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: 2,165
Average Clients per Advisor: 40
AUM: $ 24.0B
D.F. DENT AND COMPANY, INC.
CRD#: 105179
Address: 400 East Pratt Street 7th Floor, Baltimore, MD, 21202-3127
Clients: 148
Average Clients per Advisor: 9
AUM: $ 8.6B
FACET
CRD#: 285961
Address: 400 East Pratt Street 8th Floor, Baltimore, MD 21202
Clients: 10,684
Average Clients per Advisor: 169
AUM: $ 4.8B
WBH ADVISORY, INC.
CRD#: 105289
Address: 1829 Reisterstown Road, Suite 225, Baltimore, MD 21208
Clients: 339
Average Clients per Advisor: 30
AUM: $ 1.5B
CHAPIN, DAVIS
CRD#: 28116
Address: 1411 Clarkview Road, Baltimore, MD 21209
Clients: 474
In Business for: 35 Years
Average Clients per Advisor: 20
AUM: $ 539M
Disclosures: 11
&WEALTH PARTNERS
CRD#: 149136
Address: 1629 Thames Street Suite 300, Baltimore, MD 21231
Clients: 32
Average Clients per Advisor: 10
AUM: $ 471M
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
Gary Stuart Williams
Lawrence Nelson Leitch
Eric Duranta Bailey
Martha Nash Crocker
Kevin Ryan Bell
Richard Wayne Schaeffer
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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