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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 can 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 - March 12, 2024

Maryland has 12 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 230 non-vetted advisors in your local area. These retirement advisors in Maryland have an average of 18 years of experience.

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List of Qualified Retirement Planning Advisors in Maryland

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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

advisor-photo
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Erich Imphong
CFP®
Plotkin Financial Advisors, LLC

Qualifications
CRD# 5083311
Firm CRD# 127635
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

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Jake Marcoux
CFP®, APMA®, CLU®, ChFC®
Legacy Capital

Qualifications
CRD# 4673912
Firm CRD# n/a
Series 7, 26, 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified.

Compensation/Fee

Fee-Based, Hourly, Flat Fee, Based on Assets

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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

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Young Park
Victrix Investment Advisors

Qualifications
CRD# 5639897
Firm CRD# 167517
Series 65

Minimum Assets Required
$100,000

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-Only, Based on Assets

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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

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Jeffrey Cardozo
CFP®
Scarborough Capital Management

Qualifications
CRD# 5807786
Firm CRD# 169517
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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vector.svg VERIFIED

Jonathan Szostek
CFP®, AIF®, RICP®, CRPC®, ChFEBCSMScarborough Capital Management

Qualifications
CRD# 5133470
Firm CRD# 169517
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo
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

advisor-photo

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

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
T. ROWE PRICE ASSOCIATES, INC.
100 East Pratt Street,
Baltimore, MD, 21202
$1,506,538,334,57137833722
A Percentage of AUM, Performance Based
2
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
100 East Pratt Street,
Baltimore, MD, 21202
$165,475,690,64862114
A Percentage of AUM, Performance Based
3
BROWN ADVISORY
901 South Bond Street, Suite 400
Baltimore, MD, 21231-3340
$98,298,071,43722302629
A Percentage of AUM, Fixed Fees, Performance Based
4
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$53,251,436,32512198
A Percentage of AUM
5
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$34,265,560,279498154
A Percentage of AUM, Fixed Fees
6
CHEVY CHASE TRUST COMPANY
7501 Wisconsin Avenue, 15th Floor
Bethesda, MD, 20814
$32,026,434,0994695103
A Percentage of AUM, Fixed Fees
7
ASB CAPITAL MANAGEMENT LLC
7501 Wisconsin Avenue, West Tower, 13th Floor
Bethesda, MD, 20814
$27,057,564,8818777
A Percentage of AUM, Performance Based
8
1919 INVESTMENT COUNSEL, LLC
One South Street, Suite 2500
Baltimore, MD, 21202
$17,378,996,2407294121
A Percentage of AUM, Fixed Fees, Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE)
9
DURABLE CAPITAL PARTNERS LP
4747 Bethesda Ave, #1002
Bethesda, MD, 20814
$13,662,036,190546
A Percentage of AUM, Performance Based
10
BROWN CAPITAL MANAGEMENT, LLC
1201 N Calvert St,
Baltimore, MD, 21202-3908
$10,614,900,87813238
A Percentage of AUM, Performance Based
11
ULLICO INVESTMENT ADVISORS, INC.
8403 Colesville Road, 13th Floor
Silver Spring, MD, 20910
$10,400,415,4251972
A Percentage of AUM
12
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
901 South Bond Street, Suite 400
Baltimore, MD, 21231
$9,922,357,75350930
A Percentage of AUM, Fixed Fees, Performance Based
13
REALTERM
201 West Street,
Annapolis, MD, 21401
$8,590,083,00011212
A Percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)
14
JMI MANAGEMENT, L.P.
100 International Drive, Suite 19100
Baltimore, MD, 21202
$8,091,012,5171263
A Percentage of AUM, Performance Based
15
ARTEMIS REAL ESTATE PARTNERS
5404 Wisconsin Avenue, Suite 1150
Chevy Chase, MD, 20815
$7,738,321,5572349
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Maryland

QualificationsFirm CRD# 105496

Assets Under Management $1,506,538,334,571

No. Of Clients3783

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 3783 clients. The team consists of 3722 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 314590

Assets Under Management $165,475,690,648

No. Of Clients62

Clients Per Financial Advisor1

T.ROWE PRICE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $165B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110181

Assets Under Management $98,298,071,437

No. Of Clients22302

Clients Per Financial Advisor35

BROWN ADVISORY is a financial advisory firm situated in Baltimore, Maryland. With a nearly $100B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22302 clients. The team consists of 629 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
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 134155

Assets Under Management $53,251,436,325

No. Of Clients121

Clients Per Financial Advisor1

PROSHARE ADVISORS LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $53B assets under management, the firm specializes in crafting personalized retirement planning solutions for 121 clients. The team consists of 98 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
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QualificationsFirm CRD# 151829

Assets Under Management $34,265,560,279

No. Of Clients498

Clients Per Financial Advisor3

PNC CAPITAL ADVISORS LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $34B assets under management, the firm specializes in crafting personalized retirement planning solutions for 498 clients. The team consists of 154 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 110742

Assets Under Management $32,026,434,099

No. Of Clients4695

Clients Per Financial Advisor46

CHEVY CHASE TRUST COMPANY is a financial advisory firm situated in Bethesda, Maryland. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4695 clients. The team consists of 103 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

QualificationsFirm CRD# 110995

Assets Under Management $27,057,564,881

No. Of Clients87

Clients Per Financial Advisor1

ASB CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Bethesda, Maryland. With a nearly $27B assets under management, the firm specializes in crafting personalized retirement planning solutions for 87 clients. The team consists of 77 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
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
View Full Profile

QualificationsFirm CRD# 133370

Assets Under Management $17,378,996,240

No. Of Clients7294

Clients Per Financial Advisor60

1919 INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7294 clients. The team consists of 121 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
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 305221

Assets Under Management $13,662,036,190

No. Of Clients5

Clients Per Financial Advisor0

DURABLE CAPITAL PARTNERS LP is a financial advisory firm situated in Bethesda, Maryland. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 46 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
View Full Profile

QualificationsFirm CRD# 105633

Assets Under Management $10,614,900,878

No. Of Clients132

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 132 clients. The team consists of 38 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
  • Portfolio Management for Investment
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 106628

Assets Under Management $10,400,415,425

No. Of Clients19

Clients Per Financial Advisor0

ULLICO INVESTMENT ADVISORS, INC. is a financial advisory firm situated in Silver Spring, Maryland. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 72 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
  • Portfolio Management for Business
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 124612

Assets Under Management $9,922,357,753

No. Of Clients509

Clients Per Financial Advisor17

BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 509 clients. The team consists of 30 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
  • Portfolio Management for pooled Investment
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 322689

Assets Under Management $8,590,083,000

No. Of Clients11

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 11 clients. The team consists of 212 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
View Full Profile

QualificationsFirm CRD# 158344

Assets Under Management $8,091,012,517

No. Of Clients12

Clients Per Financial Advisor0

JMI MANAGEMENT, L.P. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12 clients. The team consists of 63 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
View Full Profile

QualificationsFirm CRD# 160668

Assets Under Management $7,738,321,557

No. Of Clients23

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 23 clients. The team consists of 49 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
  • Portfolio Management for Business
View Full Profile

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