Top 10 financial advisors in Maryland
We've curated a list of the best financial advisors in Maryland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $84,926,233,411 Number of advisors 629 advisors | |||
| 2 | Assets under management $34,265,560,279 Number of advisors 154 advisors | |||
| 3 | Assets under management $32,026,434,099 Number of advisors 103 advisors | |||
| 4 | Assets under management $27,057,564,881 Number of advisors 77 advisors | |||
| 5 | Assets under management $17,330,384,015 Number of advisors 121 advisors | |||
| 6 | Assets under management $7,558,090,245 Number of advisors 89 advisors | |||
| 7 | Assets under management $3,825,808,464 Number of advisors 15 advisors | |||
| 8 | Assets under management $3,458,213,261 Number of advisors 86 advisors | |||
| 9 | Assets under management $3,117,154,268 Number of advisors 16 advisors | |||
| 10 | Assets under management $3,028,070,340 Number of advisors 30 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Maryland, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Brown Advisory
Brown Advisory is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $84,926,233,411 of assets under management and employs about 629 people. Brown Advisory uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$84,926,233,411 under management
629 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Pnc Capital Advisors LLC
Pnc Capital Advisors LLC is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $34,265,560,279 of assets under management and employs about 154 people. Pnc Capital Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$34,265,560,279 under management
154 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Proprietary Investment Analysis Services
Chevy Chase Trust Company
Chevy Chase Trust Company, established in 1997 and operational since 1999, is a Maryland state-chartered trust company providing investment management services to high-net-worth individuals, investment companies, pension plans, and other institutional clients. The firm offers discretionary and non-discretionary advice on equities and fixed income securities, with assets under management of $40.3 billion as of December 31, 2024. Clients can expect personalized portfolio management based on factors like risk tolerance, regulatory requirements, and investment objectives. The firm primarily charges asset-based fees, with a minimum fee of $35,000 and fee schedules based on a $3 million minimum. Investment strategies focus on thematic investing, aiming to capitalize on global trends and economic forces. Chevy Chase Trust Company does not charge performance-based fees and manages various account types with differing fee schedules. The firm's custody services are provided by Reliance Trust Company, ensuring the segregation of client assets from the firm's own assets. Clients can access account reports and transactions online or through quarterly correspondence. Chevy Chase Trust Company follows strict ethical guidelines, including a Code of Ethics, and complies with proxy voting regulations. The firm does not receive compensation for proxy voting and participates in class action claims on behalf of eligible clients. No financial issues or disciplinary information is reported for the firm.
$32,026,434,099 under management
103 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Trustee And Investment Manager For Collective Funds
Asb Capital Management LLC
Asb Capital Management LLC is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $27,057,564,881 of assets under management and employs about 77 people. Asb Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$27,057,564,881 under management
77 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
1919 Investment Counsel, LLC
1919 Investment Counsel, LLC is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $17,330,384,015 of assets under management and employs about 121 people. 1919 Investment Counsel, LLC uses a fee structure of a percentage of assets under your management, fixed fees and asset-based fees for nondiscretionary model advice.
$17,330,384,015 under management
121 advisors
Fee structure
A percentage of assets under your management
Fixed fees
ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Nondiscretionary Investment Advice And Certain Family Office Services
Connectus Wealth
Connectus Wealth is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $7,558,090,245 of assets under management and employs about 89 people. Connectus Wealth uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates, ftcs and frs.
$7,558,090,245 under management
89 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Credit And Cash Management Solutions, Insurance Solutions
New Century Advisors, LLC
New Century Advisors, LLC, established in March 2002, specializes in providing discretionary fixed-income and US Small Cap Equity portfolio management services primarily through separate accounts. The firm offers various investment strategies tailored to client needs, such as Short Duration Plus Bond, Core Bond, US TIPS, Global Credit, and US Small Cap Equity Strategy. NCA LLC manages client assets on a discretionary basis, assuming responsibility for day-to-day management and investment decisions. The firm charges management fees based on assets under management, with fee schedules individually negotiated in certain circumstances. Clients can impose investment guideline restrictions, and NCA LLC may invest in various securities, including fixed income securities, equity securities, options, and ETFs. As of 12/31/2023, NCA LLC managed $3,951,461,460 in client assets on a discretionary basis. The firm acts as a fiduciary, putting clients' interests first and following a Code of Ethics. NCA LLC does not receive compensation for client referrals and maintains strict privacy policies to protect client information. Clients can direct brokerage, and the firm votes proxies in the best interests of clients. NCA LLC does not offer custody services and encourages clients to review statements from their custodian. The Compliance Officer, Thomas Hines, is available to address any client questions or concerns. For more information, clients can request a copy of NCA LLC's Code of Ethics, proxy voting policies, and other relevant documents.
$3,825,808,464 under management
15 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Wms Partners, LLC
Nathan Richardson Allen III is a Senior Financial Advisor at WMS Partners, LLC, with a background in Political Science from Trinity College. He is also a member of the Private Funds Investment Committee at WMS, overseeing four affiliated private funds. Mr. Allen has extensive experience in the financial advisory sector, having worked at firms like UBS Financial Services, Deutsche Bank Securities, A.L. Stuart Investments, and Warisan Capital Management. As of January 15, 2025, the majority of WMS Partners, LLC's assets were acquired by HB Wealth Management LLC, where Mr. Allen is dually registered. He is actively engaged in investment-related activities at HB Wealth Management, focusing on the four affiliated private funds at WMS. There are no disciplinary actions reported against Mr. Allen, and he does not have any other business activities or sources of additional compensation. WMS provides investment advisory and supervisory services in compliance with the Investment Advisers Act. Clients can reach out to the Chief Compliance Officer at WMS for any questions regarding supervision or compliance practices. The brochure does not specify the firm's minimum initial investment, fee structure, or whether the advisor acts as a fiduciary.
$3,458,213,261 under management
86 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Bill Pay Services
Heritage Investors Management Corp
**Heritage Investors Management Corporation Summary:** **Background and Expertise:** Heritage Investors Management Corporation, established in 1974, is a registered investment advisor providing personalized investment management services. The firm is owned by President Michael S. Cornfeld and his family's Trusts. Heritage manages portfolios of stocks, bonds, ETFs, and money market instruments for various clients, tailoring each portfolio to individual objectives and considering factors like risk level, tax situation, and growth needs. **Consumer-Facing Terms:** - Minimum Initial Investment: Raised from $1,000,000 to $2,000,000 - Minimum Fee: Raised from $10,000 to $15,000, negotiable in certain circumstances - Fee Structure: 1.00% on the first $1,000,000 under management, 0.50% on the balance over $1,000,000 - Fiduciary Duty: Firm operates under a special rule to act in the client's best interest - Investment Discretion: Clients grant discretionary authority for selecting securities **Advisory Business Description:**
$3,117,154,268 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Lasalle Investment Management Securities
LaSalle Investment Management Securities, LLC is an investment adviser specializing in portfolio management services for real estate securities, serving high-net worth and institutional clients since its formation in 1985. The firm tailors its services to meet individual client needs, offering various Real Estate Securities programs globally. LaSalle Securities employs a top-down and bottom-up analytical approach to construct portfolios, focusing on value-based investment discipline. Clients have the option to impose reasonable restrictions on investments. The firm does not participate in wrap fee programs and had $3.1 billion in assets under management as of December 31, 2024. Fees are typically based on a fixed or tiered percentage of assets under management, with some clients having a blended fee structure. LaSalle Securities may receive soft dollar benefits from broker-dealers for research services. The firm reviews client accounts regularly through the Portfolio Management Oversight Committee and accepts discretionary authority to manage securities accounts. Clients are responsible for choosing custodians, and the firm does not offer custodial services. LaSalle Securities has authority to vote securities for certain clients based on its Proxy Voting Policy. The firm has no financial conditions impairing its ability to meet client commitments.
$3,028,070,340 under management
30 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Maryland, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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