Search Results

224 advisors in maryland
FirmFeeAUMMin.Clients

KENDALL CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #134740
Typical Fee--
AUM$604M
Minimum--
Clients1,415

KILNER CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gaithersburg, MarylandCRD #139521
Typical Fee0.45%
AUM$296M
Minimum--
Clients656

L. K. BENSON & COMPANY, P.C.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Timonium, MarylandCRD #107908
Typical Fee--
AUM$369M
Minimum--
Clients428

LAFAYETTE INVESTMENTS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ashton, MarylandCRD #22471
Typical Fee--
AUM$895M
Minimum--
Clients587

LASALLE INVESTMENT MANAGEMENT SECURITIES

Fee-OnlyAlso Compensated via Product Sales
Baltimore, MarylandCRD #111179
Typical Fee--
AUM$3.1B
Minimum--
Clients24

LAW & ASSOCIATES INC

Fee-Only, No ConflictsClean Record
Glen Echo, MarylandCRD #105350
Typical Fee--
AUM$305M
Minimum--
Clients1,623

LGG FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #305002
Typical Fee--
AUM$564M
Minimum--
Clients896

LOMBARD ADVISERS INCORPORATED

Fee-Only, No Conflicts
Baltimore, MarylandCRD #108231
Typical Fee--
AUM$567M
Minimum--
Clients1,377

MACROVIEW INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #149621
Typical Fee0.50%
AUM$387M
Minimum--
Clients830

MARATHON CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #119416
Typical Fee--
AUM$790M
Minimum--
Clients668

MARKS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ellicott City, MarylandCRD #310534
Typical Fee--
AUM$409M
Minimum--
Clients881

MARYLAND CAPITAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chester, MarylandCRD #134875
Typical Fee--
AUM$429M
Minimum--
Clients712

MBI LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #170858
Typical Fee--
AUM$317M
Minimum--
Clients395

MDRN CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Annapolis, MarylandCRD #325950
Typical Fee--
AUM$339M
Minimum--
Clients1,977

MERITIS WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Potomac, MarylandCRD #336539
Typical Fee--
AUM$224M
Minimum--
Clients418

META WEALTH ADVISORY

Fee-Only, No ConflictsClean Record
Timonium, MarylandCRD #338023
Typical Fee--
AUM$172M
Minimum--
Clients333

MIDCAP FINANCIAL SERVICES CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #285820
Typical Fee--
AUM$7.0B
Minimum--
Clients12

MONTGOMERY FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ocean City, MarylandCRD #170024
Typical Fee--
AUM$204M
Minimum--
Clients1,304

MONTGOMERY INVESTMENT MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #105417
Typical Fee--
AUM$490M
Minimum--
Clients108

MOORE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Frederick, MarylandCRD #323374
Typical Fee--
AUM$157M
Minimum--
Clients563

MOUNT VERNON ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #107099
Typical Fee--
AUM$233M
Minimum--
Clients121

MV CAPITAL MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #139034
Typical Fee--
AUM$1.3B
Minimum--
Clients1,169

MY WEALTH MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Germantown, MarylandCRD #168566
Typical Fee1.20%
AUM$156M
Minimum$200,000
Clients298

NEA MEMBER BENEFITS

Fee-Only, No ConflictsClean Record
Gaithersburg, MarylandCRD #138196
Typical Fee--
AUM--
Minimum--
Clients--

NEW CENTURY ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chevy Chase, MarylandCRD #122478
Typical Fee--
AUM$4.0B
Minimum--
Clients42

NEXUS338

Fee-Only, No ConflictsClean Record
Cabin John, MarylandCRD #315250
Typical Fee--
AUM$408M
Minimum--
Clients474

NORTHLANE CAPITAL PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #285990
Typical Fee--
AUM$1.1B
Minimum--
Clients3

OAKMONT WEALTH ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #299021
Typical Fee1.25%
AUM$94M
Minimum--
Clients246

OLIVER WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Towson, MarylandCRD #314867
Typical Fee--
AUM$298M
Minimum--
Clients1,291

OUTCOME DRIVEN STRATEGIES, LLC

Fee-Only, No ConflictsClean Record
Hunt Valley, MarylandCRD #311398
Typical Fee--
AUM$235M
Minimum--
Clients334
Browse Fiduciary Financial Advisors | FiduciaryListings