3,768 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 31 - 40 of 3,768 top financial advisors.

Carrie E. Beren

CRD#: 5503753

Wbh Advisory, Inc.

1829 Reisterstown Road, Suite 225, Baltimore, MD 21208

Carrie Beren (CRD# 5503753) is an Investment Advisor Representative working at Wbh Advisory, Inc. in Baltimore, MD and has over 15 years of experience in the finance industry. Carrie Beren 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.

Scott F. Bertozzi

CRD#: 2731185

Charles Street Asset Management, Inc.

Baltimore, MD

Scott Bertozzi (CRD# 2731185) is an Investment Advisor Representative working at Charles Street Asset Management, Inc. in Baltimore, MD and has over 27 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.

Philip J. Biedronski

CRD#: 6159398

Rising Tide Financial Solutions LLC

Baltimore, MD

Philip Biedronski (CRD# 6159398) is an Investment Advisor Representative working at Rising Tide Financial Solutions LLC in Baltimore, MD and has over 9 years of experience in the finance industry. Philip Biedronski 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.

Thomas M. Black

CRD#: 6405752

Brown Advisory

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

Thomas Black (CRD# 6405752) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 8 years of experience in the finance industry.

Larry E. Bloomer

CRD#: 1067451

Lpl Financial LLC

3401 Eastern Ave., Baltimore, MD 21224

Larry Bloomer (CRD# 1067451) is an Investment Advisor Representative working at Lpl Financial LLC in Baltimore, MD and has over 26 years of experience in the finance industry.

Patrick Bollinger

CRD#: 6754992

Wpg Financial Group, LLC

3600 O'donnell Street, Suite 860, Baltimore, MD 21224

Patrick Bollinger (CRD# 6754992) is an Investment Advisor Representative working at Wpg Financial Group, LLC in Baltimore, MD and has over 4 years of experience in the finance industry.

Christopher G. Bolton

CRD#: 5655577

Bolton Investment

36 South Charles Street, Suite 1000, Baltimore, MD 21201

Christopher Bolton (CRD# 5655577) is an Investment Advisor Representative working at Bolton Investment in Baltimore, MD and has over 4 years of experience in the finance industry.

David M. Bonnichsen

CRD#: 6021950

Phoenix Financial Engineering, LLC

Baltimore, MD

David Bonnichsen (CRD# 6021950) is an Investment Advisor Representative working at Phoenix Financial Engineering, LLC in Baltimore, MD and has over 11 years of experience in the finance industry.

John M. Borth

CRD#: 2179293

Truist Advisory Services, Inc.

120 E Baltimore St, Fl 32, Baltimore, MD 21202

John Borth (CRD# 2179293) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Baltimore, MD and has over 31 years of experience in the finance industry.

Christina L. Boyer

CRD#: 5914297

Merrill Lynch, Pierce, Fenner & Smith Incorporated

100 International Dr, Baltimore, MD 21202

Christina Boyer (CRD# 5914297) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 11 years of experience in the finance industry.

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There are 606 licensed financial advisors in Baltimore, MD with an average of 16 years industry experience. Of these, 61 hold the Chartered Financial Analyst (CFA) designation, and 128 hold the Certified Financial Planner (CFP) designation.

There are 63 financial advisor firms headquartered in Baltimore, MD with approximately 1,913,159 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.

$1,506,538,334,571

T.rowe Price Investment Management, Inc.

$165,475,690,648

Brown Advisory

$98,298,071,437

Pnc Capital Advisors LLC

$34,265,560,279

Technomart Rga Inc.

$23,252,423,810

Firm

Total Advisors

Facet

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ubs Financial Services Inc.

Lpl Financial LLC

Morgan Stanley

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.