FINANCIAL SERVICES ADVISORY - Financial Advisor in Maryland, Rockville

Tel: 301-949-7300 One Church Street Suite 901 Rockville, Maryland 20850

About FINANCIAL SERVICES ADVISORY

FINANCIAL SERVICES ADVISORY is a Rockville, Maryland based financial advisory firm with nearly $693,702,744 in assets under management and provides investment advisory services for 1981 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

104513

Firm SEC#:

801-18801

Assets Under Management:

$693,702,744

No. of Clients:

1981

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Maryland?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Maryland, Rockville

FirmCRD#:110226

SEC#:801-29829

No. of Advisors:28

No. of Clients:1103

AUM:$2,662,612,008

FirmCRD#:313171

SEC#:801-56879

No. of Advisors:420

No. of Clients:9920

AUM:$2,359,870,084

FirmCRD#:157980

SEC#:801-72430

No. of Advisors:9

No. of Clients:20

AUM:$1,642,952,735

FirmCRD#:322292

SEC#:801-126051

No. of Advisors:4

No. of Clients:15

AUM:$1,356,136,246

FirmCRD#:104618

SEC#:801-14191

No. of Advisors:27

No. of Clients:3292

AUM:$1,159,278,363

FirmCRD#:122320

SEC#:801-99348

No. of Advisors:40

No. of Clients:3859

AUM:$1,112,399,451

FirmCRD#:105417

SEC#:801-30150

No. of Advisors:3

No. of Clients:115

AUM:$451,205,884

FirmCRD#:168342

SEC#:801-78523

No. of Advisors:8

No. of Clients:864

AUM:$312,821,881

FirmCRD#:310971

SEC#:801-128462

No. of Advisors:11

No. of Clients:3

AUM:$298,170,771

FirmCRD#:153247

SEC#:801-71400

No. of Advisors:11

No. of Clients:1490

AUM:$273,008,020

FirmCRD#:133697

SEC#:801-63790

No. of Advisors:7

No. of Clients:435

AUM:$223,248,023

FirmCRD#:141014

SEC#:801-68116

No. of Advisors:6

No. of Clients:474

AUM:$193,836,714

FirmCRD#:297413

SEC#:801-123536

No. of Advisors:4

No. of Clients:425

AUM:$188,079,548

FirmCRD#:113563

SEC#:801-125887

No. of Advisors:10

No. of Clients:332

AUM:$143,151,828

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

SOL CAPITAL MANAGEMENT CO

110226

801-29829

1103

$2,662,612,008

GROVE POINT ADVISORS, LLC

313171

801-56879

9920

420

$2,359,870,084

ADVISORS PREFERRED LLC

157980

801-72430

$1,642,952,735

INNOVATION X ADVISORS

322292

801-126051

$1,356,136,246

SPC FINANCIAL INC

104618

801-14191

3292

$1,159,278,363

MARYLAND FINANCIAL GROUP, INC.

122320

801-99348

3859

$1,112,399,451

MONTGOMERY INVESTMENT MANAGEMENT INC

105417

801-30150

115

$451,205,884

OBSIDIAN PERSONAL PLANNING SOLUTIONS, LLC

168342

801-78523

864

$312,821,881

FVLCRUM PARTNERS, LLC

310971

801-128462

$298,170,771

RESEARCH FINANCIAL STRATEGIES

153247

801-71400

1490

$273,008,020

SCHAEFFER FINANCIAL LLC

133697

801-63790

435

$223,248,023

EAGLESTONE WEALTH ADVISORS, INC.

141014

801-68116

474

$193,836,714

IMPACT CAPITAL, LLC

297413

801-123536

425

$188,079,548

QUANTUM FINANCIAL ADVISORS INC

113563

801-125887

332

$143,151,828

Explore More Financial Advisor Firms in Rockville, Maryland >>