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.

Maryland Capital Advisors, Inc., a small investment advisory firm based out of Chester, MD, boasts a dedicated team of six professionals, with two expertly providing investment advisory services. Renowned for their exceptional performance, Maryland Capital Advisors manages an impressive average of approximately $279,100,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, comprising a combination of a percentage of assets under management and performance-based fees. With over 70 individual clients and more than $301,275,000 in assets under management, Maryland Capital Advisors primarily serves high net worth individuals, who constitute the majority of the assets they manage. While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the capability to oversee employer funds. An impressive 91% of the assets they manage are under their discretionary control, reflecting their expertise and client trust. Maryland Capital Advisors operates from two offices, firmly establishing their presence in the region. The firm takes pride in its experienced team, including Paul Cucchissi and Michael Damas, two of the longest tenured registered advisors within the company. Their combined knowledge and dedication contribute to the firm's outstanding reputation in the financial industry. Maryland Capital Advisors, Inc. continues to deliver exceptional financial advisory services, offering personalized strategies to safeguard and grow their clients' wealth. With their impressive track record and commitment to client success, they stand as a trusted partner for individuals seeking expert investment guidance in Chester, MD, and beyond.

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.

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.

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.

Marks Wealth Management is a small investment advisory firm based out of Annapolis, MD. With four dedicated employees, three of whom provide investment advisory services, the firm focuses on managing assets for high net worth individuals. On average, each investment advisor oversees approximately $40,500,000 in assets under management. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges. With over 120 individual clients, Marks Wealth Management has an impressive total of $344,160,000 in assets under management. While 401K and individual accounts make up less than 30% of their assets, the firm also possesses the capability to manage employer funds. Remarkably, 100% of the assets they manage are discretionary, granting them the flexibility to make investment decisions on behalf of their clients. Marks Wealth Management operates from a single office, serving their clients' needs with personalized attention and expertise. The firm boasts a team of seasoned advisors, including Marshall Miller, Catherine Jackson, and Charles Marks, who have established long-standing tenures within the company. Driven by their commitment to helping clients achieve their financial goals, Marks Wealth Management combines their extensive experience in investment advisory services with a tailored approach to wealth management. They strive to provide comprehensive solutions that align with their clients' unique circumstances and aspirations, solidifying their reputation as a trusted partner in wealth preservation and growth.

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.

HF Advisory Group, LLC, based out of Annapolis, MD, is a small investment advisory firm with a strong presence in the industry. With three well-established offices, they have built a reputation for delivering exceptional investment advisory services. The firm's team consists of four dedicated professionals, three of whom are experienced investment advisors. With an average of $45,190,000 in assets under management per investment advisor, HF Advisory Group's performance aligns with the industry average. Their compensation structure is diverse, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management come from employer 401Ks and individuals, showcasing their expertise and trustworthiness in this particular domain. All the assets managed by HF Advisory Group are discretionary, allowing them to make informed decisions on behalf of their clients. Their impressive client base includes over 300 individuals, with a total of more than $135,566,000 in assets under management. The firm prides itself on providing personalized and tailored solutions to meet the unique financial goals of each client. HF Advisory Group boasts a team of seasoned advisors, including Sharyl Schultz, Marianne Durham, and Raymond Hobson, who have been with the firm for an extended period. Their longevity at the company speaks to their commitment and expertise in delivering exceptional service to their clients. Overall, HF Advisory Group, LLC stands out in the industry due to their experienced team, diverse compensation structure, extensive client base, and their successful track record in managing assets.

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.

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.

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.