Financial Advisory
Firm |
Firm CRD# |
SEC# |
No. of Clients |
No.
of Advisors |
AUM |
GREENSPRING ADVISORS, LLC |
132669 |
801-67570 |
4625 |
40 |
$6,896,367,899 |
FINANCIAL CONSULATE |
106898 |
801-18829 |
3093 |
23 |
$782,269,600 |
THE KELLY GROUP |
310140 |
801-119450 |
2737 |
20 |
$810,923,460 |
FINANCIAL SERVICES ADVISORY |
104513 |
801-18801 |
1981 |
16 |
$693,702,744 |
GLASS JACOBSON WEALTH ADVISORS |
120141 |
801-62867 |
1586 |
21 |
$817,309,785 |
D.F. DENT AND COMPANY, INC. |
105179 |
801-11364 |
1339 |
31 |
$8,146,343,136 |
BURT WEALTH ADVISORS |
105211 |
801-23924 |
1309 |
13 |
$796,053,958 |
THE FAMILY FIRM, INC. |
105270 |
801-18765 |
918 |
10 |
$704,865,000 |
TUFTON CAPITAL MANAGEMENT, LLC |
113543 |
801-50228 |
755 |
9 |
$727,529,170 |
WARNER FINANCIAL, INC |
135303 |
801-64223 |
749 |
4 |
$745,317,324 |
MARATHON CAPITAL MANAGEMENT |
119416 |
801-62793 |
683 |
8 |
$694,279,362 |
LAFAYETTE INVESTMENTS, INC. |
22471 |
801-32522 |
573 |
7 |
$773,638,053 |
AEGIS WEALTH |
134429 |
801-64004 |
498 |
6 |
$698,775,893 |
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC |
124612 |
801-61732 |
360 |
26 |
$7,323,507,060 |
BLACK DIAMOND FINANCIAL, LLC |
145108 |
801-96172 |
274 |
13 |
$701,427,211 |