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Find Retirement Advisors for Retirement Planning in Annapolis, Maryland
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Annapolis, Maryland
Last Updated - April 25, 2025Annapolis has 20 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Annapolis, Maryland have an average of 20 years of experience.
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List of Qualified Retirement Planning Advisors in Annapolis, Maryland
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
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
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
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
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
Address
- 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1750 Tysons Boulevard,
Suite 1140,
Tysons Corner, VA 22102 See Details - 19775 Belmont Executive Plaza,
Suite 530,
Ashburn, VA 20147 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
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
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 T. Jobe
Glover Park Wealth Management, LLC
Qualifications
CRD# 5179276
Firm CRD# 309793
Series 66
Minimum Assets Required
$25,000
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
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDChris Passarelli
Bull Run Investment Management
Qualifications
CRD# 6810007
Firm CRD# 306763
Series 65
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 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, Flat Fee
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
VERIFIEDBryan Beatty
Accredited Investment Fiduciary® (AIF), CFP®
Egan, Berger and Weiner, LLC
Qualifications
CRD# 2207998
Firm CRD# 105644
Series 6, 7, 26, 63, 65
Minimum Assets Required
$0
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, 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, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Annapolis, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 201 West Street, Annapolis, MD, 21401 | $9,223,485,500 | 13 | 228 | A percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING) |
| 2 | 1906 Towne Centre Blvd, Suite 260 Annapolis, MD, 21401 | $1,194,324,647 | 3924 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 3 | 1 Park Place, Suite 500 Annapolis, MD, 21401 | $382,988,422 | 974 | 5 | A percentage of AUM |
| 4 | 410 Severn Avenue, Ste 409 Annapolis, MD, 21403 | $359,090,832 | 420 | 5 | A percentage of AUM, Fixed fees |
| 5 | 721 Melvin Ave, Annapolis, MD, 21401 | $330,681,038 | 1044 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 1997 Annapolis Exchange Parkway, Suite 250 Annapolis, MD, 21401 | $273,167,944 | 687 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 415 Fourth Street, Suite 101 Annapolis, MD, 21403 | $261,058,430 | 105 | 2 | A percentage of AUM, Hourly charges |
| 8 | 166 Defense Highway, Suite 102 Annapolis, MD, 21401 | $250,387,823 | 1063 | 6 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 1997 Annapolis Exchange Parkway, Suite 300-349 Annapolis, MD, 21401 | $228,387,456 | 633 | 8 | A percentage of AUM |
| 10 | 309 Third Street, Annapolis, MD, 21403-2509 | $208,429,251 | 398 | 4 | A percentage of AUM, Hourly charges |
| 11 | 130 Admiral Cochrane Drive, Suite 200 Annapolis, MD, 21401 | $198,776,808 | 666 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401 | $196,905,039 | 292 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 67 West Street, Ste 200 Annapolis, MD, 21401 | $148,883,390 | 948 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 1997 Annapolis Exchange Parkway, Suite 300 Annapolis, MD, 21401 | $101,644,822 | 596 | 13 | A percentage of AUM, Fixed fees |
| 15 | 71 Old Mill Bottom Road North, Suite 201 Annapolis, MD, 21409 | $0 | 0 | 6 | Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Annapolis, Maryland
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# 169517
Assets Under Management $1,194,324,647
No. Of Clients3924
Clients Per Financial Advisor207
SCARBOROUGH CAPITAL MANAGEMENT is a financial advisory firm situated in Annapolis, Maryland. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3924 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 310534
Assets Under Management $382,988,422
No. Of Clients974
Clients Per Financial Advisor195
MARKS WEALTH MANAGEMENT is a financial advisory firm situated in Annapolis, Maryland. With a nearly $383M assets under management, the firm specializes in crafting personalized retirement planning solutions for 974 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 144571
Assets Under Management $359,090,832
No. Of Clients420
Clients Per Financial Advisor84
WESTBOURNE INVESTMENT ADVISORS INC. is a financial advisory firm situated in Annapolis, Maryland. With a nearly $359M assets under management, the firm specializes in crafting personalized retirement planning solutions for 420 clients. The team consists of 5 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
QualificationsFirm CRD# 328178
Assets Under Management $330,681,038
No. Of Clients1044
Clients Per Financial Advisor104
CURIO WEALTH, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $331M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1044 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 115948
Assets Under Management $273,167,944
No. Of Clients687
Clients Per Financial Advisor172
1 NORTH WEALTH SERVICES, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 687 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 106658
Assets Under Management $261,058,430
No. Of Clients105
Clients Per Financial Advisor53
THE ELLERSON GROUP INC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $261M assets under management, the firm specializes in crafting personalized retirement planning solutions for 105 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 309051
Assets Under Management $250,387,823
No. Of Clients1063
Clients Per Financial Advisor177
HF ADVISORY GROUP, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $250M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1063 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 121534
Assets Under Management $228,387,456
No. Of Clients633
Clients Per Financial Advisor79
SHAKER FINANCIAL SERVICES is a financial advisory firm situated in Annapolis, Maryland. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 633 clients. The team consists of 8 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 individuals and/or small businesses
QualificationsFirm CRD# 117474
Assets Under Management $208,429,251
No. Of Clients398
Clients Per Financial Advisor100
ACCORDANT ADVISORY GROUP, INC. is a financial advisory firm situated in Annapolis, Maryland. With a nearly $208M assets under management, the firm specializes in crafting personalized retirement planning solutions for 398 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 291678
Assets Under Management $198,776,808
No. Of Clients666
Clients Per Financial Advisor222
RCS FINANCIAL PLANNING, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 666 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 304049
Assets Under Management $196,905,039
No. Of Clients292
Clients Per Financial Advisor73
VALUEWEALTH SERVICES, LLC is a financial advisory firm situated in Annapolis, Maryland. With a nearly $197M assets under management, the firm specializes in crafting personalized retirement planning solutions for 292 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
QualificationsFirm CRD# 326810
Assets Under Management $148,883,390
No. Of Clients948
Clients Per Financial Advisor237
COVINGTONALSINA is a financial advisory firm situated in Annapolis, Maryland. With a nearly $149M assets under management, the firm specializes in crafting personalized retirement planning solutions for 948 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
- Other (ONGOING FINANCIAL COACHING)
QualificationsFirm CRD# 325950
Assets Under Management $101,644,822
No. Of Clients596
Clients Per Financial Advisor46
MDRN CAPITAL is a financial advisory firm situated in Annapolis, Maryland. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 596 clients. The team consists of 13 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
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 283715
Assets Under Management $0
No. Of Clients0
Clients Per Financial Advisor0
CHESAPEAKE FINANCIAL PLANNING is a financial advisory firm situated in Annapolis, Maryland. With a nearly $0 assets under management, the firm specializes in crafting personalized retirement planning solutions for 0 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Pesnsion consulting services
- Education seminars/workshops
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.