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
Jason Edward Chamberlain
Registered Affiliation(s):MORGAN STANLEY
Norris L Brodsky
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Chris Varlotta
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Gregory Thomas Hills
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Joseph Brian Mondell
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Jake Joseph Marcoux
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Brian Michael Conrad
Registered Affiliation(s):EDWARD JONES
Thomas Richard Pasta
Registered Affiliation(s):LPL FINANCIAL LLC
Kojo Dwumfyor Gyabaah
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Timothy Vieni Twiss
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Michael Charles Costigan
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Jerome Frank
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Roger Shuck
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
David Anthony Hemler
Registered Affiliation(s):LPL FINANCIAL LLC
Brian Scott Ewers
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Joseph Wallace Dubinski
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Bruce Russell Wall
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Kristina Elizabeth Mcdowell Sturgis
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Hugh Mccarthy
Registered Affiliation(s):EDWARD JONES
Maria Georgeanne Cornelius
Registered Affiliation(s):BURT WEALTH ADVISORS
Michael Joseph Briel
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Thomas Linwood Carter
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Edward Winston Smith
Registered Affiliation(s):MORGAN STANLEY
John Anthony Mele
Registered Affiliation(s):MORGAN STANLEY
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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