ARTHUR STEIN FINANCIAL, LLC
Bethesda, MD
AUM
$141.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-377-9407
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MD
244 advisers found
JEMMA FINANCIAL SERVICES
Baltimore, MD
AUM
$139.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(855) 662-2121
CASSILLY FINANCIAL
Severna Park, MD
AUM
$135.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-793-5210
AUM
$130.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
202-474-2269
AUM
$127.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
434-414-1477
BLUE CURVE ADVISORY, LLC
Towson, MD
AUM
$125.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-339-5771
AUM
$116.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
443-812-5459
OXFORD PLANNING GROUP, LLC
Woodstock, MD
AUM
$112.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-995-8711
ONE OAK
MD
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(302) 754-1625
NORTHBROOK FINANCIAL
Baltimore, MD
AUM
$108.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
410-941-9709
MONEY PLANS
Silver Spring, MD
AUM
$108.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-589-4250
AUM
$105.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
860-661-3821
CWM ADVISORY, LLC
Ocean Pines, MD
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(410) 208-1091
SNYDER ASSET MANAGEMENT, LLC
Hunt Valley, MD
AUM
$100.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(410) 216-1249
CREST WEALTH ADVISORS LLC
Annapolis, MD
AUM
$95.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
443-973-4901
AXIOM VALUE WEALTH MANAGEMENT LLC
Rockville, MD
AUM
$95.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
(240) 863-3688
AUM
$93.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
410-583-7662
ALIKOS WEALTH MANAGEMENT, LLC
Bethesda, MD
AUM
$92.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
240-880-1938
ITHAKA FINANCIAL PLANNING, LLC
Chevy Chase, MD
AUM
$92.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-968-2381
SOVEREIGN FINANCIAL SERVICES, LLC
Phoenix, MD
AUM
$92.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-575-3120
RED SKY CAPITAL MANAGEMENT
Frederick, MD
AUM
$91.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
301-865-6198
DRS WEALTH MANAGEMENT
Easton, MD
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
410-490-6477
PRESERVE PRIVATE WEALTH, LLC
Bethesda, MD
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
240-941-3677
FOUNDATION WEALTH & TAX ADVISORS, LLC
Annapolis, MD
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
1-888-354-5899