wealth team
The Meily team
$564MBook of businessas reported in coverage
10Advisors
Hunt Valley, MDMarket
2Moves on our record
The lineage
until Sep 26, 2026PRIORHarvest Investment Consultants
Sep 26, 2026CURRENTVerdence Capital Advisors
Sep 29, 2026advisor moveHarvest Investment Consultants → Verdence Capital Advisors
Sep 25, 2026team liftoutHarvest Investment Consultants → Verdence Capital Advisors
No published coverage yet.