How many financial advisors are in Timonium, Maryland?

Falists lists 11 registered investment advisers with a principal office or filing address in Timonium, Maryland, based on public SEC IAPD data.

How do financial advisors in Timonium charge fees?

Fee structures vary by firm. In Timonium, 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 Timonium?

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 · 11 advisers

Financial Advisors in Timonium, Maryland

Looking for a financial advisor in Timonium, Maryland? Falists indexes 11 SEC-registered and state-registered investment advisers in Timonium — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 9 firms list a website you can visit directly. Firms in this directory manage up to $1.82B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.82B

Financial planning

Filter by specialty

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

All Wealth9 Planning8 Trusts9 Retirement4 Institutional4

Top advisors in Timonium

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

View all 11 →

BERMAN MCALEER

Timonium, MD

AUM

$1.82B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

14 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

410-560-9960

Full profile Visit site →

THE L. WARNER COMPANIES, INC

Timonium, MD

AUM

$802.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

9 advisors

Clients

101-250

Fees

Percentage of AUM · Fixed fees +1 more

410-252-0808

Full profile Visit site →

L. K. BENSON & COMPANY, P.C.

Timonium, MD

AUM

$446.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Hourly charges; Fixed fees

(410) 494-6680

Full profile Visit site →

HERGENROEDER FINANCIAL ADVISORS, INC.

Timonium, MD

AUM

$304.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

410-769-8262

Full profile Visit site →

WAYPOINT WEALTH MANAGEMENT

Timonium, MD

AUM

$242.5M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

410-561-3994

Full profile Visit site →

GRIGG FINANCIAL, LLC

Timonium, MD

AUM

$64.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

Fees

Percentage of AUM; Hourly charges

410-231-7040

Full profile Visit site →

JBA FINANCIAL ADVISORS

Timonium, MD

AUM

$30.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

410-584-1491

Full profile Visit site →

CAPITAL PORTFOLIO MANAGEMENT, INC.

Timonium, MD

AUM

$16.7M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

410-667-4575

Full profile Visit site →

KBSTM PARTNERS, LLC

Timonium, MD

AUM

—

Team

5 advisors

Clients

Fees

SOLICITOR FEES

410-308-0300

Full profile Visit site →

META WEALTH ADVISORY

Timonium, MD

AUM

$172.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

(410) 683-9263

Full profileNo website

KAWG&F FINANCIAL PLANNING GROUP LLC

Timonium, MD

AUM

—

Team

1 advisors

Clients

—

Fees

REFERRAL FEES BASED ON PERCENTAGE OF REFERRED ASSETS

410-828-2727

Full profileNo website

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Common questions

How many financial advisors are in Timonium, Maryland?: 11 registered investment advisers are listed in our Timonium directory, sourced from public SEC filings.
What types of advisors are in Timonium?: 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 Timonium?: 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.