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Find The Best Financial Advisors in Maryland

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Maryland involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Maryland

We at can help you solve your dilemma by narrowing down the top registered financial advisors in Maryland that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Maryland. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Maryland


Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043



Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815



Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131



William Ryon

Ryon Wealth Strategies

1997 Annapolis Exchange Parkway
Suite 300

Annapolis, MD 21401



Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401



David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814



Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204



Joseph Cassella

Primerica Advisors

5283 Corporate Drive
Suite 204

Frederick, MD 21703



Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817



Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401



Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904



Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093




Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401


Top Financial Advisor Firms in Maryland (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
Brown Advisory
901 South Bond Street, Suite 400 Baltimore, MD 21231-3340
110181 $120,621,194,750 19464 A percentage of AUM
Fixed fees
Performance Based
Brown Capital Management, Llc
1201 N Calvert St, Baltimore, MD 21202-3908
105633 $17,575,999,316 127 A percentage of AUM
Performance Based
Asset Strategy Consultants Llc
Six North Park Drive, Suite 208 Hunt Valley, MD 21030
110800 $8,619,413,487 95 A percentage of AUM
Hourly charges
Fixed fees
Pnc Realty Investors, Inc.
One East Pratt Street, 5th Floor Baltimore, MD 21202
139904 $5,265,751,840 1 A percentage of AUM
Lasalle Investment Management Securities
100 East Pratt Street, 20th Floor Baltimore, MD 21202
111179 $4,429,986,176 23 A percentage of AUM
Performance Based
New Century Advisors, Llc
2 Wisconsin Circle, Suite 940 Chevy Chase, MD 20815
122478 $3,237,005,092 29 A percentage of AUM
Hourly charges
Performance Based
Hussman Strategic Advisors Inc
6021 University Blvd., Suite 490 Ellicott City, MD 21043
109400 $766,563,796 4 A percentage of AUM
Qp Consulting
6930 Carroll Avenue, Ste. 407 Takoma Park, MD 20912
129601 $422,507,111 66 A percentage of AUM
Fixed fees
Family Office Research, Llc
7910 Woodmont Ave, Suite 1120 Bethesda, MD 20814
144136 $403,800,122 78 A percentage of AUM
Hourly charges
Fixed fees
Maryland Capital Advisors, Inc.
7 Chester Plaza, Chester, MD 21619
134875 $310,028,393 476 A percentage of AUM
Hourly charges
Fixed fees
Shaker Financial Services
1906 Towne Centre Blvd., Suite 265 Annapolis, MD 21401
121534 $265,941,983 614 A percentage of AUM
Hourly charges
Pks Investment Advisors Llc
1801 Sweetbay Drive, Salisbury, MD 21804
110147 $207,136,999 879 A percentage of AUM
Delta Financial Advisors, Inc
10539 Metropolitan Avenue, Kensington, MD 20895-4015
121907 $169,076,834 799 A percentage of AUM
Hourly charges
Tls Advisory Services, Inc.
920 Providence Rd Suite 203, Towson, MD 21286-2977
121747 $156,889,550 854 A percentage of AUM
Hourly charges
Fixed fees
Atlantic Financial Services, Inc.
920 Providence Road, #201 Towson, MD 21286-2986
121258 $151,689,231 594 A percentage of AUM

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brad Schwartz
Inquire with Brad
300 Red Brook Blvd, Ste 320 Owings Mills, MD 21117 301-876-4925
Bobby Wehman
Inquire with Bobby
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5386
Alan Butler
Inquire with Alan
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5445
Betsy Pakenas
Inquire with Betsy
30 W Patrick Street, 7th Fl Frederick, MD 21701 301-696-8248
Alan M Hess
Inquire with Alan
2330 W Joppa Road, Ste 255 Lutherville, MD 21093 410-602-6447
Anna A Behnam
Inquire with Anna
6010 Executive Blvd, Ste 1000 Rockville, MD 20852 301-284-8800
Antony Wykes
Inquire with Antony
12505 Park Potomac Ave, Ste 200 Potomac, MD 20854 301-279-6465
Anthony Langello
Inquire with Anthony
877 Baltimore Annapolis Blvd, Ste 315 Severna Park, MD 21146 410-729-9083
Alison E. Canning
Inquire with Alison
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5343
Brad Davis
Inquire with Brad
300 Red Brook Blvd, Ste 320 Owings Mills, MD 21117 301-876-4924

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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