Financial advisors in Columbia, MD

342 match · page 1 of 12

Andrew Fentress
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
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Anne London
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
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Benjamin James
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Brian Keeney
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
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Brian McKinney
Financial advisor at Williams Asset Management
Williams Asset Management · $661.1M AUM
CFP®VerifiedFinancial planning
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Broderick Young
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Charles Ransom
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
CFP®VerifiedFinancial planning
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Chris Holcomb
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
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Christina White
Financial advisor at Kilter Group
Kilter Group · $277.4M AUM
CFP®VerifiedFinancial planning
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Christopher Schipske
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Christopher Walczak
Financial advisor at Hb Wealth
Hb Wealth · $30.16B AUM
CFP®VerifiedFinancial planning
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David Kasten
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Deirdre McElroy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Duncan McCall
Financial advisor at Williams Asset Management
Williams Asset Management · $661.1M AUM
CFP®VerifiedFinancial planning
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Elizabeth Plot
Financial advisor at Primas Financial Planning
Primas Financial Planning
CFP®VerifiedFinancial planning
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Eun Ha
Financial advisor at Hb Wealth
Hb Wealth · $30.16B AUM
CFP®VerifiedFinancial planning
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Gary Williams
Financial advisor at Williams Asset Management
Williams Asset Management · $661.1M AUM
CFP®VerifiedFinancial planning
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Gavin Walter
Financial advisor at Williams Asset Management
Williams Asset Management · $661.1M AUM
CFP®VerifiedFinancial planning
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Genti Cici
Financial advisor at Wealthy & Wise Family Office
Wealthy & Wise Family Office · $63.1M AUM
CFP®VerifiedFinancial planning
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George Hunter
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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George Watson
Financial advisor at Williams Asset Management
Williams Asset Management · $661.1M AUM
CFP®VerifiedFinancial planning
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Gregory Lowe
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Harold Lowe
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Hope Campbell
Financial advisor at Cwm, LLC
Cwm, LLC · $50.58B AUM
CFP®VerifiedFinancial planning
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Jamie Waldren
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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Jean-Elizabeth Hubbard
Financial advisor at Northstar Wealth Management, Inc.
Northstar Wealth Management, Inc. · $36.6M AUM
CFP®VerifiedFinancial planning
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Jeffrey Grodsky
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Jeffrey Troll
Financial advisor at Cw Advisors, LLC
Cw Advisors, LLC · $15.22B AUM
CFP®VerifiedFinancial planning
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Jennifer Kutchey
Financial advisor at Mai Capital Management, LLC
Mai Capital Management, LLC · $52.1B AUM
CFP®VerifiedFinancial planning
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Jeremy Reed
Financial advisor at Glr Partners
Glr Partners · $260.7M AUM
CFP®VerifiedFinancial planning
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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 Columbia, 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 Columbia, MD.

How this list works

Before you hire an advisor in Columbia, MD