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.

Red Oak Financial Group is a local investment advisory firm based out of Towson, MD. With 20 total employees, including seven dedicated to investment advisory services, the firm offers comprehensive financial guidance to a diverse clientele. With an average of $84,280,000 in assets under management per investment advisor, Red Oak Financial Group aligns with industry averages in terms of assets managed. Their compensation structure incorporates various types, such as a percentage of assets under management, hourly charges, and fixed fees. While Red Oak Financial Group primarily focuses on managing individual accounts and 401Ks, which represent less than 30% of their assets under management, they possess the capacity to oversee employer funds. An impressive 54% of the assets they manage are discretionary, highlighting their expertise in making informed investment decisions on behalf of their clients. Red Oak Financial Group boasts a substantial client base, serving over 580 individuals with a remarkable $589,989,000 in assets under management. The firm's long-standing success can be attributed, in part, to the expertise of their experienced advisors. Notable members of the team include Robert Compton, Carli Stryker, and Christopher Compton, who have demonstrated their commitment and proficiency over many years. Committed to providing personalized financial advice and helping clients achieve their goals, Red Oak Financial Group remains a trusted partner for individuals seeking expert guidance in the realm of investment management.

The L. Warner Companies, Inc, based out of Timonium, MD, is a local investment advisory firm with a strong foothold in the industry. With over 200 individual clients and an impressive $605,993,000 in assets under management, they have established themselves as a trusted partner in financial planning. The firm operates from three well-equipped offices, catering to a diverse range of clients' needs. The L. Warner Companies, Inc offers comprehensive services that extend beyond investment advisory. As an insurance broker or agent, they provide additional support to their clients, ensuring a holistic approach to financial management. With a notable focus on employer 401Ks and individual portfolios, the company boasts substantial expertise in these areas, leveraging their experience to maximize client returns. When it comes to compensation, The L. Warner Companies, Inc offers various options tailored to client preferences. They employ a flexible structure, encompassing a percentage of assets under management, fixed fees, and commissions. This adaptability allows them to cater to different client needs and align their interests with the best possible outcomes. The firm operates with a dedicated team of 43 employees, with 12 of them specifically focused on providing investment advisory services. With an average of $50,500,000 in assets under management per investment advisor, The L. Warner Companies, Inc maintains a competitive standing within the industry. The company's longevity is evident through the presence of esteemed advisors like Edwin Killinger, Ilene Salcman, and John Russell, who have been integral to the firm's success over the years.

Financial Consulate, based out of Hunt Valley, MD, is a prominent local investment advisory firm offering comprehensive financial services. With a team of 23 dedicated professionals, including 10 investment advisors, they provide expert guidance and assistance to a diverse clientele. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at an exceptional $966,640,000, surpassing the industry average. Financial Consulate's compensation structure is designed to align their interests with their clients' success. It includes various models such as a percentage of assets under management and performance-based fees, ensuring a mutually beneficial relationship. Their client base comprises over 800 individuals, with total assets under management exceeding $589,982,000. Notably, the firm specializes in managing the assets of high net worth individuals, with a significant portion stemming from employer 401Ks and individuals. With a strong focus on discretion, Financial Consulate manages 99% of their clients' assets on a discretionary basis. This approach empowers them to make informed decisions and swiftly adapt to changing market conditions, further enhancing their clients' financial well-being. In addition to their investment advisory services, Financial Consulate also offers accounting services through their team of skilled accountants. Their local presence is bolstered by three offices, ensuring accessibility and convenience for their valued clients. Boasting a team of experienced professionals, Financial Consulate benefits from the extensive expertise of advisors such as Charles Bender, Roger Bair, and Andrew Tignanelli, who have contributed significantly to the firm's long-standing reputation for excellence.

Greenspring Advisors, LLC is a prominent investment advisory firm located in Towson, Maryland. With three offices in the region, Greenspring Advisors has established itself as a trusted local financial partner. Boasting a team of 39 dedicated professionals, 24 of whom specialize in investment advisory services, they deliver expert guidance to a diverse range of clients. Renowned for their exceptional track record, Greenspring Advisors manages an impressive average of approximately $250,000,000 in assets per investment advisor, surpassing industry standards. Their compensation structure caters to individual client needs, offering options such as a percentage of assets under management and fixed fees. Notably, 39% of the assets under Greenspring Advisors' management are discretionary, highlighting their expertise in strategic decision-making and risk management. Serving over 460 individual clients, the firm currently oversees an astounding $6,000,116,000 in assets under management. Greenspring Advisors prides itself on its team of experienced professionals. Among the firm's longest-tenured advisors are Kristina Groff, Zachary Hubbard, and Gregory Plechner, who bring a wealth of knowledge and expertise to the table. With a commitment to delivering personalized financial solutions and a proven track record of success, Greenspring Advisors, LLC continues to be a leader in the investment advisory industry. As they forge ahead, the firm remains dedicated to helping clients achieve their financial goals through thoughtful and strategic guidance.

Cornerstone Advisory, headquartered in Hunt Valley, MD, is a prominent investment advisory firm renowned for its expertise in managing high net worth individuals' assets. With two offices, the firm boasts a team of 14 professionals, seven of whom specialize in providing top-notch investment advisory services. Cornerstone Advisory maintains an impressive average of $216,570,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs. Although 401K and individual accounts make up less than 30% of their assets under management, Cornerstone Advisory possesses the capability to effectively handle employer funds. They exercise complete discretion over the management of 100% of the assets entrusted to them. The firm's client base consists of over 340 individual clients, who collectively entrust Cornerstone Advisory with assets totaling over $1,515,979,000. Cornerstone Advisory takes pride in its team of experienced professionals. Notable long-standing advisors include Michael Lavina, Donald Huber, and Thomas Biddison, who contribute to the firm's strong track record and commitment to providing personalized and effective investment strategies. With their exceptional wealth management expertise, Cornerstone Advisory has positioned itself as a trusted partner for high net worth individuals seeking comprehensive and tailored investment advisory services.

Black Diamond Financial, LLC, headquartered in Towson, MD, is a reputable investment advisory firm with a focus on providing exceptional financial services. With a team of nine dedicated professionals, the company offers comprehensive investment advisory services to a diverse client base. Each investment advisor at Black Diamond Financial, LLC manages an average of approximately $193,900,000 in assets under management, which is considerably higher than the industry average, reflecting their expertise and success. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. Serving over 100 individual clients, Black Diamond Financial, LLC manages an impressive total of over $545,885,000 in assets. While a significant portion of their assets under management is attributed to high net worth individuals, they also possess the capability to manage employer funds, although 401K and individual accounts make up less than 30% of their portfolio. Boasting a strong track record, Black Diamond Financial, LLC has earned the trust of their clients, as 89% of the assets they manage are under discretionary control. With two offices in Towson, MD, the firm maintains a local presence, allowing them to provide personalized and accessible services to their clients. The company prides itself on its team of experienced advisors, including Paul Svendsen, Matthew Goette, and David Zinreich, who have established long tenures within the firm. Black Diamond Financial, LLC is committed to delivering tailored investment solutions, comprehensive financial guidance, and exceptional client service to individuals and organizations seeking to achieve their financial goals.

Financial Council Asset Management Inc is a small investment advisory firm based out of Towson, MD, with one office. With three dedicated employees, they specialize in providing investment advisory services to their clients. Each investment advisor at the firm manages an average of approximately $113,210,000 in assets under management, which falls within the industry average. Financial Council Asset Management Inc employs a diverse compensation structure, including a percentage of assets under management and fixed fees, among other types. Their client base consists of over 640 individual clients, with a total of more than $809,254,000 in assets under management. The firm primarily manages assets for high net worth individuals, although they also handle a smaller portion of 401K and individual accounts, which account for less than 30% of their overall assets. An important characteristic of Financial Council Asset Management Inc is their ability to manage employer funds, offering comprehensive services to meet the needs of different types of clients. They have discretionary authority over 100% of the assets they manage, ensuring flexibility and efficiency in their decision-making process. Despite being a small firm, Financial Council Asset Management Inc has established a strong presence in the investment advisory industry. Their expertise, combined with a personalized approach to client service, allows them to effectively navigate the complexities of the financial market and assist their clients in achieving their investment goals.

SFG Wealth Management, headquartered in Towson, MD, is a distinguished investment advisory firm that caters to the financial needs of its clients. With a single office, SFG Wealth Management boasts a team of 14 highly skilled professionals, of which 12 specialize in providing expert investment advisory services. Drawing from their extensive expertise, the firm manages an impressive average of $36,810,000 in assets under management per investment advisor. At SFG Wealth Management, the compensation structure is thoughtfully designed to align with clients' best interests. Their diverse range of payment options includes a percentage of assets under management, hourly charges, and fixed fees. While employer-managed funds constitute a significant portion of their assets under management, 401K and individual accounts make up less than 30%. With a notable 91% of assets under management being discretionary, SFG Wealth Management primarily caters to high net worth individuals seeking personalized financial solutions. Their impressive client roster boasts over 580 individuals, with a remarkable $441,723,000 in assets under management. A key attribute of SFG Wealth Management is its experienced team of advisors. The firm takes pride in the expertise and dedication of professionals like Kenneth Pegher, James Ellis, and Gregory Vermeulen, who have been serving clients for an extended period. As a trusted local investment advisory firm, SFG Wealth Management provides tailored financial strategies and comprehensive guidance to help clients navigate the complexities of wealth management and achieve their financial goals.

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.