Fiduciary advisors in Annapolis, MD
12 registered advisers
12 SEC-registered fiduciary advisory firms operate in Annapolis, Maryland. Roughly 100% of registered fiduciary firms here are fee-only, totaling 12 practices.
1 NORTH WEALTH SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$278M
Minimum--
Clients647
ACCORDANT ADVISORY GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$278M
Minimum--
Clients471
CURIO WEALTH, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$384M
Minimum--
Clients349
HF ADVISORY GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$250M
Minimum--
Clients1,063
MDRN CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$339M
Minimum--
Clients1,977
RCS FINANCIAL PLANNING, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$241M
Minimum--
Clients675
REALTERM
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$10.0B
Minimum--
Clients14
SCARBOROUGH CAPITAL MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients2,056
SHAKER FINANCIAL SERVICES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$261M
Minimum--
Clients634
THE ELLERSON GROUP INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$261M
Minimum--
Clients105
VALUEWEALTH SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$242M
Minimum--
Clients262
WESTBOURNE INVESTMENT ADVISORS INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$359M
Minimum--
Clients420