Top 10 advisors in Maryland
We’ve curated a list of the best financial advisors in Maryland, take a look at it below
Find an advisor in Maryland| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $84,926,233,411 | 629 advisors | ||
| 2 | $53,251,436,325 | 98 advisors | ||
| 3 | $34,265,560,279 | 154 advisors | ||
| 4 | $32,026,434,099 | 103 advisors | ||
| 5 | $27,057,564,881 | 77 advisors | ||
| 6 | $25,911,756,571 | 132 advisors | ||
| 7 | $17,330,384,015 | 121 advisors | ||
| 8 | $13,662,036,190 | 46 advisors | ||
| 9 | $10,400,415,425 | 72 advisors | ||
| 10 | $8,091,012,517 | 63 advisors |
How we came up with this list
To generate our top financial advisors list in Maryland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Maryland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Brown Advisory
Assets under management
$84,926,233,411
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
2. Proshare Advisors LLC
Assets under management
$53,251,436,325
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Commodity Pool Operator
3. Pnc Capital Advisors LLC
Assets under management
$34,265,560,279
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Proprietary Investment Analysis Services
4. Chevy Chase Trust Company
Assets under management
$32,026,434,099
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Trustee And Investment Manager For Collective Funds
5. Asb Capital Management LLC
Assets under management
$27,057,564,881
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Publication Of Periodicals Or Newsletters
6. New Enterprise Associates
Assets under management
$25,911,756,571
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. 1919 Investment Counsel, LLC
Assets under management
$17,330,384,015
Fee structure
A percentage of assets under your management
Fixed fees
ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Nondiscretionary Investment Advice And Certain Family Office Services
8. Durable Capital Partners Lp
Assets under management
$13,662,036,190
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Ullico Investment Advisors, Inc.
Assets under management
$10,400,415,425
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Jmi Management, L.p.
Assets under management
$8,091,012,517
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.