Baltimore-washington Financial Advisors

Baltimore-washington Financial Advisors (CRD# 159388) is a financial advisory firm headquartered in Columbia, MD. They manage $453,077,512 in 502 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    453
    MILLION
  • Total Number of Accounts
    502
    ACCOUNTS
  • Average Account Value
    $902,545
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, IL, MD, NC, OH, PA, SC, TX, VA, WV

Financial Advisors at Baltimore-washington Financial Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Thad J. Ismart
CRD#: 5049683
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
96
Wealthminder
score

Thad Ismart (CRD# 5049683) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 11 years of experience in the finance industry. Thad Ismart 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.

2
Joseph A. Caputo
CRD#: 5118602
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
93
Wealthminder
score

Joseph Caputo (CRD# 5118602) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 11 years of experience in the finance industry.

3
Townsend Hornor
CRD#: 1931872
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
93
Wealthminder
score

Townsend Hornor (CRD# 1931872) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 19 years of experience in the finance industry.

4
Joseph U. Manfredi
CRD#: 1882511
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
93
Wealthminder
score

Joseph Manfredi (CRD# 1882511) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 29 years of experience in the finance industry.

5
Robert L. Williams
CRD#: 1245764
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
93
Wealthminder
score

Robert Williams (CRD# 1245764) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 21 years of experience in the finance industry.

6
John C. Kelly
CRD#: 2939947
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
90
Wealthminder
score

John Kelly (CRD# 2939947) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has 1 year of experience in the finance industry. John Kelly 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.

7
Philip H. Weiss
CRD#: 4619842
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
90
Wealthminder
score

Philip Weiss (CRD# 4619842) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has 1 year of experience in the finance industry.

8
Robert G. Carpenter
CRD#: 1992563
5950 Symphony Woods Rd., Suite 600, Columbia, MD 21044
88
Wealthminder
score

Robert Carpenter (CRD# 1992563) is an Investment Advisor Representative working at Baltimore-washington Financial Advisors in Columbia, MD and has over 28 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.