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.

Chesapeake Financial Planning, a reputable investment advisory firm headquartered in Annapolis, MD, caters to a diverse client base of over 450 individuals. With a staggering $153,713,000 in assets under management, this small yet dynamic firm has positioned itself as a trusted partner in financial planning. Boasting five well-established offices, Chesapeake Financial Planning demonstrates its commitment to providing personalized services throughout the region. As a testament to their expertise, approximately half of their assets under management stem from employer 401Ks and individuals. This extensive experience in managing such portfolios has contributed to their strong foothold in the industry. Notably, all of the assets managed by Chesapeake Financial Planning are discretionary, showcasing the firm's ability to make autonomous investment decisions on behalf of their clients. The compensation structure at Chesapeake Financial Planning offers flexibility with various options, including a percentage of assets under management, fixed fees, and hourly charges. With a team of six dedicated professionals, three of whom specialize in investment advisory services, the firm maintains a favorable advisor-to-assets ratio. On average, each investment advisor oversees approximately $51,240,000 in assets under management, aligning with the industry standard. Chesapeake Financial Planning takes pride in its seasoned advisors, some of whom have been with the firm for a significant period. Notable individuals such as Katelyn Fisher, Elizabeth Bennett, and Melissa Carriles Biggham have contributed to the firm's success and earned the trust of their clients through their expertise and dedication. In summary, Chesapeake Financial Planning is a well-established investment advisory firm with a robust presence in Annapolis, MD. With their extensive experience, comprehensive compensation structure, and a team of dedicated professionals, they continue to provide exceptional financial planning services to their diverse client base.

Accordant Advisory Group, Inc., headquartered in Annapolis, MD, is a small investment advisory firm with a strong reputation in the industry. With a team of five dedicated professionals, they specialize in providing comprehensive investment advisory services to individual and institutional clients. Out of their total employees, four of them serve as investment advisors, delivering expert guidance and managing client portfolios. Accordant Advisory Group, Inc. boasts an impressive track record, overseeing an average of $118,670,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is diversified and includes various models, such as a percentage of assets under management, ensuring a mutually beneficial relationship with their clients. With a client base exceeding 320 individuals, Accordant Advisory Group, Inc. skillfully manages over $204,194,000 in assets. While 401(k) and individual accounts account for less than 30% of their total assets under management, the firm possesses the necessary expertise and resources to effectively manage employer funds. An impressive 87% of the assets entrusted to them are managed on a discretionary basis, reflecting the trust and confidence placed in their hands. Accordant Advisory Group, Inc. operates from three strategically located offices, providing convenient access to clients. The firm takes pride in its team of experienced professionals, including David Mckee, Erin Smith, and Thomas Burdette, who have demonstrated long-standing commitment and dedication to their clients' financial success. With their client-centric approach, depth of expertise, and solid performance, Accordant Advisory Group, Inc. continues to position itself as a trusted partner in helping clients navigate the complexities of the investment landscape and achieve their financial goals.

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.

Marks Wealth Management is a small investment advisory firm based out of Annapolis, MD. With four dedicated employees, three of whom provide investment advisory services, the firm focuses on managing assets for high net worth individuals. On average, each investment advisor oversees approximately $40,500,000 in assets under management. Their compensation structure encompasses various types, including a percentage of assets under management and hourly charges. With over 120 individual clients, Marks Wealth Management has an impressive total of $344,160,000 in assets under management. While 401K and individual accounts make up less than 30% of their assets, the firm also possesses the capability to manage employer funds. Remarkably, 100% of the assets they manage are discretionary, granting them the flexibility to make investment decisions on behalf of their clients. Marks Wealth Management operates from a single office, serving their clients' needs with personalized attention and expertise. The firm boasts a team of seasoned advisors, including Marshall Miller, Catherine Jackson, and Charles Marks, who have established long-standing tenures within the company. Driven by their commitment to helping clients achieve their financial goals, Marks Wealth Management combines their extensive experience in investment advisory services with a tailored approach to wealth management. They strive to provide comprehensive solutions that align with their clients' unique circumstances and aspirations, solidifying their reputation as a trusted partner in wealth preservation and growth.

Westbourne Investment Advisors Inc., a small investment advisory firm based out of Annapolis, MD, proudly serves over 110 individual clients, overseeing a remarkable $243,782,000 in assets under management. With two offices, they cater to a diverse range of clients, specializing in managing discretionary funds for high-net-worth individuals. While 401K and individual accounts constitute less than 30% of their assets, Westbourne Investment Advisors Inc. possesses the expertise to effectively manage employer funds as well. Their team consists of four dedicated employees, all of whom provide top-notch investment advisory services. On average, each investment advisor handles approximately $60,950,000 in assets under management, which aligns with the industry standard. The company's compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a fair and transparent approach. Notably, Westbourne Investment Advisors Inc. boasts a team of experienced professionals, including long-tenured advisors Joseph Wilkinson, Jonathan Levin, and Bruce Kromminga. These individuals bring a wealth of knowledge and expertise to the firm, contributing to its exceptional track record and client satisfaction. Westbourne Investment Advisors Inc. prides itself on providing personalized financial strategies tailored to each client's unique goals and risk tolerance. With a focus on building long-term relationships and delivering comprehensive investment solutions, they strive to empower their clients to make informed financial decisions and achieve their desired outcomes.

Bay Point Wealth, headquartered in Annapolis, MD, is a leading investment advisory firm with a team of 15 dedicated professionals. With 11 skilled advisors specializing in investment advisory services, they offer comprehensive financial solutions to a diverse clientele. Bay Point Wealth operates under a flexible compensation structure, utilizing methods such as hourly charges and fixed fees to ensure tailored services for their clients. With over $624,855,000 in assets under management, Bay Point Wealth serves more than 300 individual clients. Their expertise lies in managing the assets of high-net-worth individuals, while also providing adept management of 401K and individual accounts. Notably, the firm possesses the capability to handle employer funds as well. As a testament to their commitment to client satisfaction, Bay Point Wealth manages 100% of the assets under their care on a discretionary basis. With ten offices located throughout the region, Bay Point Wealth has established a strong local presence. The firm takes pride in their team of experienced advisors, including Jacob Sadler, Sarah Langenohl, and Samantha Sachs, who have been with the company for many years. Their dedication and expertise contribute to the firm's success in providing exceptional financial guidance to their valued clients. Bay Point Wealth's commitment to personalized service, extensive industry knowledge, and strong client relationships make them a trusted partner for individuals seeking comprehensive wealth management solutions in the Annapolis area 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.

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.

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.