National Retirement Planning Experts

National Coverage
Local Professionals

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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Towson is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Towson & pick the one as per your needs

How To Find The Best Financial Advisors in Towson, Maryland

Last Updated - 24-Jan-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 10 vetted financial advisors and 6 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 18 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

advisor-photo

Geoffrey Burroughs

Harbor Investment Advisory

2330 W. Joppa Rd

Lutherville, MD 21093

410-659-8905

advisor-photo

Jake Marcoux

Legacy Capital

300 Red Brook Blvd
Suite 320

Owings Mills, MD 21131

240-643-2337

advisor-photo

Doug Miller J.D.

Northwestern Mutual

6011 University Blvd Suite 370

Ellicott City, MD 21043

443-956-1216

advisor-photo

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

61 Cornhill Street

Annapolis, MD 21401

410-263-1313

dummy-image

Scarborough Capital Management

Scarborough Capital Management

1906 Towne Centre Blvd

Annapolis, MD 21401

410-573-5700

advisor-photo

David Middleton

Middleton Advisory

3 Bethesda Metro Center
Suite 700

Bethesda, MD 20814

202-503-4015

advisor-photo

Michael T. Jobe

Glover Park Wealth Management, LLC

4100 W Street N.W. 213

Washington, DC 20007

202-926-3636

advisor-photo

Bryan Beatty

Egan, Berger and Weiner, LLC

1919 Gallows Rd, Suite 980

Vienna, VA 22043

703-506-0843

advisor-photo

Andrew Rosen

Diversified, LLC

2200 Concord Pike
Suite 104

Wilmington, DE 19803

302-765-3500

advisor-photo

Vanguard Personal Advisor Services

Vanguard Personal Advisor Services

100 Vanguard Blv V26

Malvern, PA 19355

800-211-7806

Top Financial Advisor Firms in 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 $6,126,230,881 2276 A percentage of AUM
Fixed fees
WMS PARTNERS, LLC
1 W. Pennsylvania Avenue, Suite 800 Towson, MD 21204
109971 $5,674,250,389 648 A percentage of AUM
Fixed fees
Performance Based
FOUNDERS FINANCIAL SECURITIES, LLC
1026 Cromwell Bridge Road, Suite 100 Towson, MD 21286
137945 $2,616,593,214 14245 A percentage of AUM
Hourly charges
Subscription fees
Fixed fees
MARYLAND CAPITAL MANAGEMENT, LLC
210 Allegheny Ave, Fourth Floor Towson, MD 21204
133329 $2,453,166,701 2679 A percentage of AUM
RED OAK FINANCIAL GROUP
403 Allegheny Avenue, Towson, MD 21204
166912 $621,854,183 1383 A percentage of AUM
Hourly charges
Fixed fees
BLACK DIAMOND FINANCIAL, LLC
305 West Pennsylvania Avenue, Towson, MD 21204
145108 $551,479,555 581 A percentage of AUM
Hourly charges
Fixed fees
OLIVER WEALTH MANAGEMENT
901 Dulaney Valley Road,, Suite 701 Towson, MD 21204
314867 $292,390,829 1274 A percentage of AUM
Hourly charges
Fixed fees
CHESAPEAKE FINANCIAL ADVISORS
401 Jefferson Avenue, Towson, MD 21286
120139 $271,653,095 1098 A percentage of AUM
Hourly charges
Fixed fees
L. K. BENSON & COMPANY, P.C.
1107 Kenilworth Drive, Suite 302 Towson, MD 21204-2186
107908 $236,702,832 81 Hourly charges
Fixed fees
PARTNERSHIP WEALTH MANAGEMENT
606 E Joppa Road, Towson, MD 21286
285718 $173,178,000 449 A percentage of AUM
Hourly charges
Fixed fees
TLS ADVISORY SERVICES, INC.
920 Providence Rd Suite 203, Towson, MD 21286-2977
121747 $156,889,550 854 A percentage of AUM
Hourly charges
Fixed fees
ATLANTIC FINANCIAL SERVICES, INC.
920 Providence Road, #201 Towson, MD 21286-2986
121258 $151,689,231 594 A percentage of AUM
Hourly charges
THE SIMMONS PARTNERSHIP, INC
Bosley Hall, 222 Courthouse Ct., Suite 1a Towson, MD 21204
156740 $145,192,297 849 A percentage of AUM
Hourly charges
Fixed fees
ALERE PLANNING LLC
110 West Road, Suite 200 Towson, MD 21204
286121 $133,279,887 347 A percentage of AUM
Hourly charges
Fixed fees
BASE MANAGEMENT CO
600 Baltimore Avenue, Adams Bldg, Suite 306 Towson, MD 21204
104600 $105,880,608 37 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Maryland

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Melford G Brown Jr
Inquire with Melford
1122 Kenilworth Dr, Ste 410 Towson, MD 21204 410-583-5501
Okun Financial Group, Inc.
Inquire with Okun
100 West Road, Suite 300 Towson, MD 21204 410-494-6130
Mosaic Asset Partners
Inquire with Mosaic
1122 Kenilworth Drive, Suite 310 Towson, MD 21204 410-821-0089
Allstate Personal Financial Representative: Joseph Bozel
Inquire with Allstate
501 Washington Ave, Ste 300 Towson, MD 21204 410-296-0835
Edward Jones
Inquire with Edward
7801 York Road, Suite 339 Towson, MD 21204 410-339-3487
Edward Jones
Inquire with Edward
7801 York Road, Suite 339 Towson, MD 21204 410-339-3487

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.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors