Top Financial Advisors in Baltimore, Maryland
Finding the right financial advisor in Baltimore 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 Baltimore, 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 Baltimore, MD.
Find the Best Financial Advisor Firms in Baltimore:
1919 INVESTMENT COUNSEL, LLC
CRD#: 133370
Address: One South Street Suite 2500, Baltimore, MD 21202
Clients: 1,779
Average Clients per Advisor: 30
AUM: $ 17.4B
MARYLAND CAPITAL MANAGEMENT, LLC
CRD#: 133329
Address: 800 North Charles Street Suite 500, Baltimore, MD 21201
AUM: $ 2.5B
FACET WEALTH, INC
CRD#: 285961
Address: 100 International Drive 23rd Floor, Baltimore, MD 21202
Clients: 7,616
Average Clients per Advisor: 66
AUM: $ 1.7B
WBH ADVISORY, INC.
CRD#: 105289
Address: 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208
Clients: 459
Average Clients per Advisor: 38
AUM: $ 1.1B
BRIGHTSIDE PARTNERS
CRD#: 305389
Address: 6300 Blair Hill Lane Suite 302, Baltimore, MD 21209
Clients: 9
Average Clients per Advisor: 1
AUM: $ 748M
GGM WEALTH ADVISORS
CRD#: 111509
Address: 1801 Porter Street Suite 500, Baltimore, MD 21230
Clients: 170
Average Clients per Advisor: 28
AUM: $ 434M
How We Chose the Top Financial Advisors in Baltimore, Maryland
To create this list of top financial advisor firms in Baltimore, 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 Baltimore has to offer.
Search Financial Advisors in Baltimore, Maryland
Howard Michael Mirvis
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Brett Douglas Clifford
Registered Affiliation(s):MORGAN STANLEY
Martha Nash Crocker
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Kevin Ryan Bell
Registered Affiliation(s):MORGAN STANLEY
C Emmerson Small
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Richard Wayne Schaeffer
Registered Affiliation(s):SCHAEFFER FINANCIAL LLC
Neal Scott Abravanel
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Arden Thomas Widmann
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
George Edwin Smith
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Dennis Englehart
Registered Affiliation(s):STEWARD PARTNERS INVESTMENT ADVISORY, LLC
Kevin Botsford
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
John W Holtzman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Ann Marie Elizabeth Etergino
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Alan Charles Ray
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Philip Toohey
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Joseph Elroy Snouffer
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Douglas Paul Velnoskey
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Steven Edward Vozenilek
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joseph Charles Cirelli
Registered Affiliation(s):MORGAN STANLEY
David Ronald Petersen
Registered Affiliation(s):FINANCIAL SERVICES ADVISORY
Nancy Troskowski Bryant
Registered Affiliation(s):BRYANT FINANCIAL ADVISORY, INC.
Steven Scott Ross
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Joel Stanley Goldberg
Registered Affiliation(s):AVANTAX ADVISORY SERVICES
Stephen Michael Goldstein
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
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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