Best Financial Advisors in ANNAPOLIS, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in ANNAPOLIS
THE ELLERSON GROUP INC
ANNAPOLIS, MD · Since 1995
ACCORDANT ADVISORY GROUP, INC.
ANNAPOLIS, MD · Since 2017
SHAKER FINANCIAL SERVICES
ANNAPOLIS, MD · Since 2004
VALUEWEALTH SERVICES, LLC
ANNAPOLIS, MD · Since 2019
MDRN CAPITAL
ANNAPOLIS, MD · Since 2024
MRE MANAGEMENT, LLC
ANNAPOLIS, MD · Since 2025
1 NORTH WEALTH SERVICES, LLC
ANNAPOLIS, MD · Since 2002
SERA CAPITAL MANAGEMENT, LLC
ANNAPOLIS, MD · Since 2026
WESTBOURNE INVESTMENT ADVISORS INC.
ANNAPOLIS, MD · Since 2007
SCARBOROUGH CAPITAL MANAGEMENT
ANNAPOLIS, MD · Since 2013
RCS FINANCIAL PLANNING, LLC
ANNAPOLIS, MD · Since 2018
HF ADVISORY GROUP, LLC
ANNAPOLIS, MD · Since 2022
REALTERM
ANNAPOLIS, MD · Since 2023
CURIO WEALTH, LLC
ANNAPOLIS, MD · Since 2023
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ANNAPOLIS?
The median advisory fee in ANNAPOLIS, MD is 0.95% of assets under management per year, based on Form ADV filings from 14 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.