LGG FINANCIAL
Bethesda, MD
AUM
$563.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
301-312-6660
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MD
134 advisers found
QP CONSULTING
Takoma Park, MD
AUM
$559.6M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
301-326-1521
QUANTUM FINANCIAL ADVISORS INC
Rockville, MD
AUM
$557.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-296-6203
HARVEST INVESTMENT CONSULTANTS LLC
Hunt Valley, MD
AUM
$549.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-561-9040
BEACON INVESTMENT ADVISORS LLC
Gaithersburg, MD
AUM
$541.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
301-670-1700
MARYLAND CAPITAL ADVISORS, INC.
Chester, MD
AUM
$490.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
410-604-2741
WESTBOURNE INVESTMENT ADVISORS INC.
Annapolis, MD
AUM
$448.8M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
301-656-9035
NEXUS338
Cabin John, MD
AUM
$407.8M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
571-348-0800
A.G. CAMPBELL ADVISORY, LLC
Baltimore, MD
AUM
$403.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
410-779-1239
MACROVIEW INVESTMENT MANAGEMENT LLC
Bethesda, MD
AUM
$387.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
301-907-6794
PKS INVESTMENT ADVISORS LLC
Salisbury, MD
AUM
$367.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-546-5600
WEALTH PLANNING GROUP
Baltimore, MD
AUM
$360.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-522-2030
BULL HARBOR CAPITAL LLC.
Bethesda, MD
AUM
$354.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
28 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
804-965-5408
FINANCIAL MANAGEMENT STRATEGIES, LLC
Baltimore, MD
AUM
$350.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-779-1276
OLIVER WEALTH MANAGEMENT
Towson, MD
AUM
$340.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(410) 343-7125
MDRN CAPITAL
Annapolis, MD
AUM
$338.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
22 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
410-533-9966
KILNER CAPITAL ADVISORS, LLC
Gaithersburg, MD
AUM
$336.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301.840.0501
COUNCILOR WEALTH LLC
Bethesda, MD
AUM
$316.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 986-0600
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
Rockville, MD
AUM
$316.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
301-670-0994
CHESAPEAKE FINANCIAL ADVISORS
Towson, MD
AUM
$310.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-823-5442
HWA FINANCIAL GROUP
Ellicott City, MD
AUM
$295.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410.696.4025
TRITONPOINT PARTNERS, LLC
Chevy Chase, MD
AUM
$286.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-799-9001
RCS FINANCIAL PLANNING, LLC
Annapolis, MD
AUM
$281.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-224-0097
ACCORDANT ADVISORY GROUP, INC.
Annapolis, MD
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
410-348-1499