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 Sales
Columbia, MarylandCRD #288198
Typical Fee--
AUM$214M
Minimum--
Clients1,011

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #159388
Typical Fee--
AUM$2.8B
Minimum--
Clients4,975

GLR PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #334902
Typical Fee--
AUM$237M
Minimum--
Clients555

OAKMONT WEALTH ADVISORY, LLC

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

POINTER FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #326745
Typical Fee--
AUM$139M
Minimum--
Clients499

TRIBRIDGE PARTNERS FINANCIAL LLC

Also Compensated via Brokerage
Columbia, MarylandCRD #326489
Typical Fee--
AUM$1.6B
Minimum--
Clients535
Fiduciary Advisors in Columbia, Maryland | FiduciaryListings