Financial advisers in Hunt Valley, MD
16 registered investment adviser firms in Hunt Valley managing $24.2B in assets, based on public SEC Form ADV filings.
Asset Strategy Consultants LLC
Hunt Valley, MD · Est. 1998
- AUM
- $5.2B
- Per adviser
- $469M
- Advisers
- 11
No reported disclosures
G10 LLC
Hunt Valley, MD · Est. 2023
- AUM
- $4.9B
- Per adviser
- $350M
- Advisers
- 14
No reported disclosures
Verdence Capital Advisors, LLC
Hunt Valley, MD · Est. 2017
- AUM
- $4.6B
- Per adviser
- $160M
- Advisers
- 29
No reported disclosures
Cornerstone Advisory
Hunt Valley, MD · Est. 2007
- AUM
- $2.2B
- Per adviser
- $250M
- Advisers
- 9
No reported disclosures
Sc&H Wealth
Hunt Valley, MD · Est. 2009
- AUM
- $1.2B
- Per adviser
- $62M
- Advisers
- 20
No reported disclosures
Financial Consulate
Hunt Valley, MD · Est. 1983
- AUM
- $1.1B
- Per adviser
- $84M
- Advisers
- 13
No reported disclosures
Marathon Capital Management
Hunt Valley, MD · Est. 2004
- AUM
- $790M
- Per adviser
- $198M
- Advisers
- 4
No reported disclosures
The Marshall Financial Group LLC
Hunt Valley, MD · Est. 2019
- AUM
- $736M
- Per adviser
- $74M
- Advisers
- 10
No reported disclosures
Vsm Wealth Advisory, LLC
Hunt Valley, MD · Est. 2021
- AUM
- $678M
- Per adviser
- $136M
- Advisers
- 5
No reported disclosures
Perspective Wealth Management
Hunt Valley, MD · Est. 1989
- AUM
- $595M
- Per adviser
- $297M
- Advisers
- 2
No reported disclosures
Harvest Investment Consultants LLC
Hunt Valley, MD · Est. 1988
- AUM
- $549M
- Per adviser
- $110M
- Advisers
- 5
No reported disclosures
Tufton Capital Management, LLC
Hunt Valley, MD · Est. 1995
- AUM
- $464M
- Per adviser
- $77M
- Advisers
- 6
No reported disclosures
Bay Harbor Wealth Management, LLC
Hunt Valley, MD · Est. 2018
- AUM
- $412M
- Per adviser
- $103M
- Advisers
- 4
No reported disclosures
Outcome Driven Strategies, LLC
Hunt Valley, MD · Est. 2021
- AUM
- $360M
- Per adviser
- $60M
- Advisers
- 6
No reported disclosures
Independent Access Partners, LLC
Hunt Valley, MD · Est. 2024
- AUM
- $257M
- Per adviser
- $86M
- Advisers
- 3
No reported disclosures
Global Brokerage Services, INC.
Hunt Valley, MD · Est. 2024
- AUM
- $137M
- Per adviser
- $27M
- Advisers
- 5
No reported disclosures