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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MD
278 advisers found
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
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
BETHESDA FINANCIAL ADVISORS, LLC
Bethesda, MD
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-656-5600
HOUSTOUN CAPITAL MANAGEMENT, INC.
Bethesda, MD
AUM
$84.1M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
240-235-0993
PLAN2RETIRE
Hagerstown, MD
AUM
$82.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
240-329-3333
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
ANCHOR WEALTH ADVISORS, LLC
Cockeysville, MD
AUM
$76.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
443-281-9630
AUM
$74.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
410-956-6003
TRASATTI WEALTH PLANNING, LLC
Baltimore, MD
AUM
$72.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(410) 244-6222
WORCH CAPITAL LLC
Rockville, MD
AUM
$71.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(202) 798-1977
BRIGHTPATH WEALTH ADVISORS LLC
Crofton, MD
AUM
$69.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
443-274-6100