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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD
278 advisers found
MONTGOMERY INVESTMENT MANAGEMENT INC
Rockville, MD
AUM
$490.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301-897-9700
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
WIDMANN FINANCIAL SERVICES
Bowie, MD
AUM
$466.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
301-262-2919
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
CURIO WEALTH, LLC
Annapolis, MD
AUM
$460.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
410-449-2599
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
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
L. K. BENSON & COMPANY, P.C.
Timonium, MD
AUM
$446.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
(410) 494-6680
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
MARKS WEALTH MANAGEMENT
Ellicott City, MD
AUM
$409.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM
(410) 934-1199
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
GLASSY MOUNTAIN ADVISORS, INC.
Bethesda, MD
AUM
$369.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
(301) 541-8900
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
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
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
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