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 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.

Baltimore-Washington Financial Advisors, based out of Columbia, MD, is a highly reputable local investment advisory firm with a track record of success. With over 3,180 individual clients and an impressive $1,442,581,000 in assets under management, they have established themselves as a trusted partner in the financial industry. With one office serving their diverse clientele, Baltimore-Washington Financial Advisors specializes in managing employer 401Ks and individual assets, making up approximately half of their assets under management. Their extensive experience in this space sets them apart, enabling them to provide tailored investment strategies to meet the unique needs of their clients. A significant advantage of partnering with Baltimore-Washington Financial Advisors is their discretion over managing 95% of the assets they oversee. This discretion allows them to make strategic investment decisions based on their expertise and market insights, ultimately benefiting their clients' portfolios. The firm's compensation structure offers flexibility, including a percentage of assets under management. This approach aligns their interests with their clients' and ensures a focus on generating favorable investment outcomes. Baltimore-Washington Financial Advisors boasts a team of 22 highly skilled employees, with 11 dedicated to providing investment advisory services. Their average assets under management per investment advisor exceed the industry average at approximately $131,140,000, demonstrating their ability to handle substantial portfolios. The firm takes pride in its long-tenured advisors, including Robert Carpenter, John Kelly, and Joseph Caputo, who bring a wealth of knowledge and expertise to the table. Their commitment to client success and continuous growth has earned them the trust and loyalty of their clients throughout the years.

Widmann Financial Services, a local investment advisory firm based out of Bowie, MD, prides itself on providing comprehensive financial solutions to individuals and businesses. With a team of eight dedicated professionals, they offer a range of investment advisory services tailored to meet their clients' unique goals and needs. The firm's investment advisors possess a wealth of expertise, collectively managing an impressive $99,600,000 in assets on average per advisor. This figure aligns with industry standards, reflecting their solid track record and commitment to delivering value to their clients. Widmann Financial Services employs a flexible compensation structure, which includes a percentage of assets under management and performance-based fees. This approach ensures that their interests are aligned with their clients, fostering a culture of trust and accountability. With over 390 individual clients and more than $302,915,000 in assets under management, Widmann Financial Services has established a strong presence in the market. Their extensive experience in managing employer 401Ks and individual accounts has earned them a reputable standing within the industry. Notably, the firm manages 100% of their clients' assets on a discretionary basis, showcasing their expertise in making informed investment decisions on behalf of their clients. With one office conveniently located in Bowie, MD, Widmann Financial Services is well-positioned to serve clients in the surrounding areas. Their commitment to delivering personalized financial advice, backed by their comprehensive range of services, makes them a trusted partner in achieving long-term financial success.

Hwa Financial Group, a small investment advisory firm based out of Ellicott City, MD, is dedicated to providing comprehensive financial solutions to its clients. With three total employees, including two experienced investment advisors, they specialize in managing assets for high net worth individuals. With an impressive average of approximately $32,500,000 in assets under management per investment advisor, Hwa Financial Group has built a reputation for delivering exceptional service and achieving financial goals. Their compensation structure includes various types, such as a percentage of assets under management, ensuring alignment with clients' best interests. Having amassed over 90 individual clients, Hwa Financial Group oversees a significant portfolio of more than $185,804,000 in assets under management. While the majority of these assets are managed for high net worth individuals, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts represent less than 30% of their managed assets. With a 100% discretionary management approach, Hwa Financial Group empowers their clients by making strategic investment decisions on their behalf. Moreover, the firm extends their services beyond investment advisory, acting as an insurance broker or agent to provide a comprehensive suite of financial solutions. Hwa Financial Group prides itself on its dedicated team, including registered advisors Philip Huber and Joseph Geld, who boast extensive tenure with the firm. With one office in Ellicott City, they are well-positioned to serve the financial needs of clients in the region and beyond.

Lowe Wealth Advisors, LLC is a reputable investment advisory firm located in Columbia, MD. With a team of nine dedicated professionals, including six experienced investment advisors, they provide comprehensive financial guidance and wealth management services. The firm has an impressive average of approximately $127,580,000 in assets under management per investment advisor, which aligns with the industry average. Lowe Wealth Advisors, LLC serves a diverse clientele of over 270 individual clients, managing a substantial portfolio of assets exceeding $365,448,000. While the firm primarily caters to high-net-worth individuals, they also have the capacity to manage employer funds, although 401K and individual accounts make up less than 30% of their assets under management. With an emphasis on discretion, Lowe Wealth Advisors, LLC manages 98% of the assets they oversee on a discretionary basis. Their compensation structure is multi-faceted, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment objectives. As a local investment advisory firm deeply rooted in Columbia, MD, Lowe Wealth Advisors, LLC is committed to providing personalized and tailored financial solutions to their clients. They operate from a single office location and take pride in their long-standing relationships with clients. Some of the firm's most experienced and tenured advisors include David Kasten, Harold Lowe, and Gregory Lowe, who bring a wealth of expertise and insight to their clients' financial journeys.

Prostatis Financial Advisors Group, headquartered in Hanover, MD, is a leading local investment advisory firm with a team of 12 dedicated professionals. With a focus on providing exceptional investment advisory services, Prostatis Financial Advisors Group boasts an impressive track record and a strong commitment to its clients' financial success. Each investment advisor at Prostatis Financial Advisors Group manages an average of $35,280,000 in assets under management, demonstrating their expertise and ability to deliver substantial results. The firm's compensation structure offers various options, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with clients' unique needs. With over 1,150 individual clients, Prostatis Financial Advisors Group oversees a substantial portfolio totaling more than $310,856,000 in assets under management. Impressively, over 80% of these assets consist of employer 401K plans and individual investments, highlighting the firm's expertise in managing retirement accounts and supporting both employers and employees in securing their financial futures. Prostatis Financial Advisors Group distinguishes itself through its discretionary management approach, as 99% of the assets they manage fall under this category. This discretionary authority empowers the firm to make investment decisions on behalf of their clients, leveraging their extensive knowledge and experience to optimize returns. With eight offices throughout the region, Prostatis Financial Advisors Group provides convenient access and personalized service to clients across Hanover and beyond. The firm takes pride in its team of highly qualified advisors, including esteemed professionals such as Andrew Ashton, Michael Canet, and Ryan Herbert, some of the longest tenured experts at the firm. Prostatis Financial Advisors Group is dedicated to helping individuals, families, and businesses achieve their financial goals through comprehensive investment strategies, trusted advice, and exceptional service.

Keeney Financial Group Inc., headquartered in Columbia, MD, is a reputable local investment advisory firm with a track record of providing comprehensive financial services. With a total of 10 dedicated employees, including 6 skilled investment advisors, Keeney Financial Group Inc. boasts an impressive average of $35,490,000 in assets under management per investment advisor. The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management and fixed fees. Catering primarily to high net worth individuals, Keeney Financial Group Inc. manages a substantial portfolio of over 230 individual clients, amounting to a remarkable $385,599,000 in assets under management. While the firm's focus is mainly on discretionary management, where they exercise full control over client investments, they also possess the capability to effectively manage employer funds, although these represent a smaller portion of their assets under management compared to individual and 401K accounts. In addition to investment advisory services, Keeney Financial Group Inc. offers other essential financial solutions. They serve as registered representatives of a broker-dealer and act as insurance brokers or agents, providing clients with a holistic approach to their financial needs. Keeney Financial Group Inc. takes pride in its long-standing presence within the industry, with notable advisors such as Donald Ferguson, Kristian Albornoz, and John Keeney leading the way. With one office in Columbia, MD, the firm is deeply committed to serving the local community and assisting clients in achieving their financial goals.

WBH Advisory, Inc. is a reputable local investment advisory firm headquartered in Baltimore, MD. With an extensive network of 7 offices, WBH Advisory, Inc. serves a diverse clientele in the Mid-Atlantic region. The firm prides itself on its team of 13 highly skilled professionals, nearly all of whom are dedicated to providing comprehensive investment advisory services. On average, each investment advisor at WBH Advisory, Inc. oversees approximately $92,550,000 in assets under management, which aligns with the industry average. The firm offers a flexible compensation structure, including various types such as a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. While 401K and individual accounts make up less than 30% of their assets under management, WBH Advisory, Inc. possesses the expertise to manage employer funds. All of the assets managed by WBH Advisory, Inc. are discretionary, demonstrating their commitment to making informed investment decisions on behalf of their clients. The firm primarily serves high-net-worth individuals, managing a substantial client base of over 460 individuals who collectively entrust the firm with over $1,110,611,000 in assets. WBH Advisory, Inc. boasts a team of seasoned advisors, including Robert Willen, Marc Hertzberg, and John Ciccarone, who have demonstrated their dedication and expertise over many years. With a strong presence in Baltimore and its surrounding areas, WBH Advisory, Inc. continues to deliver tailored investment advisory services, helping clients achieve their financial goals with confidence and peace of mind.

Peak Investment Advisors, Inc. is a small investment advisory firm based out of Germantown, MD, specializing in providing personalized financial solutions to high net worth individuals. With a team of two dedicated professionals, including Sean Falk, one of the firm's longest-tenured registered advisors, they offer expert investment advice and portfolio management services. With over 100 individual clients and an impressive $80,741,000 in assets under management, Peak Investment Advisors, Inc. has established a strong presence in the investment advisory industry. They excel in managing assets from both employer 401Ks and individual accounts, drawing on their extensive experience and expertise in this space. Their compensation structure encompasses various types, such as a percentage of assets under management, ensuring alignment of interests with their clients. The firm's commitment to excellence is evident in their average assets under management per investment advisor, which stands at an impressive $28,680,000. Approximately 86% of the assets managed by Peak Investment Advisors, Inc. are discretionary, indicating a high level of trust and confidence placed in their investment strategies. Their clients value the firm's personalized approach, tailored to their unique financial goals and risk tolerance. With their headquarters in Germantown, MD, Peak Investment Advisors, Inc. serves as a trusted partner for individuals seeking to grow and preserve their wealth. As a boutique firm, they prioritize building strong, long-term relationships with their clients, delivering exceptional financial guidance and performance.

T. Rowe Price Advisory Services, Inc., headquartered in Owings Mills, MD, is a reputable regional investment advisory firm with a strong track record. With a total of 47 employees, including 33 dedicated to providing investment advisory services, they have established themselves as a trusted partner in the financial industry. Their impressive average of approximately $156,680,000 in assets under management per investment advisor surpasses the industry average, showcasing their expertise in managing substantial portfolios. Their compensation structure offers various types, such as a percentage of assets under management, ensuring alignment with their clients' financial goals. T. Rowe Price Advisory Services, Inc. boasts a broad client base, serving over 4,160 individual clients and managing over $706,239,000 in assets. The majority of their assets under management, over 80%, are comprised of employer 401(k) plans and individual accounts, highlighting their proficiency in managing both corporate and personal investment portfolios. T. Rowe Price Advisory Services, Inc. excels in providing comprehensive services tailored to their clients' needs. They specialize in managing 401(k) plans for employers and employees, leveraging their extensive expertise and experience in this domain. With a 100% discretionary asset management approach, they have the flexibility to make informed investment decisions on behalf of their clients. In addition to their core services, T. Rowe Price Advisory Services, Inc. also serves as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. With two office locations and a team of highly experienced advisors, including long-tenured professionals such as Martin Allenbaugh, Daniel Middelton, and Constance Weil, the firm is well-equipped to provide exceptional investment advisory services to their clients.