Search advisors

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

461 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

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