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.

Swisspartners Advisors, based out of Zurich, is a reputable investment advisory firm catering to over 20 individual clients. With assets under management exceeding $501,317,000, Swisspartners Advisors possesses extensive expertise in managing discretionary funds. While 401K and individual accounts account for less than 30% of their portfolio, the firm is fully equipped to handle employer funds as well. Comprising a team of five professionals, Swisspartners Advisors boasts four dedicated investment advisors who diligently oversee their clients' financial goals. Each investment advisor manages an average of approximately $125,330,000 in assets, aligning with industry standards. The compensation structure at Swisspartners Advisors is designed to align their success with that of their clients. They employ various methods, including a percentage of assets under management and performance-based fees. This ensures that the firm is motivated to deliver optimal results while prioritizing the interests of their clientele. With a single office in Zurich, Swisspartners Advisors maintains a focused approach, allowing for personalized attention to each client's specific investment needs. Their comprehensive understanding of the financial landscape empowers them to provide tailored advice and strategies that align with their clients' objectives. Overall, Swisspartners Advisors has established itself as a trusted partner in the investment advisory realm, excelling in the management of discretionary funds and delivering exceptional service to their diverse client base.

McLaughlin Ryder Investments, Inc. is a highly reputable and dynamic investment advisory firm headquartered in Alexandria, VA. With a single office, the firm focuses on providing exceptional financial services to a diverse clientele. The team at McLaughlin Ryder Investments consists of three dedicated professionals, two of whom specialize in offering comprehensive investment advisory services. Distinguished by their impressive track record, McLaughlin Ryder Investments manages an impressive average of approximately $204,500,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, encompassing various models such as a percentage of assets under management, fixed fees, and hourly charges. While employer funds constitute a significant portion of their managed assets, 401K and individual accounts contribute less than 30% of their total assets under management. The firm also holds discretionary authority over 2% of the assets they oversee. Their primary focus remains on catering to the unique financial needs of high-net-worth individuals, who make up the majority of their client base. In addition to their investment advisory services, McLaughlin Ryder Investments serves as an insurance broker or agent, offering comprehensive coverage solutions to further meet their clients' financial needs. With an extensive client base comprising over 220 individuals, the firm boasts an impressive $409,006,000 in assets under management. McLaughlin Ryder Investments prides itself on its team of experienced professionals, including the long-tenured advisors Shawn McLaughlin, Michelle Glicklin, and Jacobson Truex. Their expertise, combined with a commitment to personalized financial solutions, positions McLaughlin Ryder Investments as a trusted partner in helping clients achieve their financial goals.

Campbell Wealth Management, Inc. is a reputable investment advisory firm based in Alexandria, VA. With a single office, the firm boasts a team of 33 dedicated professionals, 10 of whom specialize in providing top-notch investment advisory services. The company manages an average of $79,970,000 in assets under management per investment advisor, aligning closely with the industry standard. Campbell Wealth Management, Inc. offers a versatile compensation structure to cater to clients' unique needs. This includes options such as a percentage of assets under management, fixed fees, and hourly charges. The firm primarily handles assets of employer 401K plans and individuals, which collectively make up over 80% of their assets under management. Their expertise in managing both employer-sponsored retirement plans and individual portfolios positions them as a reliable choice for comprehensive financial solutions. With a discretionary approach, Campbell Wealth Management, Inc. possesses full authority in managing 100% of the assets entrusted to them. Additionally, the firm extends its services as a registered representative of a broker-dealer and as an insurance broker or agent, providing clients with a holistic financial experience. With an extensive clientele base of over 300 individuals, Campbell Wealth Management, Inc. oversees an impressive $799,672,000 in assets under management. The firm takes pride in its team of seasoned advisors, including Tyler Frech, Richard Clement, and Kelly Campbell, who have demonstrated long-standing commitment to the company's success and their clients' financial well-being. Campbell Wealth Management, Inc. is dedicated to providing personalized and comprehensive financial guidance, tailored to meet the unique needs and goals of their valued clients.

Westbourne Investment Advisors Inc., a small investment advisory firm based out of Annapolis, MD, proudly serves over 110 individual clients, overseeing a remarkable $243,782,000 in assets under management. With two offices, they cater to a diverse range of clients, specializing in managing discretionary funds for high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their assets, Westbourne Investment Advisors Inc. possesses the expertise to effectively manage employer funds as well. Their team consists of four dedicated employees, all of whom provide top-notch investment advisory services. On average, each investment advisor handles approximately $60,950,000 in assets under management, which aligns with the industry standard. The company's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Notably, Westbourne Investment Advisors Inc. boasts a team of experienced professionals, including long-tenured advisors Joseph Wilkinson, Jonathan Levin, and Bruce Kromminga. These individuals bring a wealth of knowledge and expertise to the firm, contributing to its exceptional track record and client satisfaction. Westbourne Investment Advisors Inc. prides itself on providing personalized financial strategies tailored to each client's unique goals and risk tolerance. With a focus on building long-term relationships and delivering comprehensive investment solutions, they strive to empower their clients to make informed financial decisions and achieve their desired outcomes.

Innovative Wealth Building LLC is a reputable local investment advisory firm based in California, MD, with a strong presence in the industry. With two offices, they cater to a diverse clientele and offer comprehensive financial solutions. Boasting over 1,010 individual clients and managing assets worth $356,124,000, Innovative Wealth Building LLC has demonstrated its ability to provide effective investment management services. The firm specializes in managing employer 401(k) plans and individual accounts, which collectively account for over 80% of their assets under management. Their expertise in this area positions them as a trusted choice for employers and employees seeking guidance in maximizing their retirement savings. The compensation structure at Innovative Wealth Building LLC includes various options, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can select the payment method that best aligns with their needs and preferences. With a team of nine professionals, including five investment advisors, Innovative Wealth Building LLC delivers personalized and expert advice to its clients. On average, each investment advisor manages approximately $71,220,000 in assets under management, which is in line with the industry average. The firm takes pride in its experienced advisors, with Kennah Parham, Jennifer Hill, and Warren Brooks among the longest-tenured professionals at Innovative Wealth Building LLC. Their wealth of knowledge and expertise contribute to the success of the firm and the satisfaction of its clients. Innovative Wealth Building LLC's commitment to providing customized financial solutions, managing retirement plans, and their team of experienced advisors make them a trusted partner for individuals and employers seeking effective wealth-building strategies in California, MD, and beyond.

Accordant Advisory Group, Inc., headquartered in Annapolis, MD, is a small investment advisory firm with a strong reputation in the industry. With a team of five dedicated professionals, they specialize in providing comprehensive investment advisory services to individual and institutional clients. Out of their total employees, four of them serve as investment advisors, delivering expert guidance and managing client portfolios. Accordant Advisory Group, Inc. boasts an impressive track record, overseeing an average of $118,670,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is diversified and includes various models, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. With a client base exceeding 320 individuals, Accordant Advisory Group, Inc. skillfully manages over $204,194,000 in assets. While 401(k) and individual accounts account for less than 30% of their total assets under management, the firm possesses the necessary expertise and resources to effectively manage employer funds. An impressive 87% of the assets entrusted to them are managed on a discretionary basis, reflecting the trust and confidence placed in their hands. Accordant Advisory Group, Inc. operates from three strategically located offices, providing convenient access to clients. The firm takes pride in its team of experienced professionals, including David Mckee, Erin Smith, and Thomas Burdette, who have demonstrated long-standing commitment and dedication to their clients' financial success. With their client-centric approach, depth of expertise, and solid performance, Accordant Advisory Group, Inc. continues to position itself as a trusted partner in helping clients navigate the complexities of the investment landscape and achieve their financial goals.

Wealthcrest Financial Services, LLC, based out of Springfield, VA, is a highly regarded local investment advisory firm. With three offices, they cater to a diverse clientele, boasting over 390 individual clients. The firm's exceptional track record is reflected in their impressive $295,288,000 in assets under management. Specializing in managing the financial affairs of high net worth individuals, Wealthcrest Financial Services, LLC demonstrates their expertise by efficiently handling both 401K and individual accounts, comprising a significant portion of their assets under management. Moreover, they possess the capability to oversee employer funds. With a compensation structure that includes various options, such as a percentage of assets under management, hourly charges, fixed fees, and commissions, Wealthcrest Financial Services, LLC provides flexibility to meet their clients' specific needs. The firm's team comprises seven dedicated professionals, with five of them actively engaged in providing investment advisory services. Their experienced investment advisors average approximately $59,060,000 in assets under management per advisor, aligning with the industry average. Wealthcrest Financial Services, LLC takes pride in the longevity of their advisory staff. Esteemed advisors like Russell Robertson, Gregory Grimsley, and Patrick Beagle have been with the firm for an extended period, offering clients the benefit of their seasoned expertise. In addition to investment advisory services, Wealthcrest Financial Services, LLC also serves as an insurance broker or agent, ensuring comprehensive financial coverage for their valued clients. With their commitment to delivering tailored solutions and their extensive wealth management experience, Wealthcrest Financial Services, LLC continues to be a trusted partner in helping clients achieve their financial goals.

Chesapeake Financial Planning, a reputable investment advisory firm headquartered in Annapolis, MD, caters to a diverse client base of over 450 individuals. With a staggering $153,713,000 in assets under management, this small yet dynamic firm has positioned itself as a trusted partner in financial planning. Boasting five well-established offices, Chesapeake Financial Planning demonstrates its commitment to providing personalized services throughout the region. As a testament to their expertise, approximately half of their assets under management stem from employer 401Ks and individuals. This extensive experience in managing such portfolios has contributed to their strong foothold in the industry. Notably, all of the assets managed by Chesapeake Financial Planning are discretionary, showcasing the firm's ability to make autonomous investment decisions on behalf of their clients. The compensation structure at Chesapeake Financial Planning offers flexibility with various options, including a percentage of assets under management, fixed fees, and hourly charges. With a team of six dedicated professionals, three of whom specialize in investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor oversees approximately $51,240,000 in assets under management, aligning with the industry standard. Chesapeake Financial Planning takes pride in its seasoned advisors, some of whom have been with the firm for a significant period. Notable individuals such as Katelyn Fisher, Elizabeth Bennett, and Melissa Carriles Biggham have contributed to the firm's success and earned the trust of their clients through their expertise and dedication. In summary, Chesapeake Financial Planning is a well-established investment advisory firm with a robust presence in Annapolis, MD. With their extensive experience, comprehensive compensation structure, and a team of dedicated professionals, they continue to provide exceptional financial planning services to their diverse client base.

Motley Fool Wealth Management, LLC, a regional investment advisory firm based out of Alexandria, VA, has established itself as a trusted partner in the financial industry. With over 2,590 individual clients and an impressive $1,621,706,000 in assets under management, they have earned a reputation for delivering exceptional service and results. Motley Fool Wealth Management, LLC operates across six offices, strategically positioned to serve their diverse clientele effectively. Their expertise lies in managing both employer 401Ks and individual investments, which together constitute around half of their total assets under management. This extensive experience in the retirement planning space sets them apart from other firms. As a discretionary asset manager, Motley Fool Wealth Management, LLC has the authority to make investment decisions on behalf of their clients, ensuring a proactive and tailored approach. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, accommodating various client needs. The firm boasts a dedicated team of 64 employees, with 33 of them providing invaluable investment advisory services. With an average of approximately $49,140,000 in assets under management per investment advisor, they align with industry norms. Notably, Motley Fool Wealth Management, LLC is fortunate to have several long-tenured advisors, including Michael Hunter, John Freemire, and Nicholas Crow, who contribute their wealth of experience and expertise to the firm's success. Motley Fool Wealth Management, LLC's commitment to delivering personalized and comprehensive financial solutions has established them as a trusted partner in wealth management. With a strong track record and a focus on client satisfaction, they continue to help individuals and businesses achieve their financial goals.

Katz Family Financial Advisors, LLC, based out of Alexandria, VA, is a small investment advisory firm that provides expert financial guidance and management services. With a total of three dedicated employees, including two seasoned investment advisors, the firm caters to a diverse clientele seeking professional assistance in navigating the complexities of wealth management. Backed by a solid track record, Katz Family Financial Advisors manages an impressive average of approximately $56,880,000 in assets per investment advisor. While this figure aligns with the industry average, the firm's expertise and personalized approach set them apart from the competition. Their compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment of interests between the firm and its clients. At present, Katz Family Financial Advisors boasts a portfolio that surpasses $81,018,000 in assets under management, serving over 40 individual clients. Primarily catering to high net worth individuals, the firm's proficiency in managing significant assets has solidified their reputation in the industry. Although 401K and individual accounts make up less than 30% of their total assets under management, Katz Family Financial Advisors possesses the capability and expertise to effectively handle employer funds. With two offices in Alexandria, the firm ensures convenient access for their valued clients. Lawrence Katz and Mark Katz, two of the firm's longest-tenured registered advisors, contribute their extensive experience and knowledge to the success of Katz Family Financial Advisors. With their commitment to excellence and personalized service, the firm continues to be a trusted partner in achieving financial goals for their discerning clientele.