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.

The L. Warner Companies, Inc, based out of Timonium, MD, is a local investment advisory firm with a strong foothold in the industry. With over 200 individual clients and an impressive $605,993,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from three well-equipped offices, catering to a diverse range of clients' needs. The L. Warner Companies, Inc offers comprehensive services that extend beyond investment advisory. As an insurance broker or agent, they provide additional support to their clients, ensuring a holistic approach to financial management. With a notable focus on employer 401Ks and individual portfolios, the company boasts substantial expertise in these areas, leveraging their experience to maximize client returns. When it comes to compensation, The L. Warner Companies, Inc offers various options tailored to client preferences. They employ a flexible structure, encompassing a percentage of assets under management, fixed fees, and commissions. This adaptability allows them to cater to different client needs and align their interests with the best possible outcomes. The firm operates with a dedicated team of 43 employees, with 12 of them specifically focused on providing investment advisory services. With an average of $50,500,000 in assets under management per investment advisor, The L. Warner Companies, Inc maintains a competitive standing within the industry. The company's longevity is evident through the presence of esteemed advisors like Edwin Killinger, Ilene Salcman, and John Russell, who have been integral to the firm's success over the years.

Alere Planning LLC is a small investment advisory firm based out of Towson, MD, with three offices strategically located to serve their clientele. With over 140 individual clients, they have amassed an impressive $116,991,000 in assets under management, making them a trusted name in the industry. Specializing in investment advisory services, Alere Planning LLC has two dedicated employees who provide personalized financial guidance to their esteemed clients. The firm's compensation structure is flexible, offering a range of options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients can choose the most suitable arrangement based on their specific needs and preferences. Alere Planning LLC has established a reputation for expertise in managing assets for high net worth individuals, with the majority of their assets falling under this category. Notably, approximately half of their assets under management are derived from employer 401Ks or individuals, indicating their extensive experience and success in this area. Moreover, Alere Planning LLC also offers insurance brokerage services, expanding their offerings to provide comprehensive financial solutions. With a keen focus on discretion, an impressive 99% of the assets they manage are discretionary, underscoring their commitment to maintaining client confidentiality and trust. Anthony Assadi and William Weglein, two of the firm's longest-tenured registered advisors, bring extensive knowledge and experience to Alere Planning LLC. With their seasoned expertise and dedication to client satisfaction, the firm continues to provide exceptional investment advisory services, helping clients achieve their financial goals with confidence.

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.

Black Diamond Financial, LLC, headquartered in Towson, MD, is a reputable investment advisory firm with a focus on providing exceptional financial services. With a team of nine dedicated professionals, the company offers comprehensive investment advisory services to a diverse client base. Each investment advisor at Black Diamond Financial, LLC manages an average of approximately $193,900,000 in assets under management, which is considerably higher than the industry average, reflecting their expertise and success. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. Serving over 100 individual clients, Black Diamond Financial, LLC manages an impressive total of over $545,885,000 in assets. While a significant portion of their assets under management is attributed to high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their portfolio. Boasting a strong track record, Black Diamond Financial, LLC has earned the trust of their clients, as 89% of the assets they manage are under discretionary control. With two offices in Towson, MD, the firm maintains a local presence, allowing them to provide personalized and accessible services to their clients. The company prides itself on its team of experienced advisors, including Paul Svendsen, Matthew Goette, and David Zinreich, who have established long tenures within the firm. Black Diamond Financial, LLC is committed to delivering tailored investment solutions, comprehensive financial guidance, and exceptional client service to individuals and organizations seeking to achieve their financial goals.

Financial Council Asset Management Inc is a small investment advisory firm based out of Towson, MD, with one office. With three dedicated employees, they specialize in providing investment advisory services to their clients. Each investment advisor at the firm manages an average of approximately $113,210,000 in assets under management, which falls within the industry average. Financial Council Asset Management Inc employs a diverse compensation structure, including a percentage of assets under management and fixed fees, among other types. Their client base consists of over 640 individual clients, with a total of more than $809,254,000 in assets under management. The firm primarily manages assets for high net worth individuals, although they also handle a smaller portion of 401K and individual accounts, which account for less than 30% of their overall assets. An important characteristic of Financial Council Asset Management Inc is their ability to manage employer funds, offering comprehensive services to meet the needs of different types of clients. They have discretionary authority over 100% of the assets they manage, ensuring flexibility and efficiency in their decision-making process. Despite being a small firm, Financial Council Asset Management Inc has established a strong presence in the investment advisory industry. Their expertise, combined with a personalized approach to client service, allows them to effectively navigate the complexities of the financial market and assist their clients in achieving their investment goals.

Greenspring Advisors, LLC is a prominent investment advisory firm located in Towson, Maryland. With three offices in the region, Greenspring Advisors has established itself as a trusted local financial partner. Boasting a team of 39 dedicated professionals, 24 of whom specialize in investment advisory services, they deliver expert guidance to a diverse range of clients. Renowned for their exceptional track record, Greenspring Advisors manages an impressive average of approximately $250,000,000 in assets per investment advisor, surpassing industry standards. Their compensation structure caters to individual client needs, offering options such as a percentage of assets under management and fixed fees. Notably, 39% of the assets under Greenspring Advisors' management are discretionary, highlighting their expertise in strategic decision-making and risk management. Serving over 460 individual clients, the firm currently oversees an astounding $6,000,116,000 in assets under management. Greenspring Advisors prides itself on its team of experienced professionals. Among the firm's longest-tenured advisors are Kristina Groff, Zachary Hubbard, and Gregory Plechner, who bring a wealth of knowledge and expertise to the table. With a commitment to delivering personalized financial solutions and a proven track record of success, Greenspring Advisors, LLC continues to be a leader in the investment advisory industry. As they forge ahead, the firm remains dedicated to helping clients achieve their financial goals through thoughtful and strategic guidance.

SFG Wealth Management, headquartered in Towson, MD, is a distinguished investment advisory firm that caters to the financial needs of its clients. With a single office, SFG Wealth Management boasts a team of 14 highly skilled professionals, of which 12 specialize in providing expert investment advisory services. Drawing from their extensive expertise, the firm manages an impressive average of $36,810,000 in assets under management per investment advisor. At SFG Wealth Management, the compensation structure is thoughtfully designed to align with clients' best interests. Their diverse range of payment options includes a percentage of assets under management, hourly charges, and fixed fees. While employer-managed funds constitute a significant portion of their assets under management, 401K and individual accounts make up less than 30%. With a notable 91% of assets under management being discretionary, SFG Wealth Management primarily caters to high net worth individuals seeking personalized financial solutions. Their impressive client roster boasts over 580 individuals, with a remarkable $441,723,000 in assets under management. A key attribute of SFG Wealth Management is its experienced team of advisors. The firm takes pride in the expertise and dedication of professionals like Kenneth Pegher, James Ellis, and Gregory Vermeulen, who have been serving clients for an extended period. As a trusted local investment advisory firm, SFG Wealth Management provides tailored financial strategies and comprehensive guidance to help clients navigate the complexities of wealth management and achieve their financial goals.

Partnership Wealth Management, a small investment advisory firm headquartered in Towson, MD, is dedicated to providing comprehensive financial solutions to its clients. With a single office, the firm employs a total of four skilled professionals, three of whom specialize in delivering expert investment advisory services. As an industry-average performer, Partnership Wealth Management manages an average of $63,660,000 in assets under management per investment advisor. Their compensation structure is designed to suit clients' preferences, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. While the firm's asset portfolio is primarily comprised of discretionary assets, employer funds management is also within their capability, notwithstanding that 401K and individual accounts constitute less than 30% of their assets under management. Their clientele is largely composed of high net worth individuals seeking personalized financial management. In addition to their investment advisory services, Partnership Wealth Management extends its expertise as an insurance broker or agent, providing clients with comprehensive coverage options. With a notable client base of over 80 individuals, the firm currently manages assets worth more than $190,976,000. Partnership Wealth Management boasts a team of experienced advisors, including the esteemed professionals Samrang Vattana Hai, Deborah Doyle, and Ellwood Derricks, who have contributed significantly to the firm's longstanding success. With their commitment to client satisfaction, comprehensive financial solutions, and a team of talented professionals, Partnership Wealth Management continues to be a trusted partner in helping individuals and businesses achieve their financial goals.

Innovative Wealth Building LLC is a reputable local investment advisory firm based in California, MD, with a strong presence in the industry. With two offices, they cater to a diverse clientele and offer comprehensive financial solutions. Boasting over 1,010 individual clients and managing assets worth $356,124,000, Innovative Wealth Building LLC has demonstrated its ability to provide effective investment management services. The firm specializes in managing employer 401(k) plans and individual accounts, which collectively account for over 80% of their assets under management. Their expertise in this area positions them as a trusted choice for employers and employees seeking guidance in maximizing their retirement savings. The compensation structure at Innovative Wealth Building LLC includes various options, such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can select the payment method that best aligns with their needs and preferences. With a team of nine professionals, including five investment advisors, Innovative Wealth Building LLC delivers personalized and expert advice to its clients. On average, each investment advisor manages approximately $71,220,000 in assets under management, which is in line with the industry average. The firm takes pride in its experienced advisors, with Kennah Parham, Jennifer Hill, and Warren Brooks among the longest-tenured professionals at Innovative Wealth Building LLC. Their wealth of knowledge and expertise contribute to the success of the firm and the satisfaction of its clients. Innovative Wealth Building LLC's commitment to providing customized financial solutions, managing retirement plans, and their team of experienced advisors make them a trusted partner for individuals and employers seeking effective wealth-building strategies in California, MD, and beyond.

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.