INTERVEST LTD is a CHEVY CHASE, Maryland based financial advisory firm with nearly $188,309,554 in assets under management and provides investment advisory services for 314 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 104614 | |
| SEC#: | 801-26390 | |
| Assets under Management: | $188,309,554 | |
| No. of Clients: | 314 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| 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 |