Top 10 financial advisors in Baltimore, MD
We've curated a list of the best financial advisors in Baltimore, 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 $17,330,384,015 Number of advisors 121 advisors | |||
| 4 | Assets under management $3,028,070,340 Number of advisors 30 advisors | |||
| 5 | Assets under management $2,544,660,518 Number of advisors 234 advisors | |||
| 6 | Assets under management $1,155,324,643 Number of advisors 30 advisors | |||
| 7 | Assets under management $412,798,575 Number of advisors 7 advisors | |||
| 8 | Assets under management $333,634,516 Number of advisors 14 advisors | |||
| 9 | Assets under management $288,948,122 Number of advisors 10 advisors | |||
| 10 | Assets under management $201,502,744 Number of advisors 8 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 Baltimore, 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
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
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)
Facet
Facet Wealth, Inc. is a registered investment adviser established in 2016, offering financial planning services tailored to individual members' needs. Membership levels range from Foundations to Complete, with services including financial goal setting, investment management, retirement planning, and more. Fees for financial planning services typically range from $1,000 to $7,000 annually. Facet also provides non-investment implementation services and retirement plan rollover recommendations. The firm does not charge additional fees for investment management services. Facet manages assets totaling $3,865,037,052 as of January 2025, focusing on a holistic financial planning approach. Investment strategies include asset allocation programs and tax-optimized model implementation. Facet offers tax-sensitive fixed income strategies, short-term strategies, and ESG investing options. The firm does not accept performance-based fees and primarily uses ETFs for investment management. Facet engages in regular account reviews, rebalancing, and provides access to account information through its web-based platform. Members have the option to pay fees monthly, quarterly, or annually. Facet does not participate in wrap fee programs and does not vote member proxies. For any questions, the Chief Compliance Officer, Christopher Hufman, is available for assistance.
$2,544,660,518 under management
234 advisors
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Brown Advisory Investment Solutions Group LLC
Brown Advisory Investment Solutions Group LLC is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $1,155,324,643 of assets under management and employs about 30 people. Brown Advisory Investment Solutions Group LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$1,155,324,643 under management
30 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 Pooled Investment Vehicles
Selection Of Other Advisers
Ggm Wealth Advisors
Ggm Wealth Advisors is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $412,798,575 of assets under management and employs about 7 people. Ggm Wealth Advisors uses a fee structure of and a percentage of assets under your management.
$412,798,575 under management
7 advisors
Fee structure
A percentage of assets under your management
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
Brightside Partners
Brightside Advisory Partners, LLC is an SEC-registered investment advisor established in 2019 and owned by Pace R. Kessenich, Ryan D. Pollard, and Justin C. Bakewell. The firm advises on approximately $2.5 billion in Assets Under Advisement, with $853 million in regulatory Assets Under Management, managed on both discretionary and non-discretionary bases. Brightside Partners offers Wealth Advisory and Private Investment Advisory services, providing financial planning, investment advisory, and portfolio management services tailored to each client's needs. The firm primarily allocates client assets among mutual funds, ETFs, and private investments. Clients have discretion over their accounts, with the firm conducting quarterly reviews and providing regular account statements. Fees are based on a percentage of assets under management, with additional hourly fees for specific services. Brightside Partners does not engage in performance-based fees, and clients have the option to direct brokerage transactions. The firm has a Code of Ethics in place and does not compensate for client referrals. Brightside Partners maintains custody of client assets with qualified custodians and has no financial conditions that may impair its commitments to clients.
$333,634,516 under management
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
A PERCENTAGE OF ASSETS ADVISED ON
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Brown Advisory Securities, LLC
Brown Advisory Securities, LLC is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $288,948,122 of assets under management and employs about 10 people. Brown Advisory Securities, LLC uses a fee structure of and a percentage of assets under your management.
$288,948,122 under management
10 advisors
Fee structure
A percentage of assets under your management
Services offered
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
Retirement Plan Consulting Services
Wpg Financial Group, LLC
WPG Advisers, LLC is a registered investment adviser firm established in July 2017 in Maryland, with ownership by Todd Paradise and Steven Gessner. The firm offers discretionary and non-discretionary investment advisory services based on a percentage of assets managed, typically between 0.30% and 1.00%. Additional financial planning and consulting services are available on a separate fee basis. The firm also provides pension consulting services for retirement plans. Clients have the option to engage recommended professionals for implementation purposes, with the client retaining discretion over such decisions. WPG Advisers does not recommend or advocate for investments in Bitcoin, cryptocurrencies, or digital assets due to their speculative nature. The firm does not accept compensation from the sale of securities or other investment products. Clients are encouraged to review financial planning issues and account performance annually. The firm does not vote client proxies and does not have any financial conditions impairing its ability to meet commitments. For more information, clients can contact Chief Compliance Officer Nicole Reese.
$201,502,744 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
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)
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 Baltimore, 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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