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Find 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 Best Financial Advisors & Planners in Columbia?

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

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

List of Qualified Financial Advisors in Columbia, Maryland

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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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Tom Magyar

Edelman Financial Engines, LLC

12510 Prosperity Drive
Suite 350

Silver Spring, MD 20904

301-563-9015

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Erich Imphong

Plotkin Financial Advisors, LLC

8401 Connecticut Ave
Suite 400

Chevy Chase, MD 20815

301-907-9790

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David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

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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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Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

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Scott Butera

Butera Wealth Management by LPL Financial

6701 Democracy Blvd Suite 300, Offices 362 & 365

Bethesda, MD 20817

240-855-0424

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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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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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Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240-643-2337

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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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Gian Deguzman

Edelman Financial Engines, LLC

1750 Tysons Boulevard,
Suite 1140

Tysons Corner, VA 22102

703-718-5103

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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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Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

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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

Top Financial Advisor Firms in 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 $1,560,362,241 2683 A percentage of AUM
Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING)
LYNX INVESTMENT ADVISORY, LLC
8850 Columbia 100 Parkway, Suite 306 Columbia, MD 21045
111814 $1,067,593,428 284 A percentage of AUM
Fixed fees
Performance Based
KEENEY FINANCIAL GROUP INC.
6811 Benjamin Franklin Drive, Suite 100 Columbia, MD 21046
281333 $416,875,050 982 A percentage of AUM
Fixed fees
LOWE WEALTH ADVISORS, LLC
6230 Old Dobbin Lane, Suite 170 Columbia, MD 21045
157906 $402,064,738 1286 A percentage of AUM
Hourly charges
Fixed fees
FAI WEALTH MANAGEMENT
10211 Wincopin Circle, Suite 220 Columbia, MD 21044-3308
104610 $318,130,095 655 A percentage of AUM
Hourly charges
Fixed fees
ALPHA DNA INVESTMENT MANAGEMENT
8860 Columbia 100 Parkway, Suite 301 Columbia, MD 21045
288198 $200,215,549 647 A percentage of AUM
Performance Based

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Brian Avrunin
Inquire with Brian
8825 Stanford Blvd, Ste 200 Columbia, MD 21045 410-715-9021
Benjamin James
Inquire with Benjamin
8825 Stanford Blvd, Ste 200 Columbia, MD 21045 410-997-9490
Three Point Advisory Group
Inquire with Three
5550 Sterrett Pl, Ste 216 Columbia, MD 21044 410-997-3788
Christopher Moser
Inquire with Christopher
8825 Stanford Blvd, Ste 200 Columbia, MD 21045 410-740-4300
Jeffrey D Carlson
Inquire with Jeffrey
10025 Governor Warfield Pkwy, Ste 209 Columbia, MD 21044 410-740-8000
Richard Plant
Inquire with Richard
8825 Stanford Blvd, Ste 200 Columbia, MD 21045 410-715-2506
Centennial Wealth Management
Inquire with Centennial
8825 Stanford Blvd, Ste 200 Columbia, MD 21045 410-715-2506
David Solomon
Inquire with David
8825 Stanford Blvd, Ste 200 Columbia, MD 21045 410-715-2506
Ian Davis
Inquire with Ian
5850 Waterloo Rd, Ste 200 Columbia, MD 21045 410-461-4270
Donald W Perkins
Inquire with Donald
8825 Stanford Blvd, Ste 200 Columbia, MD 21045 410-715-2506

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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