How many financial advisors are in Columbia, Maryland?

Falists lists 16 registered investment advisers with a principal office or filing address in Columbia, Maryland, based on public SEC IAPD data.

How do financial advisors in Columbia charge fees?

Fee structures vary by firm. In Columbia, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Columbia?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Maryland · 16 advisers

Financial Advisors in Columbia, Maryland

Looking for a financial advisor in Columbia, Maryland? Falists indexes 16 SEC-registered and state-registered investment advisers in Columbia — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $2.99B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.99B

Financial planning

Filter by specialty

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

All Wealth10 Planning11 Trusts10 Retirement3 Institutional6

Top advisors in Columbia

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

View all 16 →

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Columbia, MD

AUM

$2.99B

Financial PlanningWealth MgmtTrusts & Estates

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM; FLAT PROJECT FEES FOR RETIREMENT & ESTATE PLANNING

410-461-3900

Full profile Visit site →

TRIBRIDGE PARTNERS FINANCIAL LLC

Columbia, MD

AUM

$1.60B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

240-422-8799

Full profile Visit site →

WILLIAMS ASSET MANAGEMENT

Columbia, MD

AUM

$661.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

6 advisors

Clients

Fees

Percentage of AUM; Fixed fees

410-740-0220

Full profile Visit site →

GLR PARTNERS

Columbia, MD

AUM

$260.7M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

Fees

Percentage of AUM; Fixed fees

410-446-9094

Full profile Visit site →

ALPHA DNA INVESTMENT MANAGEMENT

Columbia, MD

AUM

$194.7M

Wealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

443-288-6444

Full profile Visit site →

Columbia, MD

AUM

—

Team

2 advisors

Clients

—

Fees

FEE SPLIT WITH UNDERLYING MANAGER

410-381-8007

Full profile Visit site →

LEE FINANCIAL GROUP, INC.

Columbia, MD

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges; Fixed fees

443-276-9595

Full profile Visit site →

MUNICAP INC.

Columbia, MD

AUM

—

Fee-Only/Hourly

Team

4 advisors

Clients

—

Fees

Hourly charges; Fixed fees

443-539-4101

Full profile Visit site →

Bethesda (78)Baltimore (55)Rockville (30)Annapolis (28)Chevy Chase (28)Hunt Valley (25)Towson (25)Frederick (12)Timonium (11)Gaithersburg (9)Ellicott City (8)Owings Mills (8)

Common questions

How many financial advisors are in Columbia, Maryland?: 16 registered investment advisers are listed in our Columbia directory, sourced from public SEC filings.
What types of advisors are in Columbia?: 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 Columbia?: 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.