Top 10 financial advisors in Annapolis, MD
We’ve curated a list of the best financial advisors in Annapolis, take a look at it below
Find an advisor in Annapolis| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $987,098,118 | 19 advisors | ||
| 2 | $624,192,839 | 15 advisors | ||
| 3 | $376,279,011 | 3 advisors | ||
| 4 | $260,527,395 | 4 advisors | ||
| 5 | $243,782,289 | 4 advisors | ||
| 6 | $207,583,087 | 8 advisors | ||
| 7 | $199,392,894 | 4 advisors | ||
| 8 | $161,849,096 | 4 advisors | ||
| 9 | $153,713,413 | 6 advisors | ||
| 10 | $135,566,347 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Annapolis, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Annapolis. 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.
Scarborough Capital Management
Scarborough Capital Management is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $987,098,118 of assets under management and employs about 19 people. Scarborough Capital Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$987,098,118
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79006
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Bay Point Wealth
Bay Point Wealth is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $624,192,839 of assets under management and employs about 15 people. Bay Point Wealth uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$624,192,839
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-95167
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Marks Wealth Management
Marks Wealth Management is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $376,279,011 of assets under management and employs about 3 people. Marks Wealth Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$376,279,011
Headcount
3 advisors
Fee structure
A percentage of assets under your management
SEC number
801-119442
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
1 North Wealth Services, LLC
1 North Wealth Services, LLC is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $260,527,395 of assets under management and employs about 4 people. 1 North Wealth Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$260,527,395
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60941
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profileMeet the advisor
1997 Annapolis Exchange Parkway,
Suite 250,
Annapolis,
Maryland,
21401Westbourne Investment Advisors Inc.
Westbourne Investment Advisors Inc. is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $243,782,289 of assets under management and employs about 4 people. Westbourne Investment Advisors Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$243,782,289
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-68167
Services offered
Portfolio Management For Individuals And/or Small Businesses
Shaker Financial Services
Shaker Financial Services is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $207,583,087 of assets under management and employs about 8 people. Shaker Financial Services uses a fee structure of and a percentage of assets under your management.
Assets under management
$207,583,087
Headcount
8 advisors
Fee structure
A percentage of assets under your management
SEC number
801-62679
Services offered
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
The Ellerson Group Inc
The Ellerson Group Inc is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $199,392,894 of assets under management and employs about 4 people. The Ellerson Group Inc uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$199,392,894
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-48299
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Rcs Financial Planning, LLC
Rcs Financial Planning, LLC is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $161,849,096 of assets under management and employs about 4 people. Rcs Financial Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$161,849,096
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-112282
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Chesapeake Financial Planning
Chesapeake Financial Planning is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $153,713,413 of assets under management and employs about 6 people. Chesapeake Financial Planning uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and fee for monitoring third party managers.
Assets under management
$153,713,413
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FEE FOR MONITORING THIRD PARTY MANAGERS
SEC number
801-117791
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Hf Advisory Group, LLC
Hf Advisory Group, LLC is a financial advisory firm based in Annapolis, Maryland. It currently has approximately $135,566,347 of assets under management and employs about 4 people. Hf Advisory Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$135,566,347
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-125758
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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
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