CAPITAL FINANCIAL, LLC
Olney, MD
AUM
$159.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301-260-8575
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MD
167 advisers found
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
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
$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
WHITE OAK WEALTH MANAGEMENT
Columbia, MD
AUM
$124.2M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
443-741-9101
GRITSTONE ASSET MANAGEMENT LLC
Bethesda, MD
AUM
$114.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
240-470-7001
SERA CAPITAL MANAGEMENT, LLC
Annapolis, MD
AUM
$114.3M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
301-464-8333
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
PEAK INVESTMENT ADVISORS, INC.
Germantown, MD
AUM
$102.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS
240-361-2700
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
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
MAIN STREET ADVISORS, LLC
Westminster, MD
AUM
$81.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-840-9200
BLUE POINT INVESTMENT MANAGEMENT
Baltimore, MD
AUM
$79.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
443-600-8050
AUM
$74.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
410-956-6003
WEALTHY & WISE FAMILY OFFICE
Columbia, MD
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-469-9532
FIVE RIVERS FINANCIAL ADVISORS, LLC
North East, MD
AUM
$55.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-287-2155
BLACKFIELD CAPITAL MANAGEMENT LLC
Rockville, MD
AUM
$55.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(301) 245-7545
MONOCACY WEALTH MANAGEMENT, LLC
Frederick, MD
AUM
$43.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-694-9712
ELITE FINANCIAL GROUP
Gaithersburg, MD
AUM
$40.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
240-454-7079
FOXMAN ASSET ADVISORS INC.
Rockville, MD
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301.977.0090
AMERICAN FINANCIAL MANAGEMENT, LTD.
Owings Mills, MD
AUM
$31.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(443) 339-2115
MIDDLETON ADVISORY
Bethesda, MD
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
202-503-4015