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THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC
Bethesda, Maryland
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
THE PROSPERITY CONSULTING GROUP, LLC
Owings Mills, Maryland
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
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
Columbia, Maryland
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
WIDMANN FINANCIAL SERVICES
Bowie, Maryland
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
HWA FINANCIAL GROUP
Ellicott City, Maryland
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
LOWE WEALTH ADVISORS, LLC
Columbia, Maryland
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
PROSTATIS FINANCIAL ADVISORS GROUP
Hanover, Maryland
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.
KEENEY FINANCIAL GROUP INC.
Columbia, Maryland
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.
BROWN CAPITAL MANAGEMENT, LLC
BROWN CAPITAL MANAGEMENT, LLC
Baltimore, Maryland
Brown Capital Management, LLC is a prominent investment advisory firm based out of Baltimore, MD, with a strong local presence. With a single office, the firm is dedicated to providing comprehensive investment solutions to its clients. Boasting a team of 38 highly skilled professionals, 17 of whom are focused on delivering top-notch investment advisory services, Brown Capital Management, LLC is committed to delivering exceptional results. The firm manages a substantial amount of assets, averaging around $624,410,000 per investment advisor, which surpasses the industry average. This impressive figure speaks to their expertise and ability to generate substantial returns for their clients. The firm's compensation structure encompasses various models, including a percentage of assets under management and performance-based fees, ensuring alignment with clients' investment goals. Brown Capital Management, LLC prides itself on its discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This approach allows them to adapt quickly to market changes and seize lucrative opportunities. With an extensive roster of over 20 individual clients, Brown Capital Management, LLC oversees a substantial sum of assets under management, totaling over $10,614,901,000. The firm's longstanding success is attributed, in part, to the expertise and experience of key advisors such as Chaitanya Yaramada, Kempton Ingersol, and Keith Lee, who have played integral roles in the firm's growth and have established themselves as respected figures within the industry. Brown Capital Management, LLC continues to uphold its reputation as a trusted and reliable investment advisor, committed to delivering exceptional service to its clients.
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
Baltimore, Maryland
Equitycompass Investment Management, LLC is a leading local investment advisory firm based out of Baltimore, MD, specializing in providing comprehensive investment solutions. With four offices strategically located in the city, Equitycompass serves a diverse client base consisting of individual investors, institutions, and businesses. With a team of 16 dedicated professionals, Equitycompass boasts a highly skilled workforce, with 11 employees focused on delivering top-notch investment advisory services. The firm takes pride in its experienced and knowledgeable advisors who possess a deep understanding of the financial markets and a commitment to client success. Equitycompass Investment Management, LLC manages an impressive average of approximately $16,740,000 in assets under management per investment advisor, demonstrating their ability to handle substantial portfolios. The firm's compensation structure is designed to align with client interests and includes various types, such as a percentage of assets under management. While the firm's asset management primarily focuses on discretionary accounts, they also possess the expertise to manage employer funds. Although 401K and individual accounts comprise less than 30% of their assets under management, Equitycompass Investment Management, LLC has the capability to cater to a wide range of client needs. In addition to their investment advisory services, Equitycompass offers specialized expertise as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This breadth of services positions the firm as a comprehensive resource for clients seeking guidance across different investment avenues. Equitycompass Investment Management, LLC has established strong relationships with over 100 individual clients, effectively managing more than $184,138,000 in assets. Notably, the firm takes pride in the tenure and expertise of their advisors, including industry veterans like Timothy McCann, Bobby Thomas, and Michael Scherer, who have played a pivotal role in the firm's success.
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FACET
FACET
Baltimore, Maryland
Summit Wealth And Retirement Partners, based out of Danville, CA, is a distinguished local investment advisory firm with a rich history of success. With over 160 individual clients and an impressive $642,043,000 in assets under management, they have established themselves as a trusted partner in wealth management. Operating from five offices, Summit Wealth And Retirement Partners caters to a diverse range of clients, offering personalized financial solutions tailored to their unique needs. While their expertise extends beyond 401K and individual accounts, representing less than 30% of their assets under management, Summit Wealth And Retirement Partners possesses the proficiency to skillfully manage employer funds. Notably, 64% of the assets they manage are discretionary, reflecting their ability to make informed investment decisions on behalf of their clients. With a focus on high net worth individuals, Summit Wealth And Retirement Partners has attracted discerning clients seeking top-tier financial services. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, ensuring alignment with client objectives. Comprising a total of 12 employees, the firm boasts a team of seven dedicated investment advisors. On average, each advisor oversees approximately $91,720,000 in assets under management, which aligns with the industry average. Noteworthy among their ranks are esteemed advisors Robert Cucchiaro, Harold Porter, and Jennifer Butler, who bring extensive experience and expertise to the table. Summit Wealth And Retirement Partners exemplifies excellence in investment advisory services, delivering comprehensive financial solutions to their esteemed clientele and guiding them towards a secure and prosperous future.
T. ROWE PRICE ADVISORY SERVICES, INC.
T. ROWE PRICE ADVISORY SERVICES, INC.
Owings Mills, Maryland
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.
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