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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD
278 advisers found
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
TRUMBOWER FINANCIAL ADVISORS LLC
Bethesda, MD
AUM
$1.98B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-215-8340
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
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
SCARBOROUGH CAPITAL MANAGEMENT
Annapolis, MD
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-573-5700
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
TRITONPOINT WEALTH, LLC
Chevy Chase, MD
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(301) 799-9001
EDGEMOOR INVESTMENT ADVISORS, INC.
Bethesda, MD
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
301-543-8881
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
FINANCIAL COUNCIL, LLC
Towson, MD
AUM
$1.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
410-821-9200
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
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