Top financial advisors in Silver Spring, MD
We’ve curated a list of the best financial advisors in Silver Spring, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$10,400,415,425
Number of advisors
72 advisors
| $10,400,415,425 | 72 advisors | |
| 2 |
Assets under management
$179,000,000
Number of advisors
4 advisors
| $179,000,000 | 4 advisors | |
| 3 |
Assets under management
$158,701,016
Number of advisors
3 advisors
| $158,701,016 | 3 advisors | |
| 4 |
Assets under management
$103,683,232
Number of advisors
1 advisors
| $103,683,232 | 1 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 Silver Spring, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Silver Spring. 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.
Ullico Investment Advisors, Inc.
Ullico Investment Advisors, Inc. is a financial advisory firm based in Silver Spring, Maryland. It currently has approximately $10,400,415,425 of assets under management and employs about 72 people. Ullico Investment Advisors, Inc. uses a fee structure of and a percentage of assets under your management.
$10,400,415,425 under management
72 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersBnb Wealth Mangagement, LLC
Bnb Wealth Mangagement, LLC is a financial advisory firm based in Silver Spring, Maryland. It currently has approximately $179,000,000 of assets under management and employs about 4 people. Bnb Wealth Mangagement, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$179,000,000 under management
4 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 BusinessesPension Consulting ServicesPine Harbor Wealth Management LLC
Pine Harbor Wealth Management is a registered investment adviser based in Fairfax, Virginia, established by David Quinn. The firm offers discretionary portfolio management services tailored to meet clients' needs and objectives. Clients granting discretionary authority allow the firm to manage their accounts without prior approval for each transaction. Financial planning services are also provided, with fees based on fixed, hourly, or monthly retainer arrangements. The firm primarily advises on stocks, bonds, ETFs, and mutual funds, with investment strategies including fundamental analysis, modern portfolio theory, long-term purchases, margin transactions, and ESG investing. As of December 31, 2024, Pine Harbor Wealth Management manages $444,750,649 in client assets on a discretionary basis. The fee structure for portfolio management services is based on a percentage of the net value of securities in the account, billed monthly in advance. The firm recommends utilizing the custody, brokerage, and clearing services of Charles Schwab & Co, Inc., and Fidelity Investments. David Quinn, the CEO, is a Certified Financial Planner™ (CFP®) and has a background in mechanical engineering and business. He also serves as the CEO of AdviceCloud, Inc., a financial technology software vendor. David Quinn has no required disclosures regarding disciplinary actions. Pine Harbor Wealth Management does not vote proxies on behalf of clients and does not have custody of client funds or securities. Clients may grant the firm discretion over their investments, and the firm does not participate in performance-based fees or side-by-side management.
$158,701,016 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesMoney Plans
Money Plans, LLC is a fee-only registered investment adviser specializing in investment services, financial planning, and consultation for individuals and families. Established in 1983, the firm transitioned to a limited liability company in 2021. As a member of NAPFA, Money Plans upholds high standards and operates as a fiduciary, ensuring client interests are prioritized. The firm offers money management services on a supervisory basis for clients with assets over $300,000, providing ongoing portfolio management and investment adjustments. For clients with assets under $300,000, or those not seeking ongoing management, investment review services are available. Financial planning services cover various aspects such as cash flow, retirement, insurance, estate planning, and tax planning. Hourly consultations are also offered for specific financial concerns. Fees for services are transparent and based on a percentage of assets under management or hourly rates. Money Plans does not receive commissions or third-party payments. The firm uses Charles Schwab as a custodian, providing clients with access to low-cost investments. Investment strategies include fundamental analysis, long-term and short-term purchases, and a focus on minimizing risks. Money Plans does not employ performance-based fees and manages individual client accounts without managing hedge funds or mutual funds. Denise Leish, the principal owner, has a strong educational background and is an active NAPFA member. The firm emphasizes integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence in its services, aligning with NAPFA's Code of Ethics.
$103,683,232 under management
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Silver Spring, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Silver Spring. 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.
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