4,577 Financial Advisors in Baltimore, MD

Wealthminder helps to connect individuals seeking financial advice with licensed financial advisors in Baltimore, MD. Whether you are seeking help with financial planning, retirement planning, investment management, tax planning, or another area, Wealthminder can help you to find and connect with the right financial advisor for you. Use the filters below to search for financial advisors by location, compensation method, or financial industry designation. When you find an advisor with whom you would like to speak, click the blue contact button to connect with them.

Showing 11 - 20 of 4,577 top financial advisors.

Kathleen M. Anderson

CRD#: 2811096

Clearbridge Investments

100 International Drive, Baltimore, MD 21202

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Kathleen Anderson (CRD# 2811096) is an Investment Advisor Representative working at Clearbridge Investments in Baltimore, MD and has over 19 years of experience in the finance industry. Kathleen Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Gregory P. Armstrong

CRD#: 4837579

Armstrong Dixon

1500 Sulgrave Ave, Baltimore, MD 21209

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Gregory Armstrong (CRD# 4837579) is an Investment Advisor Representative working at Armstrong Dixon in Baltimore, MD and has over 12 years of experience in the finance industry. Gregory Armstrong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Frank A. Aversa

CRD#: 2205006

M&t Securities, Inc.

Belvedere, 5910 York Rd., Baltimore, MD 21212

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Frank Aversa (CRD# 2205006) is an Investment Advisor Representative working at M&t Securities, Inc. in Baltimore, MD and has over 25 years of experience in the finance industry.

Richard M. Bernstein

CRD#: 1220393

Brown Advisory

901 South Bond Street, Suite 400, Baltimore, MD 21231

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Richard Bernstein (CRD# 1220393) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 34 years of experience in the finance industry.

Scott F. Bertozzi

CRD#: 2731185

Charles Street Asset Management, Inc.

5 E. Franklin St., Suite 200, Baltimore, MD 21202

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Scott Bertozzi (CRD# 2731185) is an Investment Advisor Representative working at Charles Street Asset Management, Inc. in Baltimore, MD and has over 21 years of experience in the finance industry. Scott Bertozzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Stephanie G. Bigwood

CRD#: 735422

Goldsborough Capital Management, LLC

Baltimore, MD

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Stephanie Bigwood (CRD# 735422) is an Investment Advisor Representative working at Goldsborough Capital Management, LLC in Baltimore, MD and has over 28 years of experience in the finance industry. Stephanie Bigwood has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

John F. Blair

CRD#: 2367844

Maryland Capital Management, LLC

800 North Charles Street, Suite 500, Baltimore, MD 21201

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John Blair (CRD# 2367844) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 24 years of experience in the finance industry. John Blair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

William M. Brandenburg

CRD#: 4024057

Advice And Planning Services

1410 Clarkview Road, Baltimore, MD 21209

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William Brandenburg (CRD# 4024057) is an Investment Advisor Representative working at Advice And Planning Services in Baltimore, MD and has over 18 years of experience in the finance industry. William Brandenburg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Robert D. Budde

CRD#: 4531642

M&t Securities, Inc.

Fixed Income Capital Markets, 25 South Charles Street, Baltimore, MD 21201

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Robert Budde (CRD# 4531642) is an Investment Advisor Representative working at M&t Securities, Inc. in Baltimore, MD and has over 15 years of experience in the finance industry. Robert Budde has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Donna A. Cameron

CRD#: 1328597

Cetera Advisor Networks LLC

Baltimore, MD

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Donna Cameron (CRD# 1328597) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Baltimore, MD and has over 19 years of experience in the finance industry.

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There are 1,063 licensed financial advisors in Baltimore, MD with an average of 16 years industry experience. Of these, 67 hold the Chartered Financial Analyst (CFA) designation, and 76 hold the Certified Financial Planner (CFP) designation.

There are 77 financial advisor firms headquartered in Baltimore, MD with approximately 980,141 million in assets under management.

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A chart displaying advisor experience in years.

Firm

Total Assets Under Management

T. Rowe Price Associates, Inc.

$801,801,506,654

Pnc Capital Advisors LLC

$48,658,556,114

Brown Advisory

$43,338,747,333

Wilmington Trust Investment Advisors, Inc.

$19,945,096,110

Lasalle Investment Management Securities

$13,937,105,875

Firm

Total Advisors

Morgan Stanley

173

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wells Fargo Clearing Services, LLC

Ubs Financial Services Inc.

Brown Advisory

Before you hire a financial advisor

Some things to think about when hiring a financial advisor in Baltimore, MD

When do you need to hire a financial advisor in Baltimore, MD ?

There are no legal requirements in Baltimore requiring individuals to use a financial advisor. However, that doesn't mean it isn't a good idea. The decision to hire a financial advisor or not ultimately comes down to three primary criteria: expertise, time and money.

Managing all aspects of your finances is far from simple. Top financial advisors spend years studying and passing exams to become experts at their craft, and while not required, be on the look-out for certain designations like CFP, CFA and ChFC when considering advisors. They let you know that an independent authority has validated the advisor's expertise in the areas covered by the certification.

Managing your finances is time-consuming. You should consider carefully whether this is where you want to spend your free time. If not, Wealthminder can help you easily find a Baltimore, MD financial advisor to meet your needs.

Hiring a financial advisor is not free. However, a great financial advisor should be able to articulate the value you will receive from their services and should over the long run pay for their fees many times over. Spend some time thinking about the long-term cost of not hiring an advisor instead of only looking at the short-term costs / fees.

How important is licensing for financial advisors in Maryland ?

Financial advisors in Baltimore, MD are required to register with the SEC, the state or both. Wealthminder's directory only contains advisors who are properly registered as Independent Advisor Representatives (IARs) and this information is updated on a periodic basis.

The rules for becoming an IAR vary by state, but advisors have to pass some combination of the following 3 exams before they can register: Series 63, Series 65 and Series 66.

Never hire an advisor who isn't properly registered with the regulators as they are not legally allowed to provide financial advice.

Wealthminder also keeps track of complaints people register with the regulators and you can find this information on every advisor's page.

You should get several bids before hiring a financial advisor

Before hiring a Baltimore, MD financial advisor, be sure to get at least 3 detailed proposals. Quality financial advisors will take the time to explain their proposal, detailing both what they will do for you and how you will be charged. Be wary of an abnormally low proposal, they are not worth the risk. These underpriced proposals often come with hidden fees or sub-par advice. Choose an advisor you trust and can clearly communicate with. Wealthminder has made the proposal process extremely simple (and free). Just click here to get started.

Why you should hire an advisor through Wealthminder?

Wealthminder is here to make the process simple and transparent for you. You take a few minutes of your time to describe what you want help with. We then pass your request on to the advisors in our network. If they are interested in your business, they will respond with an initial proposal. You then compare the proposals, ask follow-up questions, hold an initial consultation with the advisors whose proposals you like and ultimately hire the one that best meets your needs.

To participate in the proposal process, advisors must be legal fiduciaries (this means they have to look out for your best interest), agree to submit fee-only proposals (no kick-backs on the investment products they recommend) with the exception of insurance (because insurance can currently only be sold on commission) and have no black-marks with the regulators.

Financial recourse when hiring an advisor in Maryland

Maryland does offer recourse to investors if a relationship with an advisor goes wrong. Each state has a different means for filing a complaint and a simple google search should point you in the right direction.

In addition, you can also file a complaint with the SEC or FINRA.