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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 25 vetted financial advisors and 7 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

advisor

Michael Balakirsky

LPL Financial

call410-528-8688

advisor

Doug Miller J.D.

Northwestern Mutual

call443-956-1216

advisor

Erich Imphong

Plotkin Financial Advisors, LLC

call301-907-9790

advisor

Tom Hagigh

EPE Wealth Advisors

call410-923-8686

advisor

David Middleton

Middleton Advisory

call202-503-4015

advisor

Geoffrey Burroughs

Harbor Investment Advisory

call410-659-8905

advisor

Manuel Gonzalez Teran

Prime Capital Financial

call240-377-3386

advisor

Chris Passarelli

Bull Run Investment Management

call703-344-6844

advisor

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

call410-263-1313

advisor

Bryan Beatty

Egan, Berger and Weiner, LLC

call703-506-0843

advisor

Michael T. Jobe

Glover Park Wealth Management, LLC

call202-926-3725

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BALTIMORE-WASHINGTON FINANCIAL ADVISORS
5950 Symphony Woods Rd., Suite 600
Columbia, MD, 21044
159388 $1,941,650,304 3822 A percentage of AUM, Other (FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING)
LOWE WEALTH ADVISORS, LLC
6230 Old Dobbin Lane, Suite 170
Columbia, MD, 21045
157906 $460,210,291 1384 A percentage of AUM, Hourly charges, Fixed fees
ALPHA DNA INVESTMENT MANAGEMENT
8860 Columbia 100 Parkway, Suite 301
Columbia, MD, 21045
288198 $192,756,106 1038 A percentage of AUM, Performance Based
JN PRIVATE WEALTH MANAGEMENT LLC
10490 Little Patuxent Parkway, Suite 600
Columbia, MD, 21044
327975 $114,219,846 245 A percentage of AUM, Hourly charges, Fixed fees
POINTER FINANCIAL ADVISORS LLC
10500 Little Patuxent Parkway, Suite 460
Columbia, MD, 21044
326745 $111,879,752 426 A percentage of AUM
OAKMONT WEALTH ADVISORY, LLC
8840 Stanford Boulevard, Suite 4000
Columbia, MD, 21045
299021 $94,124,202 246 A percentage of AUM, Hourly charges
TRIBRIDGE PARTNERS FINANCIAL LLC
6721 Columbia Gateway Drive, Suite 100
Columbia, MD, 21046
326489 $0 0 A percentage of AUM, Fixed fees

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