Arbor Private Wealth, LLC is a highly regarded investment advisory firm based in Ashburn, VA. With a dedicated team of three employees, all of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach. Serving over 50 individual clients, Arbor Private Wealth, LLC manages assets exceeding $106,328,000. The firm's expertise lies in managing the portfolios of high-net-worth individuals, with the majority of the assets they oversee belonging to this segment. Additionally, while 401K plans and individual accounts comprise less than 30% of their assets under management, Arbor Private Wealth, LLC possesses the capability and experience to effectively handle employer funds. Operating with discretion over 67% of the assets they manage, the firm upholds strict confidentiality and focuses on personalized strategies tailored to each client's unique financial goals. With two offices in Ashburn, VA, Arbor Private Wealth, LLC ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including Sara Kanig, Amy Showalter, and Eric Showalter, who boast extensive tenures at the company. Their long-standing presence and expertise contribute to the firm's success in delivering top-notch investment advisory services. Arbor Private Wealth, LLC stands as a trusted partner, dedicated to helping clients navigate the complexities of wealth management and achieve their financial aspirations.

HOXTON PLANNING & MANAGEMENT, LLC, based out of Shepherdstown, WV, is a well-established small investment advisory firm. With over 170 individual clients and an impressive $306,892,000 in assets under management, they have proven their expertise in the financial industry. The firm operates from a single office and offers a range of services, including managing employer funds in addition to 401K and individual accounts. Specializing in discretionary asset management, Hoxton Planning & Management primarily caters to high net worth individuals. Their experienced team of four employees, all of whom provide investment advisory services, ensures personalized attention and expertise for their clients. On average, each investment advisor manages approximately $76,720,000 in assets, which aligns with industry standards. Hoxton Planning & Management adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to different client needs and preferences effectively. Notably, Amanda Runkles and Archibald Hoxton are two of the firm's longest tenured registered advisors, further highlighting their commitment to building enduring client relationships. With their combined knowledge and experience, Hoxton Planning & Management, LLC stands out as a reliable partner in achieving financial goals for their diverse clientele.

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.

Akre Capital Management, LLC, headquartered in Middleburg, VA, is a prominent investment advisory firm with a strong track record in managing substantial assets. With 12 dedicated employees, including five experienced investment advisors, Akre Capital Management offers comprehensive financial services to its extensive client base. Renowned for its exceptional performance, Akre Capital Management boasts an average of approximately $187,090,000 in assets under management per investment advisor, significantly surpassing industry standards. This success can be attributed to their diligent approach and commitment to delivering exceptional investment strategies. Akre Capital Management's compensation structure encompasses various types, including a percentage of assets under management, aligning their interests with their clients' financial success. The firm manages a vast portfolio, overseeing assets totaling over $13,714,741,000 for more than 130 individual clients. Notably, all the assets they manage are under their discretion, allowing them to make informed investment decisions based on their clients' financial objectives. In addition to their core investment advisory services, Akre Capital Management also serves as a commodity pool operator or commodity trading advisor, offering their expertise in this specialized area. As a locally-based firm, they maintain a single office in Middleburg, VA, serving as a hub for their operations. Akre Capital Management is distinguished by its seasoned team of advisors, including Stacy Ducellier, Carolyn Hylton, and Charles Akre, who collectively contribute extensive industry knowledge and experience. Their longstanding commitment to delivering exceptional results has earned Akre Capital Management a reputation as a trusted and reliable partner for their clients' financial needs.

Sol Capital Management Co, based out of Rockville, MD, is a local investment advisory firm with a team of 27 dedicated professionals. Among them, 8 experts specialize in providing top-notch investment advisory services. With an average of $46,180,000 in assets under management per investment advisor, Sol Capital Management Co maintains a competitive standing within the industry. Their compensation structure encompasses various types, including a percentage of assets under management and performance-based fees. Notably, Sol Capital Management Co boasts an impressive portfolio, managing over $2,386,672,000 in assets for more than 120 individual clients. All of the assets they oversee are handled with a discretionary approach, ensuring flexibility and strategic decision-making. With a strong presence in the area, the firm operates from nine offices throughout Rockville, MD. What sets Sol Capital Management Co apart is the expertise and experience of their team. Maria Camp, Rajmiel Odinec, and Samuel Sandler, among others, are some of the longest tenured advisors at the firm. Their collective knowledge and skill contribute to the firm's success and its ability to provide comprehensive and personalized investment advice. In summary, Sol Capital Management Co is a locally renowned investment advisory firm in Rockville, MD. With a team of dedicated professionals, they manage substantial assets for a diverse client base. Through their expertise and personalized approach, Sol Capital Management Co strives to meet the financial goals and aspirations of their valued clients.

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.

Beacon Investment Advisors LLC, a small investment advisory firm based out of Gaithersburg, MD, is committed to providing comprehensive investment advisory services. With one office, the firm focuses on managing assets for high net worth individuals, boasting over 50 individual clients and an impressive $219,921,000 in assets under management. Led by the experienced and dedicated Cornell Abod, a registered advisor since 2003, Beacon Investment Advisors prides itself on its expertise and personalized approach to wealth management. The firm's exceptional asset management capabilities are reflected in their average assets under management per investment advisor, which stands at approximately $219,920,000, a figure that surpasses the industry average. Beacon Investment Advisors' compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment with clients' interests. While employer funds constitute a significant portion of their managed assets, 401(k) and individual accounts represent less than 30% of the total. Notably, the firm manages 100% of the assets under their purview on a discretionary basis, demonstrating their expertise and authority in decision-making. Beacon Investment Advisors LLC distinguishes itself by cultivating long-standing client relationships, offering tailored investment strategies, and delivering exceptional results. With their unwavering commitment to client satisfaction and proven track record, Beacon Investment Advisors remains a trusted partner for individuals seeking expert guidance in achieving their financial goals.

Eaglestone Wealth Advisors, Inc. is a respected local investment advisory firm based out of Rockville, MD. With a single office, they have established themselves as a trusted presence in the financial industry. Comprising a total of 7 dedicated employees, 6 of whom specialize in providing comprehensive investment advisory services, Eaglestone Wealth Advisors, Inc. ensures personalized attention and expertise for their clientele. The firm boasts an impressive average of approximately $32,920,000 in assets under management per investment advisor. Their compensation structure is diverse, including various types such as a percentage of assets under management, hourly charges, and fixed fees. Notably, around half of the assets under their management come from employer 401Ks and individual clients, showcasing their extensive experience and proficiency in this particular domain. Eaglestone Wealth Advisors, Inc. operates exclusively on a discretionary basis, managing 100% of the assets entrusted to them. This approach grants them the flexibility to make informed investment decisions on behalf of their clients, aligning with their financial goals and risk tolerance. Having earned the trust of over 210 individual clients, Eaglestone Wealth Advisors, Inc. manages an impressive portfolio valued at over $197,520,000. This success is attributed to the combined expertise of their team, including some of the firm's longest tenured advisors such as Matthew Zielinski, Kevin Moody, and James Warring. With their unwavering commitment to client satisfaction and their depth of experience in investment management, Eaglestone Wealth Advisors, Inc. is well-positioned to continue providing exceptional financial guidance and strategies for their valued clientele.

Obsidian Personal Planning Solutions, LLC, a reputable investment advisory firm headquartered in Rockville, MD, is dedicated to providing comprehensive financial planning services. With a focus on personalized solutions, Obsidian serves a diverse clientele of over 140 individuals, boasting an impressive $182,504,000 in assets under management. Their expertise lies in managing employer 401Ks and individual investments, comprising roughly half of their portfolio. As a leading local firm, Obsidian Personal Planning Solutions, LLC caters primarily to high net worth individuals, effectively handling their investment needs with utmost discretion. Their team of 11 experienced professionals, including 7 dedicated investment advisors, collectively boasts an impressive average of $26,070,000 in assets under management per advisor. Obsidian's success can be attributed to their multifaceted compensation structure, offering various options such as a percentage of assets under management and fixed fees. This flexible approach ensures that clients receive tailored financial services that align with their unique requirements. Notably, Obsidian Personal Planning Solutions, LLC takes pride in its long-standing advisors who have played instrumental roles in the firm's growth. Notable individuals like Todd Feldman, Pamela Flick, and Patrick Carroll have been with the company for years, bringing extensive industry knowledge and a commitment to client success. With a commitment to providing exceptional financial planning services and a strong track record of managing substantial assets, Obsidian Personal Planning Solutions, LLC continues to excel in the investment advisory industry.

Advocate Investing Services, a small investment advisory firm based out of Woodbine, MD, is dedicated to providing exceptional financial guidance and services to their clients. With over 140 individual clients and an impressive $118,905,000 in assets under management, Advocate Investing Services has established a reputation for delivering comprehensive investment solutions. Specializing in the management of employer 401Ks and individual portfolios, Advocate Investing Services possesses extensive experience in this domain. All assets they manage are discretionary, ensuring clients' investments receive the highest level of attention and expertise. Catering primarily to high-net-worth individuals, Advocate Investing Services prides itself on delivering personalized strategies that align with each client's unique financial goals. The firm's compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. With four dedicated employees, all of whom are experienced investment advisors, Advocate Investing Services provides comprehensive advisory services that cover the entire investment lifecycle. The team at Advocate Investing Services is led by a group of seasoned professionals, including Joseph Gallagher, Richard Andrews, and Mamie Liu, who boast impressive tenures within the firm. Their collective expertise and commitment to client success have earned Advocate Investing Services a loyal and satisfied client base. In addition to investment advisory services, Advocate Investing Services also serves as an insurance broker or agent, offering a holistic approach to their clients' financial well-being. With their unwavering dedication, deep industry knowledge, and commitment to client success, Advocate Investing Services stands as a trusted partner for individuals seeking expert investment guidance in Woodbine, MD, and beyond.

CIC Wealth, LLC, a local investment advisory firm based in Rockville, MD, is dedicated to providing exceptional financial solutions to its clients. With a robust presence boasting four offices, the firm comprises a team of 16 professionals, 11 of whom are highly skilled investment advisors. Leveraging their expertise, CIC Wealth manages an impressive average of approximately $50,090,000 in assets under management per investment advisor, reflecting the firm's competence within the industry. The firm's compensation structure is multifaceted, accommodating diverse client needs. It includes various options such as a percentage of assets under management, fixed fees, and hourly charges. Notably, CIC Wealth possesses substantial experience in managing employer 401Ks and individual accounts, which collectively account for around half of their assets under management. This expertise underscores their ability to navigate the intricacies of these specific areas. CIC Wealth operates under a discretionary model, where an overwhelming 99% of the assets they oversee are managed on a discretionary basis. This approach ensures flexibility and agility in adapting to market conditions while aligning their clients' financial goals with optimal investment strategies. Boasting an extensive client base of over 600 individuals, CIC Wealth effectively manages assets worth more than $550,947,000. The firm's longevity and success are exemplified by its longstanding advisors, including Michael Fein, Kenneth Smith, and Frank Cappadora, who bring invaluable knowledge and insights to the organization. CIC Wealth, LLC remains committed to providing personalized, comprehensive investment advisory services, consistently delivering on their promise to help clients achieve their financial objectives.

Water Street Financial LLC is a reputable investment advisory firm located in Winchester, VA. With a single office, they provide comprehensive financial services to their local clientele. The firm is comprised of a dedicated team of eight professionals, with six of them specializing in investment advisory services. With an impressive average of $24,550,000 in assets under management per investment advisor, Water Street Financial LLC demonstrates a strong track record in managing client investments. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. Water Street Financial LLC has garnered extensive experience in managing assets from employer 401(k) plans and individual accounts, which collectively contribute to approximately half of their assets under management. This expertise in the retirement plan space positions them as trusted advisors in helping clients secure their financial futures. An impressive 79% of the assets they manage are discretionary, showcasing the firm's ability to make informed investment decisions on behalf of their clients. With over 280 individual clients, Water Street Financial LLC oversees a substantial portfolio with assets under management totaling over $147,272,000. The firm is proud of its team of experienced advisors, with Anthony Sutton, Jeffrey Reid, and Christopher Cotterell being among the longest-tenured professionals. Their deep industry knowledge and commitment to client success have been instrumental in building lasting relationships with their valued clients. Water Street Financial LLC continues to be a trusted partner, offering personalized financial strategies and expert guidance to individuals and businesses in Winchester and beyond.