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 $53,251,436,325 Number of advisors 98 advisors | |||
| 3 | Assets under management $34,265,560,279 Number of advisors 154 advisors | |||
| 4 | Assets under management $32,026,434,099 Number of advisors 103 advisors | |||
| 5 | Assets under management $27,057,564,881 Number of advisors 77 advisors | |||
| 6 | Assets under management $25,911,756,571 Number of advisors 132 advisors | |||
| 7 | Assets under management $17,330,384,015 Number of advisors 121 advisors | |||
| 8 | Assets under management $13,662,036,190 Number of advisors 46 advisors | |||
| 9 | Assets under management $10,400,415,425 Number of advisors 72 advisors | |||
| 10 | Assets under management $8,091,012,517 Number of advisors 63 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 generate our top financial advisors list in Maryland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Maryland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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
Proshare Advisors LLC
Proshare Advisors LLC is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $53,251,436,325 of assets under management and employs about 98 people. Proshare Advisors LLC uses a fee structure of and a percentage of assets under your management.
$53,251,436,325 under management
98 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Commodity Pool Operator
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
New Enterprise Associates
New Enterprise Associates is a financial advisory firm based in Chevy Chase, Maryland. It currently has approximately $25,911,756,571 of assets under management and employs about 132 people. New Enterprise Associates uses a fee structure of a percentage of assets under your management and performance-based fees.
$25,911,756,571 under management
132 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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
Durable Capital Partners Lp
Durable Capital Partners Lp is a financial advisory firm based in Bethesda, Maryland. It currently has approximately $13,662,036,190 of assets under management and employs about 46 people. Durable Capital Partners Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$13,662,036,190 under management
46 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Ullico Investment Advisors, Inc.
Ullico Investment Advisors, Inc. is a financial advisory firm based in Silver Spring, Maryland. It currently has approximately $10,400,415,425 of assets under management and employs about 72 people. Ullico Investment Advisors, Inc. uses a fee structure of and a percentage of assets under your management.
$10,400,415,425 under management
72 advisors
Fee structure
A percentage of assets under your management
Services offered
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
Jmi Management, L.p.
JMI Equity is a private equity firm founded in 1992, with JMI Management, L.P. providing investment advisory services since 2005. The firm specializes in equity investments in privately-held, growth-stage companies in software and technology-enabled services industries. JMI manages assets on a discretionary basis, with regulatory assets under management totaling $9,483,668,766 as of December 31, 2024. The firm primarily focuses on growth equity investments in North American companies but may recommend other types of investments as well. For clients, JMI typically charges an advisory fee based on a percentage of capital commitments to the Fund, with variations based on Fund size and life stage. The firm may also receive carried interest based on a share of capital gains. JMI does not participate in wrap fee programs and manages client assets on a discretionary basis. The minimum investment commitment for clients is generally $5,000,000, subject to adjustment by the general partner. JMI's investment strategies involve proactive primary research to identify potential investments and rigorous due diligence processes. The firm's Code of Ethics emphasizes ethical conduct and fiduciary duties to clients. JMI discloses potential conflicts of interest related to compensation arrangements with portfolio companies and third-party service providers. The firm also has policies in place for proxy voting and custody of client assets. JMI has no financial conditions impairing its ability to meet client commitments and has not been subject to bankruptcy proceedings.
$8,091,012,517 under management
63 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 generate our top financial advisors list in Maryland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Maryland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.