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Find Best Financial Advisors in Baltimore, Maryland

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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Baltimore is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Baltimore & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Baltimore?

Looking for a qualified financial advisor in Baltimore? We can help you by narrowing down your options & listing the best financial advisors in Baltimore as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Baltimore near you with the list of certified and vetted Baltimore financial advisors.

List of Qualified Financial Advisors in Baltimore, Maryland

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Jonathan Saxon

Edelman Financial Engines, LLC

901 Dulaney Valley Road,
Suite 901

Towson, MD 21204

410-823-0592

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Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043

443-956-1216

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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

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Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

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Seth Gusman

Edelman Financial Engines, LLC

900 Bestgate Road, Suite 407
Suite 250

Annapolis, MD 21401

410-505-8466

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Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410-573-5700

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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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Kevin Colleran

Edelman Financial Engines, LLC

6550 Rock Spring Drive
Suite 510

Bethesda, MD 20817

301-547-3169

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Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

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Sean Connolly

Edelman Financial Engines, LLC

1800 Diagonal Road
Suite 480

Alexandria, VA 22314

703-677-9729

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Gian Deguzman

Edelman Financial Engines, LLC

1750 Tysons Boulevard,
Suite 1140

Tysons Corner, VA 22102

703-718-5103

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Cheryl Langston

Edelman Financial Engines, LLC

19775 Belmont Executive Plaza
Suite 530

Ashburn, VA 20147

703-227-0513

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Nate Parks

Edelman Financial Engines, LLC

4000 Legato Road, 9th Floor

Fairfax, VA 22033

703-991-5251

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Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

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
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East Baltimore, MD 21202
151829 $33,653,235,361 471 A percentage of AUM
Fixed fees
BROWN CAPITAL MANAGEMENT, LLC
1201 N Calvert St, Baltimore, MD 21202-3908
105633 $17,575,999,316 127 A percentage of AUM
Performance Based
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
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
6 East Eager St., Baltimore, MD 21202-5101
297197 $2,077,013,740 22 A percentage of AUM
Performance Based
CAMPBELL & COMPANY INVESTMENT ADVISER LLC
2850 Quarry Lake Drive, Baltimore, MD 21209
134332 $995,709,328 9 A percentage of AUM
Performance Based
GGM WEALTH ADVISORS
1801 Porter Street, Suite 500 Baltimore, MD 21230
111509 $458,819,134 676 A percentage of AUM
A.G. CAMPBELL ADVISORY, LLC
1340 Smith Avenue, Suite 200 Baltimore, MD 21209
162150 $418,923,297 67 A percentage of AUM
Hourly charges
CHAPIN DAVIS ASSET MANAGEMENT
1411 Clarkview Road, Baltimore, MD 21209
28116 $373,496,001 673 A percentage of AUM
Hourly charges
Commision Based
Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)
&WEALTH PARTNERS
1629 Thames Street, Suite 300 Baltimore, MD 21231
149136 $334,122,989 223 A percentage of AUM
Hourly charges
Fixed fees
ARMSTRONG DIXON
1500 Sulgrave Ave, Baltimore, MD 21209
168345 $275,603,478 766 A percentage of AUM
Hourly charges
Fixed fees
WPG FINANCIAL GROUP, LLC
3600 O'Donnell Street, Suite 860 Baltimore, MD 21224
291708 $269,523,982 839 A percentage of AUM
Hourly charges
Fixed fees
BUTTONWOOD FINANCIAL ADVISORS, INC.
1 N Haven Street, Suite 204, Baltimore, MD 21224
144926 $169,268,288 662 A percentage of AUM
Fixed fees
PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
1411 Clarksview Road, Baltimore, MD 21209
294016 $59,565,948 128 A percentage of AUM
Fixed fees
Other (CONCESSIONS PAID BY ISSUERS OF SECURITIES SOLD TO CLIENTS)

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
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
Alison E. Canning
Inquire with Alison
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5343
Allan D House
Inquire with Allan
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5534
Brady Gallagher
Inquire with Brady
2650 Quarry Lake Dr., Suite 200 Baltimore, MD 21209 410-559-7264
Brett Clifford
Inquire with Brett
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5532
Bill Eberhart
Inquire with Bill
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5566
Brian M Dunne
Inquire with Brian
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-736-5354
Henry Slyker
Inquire with Henry
100 International Dr, Ste 21200 Baltimore, MD 21202 410-308-6109
Morgan Stanley Financial Advisors
Inquire with Morgan
650 South Exeter St., Suite 1100 Baltimore, MD 21202 410-837-8800

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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