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: 530
Average Clients per Advisor: 12
AUM: $ 3.8B
FOUNDERS FINANCIAL SECURITIES LLC
CRD#: 137945
Address: 1026 Cromwell Bridge Road Suite 100, Towson, MD 21286
Clients: 8,036
In Business for: 21 Years
Average Clients per Advisor: 87
AUM: $ 3.3B
Disclosures: 1
RED OAK FINANCIAL GROUP
CRD#: 166912
Address: 403 Allegheny Avenue, Towson, MD 21204
Clients: 565
Average Clients per Advisor: 80
AUM: $ 837M
SFG WEALTH MANAGEMENT
CRD#: 285785
Address: 1104 Kenilworth Drive Suite 500, Towson, MD 21204
Clients: 619
Average Clients per Advisor: 61
AUM: $ 760M
OLIVER WEALTH MANAGEMENT
CRD#: 314867
Address: 901 Dulaney Valley Road Suite 701, Towson, MD 21204
Clients: 488
Average Clients per Advisor: 122
AUM: $ 298M
CHESAPEAKE FINANCIAL ADVISORS
CRD#: 120139
Address: 401 Jefferson Avenue, Towson, MD 21286
Clients: 178
Average Clients per Advisor: 22
AUM: $ 264M
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
Gary Stuart Williams
Registered Affiliation(s):WILLIAMS ASSET MANAGEMENT
John W Holtzman
Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK
Joseph Elroy Snouffer
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Ronald W. Mitcherling JR
Registered Affiliation(s):MORGAN STANLEY
Richard Allen Keetley
Registered Affiliation(s):JANNEY MONTGOMERY SCOTT LLC
Stephen Michael Goldstein
Registered Affiliation(s):RBC CAPITAL MARKETS, 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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