Best Financial Advisors in ANNAPOLIS, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in ANNAPOLIS
THE ELLERSON GROUP INC
ANNAPOLIS, MD · Since 1995
SHAKER FINANCIAL SERVICES
ANNAPOLIS, MD · Since 2004
VALUEWEALTH SERVICES, LLC
ANNAPOLIS, MD · Since 2019
ACCORDANT ADVISORY GROUP, INC.
ANNAPOLIS, MD · Since 2017
MRE MANAGEMENT, LLC
ANNAPOLIS, MD · Since 2025
MDRN CAPITAL
ANNAPOLIS, MD · Since 2024
SCARBOROUGH CAPITAL MANAGEMENT
ANNAPOLIS, MD · Since 2013
REALTERM
ANNAPOLIS, MD · Since 2023
WESTBOURNE INVESTMENT ADVISORS INC.
ANNAPOLIS, MD · Since 2007
1 NORTH WEALTH SERVICES, LLC
ANNAPOLIS, MD · Since 2002
RCS FINANCIAL PLANNING, LLC
ANNAPOLIS, MD · Since 2018
HF ADVISORY GROUP, LLC
ANNAPOLIS, MD · Since 2022
CURIO WEALTH, LLC
ANNAPOLIS, MD · Since 2023
SERA CAPITAL MANAGEMENT, LLC
ANNAPOLIS, MD · Since 2026
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
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.