Top 10 financial advisors in Baltimore, MD
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.
Brown Advisory
Brown Advisory is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $84,926,233,411 of assets under management and employs about 629 people. Brown Advisory uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$84,926,233,411
Headcount
629 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-38826
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
Pnc Capital Advisors LLC
Pnc Capital Advisors LLC is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $34,265,560,279 of assets under management and employs about 154 people. Pnc Capital Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$34,265,560,279
Headcount
154 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-70684
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
1919 Investment Counsel, LLC
1919 Investment Counsel, LLC is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $17,330,384,015 of assets under management and employs about 121 people. 1919 Investment Counsel, LLC uses a fee structure of a percentage of assets under your management, fixed fees and asset-based fees for nondiscretionary model advice.
Assets under management
$17,330,384,015
Headcount
121 advisors
Fee structure
A percentage of assets under your management
Fixed fees
ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE
SEC number
801-63656
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
Jmi Management, L.p.
Jmi Management, L.p. is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $8,091,012,517 of assets under management and employs about 63 people. Jmi Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$8,091,012,517
Headcount
63 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-79886
Services offered
Portfolio Management For Pooled Investment Vehicles
Rock Springs Capital
Rock Springs Capital is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $5,716,429,633 of assets under management and employs about 20 people. Rock Springs Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$5,716,429,633
Headcount
20 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-78511
Services offered
Portfolio Management For Pooled Investment Vehicles
Pnc Realty Investors, Inc.
Pnc Realty Investors, Inc. is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $4,642,626,652 of assets under management and employs about 27 people. Pnc Realty Investors, Inc. uses a fee structure of and a percentage of assets under your management.
Assets under management
$4,642,626,652
Headcount
27 advisors
Fee structure
A percentage of assets under your management
SEC number
801-66625
Services offered
Portfolio Management For Pooled Investment Vehicles
- Not sure which one to choose?Use our smart matching tool
Lasalle Investment Management Securities
Lasalle Investment Management Securities is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $3,028,070,340 of assets under management and employs about 30 people. Lasalle Investment Management Securities uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$3,028,070,340
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-48201
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)
Facet
Facet is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $2,544,660,518 of assets under management and employs about 234 people. Facet uses a fee structure of and fixed fees.
Assets under management
$2,544,660,518
Headcount
234 advisors
Fee structure
Fixed fees
SEC number
801-108767
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Greenhouse Funds Lllp
Greenhouse Funds Lllp is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $1,541,200,000 of assets under management and employs about 9 people. Greenhouse Funds Lllp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,541,200,000
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-80782
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
Brown Advisory Investment Solutions Group LLC
Brown Advisory Investment Solutions Group LLC is a financial advisory firm based in Baltimore, Maryland. It currently has approximately $1,155,324,643 of assets under management and employs about 30 people. Brown Advisory Investment Solutions Group LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Assets under management
$1,155,324,643
Headcount
30 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
SEC number
801-61732
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
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