Top Financial Advisors in Towson, Maryland
Finding the right financial advisor in Towson 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 Towson, 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 Towson, MD.
Find the Best Financial Advisor Firms in Towson:
GREENSPRING ADVISORS, LLC
CRD#: 132669
Address: One West Pennsylvania Avenue Suite 500, Towson, MD 21204
Clients: 463
Average Clients per Advisor: 17
AUM: $ 6.0B
WMS PARTNERS, LLC
CRD#: 109971
Address: Towson City Center 1 Olympic Place 8th Floor, Towson, MD, 21204
Clients: 97
Average Clients per Advisor: 2
AUM: $ 5.2B
FOUNDERS FINANCIAL SECURITIES LLC
CRD#: 137945
Address: 1026 Cromwell Bridge Road Suite 100, Towson, MD 21286
Clients: 7,434
In Business for: 22 Years
Average Clients per Advisor: 75
AUM: $ 2.3B
Disclosures: 1
RED OAK FINANCIAL GROUP
CRD#: 166912
Address: 403 Allegheny Avenue, Towson, MD 21204
Clients: 581
Average Clients per Advisor: 83
AUM: $ 590M
SFG WEALTH MANAGEMENT
CRD#: 285785
Address: 1104 Kenilworth Drive Suite 500, Towson, MD 21204
Clients: 579
Average Clients per Advisor: 48
AUM: $ 442M
L. K. BENSON & COMPANY, P.C.
CRD#: 107908
Address: 1107 Kenilworth Drive Suite 302, Towson, MD 21204-2186
Clients: 27
Average Clients per Advisor: 13
AUM: $ 258M
How We Chose the Top Financial Advisors in Towson, Maryland
To create this list of top financial advisor firms in Towson, 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 Towson has to offer.
Search Financial Advisors in Towson, Maryland
Mark James Leach
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Aaron Tsukasa Troup
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Richard George Mohelski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Li-wen Kang
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Adam Michael Grzybowski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Larry Robert Lavorini
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Frank William Dingle
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
John Howard Sutton
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Matthew Richard Dunphy
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Robert Louis Cardoni
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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
John Walter Jilek
Registered Affiliation(s):EDWARD JONES
Gregory Michael Buchinski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
Craig Dominic Flury
Registered Affiliation(s):MORGAN STANLEY
Scott Craig Falkowitz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Paul Chisholm
Registered Affiliation(s):EDWARD JONES
Roger Warren Moore
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Lionel Anthony Desbordes II
Registered Affiliation(s):EDWARD JONES
Shawn Justin Halsey
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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