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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Local, , FinancialAdvisor.net is a useful resource. We've compiled a list of the 15 vetted financial advisors and non-vetted financial advisors in Local, , along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Local, have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
CONNECTUS WEALTH 20 Wight Ave, #155 Hunt Valley, MD, 21030 | 310912 | $7,672,990,478 | 11652 | A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
ASSET STRATEGY CONSULTANTS LLC Six North Park Drive, Suite 208 Hunt Valley, MD, 21030 | 110800 | $6,861,913,101 | 93 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ONE-TIME PROJECTS, WITH NEGOTIATED FEE) |
VERDENCE CAPITAL ADVISORS, LLC 50 Schilling Road, Suite 300 Hunt Valley, MD, 21031 | 288512 | $2,735,788,731 | 5301 | A Percentage of AUM, Hourly charges, Fixed Fees |
CORNERSTONE ADVISORY 211 Old Padonia Road, Hunt Valley, MD, 21030 | 142359 | $1,515,979,056 | 2343 | A Percentage of AUM, Hourly charges, Fixed Fees |
TUFTON CAPITAL MANAGEMENT, LLC 303 International Circle, Suite 430 Hunt Valley, MD, 21030 | 113543 | $730,091,000 | 323 | A Percentage of AUM, Hourly charges, Fixed Fees |
MARATHON CAPITAL MANAGEMENT 4 North Park Drive, Suite 106 Hunt Valley, MD, 21030-1806 | 119416 | $621,557,037 | 677 | A Percentage of AUM |
FINANCIAL CONSULATE 11019 Mccormick Road, Suite 200 Hunt Valley, MD, 21031 | 106898 | $589,981,611 | 3053 | A Percentage of AUM, Hourly charges, Fixed Fees |
VSM WEALTH ADVISORY, LLC 11350 Mccormick Road, Executive Plaza I, Suite 300 Hunt Valley, MD, 21031 | 313717 | $420,682,299 | 524 | A Percentage of AUM, Hourly charges, Fixed Fees |
HARVEST INVESTMENT CONSULTANTS LLC 4 North Park Drive, Ste 510 Hunt Valley, MD, 21030 | 110258 | $403,079,586 | 1669 | A Percentage of AUM, Hourly charges, Fixed Fees |
THE MARSHALL FINANCIAL GROUP LLC 225 International Circle, Suite 102 Hunt Valley, MD, 21030 | 146362 | $380,682,636 | 1628 | A Percentage of AUM |
THE JUNK INVESTMENT GROUP 307 International Circle, Suite 540 Hunt Valley, MD, 21030-1439 | 104619 | $354,904,837 | 1060 | A Percentage of AUM, Fixed Fees |
BAY HARBOR WEALTH MANAGEMENT, LLC 201 International Circle, Suite 520 Hunt Valley, MD, 21030 | 294000 | $238,417,840 | 1218 | A Percentage of AUM, Hourly charges, Fixed Fees |
SUMMIT FINANCIAL 11350 Mccormick Road, Executive Plaza Iii - Suite 501 Hunt Valley, MD, 21031 | 281050 | $153,775,107 | 499 | A Percentage of AUM, Hourly charges, Fixed Fees |
OUTCOME DRIVEN STRATEGIES, LLC 211 Old Padonia Rd, Hunt Valley, MD, 21030 | 311398 | $139,385,052 | 149 | A Percentage of AUM |
AMERICAN FINANCIAL MANAGEMENT LTD 225 International Circle, Hunt Valley, MD, 21030 | 111016 | $38,195,780 | 326 | A Percentage of AUM, Fixed Fees |
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