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Best financial advisors in Baltimore, MD

Registered advisers within 25 miles of Baltimore, MD.

Offices
1,077
Firms
379
Combined AUM
$20.2T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,290,730 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

PATIENT CAPITAL MANAGEMENT, LLC
1919 INVESTMENT COUNSEL, LLC
EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
PNC CAPITAL ADVISORS LLC
PNC WEALTH MANAGEMENT LLC
TILTON-STEELE INTERNATIONAL
WILMINGTON TRUST INVESTMENT ADVISORS, INC.
UBS FINANCIAL SERVICES INC.
CASI INVESTMENTS
BROWN CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
D.F. DENT AND COMPANY, INC.
TECHNOMART RGA INC
ADAMS FUNDS ADVISERS
ADAMS DIVERSIFIED EQUITY FUND, INC.
MOUNT VERNON ASSOCIATES INC
LPL FINANCIAL LLC

Investors

JOHN VINCENT REILLY
ARTHUR SHELDON KARAFIN
AIMEE MAH EUDY
MEREDITH ANNE MOWEN
MICHAEL ANTHONY MCANDREW
Lauren Kathleen Krieger
Desislava V. Locher
ROBERT SCOTT PIERCE
MICHAEL SCOTT SCHERER
BERNARD JOSEPH KAVANAGH
BOBBY (NMN) THOMAS
CHRISTOPHER S MICEIKA
SEAN RODNEY HULL
ERIK RANSON
Renato Theodore Sciacqua
SHERRY ANN WHIDDEN
MARK WILLIAM NAMVARY
MYRON DAVID HOWIE
MAURICE LAMAR HAYWOOD
DAMIEN LAWRENCE DAVIS
ROBERT E BURKS
BRIAN THOMAS LUTZ
Christina Pascoe
Shreya Tiwari
JONATHAN CHRISTOPHER WANG
MARK ANTHONY GRUNDER
CHRISTOPHER John KOLAKOWSKI
MATTHEW FORBES DENT
MICHAEL NORRIS MORRILL
Noelle Evans Savage
CHRISTINA LEE WALTERS
H. JOSEPH E. PARNES
JAMES BARTLEY GIBSON
RYAN LEE SBORAY
KYLE C HARRIS
Alexander Richard Johnson
JOHN JOSEPH WASILEWSKI
STEVEN EDWARD ROBINSON
JAMES FRANCIS CANNON
CHRISTOPHER KELLEY HICKS
KEVIN E WESNER
RICHARD DALE HORN
SHERRY OUTEN
BENJAMIN WELLS
HUMBERTO DE LUIGI
Alexandra Sitton Jamieson
Alena Valeriyevna Baranova
SUSAN CLARE SEIFERT
SEAN TIMOTHY HAGERTY
CHARLES JAMES KABEISEMAN
CHRISTOPHER JOHN CONNOLLY
JOHN G ECKENRODE
ALEXANDER ROSS LEVIN
PJ PEARLSTONE
LINDSEY M ARNOLD
JIA JIA ZHU
GERARD GEORGE CASWELL
MICHAEL THOMAS HENAULT
Kayla Kastner
WILLIAM PATRICK MURPHY
EJNER J JOHNSON JR.
Roger Alan Feldman
NICOLE KALINOSKY
BENJAMIN JOSEPH DYCHALA

Within 25 miles of Baltimore, MD, Best Investors lists 379 registered investment advisory firms with 1,077 offices nearby, managing about $20.2T in combined regulatory AUM across 3,290,730 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Baltimore

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM