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

Top-Ranked Advisors in BALTIMORE

#1
100

D.F. DENT AND COMPANY, INC.

BALTIMORE, MD · Since 1980

$7.9B AUM16 clientsFee: 0%
FiduciaryFee-Only
#2
100

BROWN CAPITAL MANAGEMENT, LLC

BALTIMORE, MD · Since 1983

$4.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#3
100

MOUNT VERNON ASSOCIATES INC

BALTIMORE, MD · Since 1986

$233M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
100

LOMBARD ADVISERS INCORPORATED

BALTIMORE, MD · Since 2019

$670M AUM30 clientsFee: 0%
FiduciaryFee-Only
#5
100

LASALLE INVESTMENT MANAGEMENT SECURITIES

BALTIMORE, MD · Since 1994

$3.3B AUM25 clientsFee: 0%
FiduciaryFee-Only
#6
100

BUTTONWOOD FINANCIAL ADVISORS, INC.

BALTIMORE, MD · Since 2020

$483M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
100

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

BALTIMORE, MD · Since 2008

$221M AUM10 clientsFee: 0%
FiduciaryFee-Only
#8
100

JMI MANAGEMENT, L.P.

BALTIMORE, MD · Since 2014

$13.6B AUM44 clientsFee: 0%
FiduciaryFee-Only
#9
100

A.G. CAMPBELL ADVISORY, LLC

BALTIMORE, MD · Since 2014

$404M AUM5 clientsFee: 0%
FiduciaryFee-Only
#10
100

ROCK SPRINGS CAPITAL

BALTIMORE, MD · Since 2013

$2.4B AUM8 clientsFee: 0%
FiduciaryFee-Only
#11
100

SAVANO DIRECT CAPITAL PARTNERS, LLC

BALTIMORE, MD · Since 2021

$519M AUM8 clientsFee: 0%
FiduciaryFee-Only
#12
100

ADAMS FUNDS ADVISERS

BALTIMORE, MD · Since 2015

$0 AUM10 clientsFee: 0%
FiduciaryFee-Only
#13
100

ADAMS DIVERSIFIED EQUITY FUND, INC.

BALTIMORE, MD · Since 2015

$3.0B AUM10 clientsFee: 0%
FiduciaryFee-Only
#14
100

FOUNDRY WEALTH ADVISORS, LLC

BALTIMORE, MD · Since 2021

$163M AUM4 clientsFee: 0%
FiduciaryFee-Only
#15
100

PATIENT CAPITAL MANAGEMENT, LLC

BALTIMORE, MD · Since 2020

$2.5B AUM4 clientsFee: 0%
FiduciaryFee-Only
#16
100

CROMWELL FUNDS

BALTIMORE, MD · Since 2021

$369M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
100

BOOSTER, LLC

BALTIMORE, MD · Since 2022

$229M AUM2 clientsFee: 0%
FiduciaryFee-Only
#18
95

WBH ADVISORY, INC.

BALTIMORE, MD · Since 1986

$1.7B AUM11 clientsFee: 0%
FiduciaryFee-Only
#19
95

T. ROWE PRICE ASSOCIATES, INC.

BALTIMORE, MD

$2196.5B AUM545 clientsFee: 0%
FiduciaryFee-Only
#20
95

T. ROWE PRICE (CANADA), INC.

BALTIMORE, MD · Since 1991

$6.6B AUM9 clientsFee: 0%
FiduciaryFee-Only
#21
95

BROWN ADVISORY

BALTIMORE, MD · Since 1991

$124.3B AUM272 clientsFee: 0%
FiduciaryFee-Only
#22
95

1919 INVESTMENT COUNSEL, LLC

BALTIMORE, MD · Since 2004

$26.0B AUM52 clientsFee: 0%
FiduciaryFee-Only
#23
95

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

BALTIMORE, MD · Since 2005

$4.3B AUM28 clientsFee: 0%
FiduciaryFee-Only
#24
95

&WEALTH PARTNERS

BALTIMORE, MD · Since 2009

$508M AUM3 clientsFee: 0%
FiduciaryFee-Only
#25
95

ABR CAPITAL PARTNERS, LLC

BALTIMORE, MD · Since 2010

$487M AUM17 clientsFee: 0%
FiduciaryFee-Only
#26
95

ECOSYSTEM INVESTMENT PARTNERS, LLC

BALTIMORE, MD · Since 2013

$1.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#27
95

ARMSTRONG DIXON

BALTIMORE, MD · Since 2015

$448M AUM6 clientsFee: 0%
FiduciaryFee-Only
#28
95

GREENHOUSE FUNDS LLLP

BALTIMORE, MD · Since 2015

$2.9B AUM5 clientsFee: 0%
FiduciaryFee-Only
#29
95

WEALTH PLANNING GROUP

BALTIMORE, MD · Since 2018

$361M AUM4 clientsFee: 0%
FiduciaryFee-Only
#30
95

ACCESS HOLDINGS MANAGEMENT COMPANY LLC

BALTIMORE, MD · Since 2018

$2.3B AUM23 clientsFee: 0%
FiduciaryFee-Only
#31
95

T.ROWE PRICE INVESTMENT MANAGEMENT, INC.

BALTIMORE, MD · Since 2021

$204.2B AUM105 clientsFee: 0%
FiduciaryFee-Only
#32
95

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

BALTIMORE, MD · Since 2003

$9.8B AUM18 clientsFee: 0%
FiduciaryFee-Only
#33
92

JEMMA FINANCIAL SERVICES

BALTIMORE, MD · Since 2022

$140M AUM5 clientsFee: 0%
FiduciaryFee-Only
#34
90

PNC CAPITAL ADVISORS LLC

BALTIMORE, MD · Since 2009

$50.9B AUM22 clientsFee: 0%
FiduciaryFee-Only
#35
76

CHAPIN DAVIS ASSET MANAGEMENT

BALTIMORE, MD · Since 2010

$643M AUM21 clientsFee: 0%
Broker-Dealer2 complaints

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 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.