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.

Steigerwald, Gordon & Koch - Wealth Advisors, based out of Leesburg, VA, is a distinguished investment advisory firm that provides comprehensive wealth management services. With a team of 14 dedicated professionals, including 7 experienced investment advisors, they are well-equipped to serve their clients' financial needs. With an average of $53,260,000 in assets under management per investment advisor, Steigerwald, Gordon & Koch's performance aligns with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients receive tailored and transparent financial solutions. With over 280 individual clients, Steigerwald, Gordon & Koch manages an impressive $915,846,000 in assets. The firm primarily caters to high net worth individuals, reflecting their expertise in handling substantial portfolios. While a significant portion of their assets under management pertains to high net worth individuals, they also possess the capacity to manage employer funds, although 401K and individual accounts comprise less than 30% of their total assets. Operating out of four offices, Steigerwald, Gordon & Koch has established a strong local presence in the Leesburg area. The firm boasts a team of highly experienced advisors, including notable individuals like John Steigerwald, Darren Koch, and Jeffrey Gordon, who have contributed significantly to the firm's success. Steigerwald, Gordon & Koch - Wealth Advisors is committed to delivering personalized investment strategies, preserving wealth, and helping clients achieve their financial goals. With their seasoned team and client-centric approach, they continue to be a trusted partner for individuals seeking comprehensive wealth management services.

The Hoerner Planning Group, LLC, a small investment advisory firm based out of Middleburg, VA, boasts an impressive track record in managing assets for high net worth individuals. With over 160 individual clients and a staggering $1,104,920,000 in assets under management, they have firmly established themselves as a trusted partner in financial planning and investment strategies. With one office serving as their base of operations, The Hoerner Planning Group takes a personalized approach to their clients' needs. They offer a range of compensation structures, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client goals. The firm's success is fueled by a dedicated team of eight employees, with four of them specifically focused on providing investment advisory services. Their expertise and commitment to excellence enable them to efficiently manage a substantial average of $276,230,000 in assets per investment advisor, significantly surpassing the industry average. The Hoerner Planning Group prides itself on its long-standing advisors, who bring extensive experience to the table. Notable names among their seasoned professionals include Christopher Hoerner, Henry Hoerner, and Sarah Albritton, each contributing unique insights and adding depth to the firm's advisory capabilities. With their impressive assets under management, commitment to client satisfaction, and a team of experienced professionals, The Hoerner Planning Group, LLC is well-positioned to provide exceptional financial planning and investment services to individuals seeking tailored strategies for long-term success.

Kilner Capital Advisors, LLC, headquartered in Gaithersburg, MD, is a highly regarded investment advisory firm that has been providing exceptional financial services since its establishment. With a team of three dedicated professionals, including two experienced investment advisors, the company delivers top-tier guidance and support to its diverse clientele. With an impressive average of approximately $276,230,000 in assets under management per investment advisor, Kilner Capital Advisors surpasses the industry average, highlighting their expertise and ability to generate significant value for their clients. Their compensation structure encompasses various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With over 150 individual clients, Kilner Capital Advisors manages a substantial amount of assets, exceeding $251,130,000. While the majority of these assets are allocated for high-net-worth individuals, the firm also possesses the expertise and capacity to effectively handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Notably, all the assets entrusted to Kilner Capital Advisors are managed on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. As a small but reputable investment advisory firm, Kilner Capital Advisors operates from two offices, serving clients with personalized attention and tailored strategies. Joseph Kilner and Melinda Wiedel, both seasoned registered advisors, contribute their extensive industry experience and knowledge to the firm, enhancing its ability to deliver exceptional financial guidance and achieve clients' investment objectives.

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.

Preston Wealth Advisors, LLC, located in Reston, VA, is a reputable investment advisory firm serving a diverse client base. With over 200 individual clients and an impressive $192,705,000 in assets under management, they have built a strong foundation of trust and expertise in the financial industry. As a small firm with one office, they provide personalized services to meet the unique needs of each client. Preston Wealth Advisors, LLC offers a comprehensive range of services, including insurance brokerage, ensuring that clients receive comprehensive financial guidance. While their focus is primarily on managing employer funds, they also manage 401K and individual accounts, accounting for less than 30% of their total assets under management. All the assets they handle are under their discretion, allowing for strategic and tailored investment strategies. The firm's compensation structure is designed to align with client success. They employ various types of fees, including a percentage of assets under management and performance-based fees, reflecting their commitment to delivering value and generating positive outcomes for their clients. With a total of seven employees, three of whom are dedicated to providing investment advisory services, Preston Wealth Advisors, LLC maintains a favorable ratio of advisors to clients. On average, each investment advisor manages approximately $64,230,000 in assets, in line with industry standards. Notably, the firm boasts a team of experienced professionals, including Andrew Gary, Rena Abdalla, and Gregory Mattingly, who have demonstrated long-standing commitment and expertise in serving their clients' financial needs. Overall, Preston Wealth Advisors, LLC is a trusted partner for individuals and businesses seeking tailored investment advice and comprehensive wealth management solutions.

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.

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.

LGG Financial, a small investment advisory firm headquartered in Bethesda, MD, has established itself as a trusted financial partner for high net worth individuals. With over 130 individual clients and a remarkable $470,895,000 in assets under management, LGG Financial boasts an impressive track record of success. The firm's expertise lies in managing discretionary assets, with 401K and individual accounts representing less than 30% of their portfolio. At LGG Financial, client satisfaction is paramount, and the firm's compensation structure reflects this commitment. Their compensation model includes various options, such as a percentage of assets under management, ensuring that the interests of both the firm and its clients are closely aligned. Led by a team of experienced professionals, LGG Financial leverages its knowledge and insights to provide tailored investment advice. With three dedicated employees, including two seasoned investment advisors, the firm maintains a high level of expertise and personalized service. Notably, Brian Luts and David Greenleigh, two of the firm's longest-tenured registered advisors, have played instrumental roles in shaping the firm's success. LGG Financial's outstanding average of approximately $235,450,000 in assets under management per investment advisor speaks volumes about their ability to effectively manage client portfolios. This figure surpasses the industry average, further highlighting their commitment to delivering exceptional results. Overall, LGG Financial stands as a leading investment advisory firm in Bethesda, MD, offering a comprehensive range of financial services to high net worth individuals. With a proven track record and a client-focused approach, LGG Financial continues to build long-lasting relationships based on trust and expertise.

The Marshall Financial Group LLC, headquartered in Hunt Valley, MD, is a prominent investment advisory firm with a solid track record and a strong presence in the financial services industry. With over 460 individual clients and an impressive $380,683,000 in assets under management, they are committed to delivering exceptional financial solutions tailored to their clients' unique needs. Operating from a single office, The Marshall Financial Group LLC serves a diverse range of clients, including employer 401Ks and individual investors. They possess extensive expertise in managing these assets, accounting for approximately half of their total assets under management. Notably, an impressive 97% of the assets they oversee are discretionary, showcasing their clients' trust and confidence in their investment strategies. The firm's compensation structure encompasses various models, including a percentage of assets under management, ensuring alignment with their clients' financial goals. With a team of eight dedicated professionals, all equipped to provide investment advisory services, The Marshall Financial Group LLC maintains a personalized approach to client relationships. The average assets under management per investment advisor amount to approximately $47,590,000, reflecting the firm's commitment to delivering attentive and focused guidance. The Marshall Financial Group LLC prides itself on its experienced team, boasting long-tenured advisors such as Thomas Mcandrew, Andrew Hasz, and Agostino Pugliese, who bring extensive industry knowledge and expertise to the table. Overall, The Marshall Financial Group LLC distinguishes itself as a reputable and trusted investment advisory firm, combining deep industry insights, a diverse client base, and a commitment to delivering exceptional financial services tailored to each client's unique goals and aspirations.

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.