Top 10 advisors in Annapolis
We’ve curated a list of the best financial advisors in Annapolis, take a look at it below
Find an advisor in Annapolis1. Scarborough Capital Management
Assets under management
$987,098,118
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
Selection Of Other Advisers
Educational Seminars/workshops
2. Bay Point Wealth
Assets under management
$624,192,839
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
3. Marks Wealth Management
Assets under management
$376,279,011
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. 1 North Wealth Services, LLC
Assets under management
$260,527,395
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
5. Westbourne Investment Advisors Inc.
Assets under management
$243,782,289
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
6. Shaker Financial Services
Assets under management
$207,583,087
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
7. The Ellerson Group Inc
Assets under management
$199,392,894
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. Rcs Financial Planning, LLC
Assets under management
$161,849,096
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
Pension Consulting Services
Selection Of Other Advisers
9. Chesapeake Financial Planning
Assets under management
$153,713,413
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FEE FOR MONITORING THIRD PARTY MANAGERS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. Hf Advisory Group, LLC
Assets under management
$135,566,347
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)
Pension Consulting Services
How we came up with this list
To generate our top financial advisors list in Annapolis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Annapolis. 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. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
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