Falists

Maryland · 55 advisers

Financial Advisors in Baltimore, Maryland

Looking for a financial advisor in Baltimore, Maryland? Falists indexes 55 SEC-registered and state-registered investment advisers in Baltimore — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 50 firms list a website you can visit directly. Firms in this directory manage up to $2.20T in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

55

With website

50

Largest AUM

$2.20T

Financial planning

19

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth42Planning19Trusts27Retirement18Institutional28

Top advisors in Baltimore

Ranked by AUM · Fees, team & specialties at a glance

View all 55 →

&WEALTH PARTNERS

Baltimore, MD

AUM

$508.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

410-844-3300

Full profileVisit site →
View all 55 advisors in Baltimore

More cities in Maryland

Bethesda (78)Rockville (30)Annapolis (28)Chevy Chase (28)Hunt Valley (25)Towson (25)Columbia (16)Frederick (12)Timonium (11)Gaithersburg (9)Ellicott City (8)Owings Mills (8)

Common questions

How many financial advisors are in Baltimore, Maryland?
55 registered investment advisers are listed in our Baltimore directory, sourced from public SEC filings.
What types of advisors are in Baltimore?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Baltimore?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.