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Find The Best Financial Advisors in Towson, 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 Towson, Maryland

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Towson, Maryland, FinancialAdvisor.net is a useful resource. We've compiled a list of the 21 vetted financial advisors and non-vetted financial advisors in Towson, Maryland, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Towson, Maryland have an average of 20 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 Towson, Maryland

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Ashley Zephir

Edelman Financial Engines, LLC

410-823-0747

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Geoffrey Burroughs

Harbor Investment Advisory

410-659-8905

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Doug Miller J.D.

Northwestern Mutual

443-956-1216

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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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Bryan Beatty

Egan, Berger and Weiner, LLC

703-506-0843

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Adam Paffenroth

Cornerstone Private Wealth Planning

571-206-1824

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Scott Morrello

Edelman Financial Engines, LLC

703-991-1647

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Andrew Rosen

Diversified, LLC

302-765-3500

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
GREENSPRING ADVISORS, LLC
One West Pennsylvania Avenue, Suite 500
Towson, MD, 21204
132669 $6,000,116,360 4807 A Percentage of AUM, Fixed Fees
WMS PARTNERS, LLC
1 W. Pennsylvania Avenue, Suite 800
Towson, MD, 21204
109971 $5,162,519,390 690 A Percentage of AUM, Fixed Fees, Performance Based
FOUNDERS FINANCIAL SECURITIES, LLC
1026 Cromwell Bridge Road, Suite 100
Towson, MD, 21286
137945 $2,272,682,543 16137 A Percentage of AUM, Hourly charges, Subscription Fees, Fixed Fees
FINANCIAL COUNCIL ASSET MANAGEMENT INC
100 West Road, Suite 504
Towson, MD, 21204
110748 $809,254,000 1394 A Percentage of AUM
RED OAK FINANCIAL GROUP
403 Allegheny Avenue,
Towson, MD, 21204
166912 $589,989,322 1507 A Percentage of AUM, Hourly charges, Fixed Fees
BLACK DIAMOND FINANCIAL, LLC
305 West Pennsylvania Avenue,
Towson, MD, 21204
145108 $545,885,247 801 A Percentage of AUM, Hourly charges, Fixed Fees
SFG WEALTH MANAGEMENT
1104 Kenilworth Drive, Suite 500
Towson, MD, 21204
285785 $441,723,236 1588 A Percentage of AUM, Hourly charges, Fixed Fees
L. K. BENSON & COMPANY, P.C.
1107 Kenilworth Drive, Suite 302
Towson, MD, 21204-2186
107908 $258,297,116 84 Hourly charges, Fixed Fees
CHESAPEAKE FINANCIAL ADVISORS
401 Jefferson Avenue,
Towson, MD, 21286
120139 $245,491,290 1286 A Percentage of AUM, Hourly charges, Fixed Fees
PARTNERSHIP WEALTH MANAGEMENT
606 E Joppa Road,
Towson, MD, 21286
285718 $190,976,000 462 A Percentage of AUM, Hourly charges, Fixed Fees
THE SIMMONS PARTNERSHIP, INC
Bosley Hall, 222 Courthouse Ct., Suite 1a
Towson, MD, 21204
156740 $147,221,008 956 A Percentage of AUM, Hourly charges, Fixed Fees
TLS ADVISORY SERVICES, INC.
920 Providence Rd Suite 203,
Towson, MD, 21286-2977
121747 $140,931,028 850 A Percentage of AUM, Hourly charges, Fixed Fees
ATLANTIC FINANCIAL SERVICES, INC.
920 Providence Road, #201
Towson, MD, 21286-2986
121258 $132,004,220 808 A Percentage of AUM, Hourly charges
ALERE PLANNING LLC
110 West Road, Suite 200
Towson, MD, 21204
286121 $116,991,051 377 A Percentage of AUM, Hourly charges, Fixed Fees
BASE MANAGEMENT CO
600 Baltimore Avenue, Adams Bldg, Suite 306
Towson, MD, 21204
104600 $94,997,165 38 A Percentage of AUM, Hourly charges, Fixed Fees

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