Court Place Advisors LLC

Court Place Advisors LLC (CRD# 108545) is a financial advisory firm headquartered in Ellicott City, MD. They manage $215,523,000 in 249 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $865,554
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NH, PA, TX, VA

Financial Advisors at Court Place Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
William P. Chlan
CRD#: 5527121
10306a Baltimore National Pike, Ellicott City, MD 21042
93
Wealthminder
score

William Chlan (CRD# 5527121) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 8 years of experience in the finance industry.

2
Michael F. Kelley
CRD#: 1138180
10306a Baltimore National Pike, Ellicott City, MD 21042
93
Wealthminder
score

Michael Kelley (CRD# 1138180) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 33 years of experience in the finance industry.

3
John F. Santry
CRD#: 866674
10306a Baltimore National Pike, Ellicott City, MD 21042
93
Wealthminder
score

John Santry (CRD# 866674) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has over 23 years of experience in the finance industry.

4
Benjamin H. Dorsey
CRD#: 6319833
10306a Baltimore National Pike, Ellicott City, MD 21042
90
Wealthminder
score

Benjamin Dorsey (CRD# 6319833) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has 1 year of experience in the finance industry. Benjamin Dorsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Glen E. Frost
CRD#: 6615731
10306a Baltimore National Pike, Ellicott City, MD 21042
87
Wealthminder
score

Glen Frost (CRD# 6615731) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has 1 year of experience in the finance industry.

6
Robert J. Wieder
CRD#: 4366284
10306a Baltimore National Pike, Ellicott City, MD 21042
87
Wealthminder
score

Robert Wieder (CRD# 4366284) is an Investment Advisor Representative working at Court Place Advisors LLC in Ellicott City, MD and has 1 year of experience in the finance industry.

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