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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MD
359 advisers found
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
PLANVEST FINANCIAL, INC.
Gaithersburg, MD
AUM
$175.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(301) 977-7123
AUM
$171.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
4103494484
TOWN CAPITAL
Bel Air, MD
AUM
$168.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
410-864-0209
AUM
$164.6M
Wealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
240-644-8169
FOUNDRY WEALTH ADVISORS, LLC
Baltimore, MD
AUM
$163.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
443-692-8833
BESTGATE WEALTH ADVISORS, LLC
Frederick, MD
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
301-662-7220
SHERMAN WEALTH MANAGEMENT LLC
Gaithersburg, MD
AUM
$160.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(240) 428-1622
CAPITAL FINANCIAL, LLC
Olney, MD
AUM
$159.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
301-260-8575
MOORE WEALTH
Frederick, MD
AUM
$156.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(301) 631-1207
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
AUM
$151.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
512-814-7258
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
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
GLOBAL BROKERAGE SERVICES, INC.
Hunt Valley, MD
AUM
$137.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF ASSETS UNDER OUTSIDE ADVISOR: SOLICTOR FEE
410-785-4990
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
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
AUM
$116.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
443-812-5459
GLOBAL ENVIRONMENT FUND
Bethesda, MD
AUM
$116.0M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
571-331-0374