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.

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.

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.

AVENIR CORPORATION, headquartered in Alexandria, VA, is a highly regarded investment advisory firm. With a team of 7 skilled professionals, including 4 dedicated investment advisors, they provide expert financial guidance to a diverse clientele. The firm's impressive average of approximately $225,800,000 in assets under management per investment advisor surpasses the industry standard, reflecting their commitment to delivering exceptional results. Avenir Corporation's compensation structure is designed to meet the unique needs of their clients. They offer various fee options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in their client relationships. The firm boasts a robust portfolio, managing over $1,098,908,000 in assets for more than 60 individual clients. Their specialized focus on high net worth individuals showcases their expertise in catering to the unique financial goals and needs of affluent clients. Notably, Avenir Corporation operates under a discretionary management model, granting them full authority to make investment decisions on behalf of their clients. With a single office in Alexandria, VA, Avenir Corporation has established itself as a trusted partner in the investment advisory space. Their team comprises industry veterans, including Kenneth George, Peter Keefe, and James Rooney, who bring extensive experience and insight to the firm. Clients can rely on Avenir Corporation's unwavering dedication to providing sound financial advice and personalized solutions that help them achieve their long-term objectives.

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.

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.