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Advisors for under $500,000 in Maryland

All 238 advisors

Advisors for under $500,000 in Maryland: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Glaister Welsh Calabash Asset Management North Potomac Md Not listed Percentage of assets, Fixed fees
Gregory Fridley Society Investment Management Baltimore Not listed Percentage of assets
Isaiah Smith The Kelly Group Bel Air Not listed Percentage of assets, Hourly
James Rossman Buttonwood Financial Advisors Baltimore Not listed Percentage of assets, Fixed fees
Jeffery Holmes Investream Gwynn Oak Not listed Percentage of assets, Fixed fees
John Amos Mcclelland Wesley Wealth Management Parkton Not listed Percentage of assets, Hourly
Jonathan McMahon Dauntless Advisory Annapolis Not listed Percentage of assets
Joseph Hill Foundation Wealth & Tax Advisors Annapolis Not listed Percentage of assets, Hourly
Joseph Johnson The J.O. Johnson Group Sykesville Not listed Percentage of assets
Kelly Sheahan Calvert Wealth Management Dunkirk Not listed Percentage of assets, Hourly
Kenneth Hockycko Dauntless Advisory Annapolis Not listed Percentage of assets
Lauren Madison The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Liliang Chen Enduro Capital Partners Silver Springs Not listed Percentage of assets
Lindsey Lloyd Crest Wealth Advisors Annapolis Not listed Percentage of assets, Fixed fees
Marianne Durham HF Advisory Group Annapolis Not listed Percentage of assets, Hourly
Matthew Scarborough Retirement Management Systems Leonardtown Not listed Percentage of assets, Hourly
Maureen McShane Capital Investment Management Sykesville Not listed Percentage of assets, Hourly
Michael Bertrand The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Michael Hocker CTG Wealth Management Severna Park Not listed Percentage of assets, Fixed fees
Michael Mattison Planvest Financial Gaithersburg Not listed Percentage of assets, Hourly
Michael Pirolli The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Nathaniel Whitman The NLW Capital Group Baltimore Not listed Percentage of assets, Hourly
Nicholas Lumpp RCN Wealth Advisors Stevensville Not listed Percentage of assets, Hourly
Nicholas Rumke Wealth Planning Group Baltimore Not listed Percentage of assets, Hourly
Patrick Bollinger Wealth Planning Group Baltimore Not listed Percentage of assets, Hourly
Quinn Sutker The Kelly Group Bel Air Not listed Percentage of assets, Hourly
Richard Gloekler Marks Wealth Management Ellicott City Not listed Percentage of assets
Robert Behr Planvest Financial Gaithersburg Not listed Percentage of assets, Hourly
Robert Sandler Robert A. Sandler Clarksville Not listed Percentage of assets, Hourly
Scott Faley Inaltis Capital Management Chevy Chase Not listed Percentage of assets, Hourly
Shaun Blakeslee Alton Point Advisors Westminster Not listed Percentage of assets, Hourly
Stephen Koda Advocate Investing Services Woodbine Not listed Percentage of assets, Hourly
Timothy Mudd Pointer Financial Advisors Columbia Not listed Percentage of assets
Valeria Suaza Salamanca Ortman Financial Planning North Bethesda Not listed Percentage of assets, Hourly
William Alexander Retirement Management Systems Leonardtown Not listed Percentage of assets, Hourly
William Ruff The Kelly Group Bel Air Not listed Percentage of assets, Hourly
William Schwarz Dauntless Advisory Annapolis Not listed Percentage of assets
Zemin Zhu Kendall Capital Management Rockville Not listed Percentage of assets, Fixed fees