Insights

Boutique Market Niche Biegel Waller Investment Advisory serves high net worth clients within the financial services industry, indicating an opportunity to tailor premium investment solutions and exclusive financial planning services that cater to affluent individuals seeking personalized wealth management.

Acquisition Opportunity Following its acquisition by BDO USA in early 2020, there is potential to leverage BDO’s broader corporate network and resources to expand service offerings, cross-sell financial products, or introduce new advisory services to a larger client base.

Technology Integration Utilizing modern web technologies such as Squarespace, Webpack, and Nginx, Biegel Waller demonstrates an active digital operation with potential for enhanced online engagement, digital marketing, and client onboarding solutions to attract tech-savvy high-net-worth individuals.

Competitive Positioning With a modest team size and a revenue range between 1 to 10 million dollars, Biegel Waller presents an opportunity for targeted growth strategies, including expanding service offerings or solidifying its niche position against larger competitors like Charles Schwab and Fidelity.

Growth Potential Given the firm's size and recent corporate developments, there is room for growth through strategic partnerships, enhanced service delivery, and increased marketing efforts aimed at high-net-worth individuals seeking personalized and risk-managed investment advisories.

Similar companies to Biegel Waller Investment Advisory Services

Biegel Waller Investment Advisory Services Tech Stack

Biegel Waller Investment Advisory Services uses 7 technology products and services including Squarespace, Webpack, Modernizr, and more. Explore Biegel Waller Investment Advisory Services's tech stack below.

Squarespace
Content Management System
Webpack
Development
Modernizr
Javascript Libraries
Lua
Programming Languages
Adobe Fonts
Web Fonts
Nginx
Web Servers
OpenResty
Web Servers

Media & News

BDO USA, Llp acquired Biegelwaller on Jan 1st '20.
BDO USA completed its acquisition of Biegel Waller Investment Advisory Services on Jan. 1, according to BDO.
Jan 14, 2020 | www.wealthmanagement.com

Biegel Waller Investment Advisory Services's Email Address Formats

Biegel Waller Investment Advisory Services uses at least 3 format(s):

Biegel Waller Investment Advisory Services Email Formats	Example	Percentage
FLast@biegelwallerllp.com	JDoe@biegelwallerllp.com	100%
FLast@biegelwallertax.com	JDoe@biegelwallertax.com	100%
FLast@biegelwaller.com	JDoe@biegelwaller.com	43%
Last@biegelwaller.com	Doe@biegelwaller.com	9%
First.Last@biegelwaller.com	John.Doe@biegelwaller.com	5%
FLast@biegelwaller.com	JDoe@biegelwaller.com	43%

Frequently Asked Questions

Where is Biegel Waller Investment Advisory Services's headquarters located?

Biegel Waller Investment Advisory Services's main headquarters is located at 10211 Wincopin Circle, Suite 300. The company has employees across 2 continents, including North AmericaEurope.

What is Biegel Waller Investment Advisory Services's phone number?

You can contact Biegel Waller Investment Advisory Services's main corporate office by phone at

+1-410-997-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Biegel Waller Investment Advisory Services's official website and social media links?

Biegel Waller Investment Advisory Services's official website is biegelwaller.com and has social profiles on LinkedIn.

How much revenue does Biegel Waller Investment Advisory Services generate?

As of December 2025, Biegel Waller Investment Advisory Services's annual revenue is estimated to be $1.1M.

What is Biegel Waller Investment Advisory Services's NAICS code?

Biegel Waller Investment Advisory Services's NAICS code is 52 - Finance and Insurance.

How many employees does Biegel Waller Investment Advisory Services have currently?

As of December 2025, Biegel Waller Investment Advisory Services has approximately 15 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Of Government Affairs: T. B.Managing Director: D. B.Manager: P. H.. Explore Biegel Waller Investment Advisory Services's employee directory with LeadIQ.

What industry does Biegel Waller Investment Advisory Services belong to?

Biegel Waller Investment Advisory Services operates in the Financial Services industry.

What technology does Biegel Waller Investment Advisory Services use?

Biegel Waller Investment Advisory Services's tech stack includes SquarespaceWebpackModernizrLuaAdobe FontsNginxOpenResty.

What is Biegel Waller Investment Advisory Services's email format?

Biegel Waller Investment Advisory Services's email format typically follows the pattern of FLast@biegelwallerllp.com. Find more Biegel Waller Investment Advisory Services email formats with LeadIQ.

When was Biegel Waller Investment Advisory Services founded?

Biegel Waller Investment Advisory Services was founded in 1998.

Biegel Waller Investment Advisory Services

Financial ServicesMaryland, United States11-50 Employees

Biegel Waller Investment Advisory is an independent, privately held financial advisory firm serving high net worth clients. We develop, implement and oversee customized financial solutions to address the needs and concerns of our diverse client base.  

We deliver peace of mind to our clients though a clear and thoughtful approach to financial planning and an investment management process focused on delivering long-term, risk managed returns consistent with that plan.  

Our unbiased, client-centric service model focuses on independent research, customized solutions and exceptional client service.