Best Financial Advisors in HUNT VALLEY, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in HUNT VALLEY
PERSPECTIVE WEALTH MANAGEMENT
HUNT VALLEY, MD · Since 1989
HARVEST INVESTMENT CONSULTANTS LLC
HUNT VALLEY, MD · Since 1988
ASSET STRATEGY CONSULTANTS LLC
HUNT VALLEY, MD · Since 1998
TUFTON CAPITAL MANAGEMENT, LLC
HUNT VALLEY, MD · Since 1995
OUTCOME DRIVEN STRATEGIES, LLC
HUNT VALLEY, MD · Since 2021
VSM WEALTH ADVISORY, LLC
HUNT VALLEY, MD · Since 2021
FINANCIAL CONSULATE
HUNT VALLEY, MD · Since 1983
MARATHON CAPITAL MANAGEMENT
HUNT VALLEY, MD · Since 2004
SC&H WEALTH
HUNT VALLEY, MD · Since 2009
CORNERSTONE ADVISORY
HUNT VALLEY, MD · Since 2007
THE MARSHALL FINANCIAL GROUP LLC
HUNT VALLEY, MD · Since 2019
VERDENCE CAPITAL ADVISORS, LLC
HUNT VALLEY, MD · Since 2017
BAY HARBOR WEALTH MANAGEMENT, LLC
HUNT VALLEY, MD · Since 2018
INDEPENDENT ACCESS PARTNERS, LLC
HUNT VALLEY, MD · Since 2024
G10 LLC
HUNT VALLEY, MD · Since 2023
GLOBAL BROKERAGE SERVICES, INC.
HUNT VALLEY, MD · Since 2024
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 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.