National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

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 - April 24, 2025

Maryland has 17 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 19 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

List of Qualified Retirement Planning Advisors in Maryland

advisor
vector.svg VERIFIED

Doug 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Erich 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Tom 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Nilos 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Chris 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

David 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Geoffrey 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Michael 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

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

Jessica 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 6413

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

MY 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

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Maryland (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

100 East Pratt Street,
Baltimore, MD, 21202
$1,752,267,028,98846963814
A percentage of AUM, Performance Based
2

100 East Pratt Street,
Baltimore, MD, 21202
$193,065,874,99768114
A percentage of AUM, Performance Based
3

901 South Bond Street, Suite 400
Baltimore, MD, 21231-3340
$108,331,371,64323317657
A percentage of AUM, Fixed fees, Performance Based
4

7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$65,095,381,946126101
A percentage of AUM
5

One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$37,701,864,167516254
A percentage of AUM, Fixed fees
6

7501 Wisconsin Avenue, 15th Floor
Bethesda, MD, 20814
$36,006,471,9754811108
A percentage of AUM, Fixed fees
7

7501 Wisconsin Avenue, West Tower, 13th Floor
Bethesda, MD, 20814
$29,726,275,2568180
A percentage of AUM, Performance Based
8

One South Street, Suite 2500
Baltimore, MD, 21202
$21,255,587,5885142136
A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE)
9

4747 Bethesda Ave, #1002
Bethesda, MD, 20814
$16,939,969,975548
A percentage of AUM, Performance Based
10

8403 Colesville Road, 13th Floor
Silver Spring, MD, 20910
$11,318,266,6651883
A percentage of AUM
11

1201 N Calvert St,
Baltimore, MD, 21202-3908
$10,743,201,35212237
A percentage of AUM, Performance Based
12

201 West Street,
Annapolis, MD, 21401
$9,223,485,50013228
A percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)
13

4747 Bethesda Avenue, Suite 500
Bethesda, MD, 20814
$9,109,444,155627
A percentage of AUM, Performance Based
14

100 International Drive, Suite 19100
Baltimore, MD, 21202
$8,696,716,0841671
A percentage of AUM, Performance Based
15

5404 Wisconsin Avenue, Suite 1000
Chevy Chase, MD, 20815
$8,453,857,3292661
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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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)
View Full Profile

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)
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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)
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners