T. Rowe Price Advisory Services, Inc., headquartered in Owings Mills, MD, is a reputable regional investment advisory firm with a strong track record. With a total of 47 employees, including 33 dedicated to providing investment advisory services, they have established themselves as a trusted partner in the financial industry. Their impressive average of approximately $156,680,000 in assets under management per investment advisor surpasses the industry average, showcasing their expertise in managing substantial portfolios. Their compensation structure offers various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. T. Rowe Price Advisory Services, Inc. boasts a broad client base, serving over 4,160 individual clients and managing over $706,239,000 in assets. The majority of their assets under management, over 80%, are comprised of employer 401(k) plans and individual accounts, highlighting their proficiency in managing both corporate and personal investment portfolios. T. Rowe Price Advisory Services, Inc. excels in providing comprehensive services tailored to their clients' needs. They specialize in managing 401(k) plans for employers and employees, leveraging their extensive expertise and experience in this domain. With a 100% discretionary asset management approach, they have the flexibility to make informed investment decisions on behalf of their clients. In addition to their core services, T. Rowe Price Advisory Services, Inc. also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. With two office locations and a team of highly experienced advisors, including long-tenured professionals such as Martin Allenbaugh, Daniel Middelton, and Constance Weil, the firm is well-equipped to provide exceptional investment advisory services to their clients.

The Prosperity Consulting Group, LLC, based out of Owings Mills, MD, is a well-established local investment advisory firm with a strong presence in the industry. With over 330 individual clients and an impressive $406,753,000 in assets under management, they have gained a reputation for their expertise and personalized service. The firm operates from three offices, strategically positioned to cater to their diverse clientele. They offer a comprehensive range of services, including investment advisory and acting as an insurance broker or agent. While they manage a variety of accounts, it is noteworthy that 401K and individual accounts constitute less than 30% of their assets under management. However, they possess the necessary capabilities to efficiently manage employer funds. The Prosperity Consulting Group, LLC primarily caters to high net worth individuals, managing the majority of their assets. Their compensation structure reflects their commitment to providing value to their clients, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. With a total of 11 employees, the firm maintains a highly skilled team of professionals, with eight dedicated to investment advisory services. Each investment advisor at The Prosperity Consulting Group, LLC manages an average of approximately $50,840,000 in assets, aligning with the industry average. The firm takes pride in its experienced advisors, with notable names such as Lauren Rebbel, William Martin, and Donna Gestl, who have demonstrated long-term commitment to the company and its clients.

SC&H Financial Advisors, Inc., headquartered in Sparks, MD, is a highly regarded investment advisory firm with a team of 31 dedicated professionals. With a focus on providing exceptional financial guidance, SC&H has established itself as a leading player in the industry. Thirteen of their experienced employees specialize in delivering top-notch investment advisory services, ensuring that clients receive expert guidance tailored to their unique needs. The firm boasts an impressive average of approximately $410,190,000 in assets under management per investment advisor, surpassing the industry average and highlighting their ability to handle substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a transparent and fair arrangement for clients. SC&H Financial Advisors, Inc. caters to a diverse clientele, serving over 320 individual clients and managing assets worth more than $737,473,000. The firm's expertise lies in managing the wealth of high net worth individuals, although they also possess the capabilities to oversee employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. Notably, all the assets managed by SC&H Financial Advisors, Inc. are discretionary, allowing them to make investment decisions on behalf of their clients. In addition to their investment advisory services, SC&H provides insurance brokerage or agency services, as well as accounting solutions through their affiliated accounting firm. With four offices in Sparks, MD, the firm ensures accessibility and convenience for their valued clients. The team comprises seasoned professionals, including notable advisors such as Caitlin Garner, Andrew Thompson, and Robin Patalon, who have been instrumental in the firm's success over the years.

The L. Warner Companies, Inc, based out of Timonium, MD, is a local investment advisory firm with a strong foothold in the industry. With over 200 individual clients and an impressive $605,993,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from three well-equipped offices, catering to a diverse range of clients' needs. The L. Warner Companies, Inc offers comprehensive services that extend beyond investment advisory. As an insurance broker or agent, they provide additional support to their clients, ensuring a holistic approach to financial management. With a notable focus on employer 401Ks and individual portfolios, the company boasts substantial expertise in these areas, leveraging their experience to maximize client returns. When it comes to compensation, The L. Warner Companies, Inc offers various options tailored to client preferences. They employ a flexible structure, encompassing a percentage of assets under management, fixed fees, and commissions. This adaptability allows them to cater to different client needs and align their interests with the best possible outcomes. The firm operates with a dedicated team of 43 employees, with 12 of them specifically focused on providing investment advisory services. With an average of $50,500,000 in assets under management per investment advisor, The L. Warner Companies, Inc maintains a competitive standing within the industry. The company's longevity is evident through the presence of esteemed advisors like Edwin Killinger, Ilene Salcman, and John Russell, who have been integral to the firm's success over the years.

Financial Advisory Services, LLC is a small investment advisory firm based out of Hanover, PA, with three offices. With a total of two employees, the firm specializes in providing comprehensive financial guidance and investment advisory services to a diverse client base. Their team of dedicated professionals possesses extensive knowledge and experience in the financial industry, offering personalized solutions to help clients achieve their financial goals. The firm's investment advisors manage an impressive average of approximately $41,470,000 in assets under management, showcasing their expertise in handling significant portfolios. Financial Advisory Services, LLC serves over 240 individual clients, with a remarkable $173,613,000 in assets under management. Their client base includes a wide range of investors, and they have gained a strong reputation for their proficiency in managing assets from employer 401Ks and individual accounts. The firm's compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges. This adaptability allows clients to choose the most suitable payment method for their individual needs. Sean Huston and Ryan Fox are two of the longest tenured registered advisors at Financial Advisory Services, LLC. Their tenure and expertise demonstrate the firm's commitment to maintaining a team of seasoned professionals dedicated to providing excellent financial guidance. As a discretionary investment advisory firm, Financial Advisory Services, LLC maintains full authority to make investment decisions on behalf of their clients. This autonomy enables them to implement strategies and execute trades efficiently, aligned with each client's unique financial objectives. With their exceptional track record and commitment to client success, Financial Advisory Services, LLC continues to be a trusted partner for individuals seeking reliable and expert financial advice.