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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 25 vetted financial advisors and 17 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
Edelman Financial Engines, LLC
877-208-7414
Address
- 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details - 4000 Legato Road,
8th Floor,
Fairfax, VA 22033 See Details - 4050 Crums Mill Road,
Suite 204,
Harrisburg, PA 17112 See Details
Top Financial Advisor Firms in Towson, Maryland(Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| GREENSPRING ADVISORS, LLC One West Pennsylvania Avenue, Suite 500 Towson, MD, 21204 | 132669 | $6,896,367,899 | 4625 | A percentage of AUM, Fixed fees |
| FOUNDERS FINANCIAL SECURITIES, LLC 1026 Cromwell Bridge Road, Suite 100 Towson, MD, 21286 | 137945 | $3,317,831,000 | 17774 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees |
| FINANCIAL COUNCIL, LLC 100 West Road, Suite 504 Towson, MD, 21204 | 110748 | $959,418,000 | 1456 | A percentage of AUM |
| RED OAK FINANCIAL GROUP 403 Allegheny Avenue, Towson, MD, 21204 | 166912 | $836,788,025 | 1700 | A percentage of AUM, Hourly charges, Fixed fees |
| BLACK DIAMOND FINANCIAL, LLC 305 West Pennsylvania Avenue, Towson, MD, 21204 | 145108 | $701,427,211 | 274 | A percentage of AUM, Hourly charges, Fixed fees |
| SFG WEALTH MANAGEMENT 1104 Kenilworth Drive, Suite 500 Towson, MD, 21204 | 285785 | $556,304,090 | 1806 | A percentage of AUM, Hourly charges, Fixed fees |
| CALVERT STREET CAPITAL PARTNERS, INC. 1 Olympic Place, Suite 500 Towson, MD, 21204 | 158096 | $389,200,000 | 16 | A percentage of AUM, Fixed fees, Performance Based, Other (A PERCENTAGE OF COMMITTED CAPITAL) |
| OLIVER WEALTH MANAGEMENT 901 Dulaney Valley Road, Suite 701 Towson, MD, 21204 | 314867 | $290,000,000 | 1500 | A percentage of AUM, Hourly charges, Fixed fees |
| L. K. BENSON & COMPANY, P.C. 1107 Kenilworth Drive, Suite 302 Towson, MD, 21204-2186 | 107908 | $277,135,608 | 88 | Hourly charges, Fixed fees |
| CHESAPEAKE FINANCIAL ADVISORS 401 Jefferson Avenue, Towson, MD, 21286 | 120139 | $263,687,043 | 1028 | A percentage of AUM, Hourly charges, Fixed fees |
| PARTNERSHIP WEALTH MANAGEMENT 606 E Joppa Road, Towson, MD, 21286 | 285718 | $189,400,000 | 484 | A percentage of AUM, Hourly charges, Fixed fees |
| ALERE PLANNING LLC 110 West Road, Suite 200 Towson, MD, 21204 | 286121 | $184,179,403 | 468 | A percentage of AUM, Hourly charges, Fixed fees |
| THE SIMMONS PARTNERSHIP, INC Bosley Hall, 222 Courthouse Ct., Suite 1a Towson, MD, 21204 | 156740 | $154,349,434 | 742 | A percentage of AUM, Hourly charges, Fixed fees |
| BOLTON INVESTMENT 1 W. Pennsylvania Ave., Suite 600 Towson, MD, 21204 | 104684 | $60,991,211 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
| AMERICAN FINANCIAL MANAGEMENT, LTD. 555 Fairmount Ave, Suite 302 Towson, MD, 21286 | 111016 | $33,423,445 | 193 | A percentage of AUM, Fixed fees |
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