Fiduciary advisors in Maryland

224registered advisers
210fee-only verified

Proximity to the federal government and defense contractors gives Maryland's advisory market a distinctive character. The state has 224 SEC-registered fiduciary advisors, 210 fee-only. Bethesda, Rockville, and the Baltimore corridor serve a client base heavy on federal employees, NIH researchers, and cybersecurity executives.

Cities

Annapolis12Ashton1Baltimore35Bel Air2Bethesda50Bowie1Cabin John1California1Chester1Chevy Chase16Columbia6Dunkirk1Easton1Ellicott City5Frederick6Fulton1Gaithersburg5Germantown1Glen Echo1Hanover1Hunt Valley16Kensington1Laurel1Leonardtown1Lutherville3North Bethesda2Ocean City1Olney1Owings Mills5Potomac1Rockville18Salisbury1Severna Park1Silver Spring2Takoma Park1Thurmont1Timonium6Towson13Woodbine1

Top advisors

&WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #149136
Typical Fee--
AUM$508M
Minimum--
Clients254

1 NORTH WEALTH SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Annapolis, MarylandCRD #115948
Typical Fee--
AUM$278M
Minimum--
Clients647

1919 INVESTMENT COUNSEL, LLC

Fee-Only, No ConflictsClean Record
Baltimore, MarylandCRD #133370
Typical Fee--
AUM$24.0B
Minimum--
Clients8,143

A. J. PERRY & CO.

Fee-Only, No ConflictsClean Record
Towson, MarylandCRD #107041
Typical Fee--
AUM$109M
Minimum--
Clients97

A.G. CAMPBELL ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #162150
Typical Fee--
AUM$345M
Minimum--
Clients67

ABR CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #152121
Typical Fee--
AUM$398M
Minimum--
Clients12

ABRAMS BISON INVESTMENTS, L.L.C.

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #137183
Typical Fee--
AUM$2.5B
Minimum--
Clients3

ACCESS HOLDINGS MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #297197
Typical Fee--
AUM$2.8B
Minimum--
Clients29

ACCORDANT ADVISORY GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Annapolis, MarylandCRD #117474
Typical Fee--
AUM$278M
Minimum--
Clients471

ADAMS DIVERSIFIED EQUITY FUND, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #281263
Typical Fee--
AUM$2.7B
Minimum--
Clients1

ADAMS FUNDS ADVISERS

Fee-Only, No ConflictsClean Record
Baltimore, MarylandCRD #226613
Typical Fee--
AUM--
Minimum--
Clients--

ADVISORS PREFERRED LLC

Fee-Only, No ConflictsClean Record
Rockville, MarylandCRD #157980
Typical Fee--
AUM$1.7B
Minimum--
Clients22

ADVISORSHARES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #149782
Typical Fee--
AUM$1.2B
Minimum--
Clients17

ADVOCATE INVESTING SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodbine, MarylandCRD #273035
Typical Fee2.00%
AUM$154M
Minimum--
Clients339

AEGIS WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #134429
Typical Fee--
AUM$708M
Minimum--
Clients525

ALBION RIVER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #322098
Typical Fee--
AUM$2.1B
Minimum--
Clients2

ALLIANCE PARTNERS LLC

Fee-OnlyAlso Compensated via Product Sales
Chevy Chase, MarylandCRD #157700
Typical Fee--
AUM$2.2B
Minimum--
Clients120

ALPHA DNA INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #288198
Typical Fee--
AUM$214M
Minimum--
Clients1,011

AMERICAN FINANCIAL MANAGEMENT, LTD.

Fee-Only, No ConflictsClean Record
Owings Mills, MarylandCRD #111016
Typical Fee2.50%
AUM$32M
Minimum--
Clients155

ARLINGTON CAPITAL PARTNERS

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #160265
Typical Fee--
AUM$9.7B
Minimum--
Clients5

ARMSTRONG DIXON

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #168345
Typical Fee--
AUM$351M
Minimum--
Clients932

ARROW INVESTMENT ADVISORS, LLC

Clean RecordAlso Compensated via Brokerage
Laurel, MarylandCRD #139652
Typical Fee--
AUM$352M
Minimum--
Clients2

ARTEMIS REAL ESTATE PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Chevy Chase, MarylandCRD #160668
Typical Fee--
AUM$9.2B
Minimum--
Clients26

ARTHUR STEIN FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #160627
Typical Fee--
AUM$116M
Minimum--
Clients271

ASB CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #110995
Typical Fee--
AUM$32.9B
Minimum--
Clients83

ASSET STRATEGY CONSULTANTS LLC

Fee-Only, No ConflictsClean Record
Hunt Valley, MarylandCRD #110800
Typical Fee--
AUM$5.2B
Minimum--
Clients72

ATCAP PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #158214
Typical Fee--
AUM$63M
Minimum--
Clients220

AUGMENT INFRASTRUCTURE MANAGERS ADVISORY LLC

Fee-Only, No ConflictsClean Record
Chevy Chase, MarylandCRD #315485
Typical Fee--
AUM$287M
Minimum--
Clients3

AWANI CAPITAL MANAGEMENT LP

Fee-Only, No ConflictsClean Record
Fulton, MarylandCRD #335179
Typical Fee--
AUM$259M
Minimum--
Clients1

BALTIMORE-WASHINGTON FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Columbia, MarylandCRD #159388
Typical Fee--
AUM$2.8B
Minimum--
Clients4,975

BAY HARBOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hunt Valley, MarylandCRD #294000
Typical Fee--
AUM$337M
Minimum--
Clients1,324

BEACON INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gaithersburg, MarylandCRD #127368
Typical Fee--
AUM$338M
Minimum--
Clients495

BERMAN MCALEER

Fee-OnlyClean RecordAlso Compensated via Product Sales
Timonium, MarylandCRD #332906
Typical Fee--
AUM$1.8B
Minimum--
Clients2,467

BESTGATE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Frederick, MarylandCRD #301639
Typical Fee--
AUM$162M
Minimum--
Clients118

BIREME CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rockville, MarylandCRD #283224
Typical Fee--
AUM$168M
Minimum--
Clients75

BLACK DIAMOND FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lutherville, MarylandCRD #145108
Typical Fee--
AUM$1.0B
Minimum--
Clients328

BLUE CURVE ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Towson, MarylandCRD #333724
Typical Fee1.50%
AUM$103M
Minimum--
Clients938

BLUE MARLIN HOLDCO LLC

Fee-Only, No ConflictsClean Record
Bethesda, MarylandCRD #313892
Typical Fee--
AUM$51M
Minimum--
Clients1

BLUEPRINT WEALTH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ellicott City, MarylandCRD #325099
Typical Fee--
AUM$160M
Minimum--
Clients975

BLUESTONE� FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #146946
Typical Fee--
AUM$207M
Minimum--
Clients137

BNB WEALTH MANGAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Silver Spring, MarylandCRD #107702
Typical Fee0.25%
AUM$252M
Minimum--
Clients519

BOLTON INVESTMENT

Fee-Only, No ConflictsClean Record
Towson, MarylandCRD #104684
Typical Fee--
AUM$139M
Minimum--
Clients10

BONTEMPO OHLY CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #132804
Typical Fee--
AUM$368M
Minimum--
Clients652

BOOSTER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #314629
Typical Fee--
AUM$240M
Minimum--
Clients249

BROADOAK ASSET MANAGEMENT, LLC

Clean RecordAlso Compensated via Brokerage
Bethesda, MarylandCRD #148901
Typical Fee--
AUM$595M
Minimum--
Clients12

BROWN ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #110181
Typical Fee--
AUM$121.9B
Minimum--
Clients24,921

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #124612
Typical Fee--
AUM$8.4B
Minimum--
Clients362

BROWN CAPITAL MANAGEMENT, LLC

Fee-OnlyAlso Compensated via Product Sales
Baltimore, MarylandCRD #105633
Typical Fee--
AUM$8.1B
Minimum--
Clients109

BULL HARBOR CAPITAL LLC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bethesda, MarylandCRD #324995
Typical Fee--
AUM$344M
Minimum--
Clients1,759

BURKHOLDER & ASSOCIATES, LLC

Clean RecordAlso Compensated via Brokerage
Chevy Chase, MarylandCRD #313338
Typical Fee--
AUM$287M
Minimum--
Clients404
View all 224 advisors in Maryland
Fiduciary Financial Advisors in Maryland | FiduciaryListings