Top financial advisors in Lutherville, MD
We’ve curated a list of the best financial advisors in Lutherville, take a look at it below
Find an advisor in Lutherville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,088,369,754 | 34 advisors | ||
| 2 | $352,800,000 | 19 advisors |
How we came up with this list
To generate our top financial advisors list in Lutherville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lutherville. 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.
Harbor Investment Advisory, LLC
Harbor Investment Advisory, LLC is a financial advisory firm based in Lutherville, Maryland. It currently has approximately $2,088,369,754 of assets under management and employs about 34 people. Harbor Investment Advisory, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,088,369,754
Headcount
34 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-70893
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
Calvert Street Capital Partners, Inc.
Calvert Street Capital Partners, Inc. is a financial advisory firm based in Lutherville, Maryland. It currently has approximately $352,800,000 of assets under management and employs about 19 people. Calvert Street Capital Partners, Inc. uses a fee structure of a percentage of assets under your management, fixed fees, performance-based fees and a percentage of committed capital.
Assets under management
$352,800,000
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
A PERCENTAGE OF COMMITTED CAPITAL
SEC number
801-73600
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.