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.

SC&H Financial Advisors, Inc., headquartered in Sparks, MD, is a highly regarded investment advisory firm with a team of 31 dedicated professionals. With a focus on providing exceptional financial guidance, SC&H has established itself as a leading player in the industry. Thirteen of their experienced employees specialize in delivering top-notch investment advisory services, ensuring that clients receive expert guidance tailored to their unique needs. The firm boasts an impressive average of approximately $410,190,000 in assets under management per investment advisor, surpassing the industry average and highlighting their ability to handle substantial portfolios. Their compensation structure includes various types, such as a percentage of assets under management, ensuring a transparent and fair arrangement for clients. SC&H Financial Advisors, Inc. caters to a diverse clientele, serving over 320 individual clients and managing assets worth more than $737,473,000. The firm's expertise lies in managing the wealth of high net worth individuals, although they also possess the capabilities to oversee employer funds, despite 401K and individual accounts representing less than 30% of their assets under management. Notably, all the assets managed by SC&H Financial Advisors, Inc. are discretionary, allowing them to make investment decisions on behalf of their clients. In addition to their investment advisory services, SC&H provides insurance brokerage or agency services, as well as accounting solutions through their affiliated accounting firm. With four offices in Sparks, MD, the firm ensures accessibility and convenience for their valued clients. The team comprises seasoned professionals, including notable advisors such as Caitlin Garner, Andrew Thompson, and Robin Patalon, who have been instrumental in the firm's success over the years.

Cornerstone Advisory, headquartered in Hunt Valley, MD, is a prominent investment advisory firm renowned for its expertise in managing high net worth individuals' assets. With two offices, the firm boasts a team of 14 professionals, seven of whom specialize in providing top-notch investment advisory services. Cornerstone Advisory maintains an impressive average of $216,570,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. Although 401K and individual accounts make up less than 30% of their assets under management, Cornerstone Advisory possesses the capability to effectively handle employer funds. They exercise complete discretion over the management of 100% of the assets entrusted to them. The firm's client base consists of over 340 individual clients, who collectively entrust Cornerstone Advisory with assets totaling over $1,515,979,000. Cornerstone Advisory takes pride in its team of experienced professionals. Notable long-standing advisors include Michael Lavina, Donald Huber, and Thomas Biddison, who contribute to the firm's strong track record and commitment to providing personalized and effective investment strategies. With their exceptional wealth management expertise, Cornerstone Advisory has positioned itself as a trusted partner for high net worth individuals seeking comprehensive and tailored investment advisory services.

Financial Consulate, based out of Hunt Valley, MD, is a prominent local investment advisory firm offering comprehensive financial services. With a team of 23 dedicated professionals, including 10 investment advisors, they provide expert guidance and assistance to a diverse clientele. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at an exceptional $966,640,000, surpassing the industry average. Financial Consulate's compensation structure is designed to align their interests with their clients' success. It includes various models such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial relationship. Their client base comprises over 800 individuals, with total assets under management exceeding $589,982,000. Notably, the firm specializes in managing the assets of high net worth individuals, with a significant portion stemming from employer 401Ks and individuals. With a strong focus on discretion, Financial Consulate manages 99% of their clients' assets on a discretionary basis. This approach empowers them to make informed decisions and swiftly adapt to changing market conditions, further enhancing their clients' financial well-being. In addition to their investment advisory services, Financial Consulate also offers accounting services through their team of skilled accountants. Their local presence is bolstered by three offices, ensuring accessibility and convenience for their valued clients. Boasting a team of experienced professionals, Financial Consulate benefits from the extensive expertise of advisors such as Charles Bender, Roger Bair, and Andrew Tignanelli, who have contributed significantly to the firm's long-standing reputation for excellence.

The Prosperity Consulting Group, LLC, based out of Owings Mills, MD, is a well-established local investment advisory firm with a strong presence in the industry. With over 330 individual clients and an impressive $406,753,000 in assets under management, they have gained a reputation for their expertise and personalized service. The firm operates from three offices, strategically positioned to cater to their diverse clientele. They offer a comprehensive range of services, including investment advisory and acting as an insurance broker or agent. While they manage a variety of accounts, it is noteworthy that 401K and individual accounts constitute less than 30% of their assets under management. However, they possess the necessary capabilities to efficiently manage employer funds. The Prosperity Consulting Group, LLC primarily caters to high net worth individuals, managing the majority of their assets. Their compensation structure reflects their commitment to providing value to their clients, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. With a total of 11 employees, the firm maintains a highly skilled team of professionals, with eight dedicated to investment advisory services. Each investment advisor at The Prosperity Consulting Group, LLC manages an average of approximately $50,840,000 in assets, aligning with the industry average. The firm takes pride in its experienced advisors, with notable names such as Lauren Rebbel, William Martin, and Donna Gestl, who have demonstrated long-term commitment to the company and its clients.