AdvisorRanked

Best Financial Advisors in BALTIMORE, Maryland

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

35
Registered Firms
0.95%
Median Fee
of assets/year
$2.3B
Median AUM
35
Firms Listed
in our database

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Top Rated Established Verified35 firms shown

Top-Ranked Advisors in BALTIMORE

Page 1 of 2 · 35 firms

#1
92

D.F. DENT AND COMPANY, INC.

BALTIMORE, MD · Since 1980

$7.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#2
92

LASALLE INVESTMENT MANAGEMENT SECURITIES

BALTIMORE, MD · Since 1994

$3.3B AUM25 clientsFee: 0%
FiduciaryFee-Only
#3
92

JMI MANAGEMENT, L.P.

BALTIMORE, MD · Since 2014

$13.6B AUM44 clientsFee: 0%
FiduciaryFee-Only
#4
92

ROCK SPRINGS CAPITAL

BALTIMORE, MD · Since 2013

$2.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#5
90

ADAMS DIVERSIFIED EQUITY FUND, INC.

BALTIMORE, MD · Since 2015

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#6
88

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

BALTIMORE, MD · Since 2008

$221M AUM10 clientsFee: 0%
FiduciaryFee-Only
#7
88

PATIENT CAPITAL MANAGEMENT, LLC

BALTIMORE, MD · Since 2020

$2.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#8
87

MOUNT VERNON ASSOCIATES INC

BALTIMORE, MD · Since 1986

$233M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
87

A.G. CAMPBELL ADVISORY, LLC

BALTIMORE, MD · Since 2014

$404M AUM5 clientsFee: 0%
FiduciaryFee-Only
#10
86

LOMBARD ADVISERS INCORPORATED

BALTIMORE, MD · Since 2019

$670M AUM30 clientsFee: 0%
FiduciaryFee-Only
#11
86

BROWN ADVISORY

BALTIMORE, MD · Since 1991

$124.3B AUM272 clientsFee: 0%
FiduciaryFee-Only
#12
86

BUTTONWOOD FINANCIAL ADVISORS, INC.

BALTIMORE, MD · Since 2020

$483M AUM5 clientsFee: 0%
FiduciaryFee-Only
#13
85

ADAMS FUNDS ADVISERS

BALTIMORE, MD · Since 2015

$0 AUM10 clientsFee: 0%
FiduciaryFee-Only
#14
85

BOOSTER, LLC

BALTIMORE, MD · Since 2022

$229M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
84

SAVANO DIRECT CAPITAL PARTNERS, LLC

BALTIMORE, MD · Since 2021

$519M AUM8 clientsFee: 0%
FiduciaryFee-Only
#16
84

CROMWELL FUNDS

BALTIMORE, MD · Since 2021

$369M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
83

FOUNDRY WEALTH ADVISORS, LLC

BALTIMORE, MD · Since 2021

$163M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
82

T. ROWE PRICE ASSOCIATES, INC.

BALTIMORE, MD

$2196.5B AUM545 clientsFee: 0%
FiduciaryFee-Only
#19
82

1919 INVESTMENT COUNSEL, LLC

BALTIMORE, MD · Since 2004

$26.0B AUM52 clientsFee: 0%
FiduciaryFee-Only
#20
82

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

BALTIMORE, MD · Since 2005

$4.3B AUM28 clientsFee: 0%
FiduciaryFee-Only
#21
82

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

BALTIMORE, MD · Since 2003

$9.8B AUM18 clientsFee: 0%
FiduciaryFee-Only
#22
81

WBH ADVISORY, INC.

BALTIMORE, MD · Since 1986

$1.7B AUM11 clientsFee: 0%
FiduciaryFee-Only
#23
81

T. ROWE PRICE (CANADA), INC.

BALTIMORE, MD · Since 1991

$6.6B AUM9 clientsFee: 0%
FiduciaryFee-Only
#24
81

ECOSYSTEM INVESTMENT PARTNERS, LLC

BALTIMORE, MD · Since 2013

$1.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#25
81

GREENHOUSE FUNDS LLLP

BALTIMORE, MD · Since 2015

$2.9B AUM5 clientsFee: 0%
FiduciaryFee-Only

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 BALTIMORE?

The median advisory fee in BALTIMORE, MD is 0.95% of assets under management per year, based on Form ADV filings from 35 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.