Financial advisors in Towson, MD

328 advisors · page 1 of 11

Adam Ariosa
Financial advisor at Sfg Wealth Management
Sfg Wealth Management · $760.2M AUM
CFP®VerifiedFinancial planning
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Alexander Faber
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Andrew Caples
Financial advisor at Cerity Partners LLC
Cerity Partners LLC · $161.68B AUM
CFP®VerifiedFinancial planning
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Andrew Meredith
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Andrew O'neill
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Angela Treff
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Ashley Zephir
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
CFP®VerifiedFinancial planning
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Avis Fagu
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Benjamin Galloway
Financial advisor at Greenspring Advisors, LLC
Greenspring Advisors, LLC · $6.46B AUM
CFP®VerifiedFinancial planning
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Bernard Muth
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Brant Cavagnaro
Financial advisor at Greenspring Advisors, LLC
Greenspring Advisors, LLC · $6.46B AUM
CFP®VerifiedFinancial planning
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Brenna McLoughlin
Financial advisor at Greenspring Advisors, LLC
Greenspring Advisors, LLC · $6.46B AUM
CFP®VerifiedFinancial planning
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Brian Messick
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Carole Schreck
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Christopher Compton
Financial advisor at Red Oak Financial Group
Red Oak Financial Group · $1.04B AUM
CFP®VerifiedFinancial planning
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Christopher Dipietro
Financial advisor at Founders Financial Securities, LLC
Founders Financial Securities, LLC · $4.14B AUM
CFP®VerifiedFinancial planning
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Corinne Gaquin
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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Craig Lestner
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Daniel Mong
Financial advisor at Greenspring Advisors, LLC
Greenspring Advisors, LLC · $6.46B AUM
CFP®VerifiedFinancial planning
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David Feeley
Financial advisor at Red Oak Financial Group
Red Oak Financial Group · $1.04B AUM
CFP®VerifiedFinancial planning
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David Travis
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Derek Dimanno
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Dominic Patti
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Edward Witherspoon
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Ellwood Derricks
Financial advisor at Partnership Wealth Management
Partnership Wealth Management · $234.9M AUM
CFP®VerifiedFinancial planning
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Geoffrey Flanders
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
CFP®VerifiedFinancial planning
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Gregory Hobson
Financial advisor at Greenspring Advisors, LLC
Greenspring Advisors, LLC · $6.46B AUM
CFP®VerifiedFinancial planning
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Gregory Plechner
Financial advisor at Greenspring Advisors, LLC
Greenspring Advisors, LLC · $6.46B AUM
CFP®VerifiedFinancial planning
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James Perriello
Financial advisor at Greenspring Advisors, LLC
Greenspring Advisors, LLC · $6.46B AUM
CFP®VerifiedFinancial planning
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James Simmons
Financial advisor at The Simmons Partnership, Inc
The Simmons Partnership, Inc · $216.5M 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 Towson, 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 Towson, MD.

How this list works

Before you hire an advisor in Towson, MD