Top 10 advisors in Baltimore
We’ve curated a list of the best financial advisors in Baltimore, take a look at it below
Find an advisor in Baltimore| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $84,926,233,411 | 629 advisors | ||
| 2 | $34,265,560,279 | 154 advisors | ||
| 3 | $17,330,384,015 | 121 advisors | ||
| 4 | $8,091,012,517 | 63 advisors | ||
| 5 | $5,716,429,633 | 20 advisors | ||
| 6 | $4,642,626,652 | 27 advisors | ||
| 7 | $3,028,070,340 | 30 advisors | ||
| 8 | $2,544,660,518 | 234 advisors | ||
| 9 | $1,541,200,000 | 9 advisors | ||
| 10 | $1,155,324,643 | 30 advisors |
How we came up with this list
To generate our top financial advisors list in Baltimore, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Baltimore. 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. 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
3. 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
4. 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
5. Rock Springs Capital
Assets under management
$5,716,429,633
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Pnc Realty Investors, Inc.
Assets under management
$4,642,626,652
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
7. Lasalle Investment Management Securities
Assets under management
$3,028,070,340
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)
8. Facet
Assets under management
$2,544,660,518
Fee structure
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
9. Greenhouse Funds Lllp
Assets under management
$1,541,200,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
- Not sure which one to choose?Use our smart matching tool
10. Brown Advisory Investment Solutions Group LLC
Assets under management
$1,155,324,643
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 Pooled Investment Vehicles
Selection Of Other Advisers
Your first meeting is free.