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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD
278 advisers found
PROMETHIUM
Bethesda, MD
AUM
$235.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
202-978-2519
PARTNERSHIP WEALTH MANAGEMENT
Towson, MD
AUM
$234.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(410) 732-2633
DELTA FINANCIAL ADVISORS, INC
Kensington, MD
AUM
$234.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
301-962-0480
MOUNT VERNON ASSOCIATES INC
Baltimore, MD
AUM
$232.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
410-377-9780
MONTGOMERY FINANCIAL
Ocean City, MD
AUM
$229.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
410-208-1004
BOOSTER, LLC
Baltimore, MD
AUM
$229.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-216-1551
MERITIS WEALTH MANAGEMENT, INC.
Potomac, MD
AUM
$224.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
240-396-6600
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
ELITE INCOME ADVISORS, INC.
Ellicott City, MD
AUM
$213.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
443-274-3002
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
RMG ADVISORS
Rockville, MD
AUM
$200.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-838-4111
CATOCTIN RIDGE WEALTH PARTNER
Thurmont, MD
AUM
$199.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-304-6004
CAPITAL SQUARED FINANCIAL LLC
Rockville, MD
AUM
$198.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
240-600-1678
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
AUM
$190.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
410-458-4934
BLUEPRINT WEALTH MANAGEMENT INC.
Ellicott City, MD
AUM
$190.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
410-992-4500
CALVERT WEALTH MANAGEMENT, INC.
Dunkirk, MD
AUM
$189.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
301-812-1550
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
ADVOCATE INVESTING SERVICES
Woodbine, MD
AUM
$186.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
240-403-0039
POINTER FINANCIAL ADVISORS LLC
Columbia, MD
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
301-804-0250