Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
GREENSPRING ADVISORS, LLC One West Pennsylvania Avenue,
Suite 500 Towson, MD 21204 |
132669 |
$6,126,230,881 |
2276 |
A percentage of AUM Fixed fees |
WMS PARTNERS, LLC 1 W. Pennsylvania Avenue,
Suite 800 Towson, MD 21204 |
109971 |
$5,674,250,389 |
648 |
A percentage of AUM Fixed fees Performance Based |
FOUNDERS FINANCIAL SECURITIES, LLC 1026 Cromwell Bridge Road,
Suite 100 Towson, MD 21286 |
137945 |
$2,616,593,214 |
14245 |
A percentage of AUM Hourly charges Subscription fees Fixed fees |
MARYLAND CAPITAL MANAGEMENT, LLC 210 Allegheny Ave,
Fourth Floor Towson, MD 21204 |
133329 |
$2,453,166,701 |
2679 |
A percentage of AUM |
RED OAK FINANCIAL GROUP 403 Allegheny Avenue,
Towson, MD 21204 |
166912 |
$621,854,183 |
1383 |
A percentage of AUM Hourly charges Fixed fees |
BLACK DIAMOND FINANCIAL, LLC 305 West Pennsylvania Avenue,
Towson, MD 21204 |
145108 |
$551,479,555 |
581 |
A percentage of AUM Hourly charges Fixed fees |
OLIVER WEALTH MANAGEMENT 901 Dulaney Valley Road,,
Suite 701 Towson, MD 21204 |
314867 |
$292,390,829 |
1274 |
A percentage of AUM Hourly charges Fixed fees |
CHESAPEAKE FINANCIAL ADVISORS 401 Jefferson Avenue,
Towson, MD 21286 |
120139 |
$271,653,095 |
1098 |
A percentage of AUM Hourly charges Fixed fees |
L. K. BENSON & COMPANY, P.C. 1107 Kenilworth Drive,
Suite 302 Towson, MD 21204-2186 |
107908 |
$236,702,832 |
81 |
Hourly charges Fixed fees |
PARTNERSHIP WEALTH MANAGEMENT 606 E Joppa Road,
Towson, MD 21286 |
285718 |
$173,178,000 |
449 |
A percentage of AUM Hourly charges Fixed fees |
TLS ADVISORY SERVICES, INC. 920 Providence Rd Suite 203,
Towson, MD 21286-2977 |
121747 |
$156,889,550 |
854 |
A percentage of AUM Hourly charges Fixed fees |
ATLANTIC FINANCIAL SERVICES, INC. 920 Providence Road,
#201 Towson, MD 21286-2986 |
121258 |
$151,689,231 |
594 |
A percentage of AUM Hourly charges |
THE SIMMONS PARTNERSHIP, INC Bosley Hall,
222 Courthouse Ct., Suite 1a Towson, MD 21204 |
156740 |
$145,192,297 |
849 |
A percentage of AUM Hourly charges Fixed fees |
ALERE PLANNING LLC 110 West Road,
Suite 200 Towson, MD 21204 |
286121 |
$133,279,887 |
347 |
A percentage of AUM Hourly charges Fixed fees |
BASE MANAGEMENT CO 600 Baltimore Avenue,
Adams Bldg, Suite 306 Towson, MD 21204 |
104600 |
$105,880,608 |
37 |
A percentage of AUM Hourly charges Fixed fees |