Maryland · 3 advisers
Financial Advisors in Westminster, Maryland
Looking for a financial advisor in Westminster, Maryland? Falists indexes 3 SEC-registered and state-registered investment advisers in Westminster — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $81.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$81.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Westminster
Ranked by AUM · Fees, team & specialties at a glance
MAIN STREET ADVISORS, LLC
Westminster, MD
AUM
$81.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-840-9200
WORTHY FINANCIAL SERVICES
Westminster, MD
AUM
$28.1M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
410-751-6923
WEALTH BUILDERS FINANCIAL GROUP LLC
Westminster, MD
AUM
$46.8M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
410-876-2837
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Common questions
- How many financial advisors are in Westminster, Maryland?
- 3 registered investment advisers are listed in our Westminster directory, sourced from public SEC filings.
- What types of advisors are in Westminster?
- 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 Westminster?
- 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.