HWA FINANCIAL GROUP is a Ellicott City, Maryland based financial advisory firm with nearly $222,710,159 in assets under management and provides investment advisory services for 428 clients. There are currently 3 financial advisors at the firm.
General Information |
| Firm CRD#: | 120745 | |
| SEC#: | 801-113612 | |
| Assets under Management: | $222,710,159 | |
| No. of Clients: | 428 | |
| No. of Advisors: | 3 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| RETIREMENT MANAGEMENT SYSTEMS | 150351 | 801-70978 | 3535 | 8 | $1,612,679,618 |
| DELTA FINANCIAL ADVISORS, INC | 121907 | 801-120897 | 799 | 9 | $169,076,834 |
| WAYPOINT WEALTH MANAGEMENT | 155574 | 801-110641 | 508 | 4 | $191,286,596 |
| MARYLAND CAPITAL ADVISORS, INC. | 134875 | 801-68593 | 476 | 5 | $310,028,393 |
| PNC CAPITAL ADVISORS LLC | 151829 | 801-70684 | 471 | 146 | $33,653,235,361 |
| PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC | 294016 | 801-112861 | 128 | 2 | $59,565,948 |
| BEACON INVESTMENT ADVISORS LLC | 127368 | 801-125799 | 78 | 1 | $211,388,000 |
| FAMILY OFFICE RESEARCH, LLC | 144136 | 801-80228 | 78 | 4 | $403,800,122 |
| QP CONSULTING | 129601 | 801-78910 | 66 | 2 | $422,507,111 |
| ATCAP PARTNERS, LLC | 158214 | 801-72617 | 37 | 9 | $16,107,269 |
| NEW CENTURY ADVISORS, LLC | 122478 | 801-61423 | 29 | 14 | $3,237,005,092 |
| ADVISORS PREFERRED LLC | 157980 | 801-72430 | 21 | 9 | $3,519,456,185 |
| FORT, L.P. | 168613 | 801-79113 | 12 | 54 | $2,798,687,000 |
| CAMPBELL & COMPANY INVESTMENT ADVISER LLC | 134332 | 801-64244 | 9 | 58 | $995,709,328 |
| HULL STREET ENERGY | 291881 | 801-113755 | 7 | 14 | $1,618,955,598 |
| PNC REALTY INVESTORS, INC. | 139904 | 801-66625 | 1 | 27 | $5,265,751,840 |