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 you 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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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 Alabama 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 in Maryland
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 17 vetted financial advisors and 229 non-vetted financial advisors in Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Maryland have an average of 19 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Maryland

Doug Miller J.D.

Northwestern Mutual

443-956-1216

Address

6011 University Blvd Suite 370,
Ellicott City, MD 21043 See Details

Erich Imphong

Plotkin Financial Advisors, LLC

301-907-9790

Address

8401 Connecticut Ave,
Suite 400,
Chevy Chase, MD 20815 See Details

Tom Hagigh

EPE Wealth Advisors

410-923-8686

Address

1321 Generals Highway,
Suite 300,
Crownsville, MD 21032 See Details

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

410-263-1313

Address

61 Cornhill Street,
Annapolis, MD 21401 See Details

Chris Schiesser

Prudential

410-937-7578

Address

303 International Cir #105,
Hunt Valley, MD 21030 See Details

David Middleton

Middleton Advisory

202-503-4015

Address

3 Bethesda Metro Center,
Suite 700,
Bethesda, MD 20814 See Details

Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

Address

2330 W. Joppa Rd,
Lutherville, MD 21093 See Details

Michael Balakirsky

LPL Financial

410-528-8688

Address

11755 Bragdon Wood,
Clarksville, MD 21029 See Details

Jessica Light

Prudential

301-861-8503

Address

PO Box 481,
Charlotte Hall, MD 20622 See Details

Highlander Financial Group

301-263-3576

Address

7 Park Avenue,
Gaithersburg, MD 20877 See Details

MY Wealth Management, Inc.

301-330-7900

Address

12410 Milestone Center Drive,
Suite 175,
Germantown, MD 20876 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

900 Bestgate Road,
Suite 407,
Annapolis, MD 21401 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

6031 University Boulevard,
Suite 150,
Ellicott City, MD 21043 See Details

Scarborough Capital Management

410-573-5700

Address

1906 Towne Centre Blvd,
Annapolis, MD 21401 See Details

Top Financial Advisor Firms in Maryland (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street, Baltimore, MD, 21202	105496	$1,752,267,028,988	4696	A percentage of AUM, Performance Based
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street, Baltimore, MD, 21202	314590	$193,065,874,997	68	A percentage of AUM, Performance Based
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	110181	$108,331,371,643	23317	A percentage of AUM, Fixed fees, Performance Based
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	134155	$65,095,381,946	126	A percentage of AUM
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	151829	$37,701,864,167	516	A percentage of AUM, Fixed fees
CHEVY CHASE TRUST COMPANY 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814	110742	$36,006,471,975	4811	A percentage of AUM, Fixed fees
ASB CAPITAL MANAGEMENT LLC 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814	110995	$29,726,275,256	81	A percentage of AUM, Performance Based
1919 INVESTMENT COUNSEL, LLC One South Street, Suite 2500 Baltimore, MD, 21202	133370	$21,255,587,588	5142	A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE)
DURABLE CAPITAL PARTNERS LP 4747 Bethesda Ave, #1002 Bethesda, MD, 20814	305221	$16,939,969,975	5	A percentage of AUM, Performance Based
ULLICO INVESTMENT ADVISORS, INC. 8403 Colesville Road, 13th Floor Silver Spring, MD, 20910	106628	$11,318,266,665	18	A percentage of AUM
BROWN CAPITAL MANAGEMENT, LLC 1201 N Calvert St, Baltimore, MD, 21202-3908	105633	$10,743,201,352	122	A percentage of AUM, Performance Based
REALTERM 201 West Street, Annapolis, MD, 21401	322689	$9,223,485,500	13	A percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)
ARLINGTON CAPITAL PARTNERS 4747 Bethesda Avenue, Suite 500 Bethesda, MD, 20814	160265	$9,109,444,155	6	A percentage of AUM, Performance Based
JMI MANAGEMENT, L.P. 100 International Drive, Suite 19100 Baltimore, MD, 21202	158344	$8,696,716,084	16	A percentage of AUM, Performance Based
ARTEMIS REAL ESTATE PARTNERS 5404 Wisconsin Avenue, Suite 1000 Chevy Chase, MD, 20815	160668	$8,453,857,329	26	A percentage of AUM, Performance Based

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Find The Best Financial Advisors in Maryland

How To Find The Best Financial Advisors in MarylandLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Maryland

Northwestern Mutual

Address

Plotkin Financial Advisors, LLC

Address

EPE Wealth Advisors

Address

NTS Bearing-Total Wealth Management.

Address

Prudential

Address

Middleton Advisory

Address

Harbor Investment Advisory

Address

LPL Financial

Address

Prudential

Address

Address

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Maryland (Ranked by AUM)

Select other cities around Maryland to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Maryland
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy