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 1 - 10 of 4,577 top financial advisors.

Jeffrey M. Judge

CRD#: 5903701

Msi Financial Services, Inc.

8140 Corporate Drive, Suite 300, Baltimore, MD 21236

103

Wealthminder

score

Jeffrey Judge (CRD# 5903701) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Baltimore, MD and has over 5 years of experience in the finance industry. Jeffrey Judge 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 putclients' interests first and comply with the Financial Planning Practice Standards.

Theodore J. Kuczarski

CRD#: 5262431

Northwestern Mutual Investment Services,llc

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

103

Wealthminder

score

Theodore Kuczarski (CRD# 5262431) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Baltimore, MD and has over 9years of experience in the finance industry.

Benjamin M. Waller

CRD#: 5704581

Wbh Advisory, Inc.

1777 Reisterstown Road, Suite 295-b, Baltimore, MD 21208

103

Wealthminder

score

Benjamin Waller, CFA, CFP® (CRD# 5704581) is an Investment Advisor Representative working at WBH Advisory, Inc., in Baltimore, MD and has over 9 years of experience in the finance industry.

Gregory A. Bitz

CRD#: 2807121

Wbh Advisory, Inc.

1777 Reisterstown Road, Suite 295-B, Baltimore, MD 21208

101

Wealthminder

score

Gregory Bitz (CRD# 2807121) is an Investment Advisor Representative working at Wagner Bowman Management Corp in Chevy Chase, MD and has over 19 years of experience in the finance industry. Gregory Bitz 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 putclients' interests first and comply with the Financial Planning Practice Standards.

Nicholas N. Petrelli

CRD#: 5692956

Maryland Capital Management, LLC

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

101

Wealthminder

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Nicholas Petrelli (CRD# 5692956) is an Investment Advisor Representative working at Maryland Capital Management, LLC in Baltimore, MD and has over 6 years of experience in the finance industry.

Christopher Glotzbach

CRD#: 2338880

Morgan Stanley

650 South Exeter Street, Baltimore, MD 21202

100

Wealthminder

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Christopher Glotzbach (CRD# 2338880) is an Investment Advisor Representative working at Morgan Stanley in Baltimore, MD and has over 24 years of experience in the finance industry.

P.J. Pearlstone

CRD#: 5742586

Ubs Financial Services Inc.

500 East Pratt Street, Baltimore, MD 21202

100

Wealthminder

score

P.J. Pearlstone (CRD# 5742586) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 7 years of experience in the finance industry.

Jeffrey W. Link

CRD#: 3271873

Wells Fargo Advisors Financial Network, LLC

401 E Pratt St, Ste 2341, Fl 23, Baltimore, MD 21202

Wealthminder

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Jeffrey Link (CRD# 3271873) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Baltimore, MD and has over 17 years of experience in the finance industry.

Jeremy J. Reed

CRD#: 5929998

Ubs Financial Services Inc.

500 East Pratt Street, Baltimore, MD 21202

Wealthminder

score

Jeremy Reed (CRD# 5929998) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Baltimore, MD and has over 7 years of experience in the finance industry.

Olukayode O. Aje

CRD#: 4599246

Brown Capital Management, LLC

1201 N Calvert St, Baltimore, MD 21202

Wealthminder

score

Olukayode Aje (CRD# 4599246) is an Investment Advisor Representative working at Brown Capital Management, LLC in Baltimore, MD and has over 15 years of experience in the finance industry.

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There are 1,062 licensed financial advisors in Baltimore, MD with an average of 17 years industry experience. Of these, 68 hold the Chartered Financial Analyst (CFA) designation, and 76 hold the Certified Financial Planner (CFP) designation.

There are 0 financial advisor firms headquartered in Baltimore, MD with approximately 0 million in assets under management.

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A chart displaying advisor experience in years.

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.