Financial Advisors in Maryland
Browse 264 financial advisors in Maryland — page 1 of 6.
&wealth partners
baltimore, MD
1 north wealth services, llc
annapolis, MD
1919 investment counsel, llc
baltimore, MD
a. j. perry & co.
towson, MD
a.g. campbell advisory, llc
baltimore, MD
abr capital partners, llc
baltimore, MD
abrams bison investments, l.l.c.
bethesda, MD
access holdings management company llc
baltimore, MD
accordant advisory group, inc.
annapolis, MD
adams diversified equity fund, inc.
baltimore, MD
adams funds advisers
baltimore, MD
advisors preferred llc
rockville, MD
advisorshares
bethesda, MD
advocate investing services
woodbine, MD
aegis wealth
bethesda, MD
albion river
rockville, MD
alliance partners llc
chevy chase, MD
alpha dna investment management
columbia, MD
alpha ev, llc
towson, MD
american financial management, ltd.
owings mills, MD
arlington capital partners
bethesda, MD
armstrong dixon
baltimore, MD
arrow investment advisors, llc
laurel, MD
artemis real estate partners
chevy chase, MD
arthur stein financial, llc
bethesda, MD
asb capital management llc
bethesda, MD
asset strategy consultants llc
hunt valley, MD
atcap partners, llc
rockville, MD
atlantica ventures management llc
college park, MD
augment infrastructure managers advisory llc
chevy chase, MD
awani capital management lp
fulton, MD
baltimore-washington financial advisors
columbia, MD
bay harbor wealth management, llc
hunt valley, MD
beacon investment advisors llc
gaithersburg, MD
berman mcaleer
timonium, MD
bestgate wealth advisors, llc
frederick, MD
billings capital management llc
bethesda, MD
bireme capital, llc
rockville, MD
black diamond financial, llc
lutherville, MD
blauvelt capital advisors llc
chevy chase, MD
blue curve advisory, llc
towson, MD
blue marlin holdco llc
bethesda, MD
blue sparrow funds gp llc
bethesda, MD
blueprint wealth management inc.
ellicott city, MD
bluestone® financial advisors, llc
bethesda, MD
bnb wealth mangagement, llc
silver spring, MD
bolton investment
towson, MD
bontempo ohly capital management, llc
bethesda, MD
Frequently Asked Questions
How much does a financial advisor cost in Maryland?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.