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.

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.

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.

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.

Verdence Capital Advisors, LLC, based out of Hunt Valley, MD, is a reputable investment advisory firm serving clients with a comprehensive range of financial services. With over 860 individual clients, Verdence manages an impressive portfolio of assets totaling more than $2,735,789,000. The firm operates from four strategically located offices, ensuring convenient access for its diverse client base. While Verdence Capital Advisors emphasizes managing discretionary assets, comprising 100% of their managed assets, they also possess the capability to handle employer funds. Notably, 401K and individual accounts represent less than 30% of their total assets under management. The firm's primary focus is on catering to the investment needs of high net worth individuals, underscoring their expertise in managing substantial wealth portfolios. Verdence Capital Advisors employs a varied compensation structure, offering different fee options to accommodate the preferences of their clients. These options include a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. With a team of 40 dedicated professionals, 24 of whom specialize in investment advisory services, Verdence Capital Advisors boasts a robust and experienced staff. Their investment advisors average approximately $113,990,000 in assets under management per advisor, a figure that aligns with the industry average. Among the notable advisors at Verdence Capital Advisors are John Morgan, Jason Edelson, and Leo Kelly, who have contributed to the firm's longstanding success. With their wealth of experience and commitment to providing exceptional financial guidance, Verdence Capital Advisors continues to solidify its reputation as a trusted partner in achieving clients' investment goals.

Bay Harbor Wealth Management, LLC, headquartered in Hunt Valley, MD, is a small investment advisory firm committed to helping clients achieve their financial goals. With one office, the firm employs a dedicated team of five professionals, three of whom specialize in providing investment advisory services. Their expertise and personalized approach have positioned them as a trusted partner in wealth management. With an average of $79,470,000 in assets under management per investment advisor, Bay Harbor Wealth Management, LLC falls in line with industry averages. They offer a diverse compensation structure, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and alignment with their clients' needs. While their focus primarily lies on managing assets for high-net-worth individuals, Bay Harbor Wealth Management, LLC also possesses the capability to oversee employer funds. Discretionary management accounts for 100% of the assets they handle, highlighting their commitment to providing comprehensive financial solutions. Boasting over 260 individual clients, the firm currently manages an impressive $238,418,000 in assets. The expertise and experience of advisors such as Andrew Anthony, Lance Scott, and John Moran contribute to the firm's reputation for delivering exceptional service and achieving consistent results. Bay Harbor Wealth Management, LLC's commitment to personalized financial planning, expertise in investment advisory services, and dedication to their clients' success make them a valued partner in navigating the complexities of wealth management.

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.

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.

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.

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.

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.