Top Financial Advisors in Annapolis, Maryland
Finding the right financial advisor in Annapolis is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Annapolis, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Annapolis, MD.
Find the Best Financial Advisor Firms in Annapolis:
SCARBOROUGH CAPITAL MANAGEMENT
CRD#: 169517
Address: 1906 Towne Centre Blvd Suite 260, Annapolis, MD 21401
Clients: 2,350
Average Clients per Advisor: 235
AUM: $ 987M
BAY POINT WEALTH
CRD#: 123095
Address: 582 Bellerive Road 4d, Annapolis, MD 21409
Clients: 296
Average Clients per Advisor: 26
AUM: $ 625M
MARKS WEALTH MANAGEMENT
CRD#: 310534
Address: 1 Park Place Suite 500, Annapolis, MD 21401
Clients: 124
Average Clients per Advisor: 62
AUM: $ 344M
1 NORTH WEALTH SERVICES, LLC
CRD#: 115948
Address: 1997 Annapolis Exchange Parkway Suite 250, Annapolis, MD 21401
Clients: 139
Average Clients per Advisor: 27
AUM: $ 243M
ACCORDANT ADVISORY GROUP, INC.
CRD#: 117474
Address: 309 Third Street 5th Floor, Annapolis, MD 21403-2509
Clients: 317
Average Clients per Advisor: 79
AUM: $ 204M
THE ELLERSON GROUP INC
CRD#: 106658
Address: 415 Fourth Street Suite 101, Annapolis, MD 21403
Clients: 47
Average Clients per Advisor: 23
AUM: $ 202M
How We Chose the Top Financial Advisors in Annapolis, Maryland
To create this list of top financial advisor firms in Annapolis, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Annapolis has to offer.
Search Financial Advisors in Annapolis, Maryland
Denise Janice Leish
Registered Affiliation(s):MONEY PLANS
Steven Thalheimer
Registered Affiliation(s):THALHEIMER FINANCIAL PLANNING, LLC
Renee Michelle Floro
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Joshua Ian Schneider
Registered Affiliation(s):MORGAN STANLEY
Brian William Thoms
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brad Patrick Davis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Ashlyn M Hood
Registered Affiliation(s):EDWARD JONES
Brad David Schwartz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jonathan Paul Stroebel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rochelle Stevenson Brown
Registered Affiliation(s):EDWARD JONES
Bhavik Vikram Hukmani
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian James Krawiec
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Caroline Savage
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Keith Brian Davis
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Matthew Barnes Brock
Registered Affiliation(s):DIVERGENT PLANNING
Katarina Stein
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Andrew Michael Karr
Registered Affiliation(s):ROCKEFELLER FINANCIAL LLC
John Robert Cox JR
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Sean Riley Eldred
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Walter Daniel Hrab
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gretchen Marie Zierolf
Registered Affiliation(s):LIDO ADVISORS
Mary Katherine Gouveia
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Grier G. May
Registered Affiliation(s):STRATEGIC ADVISERS LLC
Christine M. Wallace
Registered Affiliation(s):CHEVY CHASE TRUST COMPANY
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
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