Best Financial Advisors in TIMONIUM, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$446M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in TIMONIUM
#1
100
HERGENROEDER FINANCIAL ADVISORS, INC.
TIMONIUM, MD · Since 2015
$305M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
WAYPOINT WEALTH MANAGEMENT
TIMONIUM, MD · Since 2017
$242M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
95
L. K. BENSON & COMPANY, P.C.
TIMONIUM, MD · Since 1994
$446M AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
95
THE L. WARNER COMPANIES, INC
TIMONIUM, MD · Since 1999
$802M AUM9 clientsFee: 0%
FiduciaryFee-Only
#5
95
BERMAN MCALEER
TIMONIUM, MD · Since 2025
$1.8B AUM14 clientsFee: 0%
FiduciaryFee-Only
#6
95
META WEALTH ADVISORY
TIMONIUM, MD · Since 2025
$172M AUM1 clientsFee: 0%
FiduciaryFee-Only
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 TIMONIUM?
The median advisory fee in TIMONIUM, MD is 0.95% of assets under management per year, based on Form ADV filings from 6 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.