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Find Retirement Advisors for Retirement Planning in Maryland
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Maryland, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Maryland
Last Updated - June 24, 2025Maryland has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 229 non-vetted advisors in your local area. These retirement advisors in Maryland have an average of 18 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Maryland
VERIFIEDDoug Miller J.D.
CFP®, CLU®
Northwestern Mutual
Qualifications
CRD# 4130719
Firm CRD# 2881
Series 6, 7, 63, 65, 66
Minimum Assets Required
$50,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDErich Imphong
CFP®
Plotkin Financial Advisors, LLC
Qualifications
CRD# 5083311
Firm CRD# 7717
Series 7, 66
Minimum Assets Required
$250,000
Advisory Services:
Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDTom Hagigh
EPE Wealth Advisors
Qualifications
CRD# 2583423
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Based on Assets
VERIFIEDNilos T. Sakellariou
CFM
NTS Bearing-Total Wealth Management.
Qualifications
CRD# 2108146
Firm CRD# 124504
Series 7, 10, 31, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Risk Management
Compensation/Fee
Fee-Only
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 8733
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
VERIFIEDDavid Middleton
CFP®, AIF®
Middleton Advisory
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Only
VERIFIEDGeoffrey Burroughs
CFP®, Financial Planning Specialist, CDFA®
Harbor Investment Advisory
Qualifications
CRD# 5379858
Firm CRD# 151085
Series 7, 31, 66
Minimum Assets Required
$250,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDMichael Balakirsky
MBA, 76784
LPL Financial
Qualifications
CRD# 4812251
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDJessica Light
CFP®
Prudential
Qualifications
CRD# 6838355
Firm CRD# 8733
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDMY Wealth Management, Inc.
CFP®, ChFC®
Qualifications
CRD# 2818198
Firm CRD# 168566
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 100 East Pratt Street, Baltimore, MD, 21202 | $1,752,267,028,988 | 4696 | 3814 | A percentage of AUM, Performance Based |
| 2 | 100 East Pratt Street, Baltimore, MD, 21202 | $193,065,874,997 | 68 | 114 | A percentage of AUM, Performance Based |
| 3 | 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340 | $108,331,371,643 | 23317 | 657 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | $65,095,381,946 | 126 | 101 | A percentage of AUM |
| 5 | One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202 | $37,701,864,167 | 516 | 254 | A percentage of AUM, Fixed fees |
| 6 | 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814 | $36,006,471,975 | 4811 | 108 | A percentage of AUM, Fixed fees |
| 7 | 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814 | $29,726,275,256 | 81 | 80 | A percentage of AUM, Performance Based |
| 8 | One South Street, Suite 2500 Baltimore, MD, 21202 | $21,255,587,588 | 5142 | 136 | A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE) |
| 9 | 4747 Bethesda Ave, #1002 Bethesda, MD, 20814 | $16,939,969,975 | 5 | 48 | A percentage of AUM, Performance Based |
| 10 | 8403 Colesville Road, 13th Floor Silver Spring, MD, 20910 | $11,318,266,665 | 18 | 83 | A percentage of AUM |
| 11 | 1201 N Calvert St, Baltimore, MD, 21202-3908 | $10,743,201,352 | 122 | 37 | A percentage of AUM, Performance Based |
| 12 | 201 West Street, Annapolis, MD, 21401 | $9,223,485,500 | 13 | 228 | A percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING) |
| 13 | 4747 Bethesda Avenue, Suite 500 Bethesda, MD, 20814 | $9,109,444,155 | 6 | 27 | A percentage of AUM, Performance Based |
| 14 | 100 International Drive, Suite 19100 Baltimore, MD, 21202 | $8,696,716,084 | 16 | 71 | A percentage of AUM, Performance Based |
| 15 | 5404 Wisconsin Avenue, Suite 1000 Chevy Chase, MD, 20815 | $8,453,857,329 | 26 | 61 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Maryland
QualificationsFirm CRD# 105496
Assets Under Management $1,752,267,028,988
No. Of Clients4696
Clients Per Financial Advisor1
T. ROWE PRICE ASSOCIATES, INC. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 4696 clients. The team consists of 3814 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 314590
Assets Under Management $193,065,874,997
No. Of Clients68
Clients Per Financial Advisor1
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $193B assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 clients. The team consists of 114 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110181
Assets Under Management $108,331,371,643
No. Of Clients23317
Clients Per Financial Advisor35
BROWN ADVISORY is a financial advisory firm situated in Baltimore, Maryland. With a nearly $108B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23317 clients. The team consists of 657 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 134155
Assets Under Management $65,095,381,946
No. Of Clients126
Clients Per Financial Advisor1
PROSHARE ADVISORS LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $65B assets under management, the firm specializes in crafting personalized retirement planning solutions for 126 clients. The team consists of 101 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Other (COMMODITY POOL OPERATOR)
QualificationsFirm CRD# 151829
Assets Under Management $37,701,864,167
No. Of Clients516
Clients Per Financial Advisor2
PNC CAPITAL ADVISORS LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 254 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PROPRIETARY INVESTMENT ANALYSIS SERVICES)
QualificationsFirm CRD# 110742
Assets Under Management $36,006,471,975
No. Of Clients4811
Clients Per Financial Advisor45
CHEVY CHASE TRUST COMPANY is a financial advisory firm situated in Bethesda, Maryland. With a nearly $36B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4811 clients. The team consists of 108 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (TRUSTEE AND INVESTMENT MANAGER FOR COLLECTIVE FUNDS)
QualificationsFirm CRD# 110995
Assets Under Management $29,726,275,256
No. Of Clients81
Clients Per Financial Advisor1
ASB CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 81 clients. The team consists of 80 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 133370
Assets Under Management $21,255,587,588
No. Of Clients5142
Clients Per Financial Advisor38
1919 INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5142 clients. The team consists of 136 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (NONDISCRETIONARY INVESTMENT ADVICE AND CERTAIN FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 305221
Assets Under Management $16,939,969,975
No. Of Clients5
Clients Per Financial Advisor0
DURABLE CAPITAL PARTNERS LP is a financial advisory firm situated in Bethesda, Maryland. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 106628
Assets Under Management $11,318,266,665
No. Of Clients18
Clients Per Financial Advisor0
ULLICO INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Silver Spring, Maryland. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 18 clients. The team consists of 83 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 105633
Assets Under Management $10,743,201,352
No. Of Clients122
Clients Per Financial Advisor3
BROWN CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 122 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 322689
Assets Under Management $9,223,485,500
No. Of Clients13
Clients Per Financial Advisor0
REALTERM is a financial advisory firm situated in Annapolis, Maryland. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 228 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (DEVELOPMENT
- CONSTRUCTION
- PROPERTY MANAGEMENT
- LEASING)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Other (PORTFOLIO MANAGEMENT TO JOINT VENTURES; DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)
QualificationsFirm CRD# 160265
Assets Under Management $9,109,444,155
No. Of Clients6
Clients Per Financial Advisor0
ARLINGTON CAPITAL PARTNERS is a financial advisory firm situated in Bethesda, Maryland. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 27 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 158344
Assets Under Management $8,696,716,084
No. Of Clients16
Clients Per Financial Advisor0
JMI MANAGEMENT, L.P. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 71 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 160668
Assets Under Management $8,453,857,329
No. Of Clients26
Clients Per Financial Advisor0
ARTEMIS REAL ESTATE PARTNERS is a financial advisory firm situated in Chevy Chase, Maryland. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 clients. The team consists of 61 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Annapolis, Maryland
- Retirement Planners in Baltimore, Maryland
- Retirement Planners in Bethesda, Maryland
- Retirement Planners in Charlotte Hall, Maryland
- Retirement Planners in Chevy Chase, Maryland
- Retirement Planners in Clarksville, Maryland
- Retirement Planners in Cockeysville, Maryland
- Retirement Planners in Crownsville, Maryland
- Retirement Planners in Ellicott City, Maryland
- Retirement Planners in Gaithersburg, Maryland
- Retirement Planners in Germantown, Maryland
- Retirement Planners in Lutherville Timonium, Maryland
- Retirement Planners in Silver Spring, Maryland
- Retirement Planners in Towson, Maryland
Looking for more choices? Use our free match service to compare retirement planners serving your area.