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.

Financial Advisory Services, LLC is a small investment advisory firm based out of Hanover, PA, with three offices. With a total of two employees, the firm specializes in providing comprehensive financial guidance and investment advisory services to a diverse client base. Their team of dedicated professionals possesses extensive knowledge and experience in the financial industry, offering personalized solutions to help clients achieve their financial goals. The firm's investment advisors manage an impressive average of approximately $41,470,000 in assets under management, showcasing their expertise in handling significant portfolios. Financial Advisory Services, LLC serves over 240 individual clients, with a remarkable $173,613,000 in assets under management. Their client base includes a wide range of investors, and they have gained a strong reputation for their proficiency in managing assets from employer 401Ks and individual accounts. The firm's compensation structure is flexible, incorporating various methods such as a percentage of assets under management and hourly charges. This adaptability allows clients to choose the most suitable payment method for their individual needs. Sean Huston and Ryan Fox are two of the longest tenured registered advisors at Financial Advisory Services, LLC. Their tenure and expertise demonstrate the firm's commitment to maintaining a team of seasoned professionals dedicated to providing excellent financial guidance. As a discretionary investment advisory firm, Financial Advisory Services, LLC maintains full authority to make investment decisions on behalf of their clients. This autonomy enables them to implement strategies and execute trades efficiently, aligned with each client's unique financial objectives. With their exceptional track record and commitment to client success, Financial Advisory Services, LLC continues to be a trusted partner for individuals seeking reliable and expert financial advice.

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.

Peak Investment Advisors, Inc. is a small investment advisory firm based out of Germantown, MD, specializing in providing personalized financial solutions to high net worth individuals. With a team of two dedicated professionals, including Sean Falk, one of the firm's longest-tenured registered advisors, they offer expert investment advice and portfolio management services. With over 100 individual clients and an impressive $80,741,000 in assets under management, Peak Investment Advisors, Inc. has established a strong presence in the investment advisory industry. They excel in managing assets from both employer 401Ks and individual accounts, drawing on their extensive experience and expertise in this space. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring alignment of interests with their clients. The firm's commitment to excellence is evident in their average assets under management per investment advisor, which stands at an impressive $28,680,000. Approximately 86% of the assets managed by Peak Investment Advisors, Inc. are discretionary, indicating a high level of trust and confidence placed in their investment strategies. Their clients value the firm's personalized approach, tailored to their unique financial goals and risk tolerance. With their headquarters in Germantown, MD, Peak Investment Advisors, Inc. serves as a trusted partner for individuals seeking to grow and preserve their wealth. As a boutique firm, they prioritize building strong, long-term relationships with their clients, delivering exceptional financial guidance and performance.

Turning Point Financial is a highly reputable local investment advisory firm located in Frederick, MD. With two offices, they cater to a diverse client base of over 920 individuals and manage an impressive $238,178,000 in assets. Specializing in employer 401Ks and individual investments, Turning Point Financial possesses extensive expertise in this realm. The firm takes pride in its comprehensive range of services, which extend beyond investment advisory to encompass insurance brokerage and accounting. As a result, clients benefit from a holistic approach to their financial well-being. Turning Point Financial operates under a discretionary model, managing 100% of the assets they oversee. With a compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, Turning Point Financial ensures flexibility and transparency in its client relationships. The firm's team comprises 17 dedicated professionals, 13 of whom are investment advisors. Notable among them are Brandon Layo, Jason Topper, and Brennan Gmeiner, who have accumulated significant experience and tenure at the firm. Notably, Turning Point Financial boasts an impressive average of $18,320,000 in assets under management per investment advisor, indicating their commitment to providing personalized and attentive service to each client. Through their exceptional track record and unwavering dedication, Turning Point Financial has established itself as a trusted and reliable partner for individuals and businesses seeking financial guidance and wealth management strategies.

AMJ Financial Wealth Management LLC, based in Leesburg, VA, is a reputable investment advisory firm with a strong track record of success. With a team of 16 dedicated professionals, including 11 experienced advisors specializing in investment advisory services, they provide comprehensive financial solutions to a diverse range of clients. The firm's compensation structure offers flexibility and aligns with their clients' goals. It includes various options such as a percentage of assets under management, fixed fees, and performance-based fees. This approach ensures that clients receive personalized and cost-effective services tailored to their specific needs. AMJ Financial Wealth Management LLC boasts an impressive client base, serving over 250 individual clients. With over $300,115,000 in assets under management, they have established themselves as a trusted advisor for high-net-worth individuals. While the majority of their managed assets are for high-net-worth clients, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. As a local firm, AMJ Financial Wealth Management LLC takes pride in its close-knit relationship with the community. With one office in Leesburg, they are conveniently accessible to clients seeking expert financial guidance. The firm's success can be attributed, in part, to the dedication and expertise of their longest-tenured advisors, including Brett Bender, Fridtjov Markussen, and Angela Bender. With a commitment to providing superior wealth management services and a proven track record of delivering exceptional results, AMJ Financial Wealth Management LLC stands as a reliable partner for individuals seeking comprehensive financial planning and investment strategies.

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.

Toth Financial Advisory Corp is a reputable investment advisory firm based out of Leesburg, VA. With its main office located in the heart of the town, Toth Financial Advisory Corp has established itself as a trusted local partner in providing comprehensive investment advice and services. Led by a team of experienced professionals, Toth Financial Advisory Corp boasts a total of 17 employees, with 9 of them dedicated to delivering expert investment advisory services. Their knowledgeable advisors possess a deep understanding of the financial industry and work diligently to assist clients in achieving their financial goals. With an average of $83,750,000 in assets under management per investment advisor, Toth Financial Advisory Corp's performance aligns with the industry average. They offer a flexible compensation structure, including a percentage of assets under management and performance-based fees, ensuring that their interests are aligned with their clients'. While employer funds comprise a significant portion of their managed assets, accounting for over 70%, Toth Financial Advisory Corp also has the capability to oversee 401K and individual accounts. Impressively, 98% of the assets they manage are discretionary, showcasing their clients' trust in their expertise and decision-making abilities. Primarily catering to high-net-worth individuals, Toth Financial Advisory Corp proudly serves a diverse clientele base of over 390 individual clients. These clients entrust the firm with over $753,735,000 in assets under management, a testament to the firm's exceptional track record. The longevity of the firm is evident through the dedication of its longest tenured advisors, including Kenneth Maiden, Jesse Hernandez, and Susan Sdwynford, who have consistently delivered top-quality advice and service to their clients. Overall, Toth Financial Advisory Corp stands out as a premier investment advisory firm in Leesburg, VA, providing personalized financial guidance and effectively managing their clients' assets to help them thrive financially.

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.

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.

Trunorth Financial Services, Inc. is a small investment advisory firm based out of Chambersburg, PA, specializing in providing comprehensive financial solutions to individuals and employer 401K plans. With a team of six dedicated professionals, including three experienced investment advisors, Trunorth Financial Services delivers personalized strategies tailored to their clients' unique financial goals. Their impressive track record is evident in their high average assets under management per investment advisor, which stands at approximately $153,240,000, surpassing the industry average. This success can be attributed to their expertise in managing a diverse range of assets, including a significant portion from employer 401Ks and individual investors. In fact, over $180,005,000 of assets under management come from more than 320 individual clients. Trunorth Financial Services distinguishes itself by offering a flexible compensation structure that aligns with their clients' needs. They employ various models, including a percentage of assets under management and fixed fees, ensuring transparency and fairness in their client relationships. With a strong focus on delivering exceptional service, Trunorth Financial Services has cultivated a loyal client base over the years. They take pride in their extensive experience in the employer 401K space, and their 100% discretionary asset management approach provides clients with peace of mind, knowing that their investments are in capable hands. Among the firm's notable advisors are Christopher Jackson, Noah Eshenaur, and Kristin Ramsay, who boast significant industry experience and contribute to the firm's longstanding success. With one office serving their clients' needs, Trunorth Financial Services continues to provide comprehensive financial guidance and superior investment advisory services.