Top 10 advisors in Hunt Valley
We’ve curated a list of the best financial advisors in Hunt Valley, take a look at it below
Find an advisor in Hunt Valley| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $7,558,090,245 | 89 advisors | ||
| 2 | $2,735,788,731 | 40 advisors | ||
| 3 | $1,984,314,541 | 22 advisors | ||
| 4 | $730,091,000 | 9 advisors | ||
| 5 | $621,557,037 | 6 advisors | ||
| 6 | $582,992,789 | 23 advisors | ||
| 7 | $420,682,299 | 6 advisors | ||
| 8 | $403,079,586 | 10 advisors | ||
| 9 | $368,242,323 | 14 advisors | ||
| 10 | $238,417,840 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Hunt Valley, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hunt Valley. 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. Connectus Wealth
Assets under management
$7,558,090,245
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
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
Selection Of Other Advisers
Credit And Cash Management Solutions, Insurance Solutions
2. Verdence Capital Advisors, LLC
Assets under management
$2,735,788,731
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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)
Selection Of Other Advisers
Consulting
3. Asset Strategy Consultants LLC
Assets under management
$1,984,314,541
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
ONE-TIME PROJECTS, WITH NEGOTIATED FEE
Services offered
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
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
4. Tufton Capital Management, LLC
Assets under management
$730,091,000
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
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)
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
5. Marathon Capital Management
Assets under management
$621,557,037
Fee structure
A percentage of assets under your management
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)
6. Financial Consulate
Assets under management
$582,992,789
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Tax, Accounting & Estate Advisory
- Not sure which one to choose?Use our smart matching tool
7. Vsm Wealth Advisory, LLC
Assets under management
$420,682,299
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
8. Harvest Investment Consultants LLC
Assets under management
$403,079,586
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
9. The Marshall Financial Group LLC
Assets under management
$368,242,323
Fee structure
A percentage of assets under your management
Services offered
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)
- Not sure which one to choose?Use our smart matching tool
10. Bay Harbor Wealth Management, LLC
Assets under management
$238,417,840
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
Your first meeting is free.