AdvisorGrade

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

Regional
Fee-based
AUM
$5.2B
Per adviser
$469M
Advisers
11

No reported disclosures

G10 LLC

Hunt Valley, MD · Est. 2023

Regional
Fee-only
AUM
$4.9B
Per adviser
$350M
Advisers
14

No reported disclosures

Verdence Capital Advisors, LLC

Hunt Valley, MD · Est. 2017

Regional
Fee-based
AUM
$4.6B
Per adviser
$160M
Advisers
29

No reported disclosures

Cornerstone Advisory

Hunt Valley, MD · Est. 2007

Regional
Fee-based
AUM
$2.2B
Per adviser
$250M
Advisers
9

No reported disclosures

Sc&H Wealth

Hunt Valley, MD · Est. 2009

Local
Fee-based
AUM
$1.2B
Per adviser
$62M
Advisers
20

No reported disclosures

Financial Consulate

Hunt Valley, MD · Est. 1983

Regional
Fee-based
AUM
$1.1B
Per adviser
$84M
Advisers
13

No reported disclosures

Marathon Capital Management

Hunt Valley, MD · Est. 2004

Local
Fee-only
AUM
$790M
Per adviser
$198M
Advisers
4

No reported disclosures

The Marshall Financial Group LLC

Hunt Valley, MD · Est. 2019

Regional
Fee-only
AUM
$736M
Per adviser
$74M
Advisers
10

No reported disclosures

Vsm Wealth Advisory, LLC

Hunt Valley, MD · Est. 2021

Local
Fee-based
AUM
$678M
Per adviser
$136M
Advisers
5

No reported disclosures

Perspective Wealth Management

Hunt Valley, MD · Est. 1989

Local
Fee-based
AUM
$595M
Per adviser
$297M
Advisers
2

No reported disclosures

Harvest Investment Consultants LLC

Hunt Valley, MD · Est. 1988

Local
Fee-based
AUM
$549M
Per adviser
$110M
Advisers
5

No reported disclosures

Tufton Capital Management, LLC

Hunt Valley, MD · Est. 1995

Local
Fee-based
AUM
$464M
Per adviser
$77M
Advisers
6

No reported disclosures

Bay Harbor Wealth Management, LLC

Hunt Valley, MD · Est. 2018

LocalInternational
Fee-based
AUM
$412M
Per adviser
$103M
Advisers
4

No reported disclosures

Outcome Driven Strategies, LLC

Hunt Valley, MD · Est. 2021

Local
Fee-only
AUM
$360M
Per adviser
$60M
Advisers
6

No reported disclosures

Independent Access Partners, LLC

Hunt Valley, MD · Est. 2024

Local
Fee-only
AUM
$257M
Per adviser
$86M
Advisers
3

No reported disclosures

Global Brokerage Services, INC.

Hunt Valley, MD · Est. 2024

Regional
Fee-only
AUM
$137M
Per adviser
$27M
Advisers
5

No reported disclosures