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.

Burkholder & Associates, LLC, a highly regarded investment advisory firm, is headquartered in Chevy Chase, MD, with two offices. With a team of five employees, including three dedicated investment advisors, they provide comprehensive financial guidance to their esteemed clientele. Their average of approximately $48,560,000 in assets under management per advisor aligns with industry norms, demonstrating their ability to effectively handle client portfolios. Burkholder & Associates offers various compensation structures, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and transparency in client relationships. Although 401K and individual accounts make up less than 30% of their assets under management, Burkholder & Associates possesses the expertise to manage employer funds, broadening their range of services. With 94% of their managed assets being discretionary, the firm exercises full authority in investment decision-making on behalf of their clients. Specializing in serving high-net-worth individuals, Burkholder & Associates manages a majority of assets for this client segment. In addition to their investment advisory services, they also serve as registered representatives of a broker-dealer and function as insurance brokers or agents, providing comprehensive financial solutions. Burkholder & Associates caters to over 30 individual clients, overseeing more than $145,688,000 in assets under management. With experienced registered advisors such as Kimberly Bleck and Nicholas Burkholder, the firm maintains a foundation of knowledge and longevity, establishing trust and credibility within the industry. Clients can rely on Burkholder & Associates to deliver personalized, strategic financial advice and guide them towards their financial goals with integrity and expertise.

SELECT INVESTMENT SOLUTIONS, LLC is a small investment advisory firm based out of Washington, DC. With a team of five dedicated professionals, three of whom specialize in investment advisory services, they provide comprehensive financial guidance to their clients. With an average of $1,010,000 in assets under management per investment advisor, they demonstrate expertise in managing and growing their clients' portfolios. Their compensation structure is diverse, encompassing various types of fees, including a percentage of assets under management. This flexible approach ensures that their interests are aligned with those of their clients, as they have a vested interest in delivering successful investment outcomes. Select Investment Solutions, LLC boasts an impressive track record, managing over $26,187,000 in assets for more than 30 individual clients. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, indicating their proficiency in navigating this specialized area. Furthermore, all the assets they manage are discretionary, emphasizing the trust their clients place in their expertise and judgment. With a single office in Washington, DC, Select Investment Solutions, LLC is deeply rooted in the local financial landscape. Their proximity to the nation's capital provides them with unique insights into market trends and opportunities. As a result, they are able to tailor their investment strategies to meet the specific needs and goals of their diverse clientele. Overall, Select Investment Solutions, LLC stands out as a highly competent and client-focused investment advisory firm, delivering personalized financial solutions to help their clients achieve their long-term financial objectives.

New Potomac Partners LLC is a reputable investment advisory firm based out of Bethesda, MD. With over 30 individual clients and an impressive $166,465,000 in assets under management, they offer comprehensive financial guidance to their discerning clientele. The firm operates from two well-equipped offices, ensuring accessibility and convenience for their clients. While New Potomac Partners LLC primarily manages assets for individual clients, comprising less than 30% of their total assets under management, they also possess the expertise to oversee employer funds. A noteworthy 7% of the assets they manage are discretionary, demonstrating their capability to make informed investment decisions on behalf of their clients. The firm's compensation structure is diverse and flexible, accommodating different client needs. It includes a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the most suitable arrangement for their financial goals. New Potomac Partners LLC prides itself on the expertise and dedication of its three highly skilled employees, all of whom provide top-notch investment advisory services. On average, each investment advisor manages approximately $55,490,000 in assets under management, aligning with the industry standard. With a commitment to long-term relationships, New Potomac Partners LLC boasts a team of seasoned advisors, including Robin Mitler, David Straus, and Joshua Olds, who have served the firm faithfully and garnered extensive experience in the industry. Their collective knowledge and unwavering dedication contribute to the firm's stellar reputation and continued success.

Summit Financial is a local investment advisory firm based out of Hunt Valley, MD. With one office, they cater to a diverse clientele seeking expert financial guidance. The firm boasts a team of 11 dedicated professionals, with six of them specializing in providing comprehensive investment advisory services. Drawing from their extensive knowledge and experience, Summit Financial manages an impressive average of approximately $25,630,000 in assets per investment advisor. To ensure client satisfaction, Summit Financial offers a flexible compensation structure, including a percentage of assets under management, fixed fees, and hourly charges. While the firm manages less than 30% of their assets under management through 401K and individual accounts, they possess the capability to efficiently oversee employer funds. Remarkably, Summit Financial exercises full discretionary control over all the assets they manage. Catering primarily to high net worth individuals, Summit Financial has successfully built a substantial client base, serving over 160 individual clients with a combined asset value exceeding $153,775,000. The firm's enduring success can be attributed to its team of seasoned advisors, including the highly respected Alvin Anton, James Biggar, and Haider Thamir, who have contributed significantly to the company's growth and reputation. Summit Financial is committed to providing personalized and tailored financial strategies that align with their clients' goals and aspirations. By offering comprehensive investment advisory services and maintaining a strong focus on client satisfaction, the firm has established itself as a trusted partner in helping individuals navigate the complexities of the financial landscape.

Stewardship Advisors, LLC is a well-established local investment advisory firm headquartered in Mount Joy, PA. With a team of 11 dedicated professionals, including 8 experienced investment advisors, they provide comprehensive financial guidance to a diverse client base. The firm manages a substantial amount of assets, averaging around $41,300,000 per investment advisor. With over 390 individual clients, Stewardship Advisors, LLC oversees an impressive $281,806,000 in assets under management. Notably, approximately half of these assets come from employer 401Ks or individuals, showcasing the firm's extensive experience in this domain. What sets Stewardship Advisors, LLC apart is their commitment to providing personalized and tailored services to each client, ensuring their financial goals and objectives are met. Stewardship Advisors, LLC employs a flexible compensation structure that includes various methods such as a percentage of assets under management, hourly charges, and fixed fees. This adaptable approach enables clients to choose the payment method that suits their needs best. As a fully discretionary investment advisory firm, Stewardship Advisors, LLC has complete authority to make investment decisions on behalf of their clients. This autonomy allows them to proactively manage and optimize client portfolios to capitalize on market opportunities while adhering to individual risk tolerance and financial objectives. Led by a team of seasoned professionals, Stewardship Advisors, LLC boasts several long-tenured advisors, including John Simkins, Thomas Talbott, and Mark Brinser. These experienced individuals bring a wealth of knowledge and expertise to the firm, further solidifying their reputation as a trusted and reliable financial partner. With their strong track record, client-centric approach, and dedication to stewarding their clients' financial well-being, Stewardship Advisors, LLC continues to be a leading investment advisory firm in the Mount Joy, PA area.

Motley Fool Wealth Management, LLC, a regional investment advisory firm based out of Alexandria, VA, has established itself as a trusted partner in the financial industry. With over 2,590 individual clients and an impressive $1,621,706,000 in assets under management, they have earned a reputation for delivering exceptional service and results. Motley Fool Wealth Management, LLC operates across six offices, strategically positioned to serve their diverse clientele effectively. Their expertise lies in managing both employer 401Ks and individual investments, which together constitute around half of their total assets under management. This extensive experience in the retirement planning space sets them apart from other firms. As a discretionary asset manager, Motley Fool Wealth Management, LLC has the authority to make investment decisions on behalf of their clients, ensuring a proactive and tailored approach. Their compensation structure offers multiple options, including a percentage of assets under management and fixed fees, accommodating various client needs. The firm boasts a dedicated team of 64 employees, with 33 of them providing invaluable investment advisory services. With an average of approximately $49,140,000 in assets under management per investment advisor, they align with industry norms. Notably, Motley Fool Wealth Management, LLC is fortunate to have several long-tenured advisors, including Michael Hunter, John Freemire, and Nicholas Crow, who contribute their wealth of experience and expertise to the firm's success. Motley Fool Wealth Management, LLC's commitment to delivering personalized and comprehensive financial solutions has established them as a trusted partner in wealth management. With a strong track record and a focus on client satisfaction, they continue to help individuals and businesses achieve their financial goals.

Red Oak Financial Group is a local investment advisory firm based out of Towson, MD. With 20 total employees, including seven dedicated to investment advisory services, the firm offers comprehensive financial guidance to a diverse clientele. With an average of $84,280,000 in assets under management per investment advisor, Red Oak Financial Group aligns with industry averages in terms of assets managed. Their compensation structure incorporates various types, such as a percentage of assets under management, hourly charges, and fixed fees. While Red Oak Financial Group primarily focuses on managing individual accounts and 401Ks, which represent less than 30% of their assets under management, they possess the capacity to oversee employer funds. An impressive 54% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Red Oak Financial Group boasts a substantial client base, serving over 580 individuals with a remarkable $589,989,000 in assets under management. The firm's long-standing success can be attributed, in part, to the expertise of their experienced advisors. Notable members of the team include Robert Compton, Carli Stryker, and Christopher Compton, who have demonstrated their commitment and proficiency over many years. Committed to providing personalized financial advice and helping clients achieve their goals, Red Oak Financial Group remains a trusted partner for individuals seeking expert guidance in the realm of investment management.

Capitol Private Wealth Group LLC, based out of Vienna, VA, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions. With one office serving as their hub, they boast a team of seven highly skilled professionals, four of whom specialize in delivering top-notch investment advisory services. Their expertise is reflected in their impressive average of approximately $64,000,000 in assets under management per investment advisor, aligning with the industry average. When it comes to compensation, Capitol Private Wealth Group LLC offers a diverse range of structures to cater to their clients' preferences. They are flexible and accommodate various arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Notably, they possess substantial experience in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Their exceptional track record in this sector underscores their prowess in meeting the unique financial needs of their clients. Capital Private Wealth Group LLC prides itself on managing 100% of their clients' assets with a discretionary approach, showcasing their expertise and ability to make strategic investment decisions on behalf of their clientele. With an impressive portfolio of over 370 individual clients, they oversee a remarkable $256,018,000 in assets under management. The firm's success can be attributed, in part, to the exceptional talents of their longest-tenured advisors. The experienced team includes Lisa Barbieri, Anders Lundegard, and Bobby Glass, whose knowledge and dedication have contributed to the firm's stellar reputation. Capitol Private Wealth Group LLC continues to provide expert financial guidance, nurturing their clients' wealth and empowering them to achieve their long-term financial goals.

Glassy Mountain Advisors, Inc. is a well-established local investment advisory firm headquartered in Bethesda, MD. With three offices, they provide comprehensive financial solutions to their clients. With a team of six professionals, including five dedicated investment advisors, Glassy Mountain Advisors, Inc. offers expert guidance and personalized service. On average, each investment advisor at Glassy Mountain Advisors, Inc. manages approximately $44,940,000 in assets under management. This figure aligns with the industry average, demonstrating their ability to effectively handle client portfolios and deliver competitive results. The firm's compensation structure includes various options, primarily focused on a percentage of assets under management. This ensures that their interests are closely aligned with those of their clients. Glassy Mountain Advisors, Inc. takes a discretionary approach to asset management, granting them the autonomy to make informed investment decisions on behalf of their clients. This dedication to discretion underscores their commitment to delivering optimal outcomes and managing risk effectively. The firm primarily manages assets for high-net-worth individuals, reflecting their expertise in catering to the unique financial needs of affluent clients. With over 30 individual clients and an impressive $224,702,000 in assets under management, Glassy Mountain Advisors, Inc. has established a strong presence in the industry. Ross Smyth, Michael McIntyre, and Brian Hawthorne-Codato are among the firm's longest-tenured advisors, contributing their extensive experience and expertise to the success of the firm. Glassy Mountain Advisors, Inc.'s commitment to personalized service, comprehensive financial solutions, and a team of experienced professionals make them a trusted choice for individuals seeking expert investment advisory services in Bethesda and beyond.

Scarborough Capital Management, a local investment advisory firm based in Annapolis, MD, boasts a team of 19 talented professionals dedicated to providing top-notch investment advisory services. With an average of $67,840,000 in assets under management per investment advisor, their performance aligns with the industry average. The firm's compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to meet the diverse needs of their clients. Their extensive experience in managing employer 401Ks and individual assets positions them as trusted experts in this domain. Operating with discretion, Scarborough Capital Management prudently manages the entirety of their $1,085,472,000 in assets under management, demonstrating their commitment to delivering personalized and tailored investment solutions. The firm serves a substantial client base, boasting over 2,070 individual clients who benefit from their expertise and guidance. With a long-standing presence in the industry, Scarborough Capital Management values the contributions of their seasoned advisors, including David Sizemore, Joshua Goldsmith, and Jonathan Szostek, who have established a strong reputation for their commitment to client success. Through their office in Annapolis, Scarborough Capital Management aims to provide exceptional service and strategic financial guidance to help clients achieve their investment objectives. Their dedication to professionalism and client satisfaction positions them as a reliable partner in the competitive landscape of investment advisory services.