Best Financial Advisors in TOWSON, Maryland
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in TOWSON
BOLTON INVESTMENT
TOWSON, MD · Since 1994
CHESAPEAKE FINANCIAL ADVISORS
TOWSON, MD · Since 2017
GREENSPRING ADVISORS, LLC
TOWSON, MD · Since 2007
THE SIMMONS PARTNERSHIP, INC
TOWSON, MD · Since 2014
OLIVER WEALTH MANAGEMENT
TOWSON, MD · Since 2021
BLUE CURVE ADVISORY, LLC
TOWSON, MD · Since 2025
A. J. PERRY & CO.
TOWSON, MD · Since 2026
FINANCIAL COUNCIL, LLC
TOWSON, MD · Since 1996
CALVERT STREET CAPITAL PARTNERS, INC.
TOWSON, MD · Since 2012
RED OAK FINANCIAL GROUP
TOWSON, MD · Since 2015
PARTNERSHIP WEALTH MANAGEMENT
TOWSON, MD · Since 2021
SFG WEALTH MANAGEMENT
TOWSON, MD · Since 2016
FOUNDERS FINANCIAL SECURITIES, LLC
TOWSON, MD · Since 2006
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 TOWSON?
The median advisory fee in TOWSON, MD is 0.95% of assets under management per year, based on Form ADV filings from 13 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.