3,361 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 41 - 50 of 3,361 top financial advisors.

FEATURED FINANCIAL ADVISOR Nicholas A. Ibello

CRD#: 5820593

Commonwealth Financial Network

8850 Columbia 100 Parkway, Suite 204, Columbia, MD 21045

106

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Selecting a skilled financial advisor—a relationship that will potentially last a lifetime—is an important decision.

You will work closely with your financial advisor throughout life’s greatest moments as well as most difficult times to reach goals that you likely have set in motion decades before they come to fruition. We understand this is a significant decision for you and your family.

With multiple CERTIFIED FINANCIAL PLANNER ™ practitioners on staff, and our partnership with the award-winning broker/dealer, Commonwealth Financial Network®, you have a team of distinguished, credentialed,...

Samuel S. Hoyle

CRD#: 827437

Nfp Advisor Services, LLC

1104 Kenilworth Drive, Suite 402, Baltimore, MD 21204

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Samuel Hoyle (CRD# 827437) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Baltimore, MD and has over 37 years of experience in the finance industry.

David B. Hunter

CRD#: 2426781

Brown Advisory

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

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David Hunter (CRD# 2426781) is an Investment Advisor Representative working at Brown Advisory in Baltimore, MD and has over 15 years of experience in the finance industry.

Scott C. Iodice

CRD#: 1820358

Northwestern Mutual Investment Services,llc

111 S Calvert St, Ste 2500, Baltimore, MD 21202

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Scott Iodice (CRD# 1820358) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baltimore, MD and has over 27 years of experience in the finance industry. Scott Iodice 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.

Sean A. Kelly

CRD#: 1449485

Nfp Advisor Services, LLC

555 Fairmount Avenue, 6th Floor, Baltimore, MD 21286

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Sean Kelly (CRD# 1449485) is an Investment Advisor Representative working at Nfp Advisor Services, LLC in Baltimore, MD and has over 30 years of experience in the finance industry.

Wayne T. Lavallee

CRD#: 2801169

Ubs Financial Services Inc.

500 East Pratt Street, Baltimore, MD 21202

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Wayne Lavallee (CRD# 2801169) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 20 years of experience in the finance industry. Wayne Lavallee 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.

Eric P. Levine

CRD#: 1738597

H. Beck, Inc.

Baltimore, MD

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Eric Levine (CRD# 1738597) is an Investment Advisor Representative working at H. Beck, Inc. in Baltimore, MD and has over 26 years of experience in the finance industry. Eric Levine 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.

Douglass W. List

CRD#: 2867421

31moorgate, Inc.

Baltimore, MD

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Douglass List (CRD# 2867421) is an Investment Advisor Representative working at 31moorgate, Inc. in Baltimore, MD and has over 20 years of experience in the finance industry.

Michael D. Little

CRD#: 4724099

Ggm Wealth Advisors

36 South Charles Street, 18th Floor, Baltimore, MD 21201

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Michael Little (CRD# 4724099) is an Investment Advisor Representative working at Ggm Wealth Advisors in Baltimore, MD and has over 12 years of experience in the finance industry. Michael Little 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.

Jonathan B. Lowenberg

CRD#: 2761155

Variphase Financial Partners, LLC

710 S Ann Street, Suite 300, Baltimore, MD 21231

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Jonathan Lowenberg (CRD# 2761155) is an Investment Advisor Representative working at Variphase Financial Partners, LLC in Baltimore, MD and has over 20 years of experience in the finance industry. Jonathan Lowenberg 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.

Mark S. Lupo

CRD#: 5361950

Northwestern Mutual Investment Services,llc

111 S Calvert St, Ste 2500, Baltimore, MD 21202

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Mark Lupo (CRD# 5361950) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baltimore, MD and has over 9 years of experience in the finance industry. Mark Lupo 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.

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There are 961 licensed financial advisors in Baltimore, MD with an average of 16 years industry experience. Of these, 45 hold the Chartered Financial Analyst (CFA) designation, and 59 hold the Certified Financial Planner (CFP) designation.

There are 81 financial advisor firms headquartered in Baltimore, MD with approximately 925,376 million in assets under management.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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A chart displaying advisor experience in years.

Firm

Total Assets Under Management

T. Rowe Price Associates, Inc.

$755,955,008,121

Brown Advisory

$41,853,418,766

Pnc Capital Advisors LLC

$41,592,474,446

Wilmington Trust Investment Advisors, Inc.

$20,455,672,299

Lasalle Investment Management Securities

$13,514,524,919

Firm

Total Advisors

Morgan Stanley

157

Wells Fargo Advisors, LLC

Merrill Lynch, Pierce, Fenner & Smith Incorporated

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.