HF ADVISORY GROUP, LLC
Annapolis, MD
AUM
$321.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(410)-571-1415
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD
167 advisers found
1 NORTH WEALTH SERVICES, LLC
Annapolis, MD
AUM
$320.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-975-0099
COUNCILOR WEALTH LLC
Bethesda, MD
AUM
$316.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 986-0600
FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.
Rockville, MD
AUM
$316.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
301-670-0994
HERGENROEDER FINANCIAL ADVISORS, INC.
Timonium, MD
AUM
$304.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-769-8262
HWA FINANCIAL GROUP
Ellicott City, MD
AUM
$295.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410.696.4025
TRITONPOINT PARTNERS, LLC
Chevy Chase, MD
AUM
$286.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-799-9001
ACCORDANT ADVISORY GROUP, INC.
Annapolis, MD
AUM
$278.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
410-348-1499
BNB WEALTH MANGAGEMENT, LLC
Silver Spring, MD
AUM
$264.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-562-7300
GLR PARTNERS
Columbia, MD
AUM
$260.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
410-446-9094
RESEARCH FINANCIAL STRATEGIES
Rockville, MD
AUM
$251.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
301-294-7500
INTERVEST LTD
Chevy Chase, MD
AUM
$247.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-951-4455
WAYPOINT WEALTH MANAGEMENT
Timonium, MD
AUM
$242.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-561-3994
PROMETHIUM
Bethesda, MD
AUM
$235.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
202-978-2519
MOUNT VERNON ASSOCIATES INC
Baltimore, MD
AUM
$232.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
410-377-9780
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
Baltimore, MD
AUM
$220.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
443-224-1231
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
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
BIREME CAPITAL, LLC
Rockville, MD
AUM
$196.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(813) 603-2615
HILLMAN CAPITAL MANAGEMENT INC
Bethesda, MD
AUM
$195.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
240-744-4500
ALPHA DNA INVESTMENT MANAGEMENT
Columbia, MD
AUM
$194.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
443-288-6444
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
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