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Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Annapolis, Maryland
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Annapolis, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and 15 non-vetted financial advisors in Annapolis, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Annapolis, Maryland have an average of 20 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 Annapolis, Maryland
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Top Financial Advisor Firms in Annapolis, Maryland (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| 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) |
| SCARBOROUGH CAPITAL MANAGEMENT 1906 Towne Centre Blvd, Suite 260 Annapolis, MD, 21401 | 169517 | $1,194,324,647 | 3924 | A percentage of AUM, Hourly charges, Fixed fees |
| MARKS WEALTH MANAGEMENT 1 Park Place, Suite 500 Annapolis, MD, 21401 | 310534 | $382,988,422 | 974 | A percentage of AUM |
| WESTBOURNE INVESTMENT ADVISORS INC. 410 Severn Avenue, Ste 409 Annapolis, MD, 21403 | 144571 | $359,090,832 | 420 | A percentage of AUM, Fixed fees |
| CURIO WEALTH, LLC 721 Melvin Ave, Annapolis, MD, 21401 | 328178 | $330,681,038 | 1044 | A percentage of AUM, Hourly charges, Fixed fees |
| 1 NORTH WEALTH SERVICES, LLC 1997 Annapolis Exchange Parkway, Suite 250 Annapolis, MD, 21401 | 115948 | $273,167,944 | 687 | A percentage of AUM, Hourly charges, Fixed fees |
| THE ELLERSON GROUP INC 415 Fourth Street, Suite 101 Annapolis, MD, 21403 | 106658 | $261,058,430 | 105 | A percentage of AUM, Hourly charges |
| HF ADVISORY GROUP, LLC 166 Defense Highway, Suite 102 Annapolis, MD, 21401 | 309051 | $250,387,823 | 1063 | A percentage of AUM, Hourly charges, Fixed fees |
| SHAKER FINANCIAL SERVICES 1997 Annapolis Exchange Parkway, Suite 300-349 Annapolis, MD, 21401 | 121534 | $228,387,456 | 633 | A percentage of AUM |
| ACCORDANT ADVISORY GROUP, INC. 309 Third Street, Annapolis, MD, 21403-2509 | 117474 | $208,429,251 | 398 | A percentage of AUM, Hourly charges |
| RCS FINANCIAL PLANNING, LLC 130 Admiral Cochrane Drive, Suite 200 Annapolis, MD, 21401 | 291678 | $198,776,808 | 666 | A percentage of AUM, Hourly charges, Fixed fees |
| VALUEWEALTH SERVICES, LLC 2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401 | 304049 | $196,905,039 | 292 | A percentage of AUM, Hourly charges, Fixed fees |
| COVINGTONALSINA 67 West Street, Ste 200 Annapolis, MD, 21401 | 326810 | $148,883,390 | 948 | A percentage of AUM, Hourly charges, Fixed fees |
| MDRN CAPITAL 1997 Annapolis Exchange Parkway, Suite 300 Annapolis, MD, 21401 | 325950 | $101,644,822 | 596 | A percentage of AUM, Fixed fees |
| CHESAPEAKE FINANCIAL PLANNING 71 Old Mill Bottom Road North, Suite 201 Annapolis, MD, 21409 | 283715 | $0 | 0 | Hourly charges, Fixed fees |
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