Top 10 financial advisors in Hunt Valley, MD
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.
Connectus Wealth
Connectus Wealth is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $7,558,090,245 of assets under management and employs about 89 people. Connectus Wealth uses a fee structure of a percentage of assets under your management, fixed fees and revenue sharing with our affiliates, ftcs and frs.
Assets under management
$7,558,090,245
Headcount
89 advisors
Fee structure
A percentage of assets under your management
Fixed fees
REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS
SEC number
801-119970
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
Verdence Capital Advisors, LLC
Verdence Capital Advisors, LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $2,735,788,731 of assets under management and employs about 40 people. Verdence Capital Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,735,788,731
Headcount
40 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-110722
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
Asset Strategy Consultants LLC
Asset Strategy Consultants LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $1,984,314,541 of assets under management and employs about 22 people. Asset Strategy Consultants LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and one-time projects, with negotiated fee.
Assets under management
$1,984,314,541
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
ONE-TIME PROJECTS, WITH NEGOTIATED FEE
SEC number
801-55215
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
Tufton Capital Management, LLC
Tufton Capital Management, LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $730,091,000 of assets under management and employs about 9 people. Tufton Capital Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$730,091,000
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-50228
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
Marathon Capital Management
Marathon Capital Management is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $621,557,037 of assets under management and employs about 6 people. Marathon Capital Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$621,557,037
Headcount
6 advisors
Fee structure
A percentage of assets under your management
SEC number
801-62793
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)
Financial Consulate
Financial Consulate is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $582,992,789 of assets under management and employs about 23 people. Financial Consulate uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$582,992,789
Headcount
23 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-18829
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
Vsm Wealth Advisory, LLC
Vsm Wealth Advisory, LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $420,682,299 of assets under management and employs about 6 people. Vsm Wealth Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$420,682,299
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-121412
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profileMeet the advisor
11350 Mccormick Road,
Executive Plaza I, Suite 300,
Hunt Valley,
Maryland,
21031 Harvest Investment Consultants LLC
Harvest Investment Consultants LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $403,079,586 of assets under management and employs about 10 people. Harvest Investment Consultants LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$403,079,586
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-31445
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
The Marshall Financial Group LLC
The Marshall Financial Group LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $368,242,323 of assets under management and employs about 14 people. The Marshall Financial Group LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$368,242,323
Headcount
14 advisors
Fee structure
A percentage of assets under your management
SEC number
801-117820
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
Bay Harbor Wealth Management, LLC
Bay Harbor Wealth Management, LLC is a financial advisory firm based in Hunt Valley, Maryland. It currently has approximately $238,417,840 of assets under management and employs about 5 people. Bay Harbor Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$238,417,840
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-114123
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.