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.

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.

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.

Buttonwood Financial Advisors, Inc. is a renowned investment advisory firm based out of Baltimore, MD. With seven dedicated employees, their team consists of five experienced professionals who specialize in providing exceptional investment advisory services. Leveraging their expertise, they manage an impressive average of approximately $131,130,000 in assets under management per investment advisor, which surpasses the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring a client-focused approach. With over 190 individual clients, Buttonwood Financial Advisors, Inc. oversees an impressive portfolio totaling over $203,231,000 in assets under management. A significant portion of these assets is entrusted by high-net-worth individuals, reflecting the firm's ability to cater to the unique needs of affluent clients. While the management of 401K and individual accounts constitutes less than 30% of their assets under management, Buttonwood Financial Advisors, Inc. possesses the capability to effectively handle employer funds. Notably, an outstanding 94% of the assets they manage are under discretionary authority, providing clients with a seamless investment experience. Operating from their offices in Baltimore, MD, Buttonwood Financial Advisors, Inc. serves as a trusted local partner for their diverse client base. The firm boasts a team of accomplished professionals, including Alexandra Stewart, Jeffrey Malcom, and Damian Gallina, who have demonstrated long-term dedication to delivering exceptional financial advice and guidance. With a strong reputation for excellence and a commitment to client success, Buttonwood Financial Advisors, Inc. stands as a premier choice for individuals and institutions seeking comprehensive and tailored investment solutions in the Baltimore area.

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.

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 Partners is a small investment advisory firm based out of Baltimore, MD, specializing in providing comprehensive wealth management services to high net worth individuals. With over 30 individual clients, the firm manages a substantial $320,870,000 in assets. Known for their personalized approach, &Wealth Partners takes pride in tailoring investment strategies to meet each client's unique financial goals and risk tolerance. The firm operates from two offices, strategically positioned to serve their growing client base. Their team of two dedicated employees comprises highly skilled investment advisors who offer expert guidance and advice. With an average of $160,440,000 in assets under management per advisor, &Wealth Partners stands out for its impressive performance compared to industry standards. A significant portion of the firm's assets, accounting for 54%, is managed on a discretionary basis. This discretionary approach allows their clients to benefit from the firm's expertise and timely decision-making, freeing them from the day-to-day investment decisions. &Wealth Partners is committed to transparency and provides multiple compensation options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring clients have flexibility in selecting the payment structure that aligns with their preferences. Among the notable advisors at &Wealth Partners, Mary Makowske, Natalie Sherman, and Dorie Fain have demonstrated exceptional tenure and expertise. Their experience contributes to the firm's strong reputation and track record of delivering outstanding results for their clients. With a focus on building long-term relationships, &Wealth Partners continues to serve as a trusted partner in helping clients achieve their financial objectives.

Lowe Wealth Advisors, LLC is a reputable investment advisory firm located in Columbia, MD. With a team of nine dedicated professionals, including six experienced investment advisors, they provide comprehensive financial guidance and wealth management services. The firm has an impressive average of approximately $127,580,000 in assets under management per investment advisor, which aligns with the industry average. Lowe Wealth Advisors, LLC serves a diverse clientele of over 270 individual clients, managing a substantial portfolio of assets exceeding $365,448,000. While the firm primarily caters to high-net-worth individuals, they also have the capacity to manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. With an emphasis on discretion, Lowe Wealth Advisors, LLC manages 98% of the assets they oversee on a discretionary basis. Their compensation structure is multi-faceted, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment objectives. As a local investment advisory firm deeply rooted in Columbia, MD, Lowe Wealth Advisors, LLC is committed to providing personalized and tailored financial solutions to their clients. They operate from a single office location and take pride in their long-standing relationships with clients. Some of the firm's most experienced and tenured advisors include David Kasten, Harold Lowe, and Gregory Lowe, who bring a wealth of expertise and insight to their clients' financial journeys.

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.

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.

Lombard Advisers Incorporated, a regional investment advisory firm headquartered in Baltimore, MD, serves a diverse clientele of over 730 individuals, entrusting them with a substantial $257,682,000 in assets under management. With an extensive network of 22 offices, Lombard Advisers has established a strong regional presence in the financial industry. Known for their expertise in managing employer 401Ks and individual accounts, Lombard Advisers handles approximately half of their asset portfolio in this area, showcasing their proficiency and experience. Impressively, 51% of the assets they manage are discretionary, reflecting their commitment to tailoring investment strategies to meet client objectives. Lombard Advisers' compensation structure offers clients flexibility and transparency. Among the options available, clients can choose to pay a percentage of assets under management, ensuring alignment of interests between the firm and its clients. The firm boasts a dedicated team of 43 employees, with 32 professionals specializing in investment advisory services. On average, each investment advisor manages approximately $8,050,000 in assets under management, attesting to their ability to provide individualized attention and effective portfolio management. Notably, Lombard Advisers prides itself on retaining seasoned advisors, such as Ruth Jones, Steven Switlick, and Edwin Reynolds, who have been instrumental in providing insightful guidance to their clients over the years. Lombard Advisers Incorporated continues to be a trusted partner in the financial industry, leveraging their regional expertise, comprehensive services, and a team of experienced professionals to help clients navigate the complexities of investing and achieve their financial goals.