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
Alexis Peter Lecouras
Registered Affiliation(s):EDWARD JONES
Jessica Costello
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bruce James Valliant
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Michael John Brick
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Debora Ellen May
Registered Affiliation(s):MBI LLC
Leah Jane Jones
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Christopher Neal Brown
Registered Affiliation(s):IVY LEAGUE FINANCIAL ADVISORS LLC
John Walter Jilek
Registered Affiliation(s):EDWARD JONES
Craig Dominic Flury
Registered Affiliation(s):MORGAN STANLEY
James Peter Gauthier
Registered Affiliation(s):MARYLAND CAPITAL MANAGEMENT, LLC
Gregory Michael Buchinski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Chisholm
Registered Affiliation(s):EDWARD JONES
Jason B Connor
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Sarah Laurene Santeufemio
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Donald Marvin Dangremond
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Roger Warren Moore
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Scott Craig Falkowitz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Lionel Anthony Desbordes II
Registered Affiliation(s):EDWARD JONES
Benjamin Thomas Jolly
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Shawn Justin Halsey
Registered Affiliation(s):MORGAN STANLEY
Brandon Robert O'neill
Registered Affiliation(s):EDWARD JONES
Brandon Stuart Mazur
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Sandra Isabel Liotta
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Alan Matthew Vassar
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, 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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