Top financial advisors in Lutherville, MD
We’ve curated a list of the best financial advisors in Lutherville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,088,369,754
Number of advisors
34 advisors
| $2,088,369,754 | 34 advisors | |
| 2 |
Assets under management
$352,800,000
Number of advisors
19 advisors
| $352,800,000 | 19 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lutherville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lutherville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC is a registered investment adviser providing services since 2010. The firm offers investment advisory and brokerage services to clients, including ultra-high net worth individuals, families, trusts, estates, retirement plans, charitable organizations, and corporations. Harbor provides a range of investment advisory services across various asset classes and strategies, including wrap fee programs. The firm's investment strategies are tailored to clients' investment objectives, risk tolerance, and time horizon. Harbor utilizes a combination of quantitative and qualitative analysis tools to support investment recommendations. Clients receive ongoing personalized investment advice and guidance from their financial advisor. The firm charges an annualized asset-based fee, which is deducted from client accounts monthly or quarterly. Minimum account sizes vary based on the program, with exceptions made at the manager's discretion. Harbor does not charge performance-based fees or engage in side-by-side management. The firm does not maintain custody of client assets but uses Pershing as the custodian for most client accounts. Clients receive written account statements from the custodian on a monthly or quarterly basis. Harbor has a Business Continuity Plan in place and maintains strict privacy policies to protect clients' nonpublic personal information.
$2,088,369,754 under management
34 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other AdvisersCalvert Street Capital Partners, Inc.
Calvert Street Capital Partners, Inc., established in 1995, specializes in advising private funds with a focus on lower middle market companies in North America. The firm's investment strategy involves making control or significant minority equity investments in companies with growth potential. They employ a structured investment process, including due diligence, management team improvements, growth initiatives, and negotiated sale exits. The firm operates under the new name Calvert Street Investment Partners since March 2024, transitioning to a multi-strategy investment platform. Calvert Street Capital Partners manages approximately $421.0 million in assets under management as of December 31, 2024, all managed on a discretionary basis. For fees and compensation, Calvert Street Capital Partners generally receives management fees and carried interest from the Funds they advise. The management fee can range from 0% to 2.0% per annum, and carried interest can range from 0% to 20% of profits. The firm also receives monitoring, consulting, and financing fees from portfolio companies. Calvert Street Capital Partners acts as a fiduciary, ensuring that clients' best interests are prioritized. The firm has a code of ethics in place to guide its employees' conduct and personal trading activities. They do not receive soft dollar benefits from broker-dealers and maintain custody of client funds and securities through unaffiliated custodians. Calvert Street Capital Partners exercises investment discretion for its clients and votes client securities in their best interests. The firm has no disciplinary history, bankruptcy filings, or financial conditions that would impair its ability to meet commitments.
$352,800,000 under management
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
A PERCENTAGE OF COMMITTED CAPITAL
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Lutherville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lutherville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.