Fiduciary advisors in Baltimore, MD

35 registered advisers

35 SEC-registered fiduciary advisory firms operate in Baltimore, Maryland. Fee-only firms account for 33 of the 35 registered practices, or about 94% of the local market.

&WEALTH PARTNERS

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

1919 INVESTMENT COUNSEL, LLC

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

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

ACCESS HOLDINGS MANAGEMENT COMPANY LLC

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

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--

ARMSTRONG DIXON

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

BOOSTER, LLC

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

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

BUTTONWOOD FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #144926
Typical Fee--
AUM$393M
Minimum--
Clients1,006

CAMPBELL & COMPANY INVESTMENT ADVISER LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #134332
Typical Fee--
AUM$3.5B
Minimum--
Clients10

CHAPIN DAVIS ASSET MANAGEMENT

Also Compensated via Brokerage
Baltimore, MarylandCRD #28116
Typical Fee--
AUM$539M
Minimum--
Clients741

CROMWELL FUNDS

Fee-Only, No ConflictsClean Record
Baltimore, MarylandCRD #314411
Typical Fee--
AUM$402M
Minimum--
Clients6

D.F. DENT AND COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #105179
Typical Fee--
AUM$8.6B
Minimum--
Clients1,294

ECOSYSTEM INVESTMENT PARTNERS, LLC

Fee-Only, No Conflicts
Baltimore, MarylandCRD #165149
Typical Fee--
AUM$1.3B
Minimum--
Clients7

EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Baltimore, MarylandCRD #145420
Typical Fee--
AUM$223M
Minimum--
Clients158

FOUNDRY WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #300794
Typical Fee--
AUM$134M
Minimum--
Clients273

GREENHOUSE FUNDS LLLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #169840
Typical Fee--
AUM$2.7B
Minimum--
Clients12

JEMMA FINANCIAL SERVICES

Also Compensated via Brokerage
Baltimore, MarylandCRD #284198
Typical Fee--
AUM$146M
Minimum--
Clients589

JMI MANAGEMENT, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #158344
Typical Fee--
AUM$9.5B
Minimum--
Clients16

LASALLE INVESTMENT MANAGEMENT SECURITIES

Fee-OnlyAlso Compensated via Product Sales
Baltimore, MarylandCRD #111179
Typical Fee--
AUM$3.1B
Minimum--
Clients24

LOMBARD ADVISERS INCORPORATED

Fee-Only, No Conflicts
Baltimore, MarylandCRD #108231
Typical Fee--
AUM$567M
Minimum--
Clients1,377

MOUNT VERNON ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #107099
Typical Fee--
AUM$233M
Minimum--
Clients121

PATIENT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #307336
Typical Fee--
AUM$2.1B
Minimum--
Clients7

PNC CAPITAL ADVISORS LLC

Fee-Only, No Conflicts
Baltimore, MarylandCRD #151829
Typical Fee--
AUM$42.6B
Minimum--
Clients573

ROCK SPRINGS CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #168648
Typical Fee--
AUM$3.3B
Minimum--
Clients6

SAVANO DIRECT CAPITAL PARTNERS, LLC

Fee-Only, No ConflictsClean Record
Baltimore, MarylandCRD #174066
Typical Fee--
AUM$414M
Minimum--
Clients7

T. ROWE PRICE (CANADA), INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #107290
Typical Fee--
AUM$5.7B
Minimum--
Clients33

T. ROWE PRICE ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #105496
Typical Fee--
AUM$1.9T
Minimum--
Clients5,924

T.ROWE PRICE INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #314590
Typical Fee--
AUM$207.1B
Minimum--
Clients69

WBH ADVISORY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #105289
Typical Fee--
AUM$1.7B
Minimum--
Clients2,335

WPG FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Baltimore, MarylandCRD #291708
Typical Fee--
AUM$356M
Minimum--
Clients1,332
Fiduciary Advisors in Baltimore, Maryland | FiduciaryListings