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.

Rembert Pendleton Jackson, based out of Falls Church, VA, is a prominent local investment advisory firm with a proven track record of success. With over 630 individual clients and a staggering $1,721,486,000 in assets under management, the firm has firmly established itself as a trusted partner in wealth management. Boasting two offices, they offer comprehensive financial planning and investment services to a diverse clientele. While the firm's expertise extends beyond 401K and individual accounts, these represent less than 30% of their assets under management. Rembert Pendleton Jackson possesses the necessary capabilities to effectively manage employer funds and prides itself on its ability to deliver tailored investment solutions. Approximately 26% of the assets they manage are discretionary, enabling them to exercise their expertise and judgement to maximize returns for their clients. The firm primarily focuses on high-net-worth individuals, providing a personalized approach to wealth management. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring alignment with their clients' goals and interests. With a team of 15 dedicated professionals, 12 of whom specialize in investment advisory services, Rembert Pendleton Jackson maintains a high level of expertise and personalized attention. Their investment advisors average an impressive $143,460,000 in assets under management per advisor, surpassing the industry average and emphasizing their commitment to delivering exceptional results. Notably, Rembert Pendleton Jackson takes pride in their experienced team, including respected advisors Elizabeth Clough, Brett Roper, and Dwayne Jackson, who have played integral roles in the firm's long-standing success.

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.

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.

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.

Preston Wealth Advisors, LLC, located in Reston, VA, is a reputable investment advisory firm serving a diverse client base. With over 200 individual clients and an impressive $192,705,000 in assets under management, they have built a strong foundation of trust and expertise in the financial industry. As a small firm with one office, they provide personalized services to meet the unique needs of each client. Preston Wealth Advisors, LLC offers a comprehensive range of services, including insurance brokerage, ensuring that clients receive comprehensive financial guidance. While their focus is primarily on managing employer funds, they also manage 401K and individual accounts, accounting for less than 30% of their total assets under management. All the assets they handle are under their discretion, allowing for strategic and tailored investment strategies. The firm's compensation structure is designed to align with client success. They employ various types of fees, including a percentage of assets under management and performance-based fees, reflecting their commitment to delivering value and generating positive outcomes for their clients. With a total of seven employees, three of whom are dedicated to providing investment advisory services, Preston Wealth Advisors, LLC maintains a favorable ratio of advisors to clients. On average, each investment advisor manages approximately $64,230,000 in assets, in line with industry standards. Notably, the firm boasts a team of experienced professionals, including Andrew Gary, Rena Abdalla, and Gregory Mattingly, who have demonstrated long-standing commitment and expertise in serving their clients' financial needs. Overall, Preston Wealth Advisors, LLC is a trusted partner for individuals and businesses seeking tailored investment advice and comprehensive wealth management solutions.

Bontempo Ohly Capital Management, LLC is a highly reputable investment advisory firm located in Bethesda, MD. With a team of five dedicated professionals, including four experienced investment advisors, they offer a range of financial services to their clientele. Their exceptional track record is evidenced by their average assets under management per investment advisor, which stands at an impressive $302,760,000—significantly higher than the industry average. With over 70 individual clients and a total assets under management of $315,432,000, Bontempo Ohly Capital Management, LLC primarily serves high net worth individuals. While a smaller portion of their assets under management are allocated to 401K and individual accounts, they possess the necessary expertise to effectively manage employer funds. The firm operates on a discretionary basis, with complete autonomy in managing their clients' assets. Their compensation structure is diverse, including a percentage of assets under management, among other types. Established in Bethesda, MD, Bontempo Ohly Capital Management, LLC operates out of a single office. The firm takes pride in the extensive experience of their registered advisors, with John Ohly and Ormand Bontempo being two of the most longstanding members of their team. Their commitment to delivering exceptional service and achieving financial success for their clients has solidified their reputation as a trusted partner in the investment advisory industry.

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.

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.