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.

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.

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.

HF Advisory Group, LLC, based out of Annapolis, MD, is a small investment advisory firm with a strong presence in the industry. With three well-established offices, they have built a reputation for delivering exceptional investment advisory services. The firm's team consists of four dedicated professionals, three of whom are experienced investment advisors. With an average of $45,190,000 in assets under management per investment advisor, HF Advisory Group's performance aligns with the industry average. Their compensation structure is diverse, incorporating various models such as a percentage of assets under management, fixed fees, and hourly charges. Notably, approximately half of their assets under management come from employer 401Ks and individuals, showcasing their expertise and trustworthiness in this particular domain. All the assets managed by HF Advisory Group are discretionary, allowing them to make informed decisions on behalf of their clients. Their impressive client base includes over 300 individuals, with a total of more than $135,566,000 in assets under management. The firm prides itself on providing personalized and tailored solutions to meet the unique financial goals of each client. HF Advisory Group boasts a team of seasoned advisors, including Sharyl Schultz, Marianne Durham, and Raymond Hobson, who have been with the firm for an extended period. Their longevity at the company speaks to their commitment and expertise in delivering exceptional service to their clients. Overall, HF Advisory Group, LLC stands out in the industry due to their experienced team, diverse compensation structure, extensive client base, and their successful track record in managing assets.

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.

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.

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.

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.

Advocate Investing Services, a small investment advisory firm based out of Woodbine, MD, is dedicated to providing exceptional financial guidance and services to their clients. With over 140 individual clients and an impressive $118,905,000 in assets under management, Advocate Investing Services has established a reputation for delivering comprehensive investment solutions. Specializing in the management of employer 401Ks and individual portfolios, Advocate Investing Services possesses extensive experience in this domain. All assets they manage are discretionary, ensuring clients' investments receive the highest level of attention and expertise. Catering primarily to high-net-worth individuals, Advocate Investing Services prides itself on delivering personalized strategies that align with each client's unique financial goals. The firm's compensation structure encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. With four dedicated employees, all of whom are experienced investment advisors, Advocate Investing Services provides comprehensive advisory services that cover the entire investment lifecycle. The team at Advocate Investing Services is led by a group of seasoned professionals, including Joseph Gallagher, Richard Andrews, and Mamie Liu, who boast impressive tenures within the firm. Their collective expertise and commitment to client success have earned Advocate Investing Services a loyal and satisfied client base. In addition to investment advisory services, Advocate Investing Services also serves as an insurance broker or agent, offering a holistic approach to their clients' financial well-being. With their unwavering dedication, deep industry knowledge, and commitment to client success, Advocate Investing Services stands as a trusted partner for individuals seeking expert investment guidance in Woodbine, MD, and beyond.

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.