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Accounting Firm

Court Place Advisors, LLC

Maryland wealth management firm combining asset management with tax and estate planning, now part of MAI Capital

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About Court Place Advisors, LLC

Court Place Advisors, LLC is a financial advisory firm in Ellicott City, Maryland, founded in the 1990s by John Santry and Robert Wieder. Its model joins professional investment management with tax and estate planning advice, so clients receive one plan covering their money and their tax. On 14 November 2025 it became part of MAI Capital Management, and its clients now reach their advisers through MAI.

What Court Place Advisors, LLC offers

  • Portfolio management: manages investments as part of a wider financial plan.
  • Tax planning and preparation: prepares returns and plans tax alongside investments.
  • Retirement cash flow planning: sets out how income and withdrawals will be drawn during retirement.
  • Estate and legacy planning: plans for passing wealth to family.
  • Ongoing reviews: monitors each plan and adjusts it as circumstances change.

Who it serves

The firm advises individuals and families planning for retirement and for their heirs.

Key facts

  • Based in: Ellicott City, Maryland, United States
  • Founded: 1990s, by John Santry and Robert Wieder
  • Ownership: part of MAI Capital Management since November 2025

Profile written by TrustList from the business's own published information, Sep 2026.

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Rankings

As of 2026-10-10. Organic ranks only; sponsored placements are never ranks.

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