Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
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 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 - November 30, 2024Maryland has 19 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.
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
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
VERIFIEDYoung Park
CFP®
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
VERIFIEDChris Schiesser
CFP®
Prudential
Qualifications
CRD# 5023056
Firm CRD# 5685
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
VERIFIEDDiamond Chaflawee
CFP®, ChFC®
Prudential
Qualifications
CRD# 7044174
Firm CRD# 5685
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIEDJessica Light
CFP®
Prudential
Qualifications
CRD# 6838355
Firm CRD# 5685
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED 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
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
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIED Qualifications
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 | T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street, Baltimore, MD, 21202 | $1,506,538,334,571 | 3783 | 3722 | A Percentage of AUM, Performance Based |
| 2 | T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street, Baltimore, MD, 21202 | $165,475,690,648 | 62 | 114 | A Percentage of AUM, Performance Based |
| 3 | BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340 | $98,298,071,437 | 22302 | 629 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | $53,251,436,325 | 121 | 98 | A Percentage of AUM |
| 5 | PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202 | $34,265,560,279 | 498 | 154 | A Percentage of AUM, Fixed Fees |
| 6 | CHEVY CHASE TRUST COMPANY 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814 | $32,026,434,099 | 4695 | 103 | A Percentage of AUM, Fixed Fees |
| 7 | ASB CAPITAL MANAGEMENT LLC 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814 | $27,057,564,881 | 87 | 77 | A Percentage of AUM, Performance Based |
| 8 | 1919 INVESTMENT COUNSEL, LLC One South Street, Suite 2500 Baltimore, MD, 21202 | $17,378,996,240 | 7294 | 121 | 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 | $13,662,036,190 | 5 | 46 | A Percentage of AUM, Performance Based |
| 10 | BROWN CAPITAL MANAGEMENT, LLC 1201 N Calvert St, Baltimore, MD, 21202-3908 | $10,614,900,878 | 132 | 38 | A Percentage of AUM, Performance Based |
| 11 | ULLICO INVESTMENT ADVISORS, INC. 8403 Colesville Road, 13th Floor Silver Spring, MD, 20910 | $10,400,415,425 | 19 | 72 | A Percentage of AUM |
| 12 | BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC 901 South Bond Street, Suite 400 Baltimore, MD, 21231 | $9,922,357,753 | 509 | 30 | A Percentage of AUM, Fixed Fees, Performance Based |
| 13 | REALTERM 201 West Street, Annapolis, MD, 21401 | $8,590,083,000 | 11 | 212 | 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 | $8,091,012,517 | 12 | 63 | A Percentage of AUM, Performance Based |
| 15 | ARTEMIS REAL ESTATE PARTNERS 5404 Wisconsin Avenue, Suite 1150 Chevy Chase, MD, 20815 | $7,738,321,557 | 23 | 49 | 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 Bel Air, 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 Ellicott City, Maryland
- Retirement Planners in Gaithersburg, Maryland
- Retirement Planners in Germantown, Maryland
- Retirement Planners in Lutherville Timonium, Maryland
- Retirement Planners in Rockville, 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.