Find Top Financial Advisors Near Hunt Valley, Maryland
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The Capital Group Investment Advisory Services, Llc
Maryland, Bethesda
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.
Bnb Wealth Mangagement, Llc
Maryland, Silver Spring
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.
Baltimore-Washington Financial Advisors
Maryland, Columbia
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.
Kilner Capital Advisors, Llc
Maryland, Gaithersburg
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
Virginia, Falls Church
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.
Gardner Russo & Quinn Llc
Pennsylvania, Lancaster
Gardner Russo & Quinn LLC, a distinguished local investment advisory firm headquartered in Lancaster, PA, boasts an impressive portfolio of over 120 individual clients, entrusting them with a remarkable $9,245,836,000 in assets under management. With a solid reputation for excellence and a client-centric approach, Gardner Russo & Quinn LLC has established itself as a trusted partner in the financial industry.
Operating out of a single office in Lancaster, the firm's team of 51 dedicated professionals is committed to providing top-notch investment advisory services. Of these experts, nine specialize in delivering personalized investment advice, ensuring a tailored approach for each client. The firm's compensation structure is designed to align their interests with their clients', featuring a combination of fees based on a percentage of assets under management and performance-based remuneration.
Gardner Russo & Quinn LLC distinguishes itself through its discretionary management of 100% of the assets they oversee. This approach grants the firm the autonomy to make investment decisions on behalf of their clients, leveraging their expertise to optimize returns while mitigating risks.
With an impressive average of approximately $1,027,320,000 in assets under management per investment advisor, Gardner Russo & Quinn LLC surpasses the industry average, exemplifying their proficiency and ability to handle significant financial portfolios. As a trusted partner, Gardner Russo & Quinn LLC continues to deliver exceptional investment advisory services, empowering their clients to achieve their financial goals.
American Financial Management Ltd
Maryland, Hunt Valley
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.
Lgg Financial
Maryland, Bethesda
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.
&Wealth Partners
Maryland, Baltimore
&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.
The Marshall Financial Group Llc
Maryland, Hunt Valley
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.
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The Marshall Financial Group Llc
Maryland, Hunt Valley
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.
Sanchez & Zures, Llc
Virginia, Mclean
Sanchez & Zures, LLC is a small investment advisory firm headquartered in McLean, VA, with two offices. With a team of two experienced professionals, Sanchez & Zures, LLC exclusively focuses on providing comprehensive investment advisory services. Their average assets under management per investment advisor reach approximately $72,830,000, which aligns with the industry average.
The firm's compensation structure is diverse, incorporating various models such as a percentage of assets under management and fixed fees. Although 401K and individual accounts constitute less than 30% of their assets under management, Sanchez & Zures, LLC possesses the expertise to manage employer funds effectively. Furthermore, they exercise full discretion over 100% of the assets they manage, ensuring optimal investment decisions.
Sanchez & Zures, LLC primarily serves high net worth individuals, managing a significant portfolio of assets for over 90 individual clients. Their client base amounts to more than $145,669,000 in assets under management. Policarpio Sanchez and Jeffrey Zures, two of the longest tenured registered advisors within the firm, bring a wealth of knowledge and expertise to their clientele.
With a commitment to providing personalized investment advisory services, Sanchez & Zures, LLC strives to assist their clients in achieving their financial goals. Leveraging their experience and comprehensive understanding of the market, they offer tailored investment strategies and solutions to maximize returns and mitigate risks.
Psi Capital Management
Pennsylvania, Lancaster
Psi Capital Management is a reputable investment advisory firm based out of Lancaster, PA. With 12 employees, including 5 experienced investment advisors, they provide expert financial guidance to a diverse range of clients. The firm boasts an impressive average of approximately $124,240,000 in assets under management per investment advisor, which aligns with industry standards.
Psi Capital Management follows a flexible compensation structure, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. With over 520 individual clients and a total of $242,653,000 in assets under management, the firm caters primarily to high net worth individuals. Their strong track record in managing employer 401Ks and individual portfolios demonstrates their expertise in this area.
The firm's investment approach is characterized by a high level of discretion, as they manage 99% of the assets under their care. Psi Capital Management has established a local presence, serving the Lancaster community from their six offices. The firm takes pride in its seasoned team of advisors, with notable individuals like Steven Mitchell, Scott Smith, and Susanne Dombrowski being among the longest-tenured professionals at the company.
Overall, Psi Capital Management provides comprehensive investment advisory services, combining industry expertise, personalized strategies, and a client-centric approach to help individuals and organizations achieve their financial goals.
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