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.

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.

Buchanan Wealth Management, headquartered in Reston, VA, is a reputable investment advisory firm catering to a diverse clientele. With a focus on personalized financial strategies, they manage a substantial portfolio of over $108,735,000 in assets. Serving over 120 individual clients, Buchanan Wealth Management offers comprehensive wealth management solutions. While the firm primarily handles discretionary assets, they also possess expertise in managing employer funds. Their dedicated team of four employees, including two experienced investment advisors, ensures tailored investment advice and exceptional service. Matthew Buchanan and Goeun Choi stand as the firm's longest-tenured registered advisors, contributing their extensive knowledge and expertise to client portfolios. Buchanan Wealth Management adopts a flexible compensation structure, offering various options to suit clients' needs. They charge a percentage of assets under management, fixed fees, and hourly rates, providing transparent and flexible payment options. With an average of $54,370,000 in assets under management per investment advisor, Buchanan Wealth Management maintains an industry-standard performance level. By utilizing their expertise and resources, they strive to optimize clients' financial goals and objectives. As a small investment advisory firm with one office in Reston, VA, Buchanan Wealth Management combines personalized attention with a deep understanding of the financial markets. They are committed to building long-term relationships with clients, providing comprehensive wealth management solutions tailored to individual needs.

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.