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.

Arbor Private Wealth, LLC is a highly regarded investment advisory firm based in Ashburn, VA. With a dedicated team of three employees, all of whom specialize in providing investment advisory services, the firm is committed to delivering exceptional financial solutions. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring a client-centric approach. Serving over 50 individual clients, Arbor Private Wealth, LLC manages assets exceeding $106,328,000. The firm's expertise lies in managing the portfolios of high-net-worth individuals, with the majority of the assets they oversee belonging to this segment. Additionally, while 401K plans and individual accounts comprise less than 30% of their assets under management, Arbor Private Wealth, LLC possesses the capability and experience to effectively handle employer funds. Operating with discretion over 67% of the assets they manage, the firm upholds strict confidentiality and focuses on personalized strategies tailored to each client's unique financial goals. With two offices in Ashburn, VA, Arbor Private Wealth, LLC ensures accessibility and convenience for their clients. The firm takes pride in its team of experienced advisors, including Sara Kanig, Amy Showalter, and Eric Showalter, who boast extensive tenures at the company. Their long-standing presence and expertise contribute to the firm's success in delivering top-notch investment advisory services. Arbor Private Wealth, LLC stands as a trusted partner, dedicated to helping clients navigate the complexities of wealth management and achieve their financial aspirations.

Lafayette Investments, Inc., a local investment advisory firm based out of Ashton, MD, specializes in providing comprehensive investment advisory services to a diverse clientele. With seven dedicated employees, six of whom are experienced investment advisors, Lafayette Investments has built a solid reputation for its expertise and commitment to delivering exceptional results. Notably, Lafayette Investments boasts an impressive average of approximately $154,870,000 in assets under management per investment advisor, significantly surpassing the industry average. This outstanding track record reflects their ability to attract and retain high net worth individuals, as evidenced by over 80 individual clients entrusting them with more than $715,600,000 in assets. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring alignment of interests with their clients' investment goals. Moreover, Lafayette Investments distinguishes itself by exclusively offering discretionary management services, granting clients peace of mind knowing that their assets are professionally overseen. Operating out of a single office, Lafayette Investments has fostered a close-knit environment that values long-term relationships and personalized attention. The firm's most tenured advisors, Lawrence Judge, Robert Noyes, and Mark Hughes, exemplify the depth of expertise and commitment to excellence that define Lafayette Investments. Overall, Lafayette Investments, Inc. stands out as a trusted partner in the investment advisory landscape, combining a local presence, industry-leading asset management figures, and a team of seasoned professionals dedicated to helping clients achieve their financial objectives.

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.

HOXTON PLANNING & MANAGEMENT, LLC, based out of Shepherdstown, WV, is a well-established small investment advisory firm. With over 170 individual clients and an impressive $306,892,000 in assets under management, they have proven their expertise in the financial industry. The firm operates from a single office and offers a range of services, including managing employer funds in addition to 401K and individual accounts. Specializing in discretionary asset management, Hoxton Planning & Management primarily caters to high net worth individuals. Their experienced team of four employees, all of whom provide investment advisory services, ensures personalized attention and expertise for their clients. On average, each investment advisor manages approximately $76,720,000 in assets, which aligns with industry standards. Hoxton Planning & Management adopts a flexible compensation structure, offering various options such as a percentage of assets under management, hourly charges, and fixed fees. This allows them to cater to different client needs and preferences effectively. Notably, Amanda Runkles and Archibald Hoxton are two of the firm's longest tenured registered advisors, further highlighting their commitment to building enduring client relationships. With their combined knowledge and experience, Hoxton Planning & Management, LLC stands out as a reliable partner in achieving financial goals for their diverse clientele.

New Potomac Partners LLC is a reputable investment advisory firm based out of Bethesda, MD. With over 30 individual clients and an impressive $166,465,000 in assets under management, they offer comprehensive financial guidance to their discerning clientele. The firm operates from two well-equipped offices, ensuring accessibility and convenience for their clients. While New Potomac Partners LLC primarily manages assets for individual clients, comprising less than 30% of their total assets under management, they also possess the expertise to oversee employer funds. A noteworthy 7% of the assets they manage are discretionary, demonstrating their capability to make informed investment decisions on behalf of their clients. The firm's compensation structure is diverse and flexible, accommodating different client needs. It includes a percentage of assets under management, hourly charges, and fixed fees, ensuring that clients can choose the most suitable arrangement for their financial goals. New Potomac Partners LLC prides itself on the expertise and dedication of its three highly skilled employees, all of whom provide top-notch investment advisory services. On average, each investment advisor manages approximately $55,490,000 in assets under management, aligning with the industry standard. With a commitment to long-term relationships, New Potomac Partners LLC boasts a team of seasoned advisors, including Robin Mitler, David Straus, and Joshua Olds, who have served the firm faithfully and garnered extensive experience in the industry. Their collective knowledge and unwavering dedication contribute to the firm's stellar reputation and continued success.

Buchanan Wealth Management, headquartered in Reston, VA, is a reputable investment advisory firm catering to a diverse clientele. With a focus on personalized financial strategies, they manage a substantial portfolio of over $108,735,000 in assets. Serving over 120 individual clients, Buchanan Wealth Management offers comprehensive wealth management solutions. While the firm primarily handles discretionary assets, they also possess expertise in managing employer funds. Their dedicated team of four employees, including two experienced investment advisors, ensures tailored investment advice and exceptional service. Matthew Buchanan and Goeun Choi stand as the firm's longest-tenured registered advisors, contributing their extensive knowledge and expertise to client portfolios. Buchanan Wealth Management adopts a flexible compensation structure, offering various options to suit clients' needs. They charge a percentage of assets under management, fixed fees, and hourly rates, providing transparent and flexible payment options. With an average of $54,370,000 in assets under management per investment advisor, Buchanan Wealth Management maintains an industry-standard performance level. By utilizing their expertise and resources, they strive to optimize clients' financial goals and objectives. As a small investment advisory firm with one office in Reston, VA, Buchanan Wealth Management combines personalized attention with a deep understanding of the financial markets. They are committed to building long-term relationships with clients, providing comprehensive wealth management solutions tailored to individual needs.

Glassy Mountain Advisors, Inc. is a well-established local investment advisory firm headquartered in Bethesda, MD. With three offices, they provide comprehensive financial solutions to their clients. With a team of six professionals, including five dedicated investment advisors, Glassy Mountain Advisors, Inc. offers expert guidance and personalized service. On average, each investment advisor at Glassy Mountain Advisors, Inc. manages approximately $44,940,000 in assets under management. This figure aligns with the industry average, demonstrating their ability to effectively handle client portfolios and deliver competitive results. The firm's compensation structure includes various options, primarily focused on a percentage of assets under management. This ensures that their interests are closely aligned with those of their clients. Glassy Mountain Advisors, Inc. takes a discretionary approach to asset management, granting them the autonomy to make informed investment decisions on behalf of their clients. This dedication to discretion underscores their commitment to delivering optimal outcomes and managing risk effectively. The firm primarily manages assets for high-net-worth individuals, reflecting their expertise in catering to the unique financial needs of affluent clients. With over 30 individual clients and an impressive $224,702,000 in assets under management, Glassy Mountain Advisors, Inc. has established a strong presence in the industry. Ross Smyth, Michael McIntyre, and Brian Hawthorne-Codato are among the firm's longest-tenured advisors, contributing their extensive experience and expertise to the success of the firm. Glassy Mountain Advisors, Inc.'s commitment to personalized service, comprehensive financial solutions, and a team of experienced professionals make them a trusted choice for individuals seeking expert investment advisory services in Bethesda and beyond.

Water Street Financial LLC is a reputable investment advisory firm located in Winchester, VA. With a single office, they provide comprehensive financial services to their local clientele. The firm is comprised of a dedicated team of eight professionals, with six of them specializing in investment advisory services. With an impressive average of $24,550,000 in assets under management per investment advisor, Water Street Financial LLC demonstrates a strong track record in managing client investments. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, hourly charges, and fixed fees. Water Street Financial LLC has garnered extensive experience in managing assets from employer 401(k) plans and individual accounts, which collectively contribute to approximately half of their assets under management. This expertise in the retirement plan space positions them as trusted advisors in helping clients secure their financial futures. An impressive 79% of the assets they manage are discretionary, showcasing the firm's ability to make informed investment decisions on behalf of their clients. With over 280 individual clients, Water Street Financial LLC oversees a substantial portfolio with assets under management totaling over $147,272,000. The firm is proud of its team of experienced advisors, with Anthony Sutton, Jeffrey Reid, and Christopher Cotterell being among the longest-tenured professionals. Their deep industry knowledge and commitment to client success have been instrumental in building lasting relationships with their valued clients. Water Street Financial LLC continues to be a trusted partner, offering personalized financial strategies and expert guidance to individuals and businesses in Winchester and beyond.

Sargent Investment Group, headquartered in Bethesda, MD, is a reputable local investment advisory firm with 13 dedicated employees. With a team of 11 experienced investment advisors, they offer comprehensive advisory services to a diverse clientele. Their advisors possess extensive industry knowledge and aim to provide tailored investment strategies to meet each client's unique goals. Sargent Investment Group manages an impressive average of $77,030,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure includes various types such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility and transparency in their client relationships. With over 150 individual clients, Sargent Investment Group oversees a substantial portfolio valued at over $1,012,662,000 in assets under management. While the majority of their assets are managed for high net worth individuals, they also possess the capacity to manage employer funds, expanding their reach to corporate clients. Notably, 68% of the assets entrusted to Sargent Investment Group are under discretionary management, showcasing their expertise in making informed investment decisions on behalf of their clients. Operating from a single office, the firm has established strong roots in the Bethesda community. Sargent Investment Group boasts a team of experienced professionals, including Samuel Beach, Brian McGregor, and Ricardo Rosenberg, who have earned long tenures with the firm. Their commitment to delivering personalized investment solutions has earned them a solid reputation among both individual and corporate clients alike.

Capitol Private Wealth Group LLC, based out of Vienna, VA, is a reputable investment advisory firm dedicated to providing comprehensive financial solutions. With one office serving as their hub, they boast a team of seven highly skilled professionals, four of whom specialize in delivering top-notch investment advisory services. Their expertise is reflected in their impressive average of approximately $64,000,000 in assets under management per investment advisor, aligning with the industry average. When it comes to compensation, Capitol Private Wealth Group LLC offers a diverse range of structures to cater to their clients' preferences. They are flexible and accommodate various arrangements, including a percentage of assets under management, hourly charges, and fixed fees. Notably, they possess substantial experience in managing employer 401Ks and individual accounts, accounting for nearly half of their assets under management. Their exceptional track record in this sector underscores their prowess in meeting the unique financial needs of their clients. Capital Private Wealth Group LLC prides itself on managing 100% of their clients' assets with a discretionary approach, showcasing their expertise and ability to make strategic investment decisions on behalf of their clientele. With an impressive portfolio of over 370 individual clients, they oversee a remarkable $256,018,000 in assets under management. The firm's success can be attributed, in part, to the exceptional talents of their longest-tenured advisors. The experienced team includes Lisa Barbieri, Anders Lundegard, and Bobby Glass, whose knowledge and dedication have contributed to the firm's stellar reputation. Capitol Private Wealth Group LLC continues to provide expert financial guidance, nurturing their clients' wealth and empowering them to achieve their long-term financial goals.