KILNER CAPITAL ADVISORS, LLC
Gaithersburg, MD
AUM
$336.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301.840.0501
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD
278 advisers found
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
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
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
VALUEWEALTH SERVICES, LLC
Annapolis, MD
AUM
$319.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
410-286-9230
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
CHESAPEAKE FINANCIAL ADVISORS
Towson, MD
AUM
$310.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-823-5442
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
THE ELLERSON GROUP INC
Annapolis, MD
AUM
$291.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
410-280-3103
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
SHAKER FINANCIAL SERVICES
Annapolis, MD
AUM
$286.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
410-224-0572
RCS FINANCIAL PLANNING, LLC
Annapolis, MD
AUM
$281.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-224-0097
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
THINAGEE INVESTMENTS INC.
Chevy Chase, MD
AUM
$265.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
240-235-1846
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
SCHAEFFER FINANCIAL LLC
Rockville, MD
AUM
$257.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
301-933-5550
PEAKSTONE FINANCIAL ADVISORS
Chevy Chase, MD
AUM
$255.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
301-907-9790
IMPACT CAPITAL, LLC
Rockville, MD
AUM
$253.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
301-417-3300
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
BOLTON INVESTMENT
Towson, MD
AUM
$249.1M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
410 547-0500
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