The Capital Group Investment Advisory Services, LLC, headquartered in Bethesda, MD, is a prominent local investment advisory firm catering to a diverse client base. With over 220 individual clients, the firm manages an impressive $807,664,000 in assets. The Capital Group Investment Advisory Services, LLC specializes in discretionary asset management, with 100% of the assets they oversee falling under this category. Although 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise and capability to effectively manage employer funds. Committed to providing comprehensive investment guidance, The Capital Group Investment Advisory Services, LLC employs a team of 16 dedicated professionals, all of whom are focused on delivering exceptional investment advisory services to their clients. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select a payment method that aligns with their specific needs and preferences. The Capital Group Investment Advisory Services, LLC distinguishes itself with its average of approximately $50,480,000 in assets under management per investment advisor, which falls within the industry average. Notably, the firm boasts a team of highly experienced advisors, including Paul Cook, Lewis Evans, and Robert Hannan, who have demonstrated long-term dedication to the company and its clients. With their commitment to personalized service and a solid track record in asset management, The Capital Group Investment Advisory Services, LLC continues to be a trusted partner for individuals and organizations seeking expert guidance in achieving their financial goals.

FAI Wealth Management, based out of Columbia, MD, is a distinguished investment advisory firm that caters to a select clientele seeking personalized financial solutions. With a notable track record and assets under management totaling over $282,527,000, the firm provides comprehensive wealth management services to more than 80 individual clients. While their expertise extends beyond 401K and individual accounts, comprising less than 30% of their assets, they possess the capabilities to effectively manage employer funds as well. As a firm that specializes in discretionary asset management, FAI Wealth Management primarily focuses on high-net-worth individuals who entrust their financial well-being to the firm's expert guidance. Their compensation structure is designed to align with clients' needs and includes various options such as a percentage of assets under management, fixed fees, and hourly charges. FAI Wealth Management boasts a dedicated team of eight professionals, including three investment advisors who possess extensive industry experience. Each advisor is entrusted with an average of approximately $94,180,000 in assets under management, which falls within the industry average. Noteworthy among the firm's long-tenured advisors are Hope Campbell, Skyler Hutcheson, and Mark Stinson, who have consistently contributed to the success and reputation of FAI Wealth Management. With a commitment to delivering tailored financial solutions and a team of seasoned professionals, FAI Wealth Management continues to establish itself as a trusted partner for clients seeking to safeguard and grow their wealth.

American Financial Management Ltd, headquartered in Hunt Valley, MD, is a reputable investment advisory firm catering to a diverse clientele. With over 330 individual clients and more than $38,196,000 in assets under management, they possess a strong track record in handling investment portfolios. Specializing in managing employer 401K plans and individual assets, American Financial Management Ltd excels in providing comprehensive financial solutions. Their expertise and experience enable them to effectively guide employers and employees in maximizing the potential of their retirement savings. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring flexibility and tailored approaches to meet their clients' specific needs. With a highly qualified team of investment advisors, American Financial Management Ltd is well-equipped to handle their clients' financial goals. Their one office location allows for personalized attention and efficient communication, ensuring a close working relationship with their clients. Peter Marshall and Howard Dobson, both registered advisors with extensive tenure, exemplify the firm's commitment to providing knowledgeable and experienced guidance. Their collective expertise, alongside the rest of the dedicated team, contributes to the firm's success in delivering superior investment advisory services. As a discretionary asset manager, American Financial Management Ltd takes pride in its commitment to acting in the best interests of their clients. With an average of approximately $38,200,000 in assets under management per investment advisor, the firm maintains a strong focus on providing exceptional service and fostering long-term financial growth for their clients.

BNB Wealth Management, LLC is a small investment advisory firm headquartered in Silver Spring, MD, operating from three offices. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $49,750,000 in assets under management, which aligns with the industry average. The compensation structure at BNB Wealth Management, LLC encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. Notably, their expertise lies in managing employer 401Ks and individual portfolios, which collectively account for around half of their assets under management. This track record demonstrates their extensive experience in catering to the unique needs of both corporate and individual clients. Impressively, 90% of the assets managed by BNB Wealth Management, LLC are under their discretion, reflecting the trust clients place in their expertise and decision-making abilities. The firm boasts a substantial client base of over 340 individuals, with a total of more than $199,000,000 in assets under management. BNB Wealth Management, LLC takes pride in its team of highly tenured advisors, including Andrew Bellamah, Feldy Suwito, and Miguel Padilla. These seasoned professionals bring a wealth of knowledge and expertise to the firm, contributing to its success in delivering top-quality investment advisory services. With their commitment to personalized solutions, sound investment strategies, and a strong track record, BNB Wealth Management, LLC is well-positioned to assist clients in achieving their financial goals and secure their financial futures.

Widmann Financial Services, a local investment advisory firm based out of Bowie, MD, prides itself on providing comprehensive financial solutions to individuals and businesses. With a team of eight dedicated professionals, they offer a range of investment advisory services tailored to meet their clients' unique goals and needs. The firm's investment advisors possess a wealth of expertise, collectively managing an impressive $99,600,000 in assets on average per advisor. This figure aligns with industry standards, reflecting their solid track record and commitment to delivering value to their clients. Widmann Financial Services employs a flexible compensation structure, which includes a percentage of assets under management and performance-based fees. This approach ensures that their interests are aligned with their clients, fostering a culture of trust and accountability. With over 390 individual clients and more than $302,915,000 in assets under management, Widmann Financial Services has established a strong presence in the market. Their extensive experience in managing employer 401Ks and individual accounts has earned them a reputable standing within the industry. Notably, the firm manages 100% of their clients' assets on a discretionary basis, showcasing their expertise in making informed investment decisions on behalf of their clients. With one office conveniently located in Bowie, MD, Widmann Financial Services is well-positioned to serve clients in the surrounding areas. Their commitment to delivering personalized financial advice, backed by their comprehensive range of services, makes them a trusted partner in achieving long-term financial success.

RCS Financial Planning, LLC is a reputable investment advisory firm headquartered in Annapolis, MD, and boasts a strong presence with one office. With a dedicated team of four experienced professionals, RCS Financial Planning, LLC offers comprehensive investment advisory services to their esteemed clientele. Each investment advisor manages an average of approximately $40,460,000 in assets under management, showcasing their expertise and ability to handle substantial portfolios. The firm's compensation structure is multifaceted, encompassing various methods such as a percentage of assets under management, fixed fees, and hourly charges. Notably, RCS Financial Planning, LLC has developed significant proficiency in managing assets from employer 401Ks and individuals, accounting for approximately half of their impressive assets under management. Moreover, the firm exclusively handles discretionary assets, which demonstrates their clients' trust in their decision-making abilities. With over 180 individual clients entrusting them with their financial goals, RCS Financial Planning, LLC currently manages a substantial $161,849,000 in assets. The firm takes pride in the expertise and dedication of its advisors, some of whom have been with the company for an extended period. Notable longstanding advisors include Kent Groff, Thaddeus Toal, and Amanda Hopkins Clouser, who have contributed significantly to the firm's success and client satisfaction. RCS Financial Planning, LLC stands as a reliable partner for individuals and employers alike, offering tailored investment advisory services backed by a track record of success. With their experienced team and commitment to delivering exceptional financial guidance, they are well-equipped to meet the diverse needs of their clients and help them navigate the complexities of the financial landscape.

Delta Financial Advisors, Inc is a small investment advisory firm based out of Kensington, MD. With seven dedicated employees, they specialize in offering comprehensive financial guidance to individuals and businesses. Three of their team members are highly experienced investment advisors, providing personalized investment strategies to their clients. Their expertise enables them to manage an average of approximately $76,360,000 in assets per investment advisor, which aligns with the industry average. Delta Financial Advisors, Inc maintains a diverse compensation structure, allowing them to accommodate various client needs. They offer fee arrangements such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can select the compensation model that best suits their financial goals and preferences. The firm has built a solid reputation by managing over 210 individual clients and overseeing more than $160,112,000 in assets. A significant portion of their assets under management originates from employer 401K plans and individual investments, reflecting their strong experience in this particular space. In addition to their investment advisory services, Delta Financial Advisors, Inc offers complementary services such as insurance brokering or agency representation. They also collaborate with an accountant or accounting firm to provide clients with comprehensive financial solutions. With their sole office in Kensington, MD, Delta Financial Advisors, Inc serves a local clientele, ensuring a personalized and attentive approach to financial planning. The firm takes pride in its long-tenured advisors, including Joseph Fischetti, Jacob Defilippo, and Beverly Fischetti, who bring a wealth of experience and knowledge to their clients' financial journeys.

Summit Wealth And Retirement Partners, based out of Danville, CA, is a distinguished local investment advisory firm with a rich history of success. With over 160 individual clients and an impressive $642,043,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from five offices, Summit Wealth And Retirement Partners caters to a diverse range of clients, offering personalized financial solutions tailored to their unique needs. While their expertise extends beyond 401K and individual accounts, representing less than 30% of their assets under management, Summit Wealth And Retirement Partners possesses the proficiency to skillfully manage employer funds. Notably, 64% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. With a focus on high net worth individuals, Summit Wealth And Retirement Partners has attracted discerning clients seeking top-tier financial services. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with client objectives. Comprising a total of 12 employees, the firm boasts a team of seven dedicated investment advisors. On average, each advisor oversees approximately $91,720,000 in assets under management, which aligns with the industry average. Noteworthy among their ranks are esteemed advisors Robert Cucchiaro, Harold Porter, and Jennifer Butler, who bring extensive experience and expertise to the table. Summit Wealth And Retirement Partners exemplifies excellence in investment advisory services, delivering comprehensive financial solutions to their esteemed clientele and guiding them towards a secure and prosperous future.

1919 Investment Counsel, LLC, based out of Baltimore, MD, is a highly reputable regional investment advisory firm that offers comprehensive financial services. With a total of 121 employees, they have a dedicated team of 58 professionals specializing in investment advisory services. The firm boasts an impressive average of approximately $903,120,000 in assets under management per investment advisor, well above the industry average, reflecting their expertise and success in managing client portfolios. The compensation structure at 1919 Investment Counsel, LLC includes various types such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with their clients' needs and preferences. They have a substantial client base, serving over 1,780 individual clients with an impressive $17,378,996,000 in assets under management. The majority of these assets belong to high net worth individuals, highlighting the firm's ability to cater to sophisticated investors. One distinguishing factor is that 100% of the assets they manage are discretionary, demonstrating their clients' trust in the firm's investment expertise and decision-making abilities. Additionally, 1919 Investment Counsel, LLC offers specialized services as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration, providing clients with access to diverse investment opportunities. With ten offices, the firm operates throughout the region, offering convenient access to their services. Notably, 1919 Investment Counsel, LLC takes pride in its experienced team of advisors, including Ronald Bates, William Constantine, and Lee Robertson, who have contributed significantly to the firm's long-standing success and reputation in the industry.

Sentinel Capital Solutions, based out of Hagerstown, MD, is a reputable investment advisory firm that caters to over 100 individual clients, effectively managing assets worth over $23,500,000. With extensive expertise in the employer 401K and individual investment space, they have established a strong track record in delivering exceptional results. The firm operates from a single office and offers discretionary management for all their clients' assets. Committed to providing comprehensive financial solutions, Sentinel Capital Solutions boasts a talented team of three dedicated employees. Among them, Cort Meinelschmidt stands out as one of the firm's most experienced registered advisors, having joined the team in 2023. As an investment advisor, Cort and the rest of the team have consistently demonstrated their ability to grow and protect their clients' wealth. Sentinel Capital Solutions' compensation structure is designed to align their success with that of their clients. They employ various types of compensation, including a percentage-based model tied to the assets under management. This ensures that their interests are closely aligned with their clients' investment goals. With an average of $23,500,000 in assets under management per investment advisor, Sentinel Capital Solutions showcases their ability to effectively handle substantial portfolios. Through their personalized approach and commitment to excellence, the firm has earned a solid reputation for delivering sound financial advice and driving impressive investment returns.

Brown Capital Management, LLC is a prominent investment advisory firm based out of Baltimore, MD, with a strong local presence. With a single office, the firm is dedicated to providing comprehensive investment solutions to its clients. Boasting a team of 38 highly skilled professionals, 17 of whom are focused on delivering top-notch investment advisory services, Brown Capital Management, LLC is committed to delivering exceptional results. The firm manages a substantial amount of assets, averaging around $624,410,000 per investment advisor, which surpasses the industry average. This impressive figure speaks to their expertise and ability to generate substantial returns for their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment goals. Brown Capital Management, LLC prides itself on its discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This approach allows them to adapt quickly to market changes and seize lucrative opportunities. With an extensive roster of over 20 individual clients, Brown Capital Management, LLC oversees a substantial sum of assets under management, totaling over $10,614,901,000. The firm's longstanding success is attributed, in part, to the expertise and experience of key advisors such as Chaitanya Yaramada, Kempton Ingersol, and Keith Lee, who have played integral roles in the firm's growth and have established themselves as respected figures within the industry. Brown Capital Management, LLC continues to uphold its reputation as a trusted and reliable investment advisor, committed to delivering exceptional service to its clients.