Search advisors

Filter by name, location, or specialty. All data from public SEC filings.

461 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

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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

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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

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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

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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

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CARO INVESTORS

Chevy Chase, MD

AUM

$316.7M

Wealth Mgmt

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

571.679.3476

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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

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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

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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

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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

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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

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TRITONPOINT PARTNERS, LLC

Chevy Chase, MD

AUM

$286.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

301-799-9001

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SHAKER FINANCIAL SERVICES

Annapolis, MD

AUM

$286.3M

Wealth MgmtTrusts & Estates

Team

2 advisors

Clients

Fees

Percentage of AUM

410-224-0572

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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

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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

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AWANI CAPITAL MANAGEMENT LP

Fulton, MD

AUM

$268.7M

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(301) 798-5797

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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

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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

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GLR PARTNERS

Columbia, MD

AUM

$260.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM; Fixed fees

410-446-9094

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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

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INDEPENDENT ACCESS PARTNERS, LLC

Hunt Valley, MD

AUM

$256.9M

Wealth Mgmt

Team

3 advisors

Clients

—

Fees

Percentage of AUM

410-828-5523

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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

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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

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RESEARCH FINANCIAL STRATEGIES

Rockville, MD

AUM

$251.6M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

Fees

Percentage of AUM · Hourly charges +2 more

301-294-7500

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