AUM
$793.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-230-2088
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD
278 advisers found
MARATHON CAPITAL MANAGEMENT
Hunt Valley, MD
AUM
$790.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM
410-329-1522
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
TORRAY INVESTMENT PARTNERS LLC
Bethesda, MD
AUM
$750.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
301-493-4600
AEGIS WEALTH
Bethesda, MD
AUM
$744.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
301-664-2313
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
WILLIAMS ASSET MANAGEMENT
Columbia, MD
AUM
$661.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
410-740-0220
INNOVATIVE WEALTH BUILDING LLC
California, MD
AUM
$657.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
240-237-8086
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
PROSTATIS FINANCIAL ADVISORS GROUP
Hanover, MD
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
410-863-1040
PERSPECTIVE WEALTH MANAGEMENT
Hunt Valley, MD
AUM
$595.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-584-8100
LGG FINANCIAL
Bethesda, MD
AUM
$563.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
301-312-6660
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
VERIDIAN CAPITAL PARTNERS
Frederick, MD
AUM
$551.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 228-9300
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
&WEALTH PARTNERS
Baltimore, MD
AUM
$508.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-844-3300