Financial advisors in Annapolis, MD

84 match · page 1 of 3

Adam Bosma
Financial advisor at Ventus Wealth Management
Ventus Wealth Management · $4.1M AUM
CFP®VerifiedFinancial planning
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Brad Long
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brandon Wolf
Financial advisor at Evermay Wealth Management, LLC
Evermay Wealth Management, LLC · $1.33B AUM
CFP®VerifiedFinancial planning
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Brendan O'rourke
Financial advisor at Van Clemens Wealth Management, LLC
Van Clemens Wealth Management, LLC · $470.4M AUM
CFP®VerifiedFinancial planning
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Charles Ryan
Financial advisor at Atlantic Financial Planning LLC
Atlantic Financial Planning LLC
CFP®VerifiedFinancial planning
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Christopher Williams
Financial advisor at Foundation Wealth & Tax Advisors, LLC
Foundation Wealth & Tax Advisors, LLC · $85M AUM
CFP®VerifiedFinancial planning
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David Ballard
Financial advisor at Champion Financial Planning Group, LLC
Champion Financial Planning Group, LLC · $80.4M AUM
CFP®VerifiedFinancial planning
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David McKee
Financial advisor at Accordant Advisory Group, Inc.
Accordant Advisory Group, Inc. · $278M AUM
CFP®VerifiedFinancial planning
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David Sizemore
Financial advisor at Scarborough Capital Management
Scarborough Capital Management · $1.64B AUM
CFP®VerifiedFinancial planning
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Deirdre Shafea
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Dianna Jones
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Douglas Coe
Financial advisor at Mariner Independent
Mariner Independent · $7.34B AUM
CFP®VerifiedFinancial planning
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Douglas Miller
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Elaine Shanley
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Eric Silk
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B AUM
CFP®VerifiedFinancial planning
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Erik Szabocsik
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
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Glen Frost
Financial advisor at Foundation Wealth & Tax Advisors, LLC
Foundation Wealth & Tax Advisors, LLC · $85M AUM
CFP®VerifiedFinancial planning
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Gregory Ostrowski
Financial advisor at Scarborough Capital Management
Scarborough Capital Management · $1.64B AUM
CFP®VerifiedFinancial planning
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Jacqueline Nicholson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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James Brennan
Financial advisor at 1 North Wealth Services, LLC
1 North Wealth Services, LLC · $320.4M AUM
CFP®VerifiedFinancial planning
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James Denora
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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James Griesser
Financial advisor at Wealthspire Advisors
Wealthspire Advisors · $34.32B AUM
CFP®VerifiedFinancial planning
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James Vermilye
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Jason Dallacqua
Financial advisor at Crest Wealth Advisors LLC
Crest Wealth Advisors LLC · $95.8M AUM
CFP®VerifiedFinancial planning
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Jeffrey Cardozo
Financial advisor at Scarborough Capital Management
Scarborough Capital Management · $1.64B AUM
CFP®VerifiedFinancial planning
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Jeffrey Wadsworth
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
CFP®VerifiedFinancial planning
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Joelle Gotimer
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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John Faggio
Financial advisor at Foundation Wealth & Tax Advisors, LLC
Foundation Wealth & Tax Advisors, LLC · $85M AUM
CFP®VerifiedFinancial planning
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John Jilek
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Jonathan Szostek
Financial advisor at Scarborough Capital Management
Scarborough Capital Management · $1.64B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Annapolis, MD

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Annapolis, MD.

How this list works

Before you hire an advisor in Annapolis, MD