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.

Delta Financial Advisors, Inc is a small investment advisory firm based out of Kensington, MD. With seven dedicated employees, they specialize in offering comprehensive financial guidance to individuals and businesses. Three of their team members are highly experienced investment advisors, providing personalized investment strategies to their clients. Their expertise enables them to manage an average of approximately $76,360,000 in assets per investment advisor, which aligns with the industry average. Delta Financial Advisors, Inc maintains a diverse compensation structure, allowing them to accommodate various client needs. They offer fee arrangements such as a percentage of assets under management, hourly charges, and fixed fees. This flexibility ensures that clients can select the compensation model that best suits their financial goals and preferences. The firm has built a solid reputation by managing over 210 individual clients and overseeing more than $160,112,000 in assets. A significant portion of their assets under management originates from employer 401K plans and individual investments, reflecting their strong experience in this particular space. In addition to their investment advisory services, Delta Financial Advisors, Inc offers complementary services such as insurance brokering or agency representation. They also collaborate with an accountant or accounting firm to provide clients with comprehensive financial solutions. With their sole office in Kensington, MD, Delta Financial Advisors, Inc serves a local clientele, ensuring a personalized and attentive approach to financial planning. The firm takes pride in its long-tenured advisors, including Joseph Fischetti, Jacob Defilippo, and Beverly Fischetti, who bring a wealth of experience and knowledge to their clients' financial journeys.

Swisspartners Advisors, based out of Zurich, is a reputable investment advisory firm catering to over 20 individual clients. With assets under management exceeding $501,317,000, Swisspartners Advisors possesses extensive expertise in managing discretionary funds. While 401K and individual accounts account for less than 30% of their portfolio, the firm is fully equipped to handle employer funds as well. Comprising a team of five professionals, Swisspartners Advisors boasts four dedicated investment advisors who diligently oversee their clients' financial goals. Each investment advisor manages an average of approximately $125,330,000 in assets, aligning with industry standards. The compensation structure at Swisspartners Advisors is designed to align their success with that of their clients. They employ various methods, including a percentage of assets under management and performance-based fees. This ensures that the firm is motivated to deliver optimal results while prioritizing the interests of their clientele. With a single office in Zurich, Swisspartners Advisors maintains a focused approach, allowing for personalized attention to each client's specific investment needs. Their comprehensive understanding of the financial landscape empowers them to provide tailored advice and strategies that align with their clients' objectives. Overall, Swisspartners Advisors has established itself as a trusted partner in the investment advisory realm, excelling in the management of discretionary funds and delivering exceptional service to their diverse client base.

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.

Yeske Buie Inc. is a well-established local investment advisory firm, operating from Vienna, VA. With two strategically located offices, they offer comprehensive financial services to a diverse clientele. The firm boasts a team of 12 dedicated professionals, with 7 of them specializing in investment advisory services. With an average of $110,010,000 in assets under management per investment advisor, Yeske Buie Inc. demonstrates their competence in effectively managing clients' portfolios. Their compensation structure encompasses various types, including a percentage of assets under management and fixed fees, providing flexibility to cater to individual client needs. Yeske Buie Inc. takes pride in their extensive client base, with over 230 individual clients entrusting them with a substantial $767,664,000 in assets under management. The firm's expertise is evident in the majority of their managed assets, which primarily belong to high net worth individuals. While 401K plans and individual accounts represent less than 30% of their assets under management, Yeske Buie Inc. possesses the capability to successfully manage employer funds. This highlights their versatility in catering to different types of clients and investment needs. The firm's commitment to providing personalized service is further exemplified by their discretionary asset management approach, with 99% of the assets they oversee being handled with informed decision-making. Yeske Buie Inc. has established a strong presence as a local investment advisory firm, thanks in part to the contributions of their longest-tenured advisors. Notable professionals such as Lauren Stansell, Yusuf Abugideiri, and David Yeske have played a pivotal role in delivering exceptional financial guidance and building enduring relationships with clients.

ANDERSEN is a reputable regional investment advisory firm headquartered in McLean, VA. With a robust presence in the financial sector, the firm operates from six strategically located offices. Employing a dedicated team of 1,511 professionals, Andersen differentiates itself by offering comprehensive investment advisory services. Within the firm, a small but specialized group focuses specifically on delivering top-notch investment advisory services. These professionals play a crucial role in managing the firm's substantial assets under management, which average approximately $98,070,000 per investment advisor—reflecting an industry-standard performance. Andersen's compensation structure encompasses various models tailored to meet their clients' diverse needs. Advisors at the firm earn their income through a combination of methods, including a percentage of assets under management, hourly charges, and fixed fees. This versatile approach ensures alignment between the firm and its clients' financial objectives. With a client base comprising over 40 individuals, Andersen demonstrates its ability to provide personalized attention to each investor. Remarkably, the firm oversees a substantial portfolio of assets under management, surpassing $4,217,211,000. This achievement attests to the trust clients place in Andersen to safeguard and grow their wealth effectively. Furthermore, Andersen boasts an impressive roster of seasoned advisors who have contributed significantly to the firm's success. Among these key figures are Eric Sanders, Christine Brill, and Andrew Kyriacou, who bring extensive experience and expertise to their respective roles. Their long-standing commitment and expertise have solidified Andersen's standing as a leading investment advisory firm in the region.

BNB Wealth Management, LLC is a small investment advisory firm headquartered in Silver Spring, MD, operating from three offices. With a team of four dedicated professionals, the firm specializes in providing comprehensive investment advisory services. On average, each investment advisor manages approximately $49,750,000 in assets under management, which aligns with the industry average. The compensation structure at BNB Wealth Management, LLC encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. Notably, their expertise lies in managing employer 401Ks and individual portfolios, which collectively account for around half of their assets under management. This track record demonstrates their extensive experience in catering to the unique needs of both corporate and individual clients. Impressively, 90% of the assets managed by BNB Wealth Management, LLC are under their discretion, reflecting the trust clients place in their expertise and decision-making abilities. The firm boasts a substantial client base of over 340 individuals, with a total of more than $199,000,000 in assets under management. BNB Wealth Management, LLC takes pride in its team of highly tenured advisors, including Andrew Bellamah, Feldy Suwito, and Miguel Padilla. These seasoned professionals bring a wealth of knowledge and expertise to the firm, contributing to its success in delivering top-quality investment advisory services. With their commitment to personalized solutions, sound investment strategies, and a strong track record, BNB Wealth Management, LLC is well-positioned to assist clients in achieving their financial goals and secure their financial futures.

Steigerwald, Gordon & Koch - Wealth Advisors, based out of Leesburg, VA, is a distinguished investment advisory firm that provides comprehensive wealth management services. With a team of 14 dedicated professionals, including 7 experienced investment advisors, they are well-equipped to serve their clients' financial needs. With an average of $53,260,000 in assets under management per investment advisor, Steigerwald, Gordon & Koch's performance aligns with the industry average. Their compensation structure offers flexibility, including a percentage of assets under management, hourly charges, and fixed fees, ensuring their clients receive tailored and transparent financial solutions. With over 280 individual clients, Steigerwald, Gordon & Koch manages an impressive $915,846,000 in assets. The firm primarily caters to high net worth individuals, reflecting their expertise in handling substantial portfolios. While a significant portion of their assets under management pertains to high net worth individuals, they also possess the capacity to manage employer funds, although 401K and individual accounts comprise less than 30% of their total assets. Operating out of four offices, Steigerwald, Gordon & Koch has established a strong local presence in the Leesburg area. The firm boasts a team of highly experienced advisors, including notable individuals like John Steigerwald, Darren Koch, and Jeffrey Gordon, who have contributed significantly to the firm's success. Steigerwald, Gordon & Koch - Wealth Advisors is committed to delivering personalized investment strategies, preserving wealth, and helping clients achieve their financial goals. With their seasoned team and client-centric approach, they continue to be a trusted partner for individuals seeking comprehensive wealth management services.

Kilner Capital Advisors, LLC, headquartered in Gaithersburg, MD, is a highly regarded investment advisory firm that has been providing exceptional financial services since its establishment. With a team of three dedicated professionals, including two experienced investment advisors, the company delivers top-tier guidance and support to its diverse clientele. With an impressive average of approximately $276,230,000 in assets under management per investment advisor, Kilner Capital Advisors surpasses the industry average, highlighting their expertise and ability to generate significant value for their clients. Their compensation structure encompasses various options, such as a percentage of assets under management and fixed fees, ensuring flexibility and alignment with clients' needs. With over 150 individual clients, Kilner Capital Advisors manages a substantial amount of assets, exceeding $251,130,000. While the majority of these assets are allocated for high-net-worth individuals, the firm also possesses the expertise and capacity to effectively handle employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. Notably, all the assets entrusted to Kilner Capital Advisors are managed on a discretionary basis, reflecting their clients' confidence in their decision-making abilities. As a small but reputable investment advisory firm, Kilner Capital Advisors operates from two offices, serving clients with personalized attention and tailored strategies. Joseph Kilner and Melinda Wiedel, both seasoned registered advisors, contribute their extensive industry experience and knowledge to the firm, enhancing its ability to deliver exceptional financial guidance and achieve clients' investment objectives.

Sands Capital Management, LLC, headquartered in Arlington, VA, is a well-established regional investment advisory firm with seven offices. With a team of 181 dedicated professionals, including 70 investment advisors, they deliver exceptional services to a diverse client base. Sands Capital Management manages a substantial amount of assets, averaging around $53,440,000 per investment advisor, which aligns with the industry average. The firm's compensation structure comprises various types, including a percentage of assets under management. Sands Capital Management, LLC distinguishes itself by maintaining a strong focus on discretionary asset management, as all the assets they oversee, totaling over $38,906,541,000, are under their discretion. This approach reflects their commitment to providing comprehensive and tailored solutions to their clients' investment needs. In addition to their investment advisory services, Sands Capital Management, LLC offers specialized expertise as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This diversification allows them to cater to a wider range of clients and further enhance their portfolio management capabilities. Throughout its history, Sands Capital Management, LLC has built a reputation for integrity, professionalism, and excellence. Their commitment to delivering superior results is evident in their client base, which includes over 80 individual clients. With their strong team and proven track record, Sands Capital Management, LLC is well-positioned to continue providing outstanding investment advisory and asset management services.

Karner Blue Capital, LLC, a local investment advisory firm based out of Bethesda, MD, offers expert financial guidance to a diverse clientele. With a team of seven dedicated professionals, all specializing in investment advisory services, they deliver comprehensive solutions tailored to meet their clients' unique needs. Karner Blue Capital's advisors have an average of $98,130,000 in assets under management per investment advisor, placing them on par with industry standards. Driven by a commitment to excellence, Karner Blue Capital adopts a flexible compensation structure, including a percentage of assets under management and fixed fees. This ensures that their advisors are aligned with their clients' financial success and are motivated to provide outstanding service. Managing over $8,957,000 in assets for a substantial client base, Karner Blue Capital stands out for its 100% discretionary asset management approach. This means that clients have entrusted the firm with full discretion over their investments, allowing Karner Blue Capital to make informed decisions on their behalf. Headed by experienced professionals, Andrew Niebler and Vicki Benjamin, who boast a long tenure with the firm, Karner Blue Capital combines industry expertise with a personalized approach. Their commitment to delivering reliable financial solutions has earned them a solid reputation in the Bethesda area. With one office serving as their headquarters, Karner Blue Capital, LLC is poised to provide top-notch investment advisory services to their valued clients, helping them achieve their financial goals with confidence and peace of mind.