Search Results

224 advisors in maryland
FirmFeeAUMMin.Clients

CARO INVESTORS

Fee-Only, No ConflictsClean Record
Chevy Chase, MarylandCRD #332085
Typical Fee--
AUM$220M
Minimum--
Clients1

CASSILLY FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Severna Park, MarylandCRD #300672
Typical Fee--
AUM$136M
Minimum--
Clients595

CATOCTIN RIDGE WEALTH PARTNER

Fee-Only, No ConflictsClean Record
Thurmont, MarylandCRD #333113
Typical Fee--
AUM$102M
Minimum--
Clients706

CHAPIN DAVIS ASSET MANAGEMENT

Also Compensated via Brokerage
Baltimore, MarylandCRD #28116
Typical Fee--
AUM$539M
Minimum--
Clients741

CHESAPEAKE FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Towson, MarylandCRD #120139
Typical Fee--
AUM$264M
Minimum--
Clients1,028

CHEVY CHASE TRUST COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #110742
Typical Fee--
AUM$40.3B
Minimum--
Clients5,016

CORBYN INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lutherville, MarylandCRD #104716
Typical Fee--
AUM$976M
Minimum--
Clients456

CORNERSTONE ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #142359
Typical Fee--
AUM$2.0B
Minimum--
Clients2,761

CRITERION AFRICA PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #291386
Typical Fee--
AUM$95M
Minimum--
Clients1

CROMWELL FUNDS

Fee-Only, No ConflictsClean Record
Baltimore, MarylandCRD #314411
Typical Fee--
AUM$402M
Minimum--
Clients6

CURIO WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Annapolis, MarylandCRD #328178
Typical Fee--
AUM$384M
Minimum--
Clients349

D.F. DENT AND COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #105179
Typical Fee--
AUM$8.6B
Minimum--
Clients1,294

DELTA FINANCIAL ADVISORS, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kensington, MarylandCRD #121907
Typical Fee--
AUM$208M
Minimum--
Clients533

DIVERGENT PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #285688
Typical Fee--
AUM$423M
Minimum--
Clients960

DURABLE CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #305221
Typical Fee--
AUM$18.2B
Minimum--
Clients5

ECOSYSTEM INVESTMENT PARTNERS, LLC

Fee-Only, No Conflicts
Baltimore, MarylandCRD #165149
Typical Fee--
AUM$1.3B
Minimum--
Clients7

EDGEMOOR INVESTMENT ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #109104
Typical Fee--
AUM$1.3B
Minimum--
Clients702

ELITE INCOME ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ellicott City, MarylandCRD #285429
Typical Fee--
AUM$150M
Minimum--
Clients1,100

ENLIGHTENMENT CAPITAL

Fee-Only, No ConflictsClean Record
Chevy Chase, MarylandCRD #166422
Typical Fee--
AUM$2.3B
Minimum--
Clients16

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Baltimore, MarylandCRD #145420
Typical Fee--
AUM$223M
Minimum--
Clients158

FAMILY OFFICE RESEARCH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #144136
Typical Fee--
AUM$581M
Minimum--
Clients118

FBB CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #108967
Typical Fee--
AUM$2.2B
Minimum--
Clients2,990

FCP

Fee-Only, No ConflictsClean Record
Chevy Chase, MarylandCRD #161468
Typical Fee--
AUM$3.8B
Minimum--
Clients12

FERGUSON-JOHNSON WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #109232
Typical Fee--
AUM$271M
Minimum--
Clients522

FINANCIAL CONSULATE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #106898
Typical Fee--
AUM$1.1B
Minimum--
Clients3,375

FINANCIAL COUNCIL, LLC

Fee-Only, No ConflictsClean Record
Towson, MarylandCRD #110748
Typical Fee--
AUM$1.1B
Minimum--
Clients1,502

FOUNDERS FINANCIAL SECURITIES, LLC

Also Compensated via Brokerage
Towson, MarylandCRD #137945
Typical Fee--
AUM$3.3B
Minimum--
Clients17,774

FOUNDRY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #300794
Typical Fee--
AUM$134M
Minimum--
Clients273

FSA WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #104513
Typical Fee--
AUM$770M
Minimum--
Clients1,964

FVLCRUM PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #310971
Typical Fee--
AUM$298M
Minimum--
Clients3
Browse Fiduciary Financial Advisors | FiduciaryListings