AdvisorRanked

Best Financial Advisors in HUNT VALLEY, Maryland

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

16
Registered Firms
0.95%
Median Fee
of assets/year
$736M
Median AUM
16
Firms Listed
in our database

Loading map...

Top Rated Established Verified16 firms shown

Top-Ranked Advisors in HUNT VALLEY

#1
91

ASSET STRATEGY CONSULTANTS LLC

HUNT VALLEY, MD · Since 1998

$5.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#2
89

PERSPECTIVE WEALTH MANAGEMENT

HUNT VALLEY, MD · Since 1989

$595M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
88

HARVEST INVESTMENT CONSULTANTS LLC

HUNT VALLEY, MD · Since 1988

$549M AUM5 clientsFee: 0%
FiduciaryFee-Only
#4
88

TUFTON CAPITAL MANAGEMENT, LLC

HUNT VALLEY, MD · Since 1995

$464M AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
85

OUTCOME DRIVEN STRATEGIES, LLC

HUNT VALLEY, MD · Since 2021

$360M AUM6 clientsFee: 0%
FiduciaryFee-Only
#6
85

VSM WEALTH ADVISORY, LLC

HUNT VALLEY, MD · Since 2021

$678M AUM5 clientsFee: 0%
FiduciaryFee-Only
#7
83

CORNERSTONE ADVISORY

HUNT VALLEY, MD · Since 2007

$2.2B AUM9 clientsFee: 0%
FiduciaryFee-Only
#8
81

SC&H WEALTH

HUNT VALLEY, MD · Since 2009

$1.2B AUM20 clientsFee: 0%
FiduciaryFee-Only
#9
81

VERDENCE CAPITAL ADVISORS, LLC

HUNT VALLEY, MD · Since 2017

$4.6B AUM29 clientsFee: 0%
FiduciaryFee-Only
#10
80

FINANCIAL CONSULATE

HUNT VALLEY, MD · Since 1983

$1.1B AUM13 clientsFee: 0%
FiduciaryFee-Only
#11
79

MARATHON CAPITAL MANAGEMENT

HUNT VALLEY, MD · Since 2004

$790M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
79

G10 LLC

HUNT VALLEY, MD · Since 2023

$4.9B AUM14 clientsFee: 0%
FiduciaryFee-Only
#13
78

THE MARSHALL FINANCIAL GROUP LLC

HUNT VALLEY, MD · Since 2019

$736M AUM10 clientsFee: 0%
FiduciaryFee-Only
#14
77

BAY HARBOR WEALTH MANAGEMENT, LLC

HUNT VALLEY, MD · Since 2018

$412M AUM4 clientsFee: 0%
FiduciaryFee-Only
#15
74

INDEPENDENT ACCESS PARTNERS, LLC

HUNT VALLEY, MD · Since 2024

$257M AUM3 clientsFee: 0%
FiduciaryFee-Only
#16

GLOBAL BROKERAGE SERVICES, INC.

HUNT VALLEY, MD · Since 2024

$137M AUM5 clientsFee: 0%
Broker-Dealer1 complaint

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 HUNT VALLEY?

The median advisory fee in HUNT VALLEY, MD is 0.95% of assets under management per year, based on Form ADV filings from 16 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.