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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD
167 advisers found
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
BROADOAK ASSET MANAGEMENT, LLC
Bethesda, MD
AUM
$519.0M
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
301-358-2692
&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
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
BUTTONWOOD FINANCIAL ADVISORS, INC.
Baltimore, MD
AUM
$483.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
410-988-2391
TUFTON CAPITAL MANAGEMENT, LLC
Hunt Valley, MD
AUM
$463.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-400-8500
ARMSTRONG DIXON
Baltimore, MD
AUM
$447.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
443-563-1111
TRED AVON FAMILY WEALTH, LLC
Easton, MD
AUM
$431.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-310-2064
BAY HARBOR WEALTH MANAGEMENT, LLC
Hunt Valley, MD
AUM
$412.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-403-2060
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
ARROW INVESTMENT ADVISORS, LLC
Laurel, MD
AUM
$377.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM
301-260-1001
CROMWELL FUNDS
Baltimore, MD
AUM
$368.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
888-844-4110
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
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
TURNING POINT FINANCIAL
Frederick, MD
AUM
$339.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-846-9336
TECHNOMART RGA INC
Baltimore, MD
AUM
$337.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
410-828-6555
KILNER CAPITAL ADVISORS, LLC
Gaithersburg, MD
AUM
$336.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301.840.0501
LAW & ASSOCIATES INC
Glen Echo, MD
AUM
$326.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
[301]229-8500