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Financial advisory firms
in Baltimore, MD.

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

262 financial advisors35 advisory firms1 city

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

35 advisory firmsCompare public facts. Verify experience directly.
262 financial advisors35 advisory firms1 city

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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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.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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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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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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BOOSTER, LLCCRD 314629

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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BROWN ADVISORYCRD 110181

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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BROWN CAPITAL MANAGEMENT, LLCCRD 105633

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInsurance companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CAMPBELL & COMPANY INVESTMENT ADVISER LLCCRD 134332

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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CHAPIN DAVIS ASSET MANAGEMENTCRD 28116

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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CROMWELL FUNDSCRD 314411

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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D.F. DENT AND COMPANY, INC.CRD 105179

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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ECOSYSTEM INVESTMENT PARTNERS, LLCCRD 165149

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
View profile
Public source record; verify directly
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLCCRD 145420

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FOUNDRY WEALTH ADVISORS, LLCCRD 300794

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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GREENHOUSE FUNDS LLLPCRD 169840

Advisory firm

Filed advisory firm office: Baltimore, MD

Filed firm type: Registered

Investment companiesPooled investment vehicles (other than ICs)State or municipal government entitiesPortfolio 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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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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