The Capital Group Investment Advisory Services, LLC, headquartered in Bethesda, MD, is a prominent local investment advisory firm catering to a diverse client base. With over 220 individual clients, the firm manages an impressive $807,664,000 in assets. The Capital Group Investment Advisory Services, LLC specializes in discretionary asset management, with 100% of the assets they oversee falling under this category. Although 401K and individual accounts account for less than 30% of their assets, the firm possesses the expertise and capability to effectively manage employer funds. Committed to providing comprehensive investment guidance, The Capital Group Investment Advisory Services, LLC employs a team of 16 dedicated professionals, all of whom are focused on delivering exceptional investment advisory services to their clients. The firm's compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. This ensures that clients can select a payment method that aligns with their specific needs and preferences. The Capital Group Investment Advisory Services, LLC distinguishes itself with its average of approximately $50,480,000 in assets under management per investment advisor, which falls within the industry average. Notably, the firm boasts a team of highly experienced advisors, including Paul Cook, Lewis Evans, and Robert Hannan, who have demonstrated long-term dedication to the company and its clients. With their commitment to personalized service and a solid track record in asset management, The Capital Group Investment Advisory Services, LLC continues to be a trusted partner for individuals and organizations seeking expert guidance in achieving their financial goals.

Delta Financial Advisors, Inc is a small investment advisory firm based out of Kensington, MD. With seven dedicated employees, they specialize in offering comprehensive financial guidance to individuals and businesses. Three of their team members are highly experienced investment advisors, providing personalized investment strategies to their clients. Their expertise enables them to manage an average of approximately $76,360,000 in assets per investment advisor, which aligns with the industry average. Delta Financial Advisors, Inc maintains a diverse compensation structure, allowing them to accommodate various client needs. They offer fee arrangements such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can select the compensation model that best suits their financial goals and preferences. The firm has built a solid reputation by managing over 210 individual clients and overseeing more than $160,112,000 in assets. A significant portion of their assets under management originates from employer 401K plans and individual investments, reflecting their strong experience in this particular space. In addition to their investment advisory services, Delta Financial Advisors, Inc offers complementary services such as insurance brokering or agency representation. They also collaborate with an accountant or accounting firm to provide clients with comprehensive financial solutions. With their sole office in Kensington, MD, Delta Financial Advisors, Inc serves a local clientele, ensuring a personalized and attentive approach to financial planning. The firm takes pride in its long-tenured advisors, including Joseph Fischetti, Jacob Defilippo, and Beverly Fischetti, who bring a wealth of experience and knowledge to their clients' financial journeys.

Summit Wealth And Retirement Partners, based out of Danville, CA, is a distinguished local investment advisory firm with a rich history of success. With over 160 individual clients and an impressive $642,043,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from five offices, Summit Wealth And Retirement Partners caters to a diverse range of clients, offering personalized financial solutions tailored to their unique needs. While their expertise extends beyond 401K and individual accounts, representing less than 30% of their assets under management, Summit Wealth And Retirement Partners possesses the proficiency to skillfully manage employer funds. Notably, 64% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. With a focus on high net worth individuals, Summit Wealth And Retirement Partners has attracted discerning clients seeking top-tier financial services. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with client objectives. Comprising a total of 12 employees, the firm boasts a team of seven dedicated investment advisors. On average, each advisor oversees approximately $91,720,000 in assets under management, which aligns with the industry average. Noteworthy among their ranks are esteemed advisors Robert Cucchiaro, Harold Porter, and Jennifer Butler, who bring extensive experience and expertise to the table. Summit Wealth And Retirement Partners exemplifies excellence in investment advisory services, delivering comprehensive financial solutions to their esteemed clientele and guiding them towards a secure and prosperous future.

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.

American Financial Management Ltd, headquartered in Hunt Valley, MD, is a reputable investment advisory firm catering to a diverse clientele. With over 330 individual clients and more than $38,196,000 in assets under management, they possess a strong track record in handling investment portfolios. Specializing in managing employer 401K plans and individual assets, American Financial Management Ltd excels in providing comprehensive financial solutions. Their expertise and experience enable them to effectively guide employers and employees in maximizing the potential of their retirement savings. The firm's compensation structure encompasses various models, including a percentage of assets under management and fixed fees, ensuring flexibility and tailored approaches to meet their clients' specific needs. With a highly qualified team of investment advisors, American Financial Management Ltd is well-equipped to handle their clients' financial goals. Their one office location allows for personalized attention and efficient communication, ensuring a close working relationship with their clients. Peter Marshall and Howard Dobson, both registered advisors with extensive tenure, exemplify the firm's commitment to providing knowledgeable and experienced guidance. Their collective expertise, alongside the rest of the dedicated team, contributes to the firm's success in delivering superior investment advisory services. As a discretionary asset manager, American Financial Management Ltd takes pride in its commitment to acting in the best interests of their clients. With an average of approximately $38,200,000 in assets under management per investment advisor, the firm maintains a strong focus on providing exceptional service and fostering long-term financial growth for their clients.

BNB Wealth Management, LLC is a small investment advisory firm headquartered in Silver Spring, MD, operating from three offices. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $49,750,000 in assets under management, which aligns with the industry average. The compensation structure at BNB Wealth Management, LLC encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. Notably, their expertise lies in managing employer 401Ks and individual portfolios, which collectively account for around half of their assets under management. This track record demonstrates their extensive experience in catering to the unique needs of both corporate and individual clients. Impressively, 90% of the assets managed by BNB Wealth Management, LLC are under their discretion, reflecting the trust clients place in their expertise and decision-making abilities. The firm boasts a substantial client base of over 340 individuals, with a total of more than $199,000,000 in assets under management. BNB Wealth Management, LLC takes pride in its team of highly tenured advisors, including Andrew Bellamah, Feldy Suwito, and Miguel Padilla. These seasoned professionals bring a wealth of knowledge and expertise to the firm, contributing to its success in delivering top-quality investment advisory services. With their commitment to personalized solutions, sound investment strategies, and a strong track record, BNB Wealth Management, LLC is well-positioned to assist clients in achieving their financial goals and secure their financial futures.

Rembert Pendleton Jackson, based out of Falls Church, VA, is a prominent local investment advisory firm with a proven track record of success. With over 630 individual clients and a staggering $1,721,486,000 in assets under management, the firm has firmly established itself as a trusted partner in wealth management. Boasting two offices, they offer comprehensive financial planning and investment services to a diverse clientele. While the firm's expertise extends beyond 401K and individual accounts, these represent less than 30% of their assets under management. Rembert Pendleton Jackson possesses the necessary capabilities to effectively manage employer funds and prides itself on its ability to deliver tailored investment solutions. Approximately 26% of the assets they manage are discretionary, enabling them to exercise their expertise and judgement to maximize returns for their clients. The firm primarily focuses on high-net-worth individuals, providing a personalized approach to wealth management. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals and interests. With a team of 15 dedicated professionals, 12 of whom specialize in investment advisory services, Rembert Pendleton Jackson maintains a high level of expertise and personalized attention. Their investment advisors average an impressive $143,460,000 in assets under management per advisor, surpassing the industry average and emphasizing their commitment to delivering exceptional results. Notably, Rembert Pendleton Jackson takes pride in their experienced team, including respected advisors Elizabeth Clough, Brett Roper, and Dwayne Jackson, who have played integral roles in the firm's long-standing success.

Sands Capital Management, LLC, headquartered in Arlington, VA, is a well-established regional investment advisory firm with seven offices. With a team of 181 dedicated professionals, including 70 investment advisors, they deliver exceptional services to a diverse client base. Sands Capital Management manages a substantial amount of assets, averaging around $53,440,000 per investment advisor, which aligns with the industry average. The firm's compensation structure comprises various types, including a percentage of assets under management. Sands Capital Management, LLC distinguishes itself by maintaining a strong focus on discretionary asset management, as all the assets they oversee, totaling over $38,906,541,000, are under their discretion. This approach reflects their commitment to providing comprehensive and tailored solutions to their clients' investment needs. In addition to their investment advisory services, Sands Capital Management, LLC offers specialized expertise as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This diversification allows them to cater to a wider range of clients and further enhance their portfolio management capabilities. Throughout its history, Sands Capital Management, LLC has built a reputation for integrity, professionalism, and excellence. Their commitment to delivering superior results is evident in their client base, which includes over 80 individual clients. With their strong team and proven track record, Sands Capital Management, LLC is well-positioned to continue providing outstanding investment advisory and asset management services.

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.

Brown Capital Management, LLC is a prominent investment advisory firm based out of Baltimore, MD, with a strong local presence. With a single office, the firm is dedicated to providing comprehensive investment solutions to its clients. Boasting a team of 38 highly skilled professionals, 17 of whom are focused on delivering top-notch investment advisory services, Brown Capital Management, LLC is committed to delivering exceptional results. The firm manages a substantial amount of assets, averaging around $624,410,000 per investment advisor, which surpasses the industry average. This impressive figure speaks to their expertise and ability to generate substantial returns for their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment goals. Brown Capital Management, LLC prides itself on its discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This approach allows them to adapt quickly to market changes and seize lucrative opportunities. With an extensive roster of over 20 individual clients, Brown Capital Management, LLC oversees a substantial sum of assets under management, totaling over $10,614,901,000. The firm's longstanding success is attributed, in part, to the expertise and experience of key advisors such as Chaitanya Yaramada, Kempton Ingersol, and Keith Lee, who have played integral roles in the firm's growth and have established themselves as respected figures within the industry. Brown Capital Management, LLC continues to uphold its reputation as a trusted and reliable investment advisor, committed to delivering exceptional service to its clients.