Rock Creek Wealth Planners and Advisors LLC, based out of Silver Spring, MD, is a small investment advisory firm that specializes in providing comprehensive wealth planning services. With a team of 5 dedicated professionals, including 3 experienced investment advisors, they are committed to helping clients achieve their financial goals. The firm boasts an impressive average of approximately $31,080,000 in assets under management per investment advisor, demonstrating their expertise in managing substantial portfolios. Their compensation structure is designed to align with client success and includes various types, such as a percentage of assets under management and performance-based fees. Rock Creek Wealth Planners and Advisors LLC has built a strong reputation in the industry, serving over 130 individual clients and managing assets totaling more than $40,264,000. Notably, nearly half of their assets under management come from employer 401Ks or individuals, showcasing their proficiency in this particular domain. With 100% of the assets they manage being discretionary, clients trust Rock Creek Wealth Planners and Advisors LLC to make informed investment decisions on their behalf. The firm operates from three offices, ensuring accessibility and convenience for their clientele. Lewis Baker and Marc Columbo, two of the firm's longest tenured registered advisors, bring extensive knowledge and experience to the team. Their expertise, coupled with the firm's commitment to personalized service, sets Rock Creek Wealth Planners and Advisors LLC apart as a trusted partner in wealth management and financial planning.

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.

LGG Financial, a small investment advisory firm headquartered in Bethesda, MD, has established itself as a trusted financial partner for high net worth individuals. With over 130 individual clients and a remarkable $470,895,000 in assets under management, LGG Financial boasts an impressive track record of success. The firm's expertise lies in managing discretionary assets, with 401K and individual accounts representing less than 30% of their portfolio. At LGG Financial, client satisfaction is paramount, and the firm's compensation structure reflects this commitment. Their compensation model includes various options, such as a percentage of assets under management, ensuring that the interests of both the firm and its clients are closely aligned. Led by a team of experienced professionals, LGG Financial leverages its knowledge and insights to provide tailored investment advice. With three dedicated employees, including two seasoned investment advisors, the firm maintains a high level of expertise and personalized service. Notably, Brian Luts and David Greenleigh, two of the firm's longest-tenured registered advisors, have played instrumental roles in shaping the firm's success. LGG Financial's outstanding average of approximately $235,450,000 in assets under management per investment advisor speaks volumes about their ability to effectively manage client portfolios. This figure surpasses the industry average, further highlighting their commitment to delivering exceptional results. Overall, LGG Financial stands as a leading investment advisory firm in Bethesda, MD, offering a comprehensive range of financial services to high net worth individuals. With a proven track record and a client-focused approach, LGG Financial continues to build long-lasting relationships based on trust and expertise.

Aspect Partners, LLC is a local investment advisory firm based out of Fairfax, VA. With two offices, they have a strong presence in the area. The firm boasts a total of 8 dedicated employees, 5 of whom specialize in providing top-notch investment advisory services. With an average of approximately $58,300,000 in assets under management per investment advisor, Aspect Partners, LLC maintains an average standing within the industry. Their compensation structure is designed to cater to diverse client needs, offering options such as a percentage of assets under management and fixed fees. While 401K and individual accounts represent less than 30% of their assets under management, Aspect Partners, LLC possesses the necessary expertise to successfully manage employer funds. A significant 94% of the assets they manage are under discretionary authority, providing clients with confidence in their decision-making abilities. The firm takes pride in their extensive client base, serving over 230 individual clients who entrust them with a substantial $291,522,000 in assets under management. Aspect Partners, LLC has earned a reputation for longevity and stability, boasting a team of experienced advisors. Notable among them are Lindsey Vardi, Bard Malovany, and Benjamin Seamans, who have dedicated their expertise to the firm's success for many years. Aspect Partners, LLC continues to demonstrate its commitment to providing exceptional investment advisory services to their clients in Fairfax, VA and beyond. With a focus on personalized strategies and a track record of success, they strive to help their clients achieve their financial goals and secure their financial future.

Graham Capital Wealth Management, LLC is a trusted local investment advisory firm based out of Washington, D.C., DC. With over 480 individual clients and a remarkable $168,973,000 in assets under management, they have established themselves as a leading player in the industry. Driven by their commitment to providing excellent financial guidance, Graham Capital Wealth Management, LLC operates three offices strategically located to serve their diverse clientele. Their extensive expertise lies in managing employer 401Ks and individual assets, comprising approximately half of their impressive portfolio. Their team possesses a wealth of experience and knowledge in this space, ensuring top-tier service and tailored investment strategies for each client. The firm manages all assets on a discretionary basis, granting clients peace of mind and allowing the team to make informed investment decisions on their behalf. Graham Capital Wealth Management, LLC offers a flexible compensation structure, which includes a percentage of assets under management. Employing a team of six professionals, with five dedicated to providing expert investment advisory services, Graham Capital Wealth Management, LLC boasts an impressive average of $33,790,000 in assets under management per investment advisor. The firm takes pride in its longest-tenured advisors, such as Michael Berkhahn, Alex Graham, and Stash Graham, who bring invaluable wisdom and industry acumen to the team. With a proven track record of success and a commitment to delivering superior financial solutions, Graham Capital Wealth Management, LLC continues to be a trusted partner for individuals and employers seeking exceptional wealth management services.

Meridian Financial Partners LLC, based in Warrenton, VA, is a local investment advisory firm that specializes in providing comprehensive financial solutions. With one office, they have established themselves as a trusted partner for individuals and businesses seeking expert guidance in managing their wealth. With a team of seven dedicated professionals, five of whom specialize in investment advisory services, Meridian Financial Partners offers personalized strategies tailored to meet the unique goals and objectives of their clients. Their advisors boast an impressive average of approximately $68,730,000 in assets under management per investment advisor, aligning with industry standards. Meridian Financial Partners' compensation structure is diverse, offering flexibility to their clients. They employ various methods, including a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and fairness in their services. While managing discretionary assets exclusively, Meridian Financial Partners excels in handling high net worth individuals' portfolios, with over 240 individual clients entrusting them with more than $343,643,000 in assets under management. Furthermore, the firm possesses the expertise to manage employer funds, although 401K and individual accounts account for less than 30% of their assets. Notable long-term advisors at Meridian Financial Partners include Sarah Yakel, Nathaniel Gilbert, and Sarah Irving. Their extensive experience and deep understanding of the financial industry contribute to the firm's sterling reputation. Meridian Financial Partners LLC stands as a reliable financial partner committed to providing exceptional guidance and delivering favorable outcomes for their clients' wealth management needs.

Cope Corrales is a well-established investment advisory firm based in Washington, DC, with three offices. With a clientele of over 540 individuals, they expertly manage assets totaling more than $140,851,000. Cope Corrales specializes in advising both employer 401K plans and individual investors, showcasing their extensive experience in this domain. Operating under a discretionary management approach, Cope Corrales assumes full responsibility for making investment decisions on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a flexible and customized approach to client needs. With a team of six professionals, all providing investment advisory services, Cope Corrales ensures a high level of personalized attention and expertise. On average, each investment advisor manages approximately $23,480,000 in assets, emphasizing their ability to handle substantial portfolios. The firm takes pride in its longest-tenured advisors, including Karla Fitzgerald, Luis Corrales, and Joseph Cope, who have proven their commitment and expertise over the years. Cope Corrales is dedicated to providing comprehensive financial solutions to their clients, offering a wide range of services. Their depth of knowledge and commitment to excellence make them a trusted partner for individuals seeking personalized and strategic investment guidance. With a strong presence in the Washington, DC area and a solid track record, Cope Corrales is poised to assist clients in achieving their financial goals with professionalism and integrity.

Chapin Davis Asset Management, a regional investment advisory firm headquartered in Baltimore, MD, distinguishes itself with its exceptional expertise and comprehensive range of services. With a team of 40 dedicated professionals, 28 of whom specialize in investment advisory, they possess a deep understanding of the financial industry. Impressively, the firm boasts an average of approximately $152,820,000 in assets under management per investment advisor, a figure that surpasses the industry average. This achievement is a testament to their ability to deliver exceptional value and results to their clients. Their compensation structure is designed to align their interests with those of their clients, including both a percentage of assets under management and performance-based fees. With a robust client base of over 480 individuals, Chapin Davis Asset Management manages more than $359,991,000 in assets. Their expertise in employer 401Ks and individual investments is particularly notable, as these account for approximately half of their assets under management. Demonstrating their commitment to client satisfaction, an impressive 86% of the assets they manage are discretionary. Beyond investment advisory services, Chapin Davis Asset Management also provides insurance brokerage and agency services, offering a holistic approach to financial management. With four offices strategically located throughout the region, the firm ensures convenient access for their clientele. Chapin Davis Asset Management takes pride in its experienced team, which includes renowned advisors such as Elisabeth Hayes, John Oliver, and Talbot Albert. Their wealth of knowledge and long-standing tenure exemplify the firm's commitment to excellence and trusted relationships with clients. Overall, Chapin Davis Asset Management stands as a reputable and client-focused investment advisory firm, delivering exceptional financial solutions with a strong presence in the Baltimore, MD area.

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.

Financial Services Advisory, based out of Rockville, MD, is a prominent investment advisory firm catering to a diverse clientele. With over 580 individual clients, they have accumulated an impressive $707,792,000 in assets under management. The firm operates from a single office and offers comprehensive financial services to meet the unique needs of each client. While 401K and individual accounts account for less than 30% of their assets under management, Financial Services Advisory possesses the expertise and resources to effectively manage employer funds. Notably, all the assets they oversee are discretionary, reflecting the trust clients place in their investment strategies. Specializing in high net worth individuals, Financial Services Advisory handles a substantial portion of managed assets in this segment. Their compensation structure encompasses various models, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility to accommodate diverse client preferences. With a dedicated team of 13 employees, including nine experienced investment advisors, Financial Services Advisory maintains a client-centric approach. On average, each investment advisor manages approximately $78,640,000 in assets, in line with industry standards. The firm takes pride in its seasoned professionals, with notable advisors such as Ronald Rough, James Joseph, and David Petersen, who have established long-standing relationships with their clients. Financial Services Advisory's commitment to personalized financial solutions, comprehensive expertise, and impressive asset management performance has solidified their position as a trusted and reliable partner for individuals seeking effective wealth management strategies.

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.