MARSHALL FINANCIAL GROUP LLC
Hunt Valley, MD
AUM
$735.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
(410) 563-1190
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
VSM WEALTH ADVISORY, LLC
Hunt Valley, MD
AUM
$677.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-825-8844
CARDEROCK CAPITAL MANAGEMENT, INC.
Chevy Chase, MD
AUM
$677.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
(301)951-5288
LOMBARD ADVISERS INCORPORATED
Baltimore, MD
AUM
$669.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
410-342-1300
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