NORTHLANE CAPITAL PARTNERS
Bethesda, MD
AUM
$1.16B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
301-272-9990
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
461 advisers found
THE KELLY GROUP
Bel Air, MD
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-893-0560
FINANCIAL CONSULATE
Hunt Valley, MD
AUM
$1.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-823-7283
RED OAK FINANCIAL GROUP
Towson, MD
AUM
$1.04B
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
410-321-0168
CORBYN INVESTMENT MANAGEMENT INC
Lutherville, MD
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
410-832-5500
LAFAYETTE INVESTMENTS, INC.
Ashton, MD
AUM
$942.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
301-570-2959
GLASS JACOBSON WEALTH ADVISORS
Owings Mills, MD
AUM
$928.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +3 more
443-384-6888
WARNER FINANCIAL, INC
Bethesda, MD
AUM
$851.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
301-961-9505
FSA WEALTH PARTNERS
Rockville, MD
AUM
$819.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-949-7300
THE L. WARNER COMPANIES, INC
Timonium, MD
AUM
$802.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
410-252-0808
AUM
$793.5M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-230-2088
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
TRUFFLE HOUND CAPITAL, LLC
Bethesda, MD
AUM
$680.0M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
301-789-2498
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
CALVERT STREET CAPITAL PARTNERS, INC.
Towson, MD
AUM
$663.1M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
443-573-3700
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