Top Financial Advisors in Hunt Valley, Maryland
Finding the right financial advisor in Hunt Valley 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 Hunt Valley, 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 Hunt Valley, MD.
Find the Best Financial Advisor Firms in Hunt Valley:
CONNECTUS WEALTH
CRD#: 310912
Address: 20 Wight Ave #155, Hunt Valley, MD 21030
Clients: 4,037
Average Clients per Advisor: 109
AUM: $ 6.8B
VERDENCE CAPITAL ADVISORS, LLC
CRD#: 288512
Address: 217 International Circle Suite 200, Hunt Valley, MD 21030
Clients: 863
Average Clients per Advisor: 35
AUM: $ 2.7B
CORNERSTONE ADVISORY
CRD#: 142359
Address: 211 Old Padonia Road, Hunt Valley, MD 21030
Clients: 344
Average Clients per Advisor: 49
AUM: $ 1.5B
MARATHON CAPITAL MANAGEMENT
CRD#: 119416
Address: 4 North Park Drive Suite 106, Hunt Valley, MD 21030-1806
Clients: 181
Average Clients per Advisor: 45
AUM: $ 622M
FINANCIAL CONSULATE
CRD#: 106898
Address: 11019 Mccormick Road Suite 200, Hunt Valley, MD 21031
Clients: 799
Average Clients per Advisor: 79
AUM: $ 590M
VSM WEALTH ADVISORY, LLC
CRD#: 313717
Address: 11350 Mccormick Road Executive Plaza I, Suite 300, Hunt Valley, MD 21031
Clients: 466
Average Clients per Advisor: 93
AUM: $ 421M
How We Chose the Top Financial Advisors in Hunt Valley, Maryland
To create this list of top financial advisor firms in Hunt Valley, 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 Hunt Valley has to offer.
Search Financial Advisors in Hunt Valley, Maryland
John W Holtzman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Stephen Michael Goldstein
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Ronald W. Mitcherling
Registered Affiliation(s):MORGAN STANLEY
Richard Allen Keetley
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Traci Lee Mitchell
Registered Affiliation(s):MORGAN STANLEY
Eric David Brann
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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