Fiduciary advisors in Columbia, MD
6 registered advisers
At last count, 6 SEC-registered fiduciary firms operate out of Columbia, Maryland. Of those 6, 5 are compensated solely by client fees.
ALPHA DNA INVESTMENT MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$214M
Minimum--
Clients1,011
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.8B
Minimum--
Clients4,975
GLR PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$237M
Minimum--
Clients555
OAKMONT WEALTH ADVISORY, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.25%
AUM$94M
Minimum--
Clients246
POINTER FINANCIAL ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$139M
Minimum--
Clients499
TRIBRIDGE PARTNERS FINANCIAL LLC
Also Compensated via BrokerageTypical Fee--
AUM$1.6B
Minimum--
Clients535