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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 22 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 22 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

Geoffrey Burroughs

Harbor Investment Advisory

call410-659-8905

advisor

Doug Miller J.D.

Northwestern Mutual

call443-956-1216

advisor

Tom Hagigh

EPE Wealth Advisors

call410-923-8686

advisor

Nilos T. Sakellariou

NTS Bearing-Total Wealth Management.

call410-263-1313

advisor

David Middleton

Middleton Advisory

call202-503-4015

advisor

Chris Passarelli

Bull Run Investment Management

call703-344-6844

advisor

Bryan Beatty

Egan, Berger and Weiner, LLC

call703-506-0843

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 $6,896,367,899 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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