Top 10 advisors in Towson
We’ve curated a list of the best financial advisors in Towson, take a look at it below
Find an advisor in Towson| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,458,213,261 | 86 advisors | ||
| 2 | $2,446,287,418 | 21 advisors | ||
| 3 | $2,352,474,111 | 41 advisors | ||
| 4 | $1,719,763,972 | 138 advisors | ||
| 5 | $809,254,000 | 3 advisors | ||
| 6 | $401,526,777 | 14 advisors | ||
| 7 | $229,014,905 | 9 advisors | ||
| 8 | $115,359,361 | 2 advisors | ||
| 9 | $93,322,500 | 3 advisors | ||
| 10 | $67,076,746 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Towson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Towson. 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. Wms Partners, LLC
Assets under management
$3,458,213,261
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Selection Of Other Advisers
Bill Pay Services
2. Maryland Capital Management, LLC
Assets under management
$2,446,287,418
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)
3. Greenspring Advisors, LLC
Assets under management
$2,352,474,111
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Investment Consulting And Educational Services
4. Founders Financial Securities, LLC
Assets under management
$1,719,763,972
Fee structure
A percentage of assets under your management
Hourly charges
Subscription fees
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
5. Financial Council Asset Management Inc
Assets under management
$809,254,000
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)
6. Sfg Wealth Management
Assets under management
$401,526,777
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
- Not sure which one to choose?Use our smart matching tool
7. L. K. Benson & Company, P.c.
Assets under management
$229,014,905
Fee structure
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
8. Alere Planning LLC
Assets under management
$115,359,361
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 Simmons Partnership, Inc
Assets under management
$93,322,500
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)
- Not sure which one to choose?Use our smart matching tool
10. Nazelrod & Associates Financial Services, Inc.
Assets under management
$67,076,746
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Tax, Estate Plng, Risk Mgmt, Financial Mgmt
Your first meeting is free.