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
Find an advisor in Silver Spring| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $10,400,415,425 | 72 advisors | ||
| 2 | $179,000,000 | 4 advisors | ||
| 3 | $158,701,016 | 3 advisors | ||
| 4 | $103,683,232 | 1 advisors |
How we came up with this list
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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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.
Assets under management
$10,400,415,425
Headcount
72 advisors
Fee structure
A percentage of assets under your management
SEC number
801-36371
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Bnb 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.
Assets under management
$179,000,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-53808
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Pine Harbor Wealth Management LLC
Pine Harbor Wealth Management LLC is a financial advisory firm based in Silver Spring, Maryland. It currently has approximately $158,701,016 of assets under management and employs about 3 people. Pine Harbor Wealth Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$158,701,016
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-129354
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Money Plans
Money Plans is a financial advisory firm based in Silver Spring, Maryland. It currently has approximately $103,683,232 of assets under management and employs about 1 people. Money Plans uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$103,683,232
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-25959
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.