Summit Financial is a local investment advisory firm based out of Hunt Valley, MD. With one office, they cater to a diverse clientele seeking expert financial guidance. The firm boasts a team of 11 dedicated professionals, with six of them specializing in providing comprehensive investment advisory services. Drawing from their extensive knowledge and experience, Summit Financial manages an impressive average of approximately $25,630,000 in assets per investment advisor. To ensure client satisfaction, Summit Financial offers a flexible compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. While the firm manages less than 30% of their assets under management through 401K and individual accounts, they possess the capability to efficiently oversee employer funds. Remarkably, Summit Financial exercises full discretionary control over all the assets they manage. Catering primarily to high net worth individuals, Summit Financial has successfully built a substantial client base, serving over 160 individual clients with a combined asset value exceeding $153,775,000. The firm's enduring success can be attributed to its team of seasoned advisors, including the highly respected Alvin Anton, James Biggar, and Haider Thamir, who have contributed significantly to the company's growth and reputation. Summit Financial is committed to providing personalized and tailored financial strategies that align with their clients' goals and aspirations. By offering comprehensive investment advisory services and maintaining a strong focus on client satisfaction, the firm has established itself as a trusted partner in helping individuals navigate the complexities of the financial landscape.

Stewardship Advisors, LLC is a well-established local investment advisory firm headquartered in Mount Joy, PA. With a team of 11 dedicated professionals, including 8 experienced investment advisors, they provide comprehensive financial guidance to a diverse client base. The firm manages a substantial amount of assets, averaging around $41,300,000 per investment advisor. With over 390 individual clients, Stewardship Advisors, LLC oversees an impressive $281,806,000 in assets under management. Notably, approximately half of these assets come from employer 401Ks or individuals, showcasing the firm's extensive experience in this domain. What sets Stewardship Advisors, LLC apart is their commitment to providing personalized and tailored services to each client, ensuring their financial goals and objectives are met. Stewardship Advisors, LLC employs a flexible compensation structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This adaptable approach enables clients to choose the payment method that suits their needs best. As a fully discretionary investment advisory firm, Stewardship Advisors, LLC has complete authority to make investment decisions on behalf of their clients. This autonomy allows them to proactively manage and optimize client portfolios to capitalize on market opportunities while adhering to individual risk tolerance and financial objectives. Led by a team of seasoned professionals, Stewardship Advisors, LLC boasts several long-tenured advisors, including John Simkins, Thomas Talbott, and Mark Brinser. These experienced individuals bring a wealth of knowledge and expertise to the firm, further solidifying their reputation as a trusted and reliable financial partner. With their strong track record, client-centric approach, and dedication to stewarding their clients' financial well-being, Stewardship Advisors, LLC continues to be a leading investment advisory firm in the Mount Joy, PA area.

Red Oak Financial Group is a local investment advisory firm based out of Towson, MD. With 20 total employees, including seven dedicated to investment advisory services, the firm offers comprehensive financial guidance to a diverse clientele. With an average of $84,280,000 in assets under management per investment advisor, Red Oak Financial Group aligns with industry averages in terms of assets managed. Their compensation structure incorporates various types, such as a percentage of assets under management, hourly charges, and fixed fees. While Red Oak Financial Group primarily focuses on managing individual accounts and 401Ks, which represent less than 30% of their assets under management, they possess the capacity to oversee employer funds. An impressive 54% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Red Oak Financial Group boasts a substantial client base, serving over 580 individuals with a remarkable $589,989,000 in assets under management. The firm's long-standing success can be attributed, in part, to the expertise of their experienced advisors. Notable members of the team include Robert Compton, Carli Stryker, and Christopher Compton, who have demonstrated their commitment and proficiency over many years. Committed to providing personalized financial advice and helping clients achieve their goals, Red Oak Financial Group remains a trusted partner for individuals seeking expert guidance in the realm of investment management.

Lafayette Investments, Inc., a local investment advisory firm based out of Ashton, MD, specializes in providing comprehensive investment advisory services to a diverse clientele. With seven dedicated employees, six of whom are experienced investment advisors, Lafayette Investments has built a solid reputation for its expertise and commitment to delivering exceptional results. Notably, Lafayette Investments boasts an impressive average of approximately $154,870,000 in assets under management per investment advisor, significantly surpassing the industry average. This outstanding track record reflects their ability to attract and retain high net worth individuals, as evidenced by over 80 individual clients entrusting them with more than $715,600,000 in assets. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment of interests with their clients' investment goals. Moreover, Lafayette Investments distinguishes itself by exclusively offering discretionary management services, granting clients peace of mind knowing that their assets are professionally overseen. Operating out of a single office, Lafayette Investments has fostered a close-knit environment that values long-term relationships and personalized attention. The firm's most tenured advisors, Lawrence Judge, Robert Noyes, and Mark Hughes, exemplify the depth of expertise and commitment to excellence that define Lafayette Investments. Overall, Lafayette Investments, Inc. stands out as a trusted partner in the investment advisory landscape, combining a local presence, industry-leading asset management figures, and a team of seasoned professionals dedicated to helping clients achieve their financial objectives.

Chartered Advisory Group, a small investment advisory firm based out of Chadds Ford, PA, is a trusted partner for over 300 individual clients. With assets under management totaling more than $137,268,000, the company prides itself on delivering tailored financial solutions. Operating from two offices, Chartered Advisory Group specializes in providing comprehensive investment advice and acts as an insurance broker or agent. Dedicated to their clients' financial success, Chartered Advisory Group focuses on managing employer 401K plans and individual investments, which constitute over 80% of their assets under management. Their expertise in overseeing 401K plans makes them highly qualified to assist employers and employees alike. Furthermore, the firm manages discretionary assets, amounting to 20% of the total assets they handle. To ensure transparent and fair compensation, Chartered Advisory Group offers multiple fee structures, including a percentage of assets under management, hourly charges, fixed fees, and commissions. This flexibility allows clients to choose the arrangement that best suits their needs. With a team of six dedicated employees, four of whom specialize in investment advisory services, Chartered Advisory Group maintains a favorable ratio of approximately $34,320,000 in assets under management per investment advisor. The firm prides itself on its experienced staff, including long-tenured advisors such as Sean Smith, Robert Pedrick, and William Kantner. As a leading investment advisory firm in Chadds Ford, Chartered Advisory Group combines industry expertise, personalized service, and a commitment to client satisfaction to deliver exceptional financial solutions.

Riversedge Advisors, based in Wilmington, DE, is a reputable investment advisory firm with a local presence and a dedicated team of professionals. With 16 employees in total, 11 of whom specialize in providing comprehensive investment advisory services, Riversedge Advisors boasts a wealth of expertise and experience in managing client assets. The firm maintains an impressive average of approximately $26,360,000 in assets under management per investment advisor, reflecting their ability to handle substantial portfolios. Their compensation structure is diverse and includes various types, such as a percentage of assets under management, ensuring a mutually beneficial arrangement for both the firm and its clients. Riversedge Advisors has built a strong client base, serving over 220 individual clients who entrust the firm with more than $452,704,000 in assets under management. Predominantly catering to high net worth individuals, the firm's expertise lies in managing sizable investments. Although 401K and individual accounts account for less than 30% of their assets under management, Riversedge Advisors possesses the capability to effectively manage employer funds. Operating with full discretion, Riversedge Advisors demonstrates a commitment to maintaining clients' trust and confidentiality. With their sole office located in Wilmington, DE, the firm embraces its local roots while delivering top-notch investment advisory services. Notably, Riversedge Advisors takes pride in its team of highly tenured advisors, including Michael Levy, Erin Eliason, and Brian Carney, who contribute their extensive knowledge and experience to the firm's continued success.

Chesapeake Financial Advisors, based out of Towson, MD, is a prominent local investment advisory firm with a strong reputation in the industry. With a total of 14 dedicated employees, they specialize in providing comprehensive investment advisory services to their valued clients. Notably, 11 of their team members are highly skilled investment advisors who offer expert guidance and tailored financial solutions. Chesapeake Financial Advisors manages an impressive average of approximately $362,830,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment with their clients' financial goals. With over 310 individual clients, Chesapeake Financial Advisors oversees a substantial portfolio of assets under management totaling more than $245,491,000. Notably, their expertise extends to managing employer 401Ks and individual investments, which together account for around half of their assets under management. This demonstrates their considerable experience and success in this space. Remarkably, 98% of the assets Chesapeake Financial Advisors manages are discretionary, allowing them to make well-informed decisions on behalf of their clients. Operating from four strategically located offices, this local firm serves the community with dedication and accessibility. Chesapeake Financial Advisors takes pride in its team of highly experienced professionals. Noteworthy among them are Craig Pohl, Thomas Taylor, and Matthew Kline, who boast some of the longest tenures at the firm. Their expertise, combined with the collective knowledge and commitment of the entire team, positions Chesapeake Financial Advisors as a trusted and reliable partner in helping clients achieve their financial objectives.

Legacy Solutions, LLC, a small investment advisory firm based out of Kennett Square, PA, is dedicated to providing comprehensive financial solutions to its clients. With a team of four employees, three of whom specialize in investment advisory services, they offer personalized guidance to individuals seeking to grow and protect their wealth. Legacy Solutions, LLC employs a flexible compensation structure tailored to meet the unique needs of their clients. Their fee options include a percentage of assets under management, hourly charges, and fixed fees. With over 80 individual clients, the firm currently manages an impressive $107,375,000 in assets. The majority of these assets are held by high-net-worth individuals who entrust Legacy Solutions, LLC with their financial future. While 401K and individual accounts make up less than 30% of their total assets under management, Legacy Solutions, LLC possesses the expertise and capability to manage employer funds. Furthermore, all of the assets they manage are discretionary, allowing them to make informed investment decisions on behalf of their clients. In addition to their investment advisory services, Legacy Solutions, LLC also serves as an insurance broker or agent, providing comprehensive coverage options to further protect their clients' assets and financial well-being. With three offices, Legacy Solutions, LLC is strategically positioned to cater to clients in Kennett Square, PA, and surrounding areas. The firm's commitment to delivering personalized financial solutions has earned them a reputation as a trusted advisor in the region.

Financial Council Asset Management Inc is a small investment advisory firm based out of Towson, MD, with one office. With three dedicated employees, they specialize in providing investment advisory services to their clients. Each investment advisor at the firm manages an average of approximately $113,210,000 in assets under management, which falls within the industry average. Financial Council Asset Management Inc employs a diverse compensation structure, including a percentage of assets under management and fixed fees, among other types. Their client base consists of over 640 individual clients, with a total of more than $809,254,000 in assets under management. The firm primarily manages assets for high net worth individuals, although they also handle a smaller portion of 401K and individual accounts, which account for less than 30% of their overall assets. An important characteristic of Financial Council Asset Management Inc is their ability to manage employer funds, offering comprehensive services to meet the needs of different types of clients. They have discretionary authority over 100% of the assets they manage, ensuring flexibility and efficiency in their decision-making process. Despite being a small firm, Financial Council Asset Management Inc has established a strong presence in the investment advisory industry. Their expertise, combined with a personalized approach to client service, allows them to effectively navigate the complexities of the financial market and assist their clients in achieving their investment goals.

Baltimore-Washington Financial Advisors, based out of Columbia, MD, is a highly reputable local investment advisory firm with a track record of success. With over 3,180 individual clients and an impressive $1,442,581,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With one office serving their diverse clientele, Baltimore-Washington Financial Advisors specializes in managing employer 401Ks and individual assets, making up approximately half of their assets under management. Their extensive experience in this space sets them apart, enabling them to provide tailored investment strategies to meet the unique needs of their clients. A significant advantage of partnering with Baltimore-Washington Financial Advisors is their discretion over managing 95% of the assets they oversee. This discretion allows them to make strategic investment decisions based on their expertise and market insights, ultimately benefiting their clients' portfolios. The firm's compensation structure offers flexibility, including a percentage of assets under management. This approach aligns their interests with their clients' and ensures a focus on generating favorable investment outcomes. Baltimore-Washington Financial Advisors boasts a team of 22 highly skilled employees, with 11 dedicated to providing investment advisory services. Their average assets under management per investment advisor exceed the industry average at approximately $131,140,000, demonstrating their ability to handle substantial portfolios. The firm takes pride in its long-tenured advisors, including Robert Carpenter, John Kelly, and Joseph Caputo, who bring a wealth of knowledge and expertise to the table. Their commitment to client success and continuous growth has earned them the trust and loyalty of their clients throughout the years.

WBH Advisory, Inc. is a reputable local investment advisory firm headquartered in Baltimore, MD. With an extensive network of 7 offices, WBH Advisory, Inc. serves a diverse clientele in the Mid-Atlantic region. The firm prides itself on its team of 13 highly skilled professionals, nearly all of whom are dedicated to providing comprehensive investment advisory services. On average, each investment advisor at WBH Advisory, Inc. oversees approximately $92,550,000 in assets under management, which aligns with the industry average. The firm offers a flexible compensation structure, including various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. While 401K and individual accounts make up less than 30% of their assets under management, WBH Advisory, Inc. possesses the expertise to manage employer funds. All of the assets managed by WBH Advisory, Inc. are discretionary, demonstrating their commitment to making informed investment decisions on behalf of their clients. The firm primarily serves high-net-worth individuals, managing a substantial client base of over 460 individuals who collectively entrust the firm with over $1,110,611,000 in assets. WBH Advisory, Inc. boasts a team of seasoned advisors, including Robert Willen, Marc Hertzberg, and John Ciccarone, who have demonstrated their dedication and expertise over many years. With a strong presence in Baltimore and its surrounding areas, WBH Advisory, Inc. continues to deliver tailored investment advisory services, helping clients achieve their financial goals with confidence and peace of mind.

Scarborough Capital Management, a local investment advisory firm based in Annapolis, MD, boasts a team of 19 talented professionals dedicated to providing top-notch investment advisory services. With an average of $67,840,000 in assets under management per investment advisor, their performance aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet the diverse needs of their clients. Their extensive experience in managing employer 401Ks and individual assets positions them as trusted experts in this domain. Operating with discretion, Scarborough Capital Management prudently manages the entirety of their $1,085,472,000 in assets under management, demonstrating their commitment to delivering personalized and tailored investment solutions. The firm serves a substantial client base, boasting over 2,070 individual clients who benefit from their expertise and guidance. With a long-standing presence in the industry, Scarborough Capital Management values the contributions of their seasoned advisors, including David Sizemore, Joshua Goldsmith, and Jonathan Szostek, who have established a strong reputation for their commitment to client success. Through their office in Annapolis, Scarborough Capital Management aims to provide exceptional service and strategic financial guidance to help clients achieve their investment objectives. Their dedication to professionalism and client satisfaction positions them as a reliable partner in the competitive landscape of investment advisory services.