Lokken Investment Group, LLC is a reputable and experienced investment advisory firm based out of Lewes, DE. With a team of five dedicated professionals, four of whom specialize in providing comprehensive investment advisory services, they offer expert guidance to a diverse client base. Their impressive average of approximately $186,170,000 in assets under management per investment advisor sets them apart in the industry, reflecting their commitment to delivering exceptional results for their clients. The firm's compensation structure is designed to align their interests with those of their clients. They employ various methods, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their fee arrangements. Lokken Investment Group, LLC has established a strong foothold in the market, boasting over 360 individual clients with a combined total of over $235,823,000 in assets under management. Their extensive experience in managing employer 401Ks and individual portfolios highlights their expertise and track record in this specialized area. As a small investment advisory firm, Lokken Investment Group, LLC operates from two offices, providing personalized service and accessibility to their clients. Their team comprises seasoned professionals, including Jessica Bimonte, Sean Merlonghi, and Jonathan Lokken, who have been with the firm for many years, contributing to its stability and continuity. With a 100% discretionary approach to managing assets, Lokken Investment Group, LLC ensures their clients' portfolios are overseen with utmost care and flexibility, adapting to market conditions and individual goals. Their dedication, expertise, and exceptional client service make them a trusted partner in achieving financial success.

PKS Investment Advisors LLC, based out of Salisbury, MD, is a local investment advisory firm specializing in providing comprehensive financial solutions. With a team of 7 dedicated professionals, including 5 experienced investment advisors, PKS Investment Advisors offers personalized wealth management services to a diverse clientele. The firm boasts an impressive average of $161,060,000 in assets under management per investment advisor, surpassing industry standards. Their compensation structure is flexible, encompassing various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have tailored fee arrangements that suit their individual needs. With over 320 individual clients and assets under management exceeding $149,236,000, PKS Investment Advisors demonstrates its solid reputation and successful track record. Notably, nearly half of their managed assets originate from employer 401K plans and individuals, reflecting their extensive experience and expertise in this realm. An impressive 98% of the assets they oversee are discretionary, illustrating the trust placed in their professional judgment. In addition to investment advisory services, PKS Investment Advisors also serves as an insurance broker or agent, providing comprehensive risk management solutions to further safeguard their clients' financial interests. Operating from three offices, PKS Investment Advisors leverages their local presence to better serve the Salisbury community and beyond. The firm takes pride in their team's longevity, with seasoned advisors such as Daniel O'Connell, Michael Kleger, and John Stern, who bring a wealth of knowledge and experience to the table. Overall, PKS Investment Advisors LLC distinguishes itself through its high-value asset management, comprehensive range of financial services, and dedication to delivering personalized solutions tailored to each client's goals and objectives.

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.

Wealth Management Group, based out of Dover, DE, is a local investment advisory firm with a team of six highly skilled professionals dedicated to providing exceptional wealth management services. With an average of $55,500,000 in assets under management per investment advisor, they offer industry-standard investment advisory services to their diverse clientele. With over 220 individual clients, Wealth Management Group manages an impressive $312,609,000 in assets. Their expertise lies in catering to high-net-worth individuals, as the majority of their managed assets are for this affluent segment. While 401K and individual accounts constitute less than 30% of their assets under management, the firm possesses the capability to effectively manage employer funds. Wealth Management Group's compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees, ensuring alignment with clients' needs and preferences. As a fully discretionary firm, they have complete authority to make investment decisions on behalf of their clients, allowing for proactive and strategic portfolio management. Operating from three conveniently located offices, Wealth Management Group boasts a strong team of advisors, including long-tenured professionals like Raymond Book, Scott Brown, and Christine Lawrence. Their collective expertise and dedication to serving clients' financial goals make them a trusted partner in wealth management. With a commitment to personalized service, expert advice, and a track record of success, Wealth Management Group stands as a reliable choice for individuals seeking comprehensive wealth management solutions in Dover, DE, and beyond.

Big Investment Services, headquartered in Dover, DE, is a small investment advisory firm specializing in managing assets for individuals and employer 401Ks. With a total of five employees, including one dedicated investment advisor, the firm boasts an impressive average of $40,560,000 in assets under management per advisor. The compensation structure at Big Investment Services is diverse, incorporating various methods such as a percentage of assets under management and performance-based fees. This multi-tiered approach ensures that the firm aligns its interests with those of its clients while promoting consistent growth. Big Investment Services has established itself as a trusted partner for over 440 individual clients, overseeing a substantial $189,213,000 in assets under management. Their extensive experience in managing employer 401Ks and individual portfolios has solidified their position in the industry. One notable characteristic of Big Investment Services is that 98% of the assets they manage are discretionary, highlighting the firm's expertise in making autonomous investment decisions based on their clients' objectives and risk tolerance. Operating out of a single office, the firm prides itself on its personalized approach to client relationships. David Boothe and Anna Hibbitt, two of the longest-tenured registered advisors, contribute their wealth of experience and expertise to the success of the firm. With a strong commitment to providing exceptional investment advisory services and a proven track record, Big Investment Services remains dedicated to helping their clients achieve their financial goals while navigating the complexities of the ever-changing market.

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.

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.

Bay Point Wealth, headquartered in Annapolis, MD, is a leading investment advisory firm with a team of 15 dedicated professionals. With 11 skilled advisors specializing in investment advisory services, they offer comprehensive financial solutions to a diverse clientele. Bay Point Wealth operates under a flexible compensation structure, utilizing methods such as hourly charges and fixed fees to ensure tailored services for their clients. With over $624,855,000 in assets under management, Bay Point Wealth serves more than 300 individual clients. Their expertise lies in managing the assets of high-net-worth individuals, while also providing adept management of 401K and individual accounts. Notably, the firm possesses the capability to handle employer funds as well. As a testament to their commitment to client satisfaction, Bay Point Wealth manages 100% of the assets under their care on a discretionary basis. With ten offices located throughout the region, Bay Point Wealth has established a strong local presence. The firm takes pride in their team of experienced advisors, including Jacob Sadler, Sarah Langenohl, and Samantha Sachs, who have been with the company for many years. Their dedication and expertise contribute to the firm's success in providing exceptional financial guidance to their valued clients. Bay Point Wealth's commitment to personalized service, extensive industry knowledge, and strong client relationships make them a trusted partner for individuals seeking comprehensive wealth management solutions in the Annapolis area and beyond.