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Find The Best Financial Advisors in Columbia, 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 Columbia is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Columbia & pick the one as per your needs
How To Find The Best Financial Advisors in Columbia, Maryland
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Columbia, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 22 vetted financial advisors and non-vetted financial advisors in Columbia, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Columbia, 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 Columbia, Maryland
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Top Financial Advisor Firms in Columbia, Maryland (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS 5950 Symphony Woods Rd., Suite 600 Columbia, MD, 21044 | 159388 | $1,619,335,818 | 3458 | A Percentage of AUM, Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING) |
| KEENEY FINANCIAL GROUP INC. 6811 Benjamin Franklin Drive, Suite 100 Columbia, MD, 21046 | 281333 | $385,599,261 | 1179 | A Percentage of AUM, Fixed Fees |
| LOWE WEALTH ADVISORS, LLC 6230 Old Dobbin Lane, Suite 170 Columbia, MD, 21045 | 157906 | $365,447,594 | 1306 | A Percentage of AUM, Hourly charges, Fixed Fees |
| ALPHA DNA INVESTMENT MANAGEMENT 8860 Columbia 100 Parkway, Suite 301 Columbia, MD, 21045 | 288198 | $212,050,663 | 960 | A Percentage of AUM, Performance Based |
| POINTER FINANCIAL ADVISORS LLC 10500 Little Patuxent Parkway, Suite 460 Columbia, MD, 21044 | 326745 | $101,474,093 | 395 | A Percentage of AUM |
| JN PRIVATE WEALTH MANAGEMENT LLC 10490 Little Patuxent Parkway, Suite 600-85 Columbia, MD, 21044 | 327975 | $0 | 0 | A Percentage of AUM, Fixed Fees |
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