CHEVY CHASE TRUST COMPANY
Bethesda, MD
AUM
$44.93B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
42 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
240-497-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MD
244 advisers found
1919 INVESTMENT COUNSEL, LLC
Baltimore, MD
AUM
$26.04B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
52 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
410-454-2171
D.F. DENT AND COMPANY, INC.
Baltimore, MD
AUM
$7.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM
410-837-2544
HARBOR INVESTMENT ADVISORY, LLC
Lutherville, MD
AUM
$6.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-659-8900
GREENSPRING ADVISORS, LLC
Towson, MD
AUM
$6.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
39 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
443-564-4600
T. ROWE PRICE ADVISORY SERVICES, INC.
Owings Mills, MD
AUM
$5.90B
Financial PlanningWealth Mgmt
Team
66 advisors
Clients
More than 500
Fees
Percentage of AUM; SEE SCHEDULE D
800-225-5132
PENNINGTON PARTNERS & CO., LLC
Bethesda, MD
AUM
$5.09B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
202-370-6435
G10 LLC
Hunt Valley, MD
AUM
$4.91B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
443-541-2440
HERITAGE INVESTORS MANAGEMENT CORP
Bethesda, MD
AUM
$4.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
301-951-0440
VERDENCE CAPITAL ADVISORS, LLC
Hunt Valley, MD
AUM
$4.63B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
29 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-472-5380
FOUNDERS FINANCIAL SECURITIES, LLC
Towson, MD
AUM
$4.14B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
101 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
410-308-9988
XML FINANCIAL GROUP
Bethesda, MD
AUM
$3.30B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(301) 770-5234
PROSPERITY - AN EISNERAMPER COMPANY
Owings Mills, MD
AUM
$3.20B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
56 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-363-7211
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Columbia, MD
AUM
$2.99B
Financial PlanningWealth MgmtTrusts & Estates
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING
410-461-3900
FBB CAPITAL PARTNERS
Bethesda, MD
AUM
$2.39B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
301-657-8870
CORNERSTONE ADVISORY
Hunt Valley, MD
AUM
$2.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
410-468-1693
TRUMBOWER FINANCIAL ADVISORS LLC
Bethesda, MD
AUM
$1.98B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
301-215-8340
RETIREMENT MANAGEMENT SYSTEMS
Leonardtown, MD
AUM
$1.89B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
301-327-5312
BERMAN MCALEER
Timonium, MD
AUM
$1.82B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
410-560-9960
WBH ADVISORY, INC.
Baltimore, MD
AUM
$1.74B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
410-653-7979
SCARBOROUGH CAPITAL MANAGEMENT
Annapolis, MD
AUM
$1.64B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-573-5700
TRIBRIDGE PARTNERS FINANCIAL LLC
Columbia, MD
AUM
$1.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
240-422-8799
TRITONPOINT WEALTH, LLC
Chevy Chase, MD
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(301) 799-9001
EDGEMOOR INVESTMENT ADVISORS, INC.
Bethesda, MD
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM
301-543-8881
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