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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.
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.
TURNING POINT FINANCIAL
TURNING POINT FINANCIAL
Frederick, Maryland
Turning Point Financial is a highly reputable local investment advisory firm located in Frederick, MD. With two offices, they cater to a diverse client base of over 920 individuals and manage an impressive $238,178,000 in assets. Specializing in employer 401Ks and individual investments, Turning Point Financial possesses extensive expertise in this realm. The firm takes pride in its comprehensive range of services, which extend beyond investment advisory to encompass insurance brokerage and accounting. As a result, clients benefit from a holistic approach to their financial well-being. Turning Point Financial operates under a discretionary model, managing 100% of the assets they oversee. With a compensation structure that includes various options such as a percentage of assets under management, fixed fees, and hourly charges, Turning Point Financial ensures flexibility and transparency in its client relationships. The firm's team comprises 17 dedicated professionals, 13 of whom are investment advisors. Notable among them are Brandon Layo, Jason Topper, and Brennan Gmeiner, who have accumulated significant experience and tenure at the firm. Notably, Turning Point Financial boasts an impressive average of $18,320,000 in assets under management per investment advisor, indicating their commitment to providing personalized and attentive service to each client. Through their exceptional track record and unwavering dedication, Turning Point Financial has established itself as a trusted and reliable partner for individuals and businesses seeking financial guidance and wealth management strategies.
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.
ADVOCATE INVESTING SERVICES
ADVOCATE INVESTING SERVICES
Woodbine, Maryland
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.
PEAK INVESTMENT ADVISORS, INC.
PEAK INVESTMENT ADVISORS, INC.
Germantown, Maryland
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.
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.
AMJ FINANCIAL WEALTH MANAGEMENT LLC
AMJ FINANCIAL WEALTH MANAGEMENT LLC
Leesburg, Virginia
AMJ Financial Wealth Management LLC, based in Leesburg, VA, is a reputable investment advisory firm with a strong track record of success. With a team of 16 dedicated professionals, including 11 experienced advisors specializing in investment advisory services, they provide comprehensive financial solutions to a diverse range of clients. The firm's compensation structure offers flexibility and aligns with their clients' goals. It includes various options such as a percentage of assets under management, fixed fees, and performance-based fees. This approach ensures that clients receive personalized and cost-effective services tailored to their specific needs. AMJ Financial Wealth Management LLC boasts an impressive client base, serving over 250 individual clients. With over $300,115,000 in assets under management, they have established themselves as a trusted advisor for high-net-worth individuals. While the majority of their managed assets are for high-net-worth clients, they also possess the expertise to manage employer funds, although 401K and individual accounts represent less than 30% of their total assets under management. As a local firm, AMJ Financial Wealth Management LLC takes pride in its close-knit relationship with the community. With one office in Leesburg, they are conveniently accessible to clients seeking expert financial guidance. The firm's success can be attributed, in part, to the dedication and expertise of their longest-tenured advisors, including Brett Bender, Fridtjov Markussen, and Angela Bender. With a commitment to providing superior wealth management services and a proven track record of delivering exceptional results, AMJ Financial Wealth Management LLC stands as a reliable partner for individuals seeking comprehensive financial planning and investment strategies.
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS
Leesburg, Virginia
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.
TOTH FINANCIAL ADVISORY CORP
TOTH FINANCIAL ADVISORY CORP
Leesburg, Virginia
Toth Financial Advisory Corp is a reputable investment advisory firm based out of Leesburg, VA. With its main office located in the heart of the town, Toth Financial Advisory Corp has established itself as a trusted local partner in providing comprehensive investment advice and services. Led by a team of experienced professionals, Toth Financial Advisory Corp boasts a total of 17 employees, with 9 of them dedicated to delivering expert investment advisory services. Their knowledgeable advisors possess a deep understanding of the financial industry and work diligently to assist clients in achieving their financial goals. With an average of $83,750,000 in assets under management per investment advisor, Toth Financial Advisory Corp's performance aligns with the industry average. They offer a flexible compensation structure, including a percentage of assets under management and performance-based fees, ensuring that their interests are aligned with their clients'. While employer funds comprise a significant portion of their managed assets, accounting for over 70%, Toth Financial Advisory Corp also has the capability to oversee 401K and individual accounts. Impressively, 98% of the assets they manage are discretionary, showcasing their clients' trust in their expertise and decision-making abilities. Primarily catering to high-net-worth individuals, Toth Financial Advisory Corp proudly serves a diverse clientele base of over 390 individual clients. These clients entrust the firm with over $753,735,000 in assets under management, a testament to the firm's exceptional track record. The longevity of the firm is evident through the dedication of its longest tenured advisors, including Kenneth Maiden, Jesse Hernandez, and Susan Sdwynford, who have consistently delivered top-quality advice and service to their clients. Overall, Toth Financial Advisory Corp stands out as a premier investment advisory firm in Leesburg, VA, providing personalized financial guidance and effectively managing their clients' assets to help them thrive financially.
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THE HOERNER PLANNING GROUP, LLC
THE HOERNER PLANNING GROUP, LLC
Middleburg, Virginia
The Hoerner Planning Group, LLC, a small investment advisory firm based out of Middleburg, VA, boasts an impressive track record in managing assets for high net worth individuals. With over 160 individual clients and a staggering $1,104,920,000 in assets under management, they have firmly established themselves as a trusted partner in financial planning and investment strategies. With one office serving as their base of operations, The Hoerner Planning Group takes a personalized approach to their clients' needs. They offer a range of compensation structures, including a percentage of assets under management and fixed fees, ensuring flexibility and alignment with client goals. The firm's success is fueled by a dedicated team of eight employees, with four of them specifically focused on providing investment advisory services. Their expertise and commitment to excellence enable them to efficiently manage a substantial average of $276,230,000 in assets per investment advisor, significantly surpassing the industry average. The Hoerner Planning Group prides itself on its long-standing advisors, who bring extensive experience to the table. Notable names among their seasoned professionals include Christopher Hoerner, Henry Hoerner, and Sarah Albritton, each contributing unique insights and adding depth to the firm's advisory capabilities. With their impressive assets under management, commitment to client satisfaction, and a team of experienced professionals, The Hoerner Planning Group, LLC is well-positioned to provide exceptional financial planning and investment services to individuals seeking tailored strategies for long-term success.
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.
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