Top financial advisors in Owings Mills, MD
We’ve curated a list of the best financial advisors in Owings Mills, take a look at it below
Find an advisor in Owings Mills| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $412,953,360 | 7 advisors | ||
| 2 | $406,745,055 | 11 advisors |
How we came up with this list
To generate our top financial advisors list in Owings Mills, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Owings Mills. 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.
Camden Partners Holdings, LLC
Camden Partners Holdings, LLC is a financial advisory firm based in Owings Mills, Maryland. It currently has approximately $412,953,360 of assets under management and employs about 7 people. Camden Partners Holdings, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$412,953,360
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-60669
Services offered
Portfolio Management For Pooled Investment Vehicles
Prosperity - An Eisneramper Company
Prosperity - An Eisneramper Company is a financial advisory firm based in Owings Mills, Maryland. It currently has approximately $406,745,055 of assets under management and employs about 11 people. Prosperity - An Eisneramper Company uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$406,745,055
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-96321
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Your first meeting is free.