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Find The 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!

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How To Find The Best Financial Advisors in Baltimore, Maryland

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Baltimore, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 17 vetted financial advisors and non-vetted financial advisors in Baltimore, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Baltimore, Maryland have an average of 16 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 Baltimore, Maryland

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Ashley Zephir

Edelman Financial Engines, LLC

410-823-0747

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Doug Miller J.D.

Northwestern Mutual

443-956-1216

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Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

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Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

410-263-1313

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David Middleton

Middleton Advisory

202-503-4015

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Adam Paffenroth

Cornerstone Private Wealth Planning

571-206-1824

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Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

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Scott Morrello

Edelman Financial Engines, LLC

703-991-1647

Top Financial Advisor Firms in Baltimore, Maryland (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
T. ROWE PRICE ASSOCIATES, INC.
100 East Pratt Street,
Baltimore, MD, 21202
105496 $1,506,538,334,571 3783 A Percentage of AUM, Performance Based
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
100 East Pratt Street,
Baltimore, MD, 21202
314590 $165,475,690,648 62 A Percentage of AUM, Performance Based
BROWN ADVISORY
901 South Bond Street, Suite 400
Baltimore, MD, 21231-3340
110181 $98,298,071,437 22302 A Percentage of AUM, Fixed Fees, Performance Based
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
151829 $34,265,560,279 498 A Percentage of AUM, Fixed Fees
1919 INVESTMENT COUNSEL, LLC
One South Street, Suite 2500
Baltimore, MD, 21202
133370 $17,378,996,240 7294 A Percentage of AUM, Fixed Fees, Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE)
BROWN CAPITAL MANAGEMENT, LLC
1201 N Calvert St,
Baltimore, MD, 21202-3908
105633 $10,614,900,878 132 A Percentage of AUM, Performance Based
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
901 South Bond Street, Suite 400
Baltimore, MD, 21231
124612 $9,922,357,753 509 A Percentage of AUM, Fixed Fees, Performance Based
JMI MANAGEMENT, L.P.
100 International Drive, Suite 19100
Baltimore, MD, 21202
158344 $8,091,012,517 12 A Percentage of AUM, Performance Based
D.F. DENT AND COMPANY, INC.
400 East Pratt Street, 7th Floor,
Baltimore, MD, 21202-3127
105179 $6,450,487,807 1413 A Percentage of AUM
ROCK SPRINGS CAPITAL
650 S. Exeter Street, Suite 1070
Baltimore, MD, 21202
168648 $5,716,429,633 6 A Percentage of AUM, Performance Based
T. ROWE PRICE (CANADA), INC.
100 East Pratt Street,
Baltimore, MD, 21202
107290 $4,722,277,230 25 A Percentage of AUM, Performance Based
LASALLE INVESTMENT MANAGEMENT SECURITIES
100 East Pratt Street, 20th Floor
Baltimore, MD, 21202
111179 $3,053,871,081 25 A Percentage of AUM, Performance Based
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
1001 N Charles Street,
Baltimore, MD, 21201
297197 $2,382,800,133 20 A Percentage of AUM, Fixed Fees, Performance Based
ADAMS DIVERSIFIED EQUITY FUND, INC.
500 E. Pratt Street, Suite 1300,
Baltimore, MD, 21202-3580
281263 $2,100,737,733 1 Other (EXPENSES PAID FROM INTERNALLY-MANAGED FUND ASSETS)
FACET
100 International Drive, 23rd Floor
Baltimore, MD, 21202
285961 $2,078,080,181 20746 Fixed Fees

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