INNOVATIVE WEALTH BUILDING LLC
California, MD
AUM
$657.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
240-237-8086
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
461 advisers found
FAMILY OFFICE RESEARCH, LLC
Bethesda, MD
AUM
$648.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-684-1765
CHAPIN DAVIS ASSET MANAGEMENT
Baltimore, MD
AUM
$642.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-435-3200
HUSSMAN STRATEGIC ADVISORS INC
Ellicott City, MD
AUM
$617.4M
Wealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
410-715-1130
SOAPSTONE MANAGEMENT L.P.
Bethesda, MD
AUM
$610.1M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-319-1438
PROSTATIS FINANCIAL ADVISORS GROUP
Hanover, MD
AUM
$605.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
410-863-1040
PERSPECTIVE WEALTH MANAGEMENT
Hunt Valley, MD
AUM
$595.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-584-8100
LGG FINANCIAL
Bethesda, MD
AUM
$563.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
301-312-6660
QP CONSULTING
Takoma Park, MD
AUM
$559.6M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
301-326-1521
QUANTUM FINANCIAL ADVISORS INC
Rockville, MD
AUM
$557.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-296-6203
VERIDIAN CAPITAL PARTNERS
Frederick, MD
AUM
$551.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(301) 228-9300
HARVEST INVESTMENT CONSULTANTS LLC
Hunt Valley, MD
AUM
$549.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-561-9040
BEACON INVESTMENT ADVISORS LLC
Gaithersburg, MD
AUM
$541.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
301-670-1700
SAVANO DIRECT CAPITAL PARTNERS, LLC
Baltimore, MD
AUM
$519.1M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
443-873-3561
BROADOAK ASSET MANAGEMENT, LLC
Bethesda, MD
AUM
$519.0M
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
301-358-2692
&WEALTH PARTNERS
Baltimore, MD
AUM
$508.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-844-3300
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
MONTGOMERY INVESTMENT MANAGEMENT INC
Rockville, MD
AUM
$490.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301-897-9700
ABR CAPITAL PARTNERS, LLC
Baltimore, MD
AUM
$487.2M
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
410-727-4083
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
MRE MANAGEMENT, LLC
Annapolis, MD
AUM
$458.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Performance-based fees · MANAGEMENT SERVICES FEES +1 more
301-708-9294