Find a Financial Advisor in Baltimore, MD

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in Baltimore, MD.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best Baltimore Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Baltimore, MD


  • Financial Advisor Close to Baltimore, MD

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Baltimore, MD


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Baltimore, MD

We evaluated over 13,000 RIA firms to bring you the best of the best Baltimore financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is Baltimore, MD?

  • Population: 609,032
  • % of Population 62 Years and Over: 17.2%
  • Average Home Value: $172,300
  • Average Monthly Housing Cost: $1,113
  • Average Household Income: $74,246
  • Maryland Total Tax Burden: 9.32% (12th Highest in U.S.)
  • Maryland Property Tax: 2.67% (20th Lowest in U.S.)
  • Maryland Individual Income Tax: 3.89% (3rd Highest in U.S.)
  • Maryland Sales and Excise Tax: 2.76% (10th Lowest in U.S.)



The Top Financial Advisor Firms in Baltimore, MD

 

BROWN CAPITAL MANAGEMENT, LLC

Website

(410) 837-3234

1201 N Calvert St

Baltimore, MD 21202

SEC#: 801-19287
Years in Business: 38 years

BROWN ADVISORY

Website

(410) 537-5400

901 South Bond Street
Suite 400
Baltimore, MD 21231

SEC#: 801-38826
Years in Business: 30 years

LASALLE INVESTMENT MANAGEMENT SECURITIES

Website

(410) 878-4800

100 East Pratt Street
20th Floor
Baltimore, MD 21202

SEC#: 801-48201
Years in Business: 27 years

PNC REALTY INVESTORS, INC.

Website

(410) 237-5309

One East Pratt Street
5th Floor
Baltimore, MD 21202

SEC#: 801-66625
Years in Business: 15 years

PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC

Website

(215) 564-5750

1411 Clarksview Road

Baltimore, MD 21209

SEC#: 801-112861
Years in Business: 3 years

ACCESS HOLDINGS MANAGEMENT COMPANY LLC

Website

(443) 836-6931

6 East Eager St.

Baltimore, MD 21202

SEC#: 801-114018
Years in Business: 3 years

PNC CAPITAL ADVISORS LLC

Website

(410) 237-5309

One East Pratt Street
Fifth Floor - East
Baltimore, MD 21202

SEC#: 801-70684
Years in Business: 12 years

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

Website

(410) 413-2600

2850 Quarry Lake Drive

Baltimore, MD 21209

SEC#: 801-64244
Years in Business: 16 years

BUTTONWOOD FINANCIAL ADVISORS, INC.

Website

(410) 988-2391

509 S. Exeter Street, Suite 500

Baltimore, MD 21202

SEC#: 801-118433
Years in Business: 1 years

 


Baltimore, MD Financial Advisor FAQs

Yes. A financial advisor can be helpful when it comes to prioritizing your investments, especially if you are unsure about what to choose or where to invest your money. Financial advising is like life coaching in that they help you chart a course for the future and make decisions in line with achieving your goals.
Finding a CFP is easy these days. The NAPFA website has recently launched an online Find-a-Planner tool where you can search by location and adviser category for professionals in your area.
Financial advisors work with their clients to create a comprehensive financial plan to suit their current goals and long-term objectives.
The cost of a financial advisor varies on several things, including the number of hours he or she puts into your work, how much money is in your portfolio, and what products he or she advises you to invest in.