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Find Retirement Advisors for Retirement Planning in Baltimore, 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 you 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 registrations check. 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 Baltimore, Maryland
Last Updated - September 9, 2024Baltimore has 17 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 38 non-vetted advisors in your local area. These retirement advisors in Baltimore, Maryland have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Baltimore, Maryland
VERIFIEDAshley Zephir
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 4774673
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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
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
VERIFIEDAnnette Quigley
CFP®, CRC®
Prudential
Qualifications
CRD# 3128633
Firm CRD# 5685
Series 6, 7, 63, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
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
VERIFIED Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
Advisory Services:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
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
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
VERIFIEDKevin Hamel
CFP®, CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6233929
Firm CRD# 104510
Series 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAdam Paffenroth
CFP®, ChFC®
Cornerstone Private Wealth Planning
Qualifications
CRD# 5375337
Firm CRD# 825638
Series 7, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
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
VERIFIEDScott Morrello
CFP®, ChFC®
Edelman Financial Engines, LLC
Qualifications
CRD# 6409061
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDFrank Barkanic
CFP®, CWS®
Edelman Financial Engines, LLC
Qualifications
CRD# 6339074
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDDiversified, LLC
CFP®
Qualifications
Firm CRD# 123859
Series 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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Based on Assets
Since 1998
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Top 15 Retirement Planning firms in Baltimore, 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 | 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 |
| 5 | 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) |
| 6 | BROWN CAPITAL MANAGEMENT, LLC 1201 N Calvert St, Baltimore, MD, 21202-3908 | $10,614,900,878 | 132 | 38 | A Percentage of AUM, Performance Based |
| 7 | 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 |
| 8 | JMI MANAGEMENT, L.P. 100 International Drive, Suite 19100 Baltimore, MD, 21202 | $8,091,012,517 | 12 | 63 | A Percentage of AUM, Performance Based |
| 9 | D.F. DENT AND COMPANY, INC. 400 East Pratt Street, 7th Floor, Baltimore, MD, 21202-3127 | $6,450,487,807 | 1413 | 31 | A Percentage of AUM |
| 10 | ROCK SPRINGS CAPITAL 650 S. Exeter Street, Suite 1070 Baltimore, MD, 21202 | $5,716,429,633 | 6 | 20 | A Percentage of AUM, Performance Based |
| 11 | T. ROWE PRICE (CANADA), INC. 100 East Pratt Street, Baltimore, MD, 21202 | $4,722,277,230 | 25 | 8 | A Percentage of AUM, Performance Based |
| 12 | LASALLE INVESTMENT MANAGEMENT SECURITIES 100 East Pratt Street, 20th Floor Baltimore, MD, 21202 | $3,053,871,081 | 25 | 30 | A Percentage of AUM, Performance Based |
| 13 | ACCESS HOLDINGS MANAGEMENT COMPANY LLC 1001 N Charles Street, Baltimore, MD, 21201 | $2,382,800,133 | 20 | 44 | A Percentage of AUM, Fixed Fees, Performance Based |
| 14 | ADAMS DIVERSIFIED EQUITY FUND, INC. 500 E. Pratt Street, Suite 1300, Baltimore, MD, 21202-3580 | $2,100,737,733 | 1 | 21 | Other (EXPENSES PAID FROM INTERNALLY-MANAGED FUND ASSETS) |
| 15 | FACET 100 International Drive, 23rd Floor Baltimore, MD, 21202 | $2,078,080,181 | 20746 | 259 | Fixed Fees |
Information on Top Retirement Planning firms in Baltimore, 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# 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# 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# 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# 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# 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# 105179
Assets Under Management $6,450,487,807
No. Of Clients1413
Clients Per Financial Advisor46
D.F. DENT AND COMPANY, INC. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1413 clients. The team consists of 31 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 168648
Assets Under Management $5,716,429,633
No. Of Clients6
Clients Per Financial Advisor0
ROCK SPRINGS CAPITAL is a financial advisory firm situated in Baltimore, Maryland. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 20 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# 107290
Assets Under Management $4,722,277,230
No. Of Clients25
Clients Per Financial Advisor3
T. ROWE PRICE (CANADA), INC. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 111179
Assets Under Management $3,053,871,081
No. Of Clients25
Clients Per Financial Advisor1
LASALLE INVESTMENT MANAGEMENT SECURITIES is a financial advisory firm situated in Baltimore, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 297197
Assets Under Management $2,382,800,133
No. Of Clients20
Clients Per Financial Advisor0
ACCESS HOLDINGS MANAGEMENT COMPANY LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 44 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 pooled Investment
QualificationsFirm CRD# 281263
Assets Under Management $2,100,737,733
No. Of Clients1
Clients Per Financial Advisor0
ADAMS DIVERSIFIED EQUITY FUND, INC. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (EXPENSES PAID FROM INTERNALLY-MANAGED FUND ASSETS)
Financial Planning Services
QualificationsFirm CRD# 285961
Assets Under Management $2,078,080,181
No. Of Clients20746
Clients Per Financial Advisor80
FACET is a financial advisory firm situated in Baltimore, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20746 clients. The team consists of 259 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
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.