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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:

G10 LLC

CRD#: 322876

RIA

Address: 217 International Circle, Hunt Valley, MD 21030

AUM: $ 4.3B

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VERDENCE CAPITAL ADVISORS, LLC

CRD#: 288512

RIA

Address: 50 Schilling Road Suite 300, Hunt Valley, MD 21031

Clients: 956

Average Clients per Advisor: 34

AUM: $ 3.9B

CORNERSTONE ADVISORY

CRD#: 142359

RIA

Address: 211 Old Padonia Road, Hunt Valley, MD 21030

Clients: 401

Average Clients per Advisor: 50

AUM: $ 2.0B

FINANCIAL CONSULATE

CRD#: 106898

RIA

Address: 11019 Mccormick Road Suite 200, Hunt Valley, MD 21031

Clients: 578

Average Clients per Advisor: 48

AUM: $ 930M

MARATHON CAPITAL MANAGEMENT

CRD#: 119416

RIA

Address: 4 North Park Drive Suite 106, Hunt Valley, MD 21030-1806

AUM: $ 694M

THE JUNK INVESTMENT GROUP

CRD#: 104619

RIA

Address: 307 International Circle Suite 540, Hunt Valley, MD 21030-1439

Clients: 156

Average Clients per Advisor: 78

AUM: $ 527M

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


Name or CRD#
Location:
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Alyssum Mae Keefer
AdvisorCheck Check Mark

Alyssum Mae Keefer

Alyssum M Staner, Alyssum Mae Staner
IAR
RR
CRD#: 5220956
AIF®: Accredited Investment Fiduciary
Location:
York, PA 17408
Company:
JANNEY MONTGOMERY SCOTT LLC
Disclosures:
Experience:
18 years
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Kevin Joel Smith
AdvisorCheck Check Mark

Kevin Joel Smith

IAR
RR
CRD#: 4422934
AIF®: Accredited Investment FiduciaryCFA: Chartered Financial AnalystCFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
York, PA 17408
Company:
JANNEY MONTGOMERY SCOTT LLC
Disclosures:
Experience:
24 years
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Brian Scott Mckinney
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Brian Scott Mckinney

IAR
CRD#: 6661521
CFP®: Certified Financial Planner
Location:
Columbia, MD 21045
Company:
COMMONWEALTH FINANCIAL NETWORK
Disclosures:
Experience:
9 years
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Gary Stuart Williams
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Gary Stuart Williams

IAR
CRD#: 2470323
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Columbia, MD 21045
Company:
COMMONWEALTH FINANCIAL NETWORK
Disclosures:
Experience:
31 years
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Scarlet Rose Worden

Scarlet Rose Worden

Charles Q Worden, Scarlet Q Worden, Charles Worden, Chip Worden
IAR
RR
CRD#: 6327945
CFP®: Certified Financial Planner
Location:
Baltimore, MD
Company:
STRATEGIC ADVISERS LLC
Disclosures:
Experience:
9 years
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Melinda Boyd

Melinda Boyd

Melinda Lynne Boyd, Melinda Lynne Torres
IAR
RR
CRD#: 6251994
Location:
Virginia Beach, VA 23462
Company:
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Disclosures:
Experience:
10 years
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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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