MONTGOMERY FINANCIAL
Ocean City, MD
AUM
$229.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
410-208-1004
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MD
244 advisers found
BOOSTER, LLC
Baltimore, MD
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-216-1551
MERITIS WEALTH MANAGEMENT, INC.
Potomac, MD
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
240-396-6600
THE SIMMONS PARTNERSHIP, INC
Towson, MD
AUM
$216.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
443-470-8000
ELITE INCOME ADVISORS, INC.
Ellicott City, MD
AUM
$213.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
443-274-3002
BLUESTONE® FINANCIAL ADVISORS, LLC
Bethesda, MD
AUM
$207.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Fixed fees
(301) 841-0203
RMG ADVISORS
Rockville, MD
AUM
$200.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-838-4111
CATOCTIN RIDGE WEALTH PARTNER
Thurmont, MD
AUM
$199.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-304-6004
CAPITAL SQUARED FINANCIAL LLC
Rockville, MD
AUM
$198.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
240-600-1678
AUM
$190.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
410-458-4934
BLUEPRINT WEALTH MANAGEMENT INC.
Ellicott City, MD
AUM
$190.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
410-992-4500
CALVERT WEALTH MANAGEMENT, INC.
Dunkirk, MD
AUM
$189.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
301-812-1550
IVY LEAGUE FINANCIAL ADVISORS LLC
Rockville, MD
AUM
$188.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-258-1300
ADVOCATE INVESTING SERVICES
Woodbine, MD
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-403-0039
POINTER FINANCIAL ADVISORS LLC
Columbia, MD
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
301-804-0250
PLANVEST FINANCIAL, INC.
Gaithersburg, MD
AUM
$175.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(301) 977-7123
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4103494484
TOWN CAPITAL
Bel Air, MD
AUM
$168.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
410-864-0209
FOUNDRY WEALTH ADVISORS, LLC
Baltimore, MD
AUM
$163.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
443-692-8833
BESTGATE WEALTH ADVISORS, LLC
Frederick, MD
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
301-662-7220
SHERMAN WEALTH MANAGEMENT LLC
Gaithersburg, MD
AUM
$160.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(240) 428-1622
MOORE WEALTH
Frederick, MD
AUM
$156.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(301) 631-1207
MY WEALTH MANAGEMENT, INC
Germantown, MD
AUM
$156.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-330-7900
AUM
$151.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-814-7258