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FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Maryland.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

900 financial advisors214 advisory firms40 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

214 advisory firmsCompare public facts. Verify experience directly.
900 financial advisors214 advisory firms40 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

&WEALTH PARTNERSCRD 149136

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1 NORTH WEALTH SERVICES, LLCCRD 115948

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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1919 INVESTMENT COUNSEL, LLCCRD 133370

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A. J. PERRY & CO.CRD 107041

Advisory firm

Filed advisory firm office: Towson, MD

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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A.G. CAMPBELL ADVISORY, LLCCRD 162150

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Corporations or other businessesHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ABR CAPITAL PARTNERS, LLCCRD 152121

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: REAL ESTATE ADVISORY SERVICESPortfolio management for pooled investment vehicles (other than investment companies)Selection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCESS HOLDINGS MANAGEMENT COMPANY LLCCRD 297197

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ACCORDANT ADVISORY GROUP, INC.CRD 117474

Advisory firm

Filed advisory firm office: Annapolis, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ADAMS DIVERSIFIED EQUITY FUND, INC.CRD 281263

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ADAMS FUNDS ADVISERSCRD 226613

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ADVISORS PREFERRED LLCCRD 157980

Advisory firm

Filed advisory firm office: Rockville, MD

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVISORSHARESCRD 149782

Advisory firm

Filed advisory firm office: Bethesda, MD

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ADVOCATE INVESTING SERVICESCRD 273035

Advisory firm

Filed advisory firm office: Woodbine, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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AEGIS WEALTHCRD 134429

Advisory firm

Filed advisory firm office: Bethesda, MD

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALBION RIVERCRD 322098

Advisory firm

Filed advisory firm office: Rockville, MD

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALLIANCE PARTNERS LLCCRD 157700

Advisory firm

Filed advisory firm office: Chevy Chase, MD

Filed firm type: Registered

Banking or thrift institutionsEducational seminars/workshopsOther: IDENTIFY AND REFER CREDIT ASSETS TO BANKING INSTITUTIONS.Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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ALPHA DNA INVESTMENT MANAGEMENTCRD 288198

Advisory firm

Filed advisory firm office: Columbia, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Other investment advisersPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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AMERICAN FINANCIAL MANAGEMENT, LTD.CRD 111016

Advisory firm

Filed advisory firm office: Owings Mills, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ARLINGTON CAPITAL PARTNERSCRD 160265

Advisory firm

Filed advisory firm office: Bethesda, MD

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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ARMSTRONG DIXONCRD 168345

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

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Questions for your first advisor meeting

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Check financial advisor credentials

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