Search advisors

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

Showing Wealth Management advisors in MD

359 advisers found

T. ROWE PRICE ADVISORY SERVICES, INC.

Owings Mills, MD

AUM

$5.90B

Financial PlanningWealth Mgmt

Team

66 advisors

Clients

More than 500

Fees

Percentage of AUM; SEE SCHEDULE D

800-225-5132

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PROFUND ADVISORS LLC

Bethesda, MD

AUM

$5.20B

Wealth Mgmt

Team

35 advisors

Clients

—

Fees

Percentage of AUM

(240) 497-6400

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ASSET STRATEGY CONSULTANTS LLC

Hunt Valley, MD

AUM

$5.16B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

11 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

410-528-8282

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PENNINGTON PARTNERS & CO., LLC

Bethesda, MD

AUM

$5.09B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

10 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +2 more

202-370-6435

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G10 LLC

Hunt Valley, MD

AUM

$4.91B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

14 advisors

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

443-541-2440

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HERITAGE INVESTORS MANAGEMENT CORP

Bethesda, MD

AUM

$4.63B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

301-951-0440

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VERDENCE CAPITAL ADVISORS, LLC

Hunt Valley, MD

AUM

$4.63B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

29 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

410-472-5380

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HULL STREET ENERGY

Bethesda, MD

AUM

$4.57B

Wealth Mgmt

Team

20 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

410-685-7950

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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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ROCK SPRINGS CAPITAL

Baltimore, MD

AUM

$2.43B

Wealth Mgmt

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

410-220-0130

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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

Full profile Visit site →

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