Theus Wealth Advisors

Theus Wealth Advisors (CRD# 169994) is a financial advisory firm headquartered in Columbia, MD. They manage $26,596,955 in 167 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $159,263
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

MD, OH, PA

Financial Advisors at Theus Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
James R. Fisher
CRD#: 3215278
6841 Providence Street, Po Box 2673, Whitehouse, OH 43571
93
Wealthminder
score

James Fisher (CRD# 3215278) is an Investment Advisor Representative working at Theus Wealth Advisors in Whitehouse, OH and has over 10 years of experience in the finance industry.

2
Barry L. Herrlinger
CRD#: 1383721
3904 Abel Drive, Columbia, PA 17512
93
Wealthminder
score

Barry Herrlinger (CRD# 1383721) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, PA and has over 32 years of experience in the finance industry.

3
J'neanne M. Theus
CRD#: 4851011
9841 Broken Land Parkway, Suie 206, Columbia, MD 21046
93
Wealthminder
score

J'neanne Theus (CRD# 4851011) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, MD and has over 12 years of experience in the finance industry.

4
Eric F. Harris
CRD#: 5674931
9841 Broken Land Parkway, Suie 206, Columbia, MD 21046
90
Wealthminder
score

Eric Harris (CRD# 5674931) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, MD and has over 4 years of experience in the finance industry.

5
Laura M. Walsh
CRD#: 6393440
9841 Broken Land Parkway, Suie 206, Columbia, MD 21046
87
Wealthminder
score

Laura Walsh (CRD# 6393440) is an Investment Advisor Representative working at Theus Wealth Advisors in Columbia, MD and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.