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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 - May 14, 2024

Baltimore has 19 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 19 years of experience.

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List of Qualified Retirement Planning Advisors in Baltimore, Maryland

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Ashley 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

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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

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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

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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

advisor-photo

Qualifications
Firm CRD# 169517

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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Diamond 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

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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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Mark Standard
Ubs

Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66

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, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

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Kevin 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

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Adam 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

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Bryan 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

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Scott 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

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Frank 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

advisor-photo

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

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

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Andrew Rosen
CFP®
Diversified, LLC

Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63

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 Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 15 Retirement Planning firms in Baltimore, 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
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$34,265,560,279498154
A Percentage of AUM, Fixed Fees
5
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)
6
BROWN CAPITAL MANAGEMENT, LLC
1201 N Calvert St,
Baltimore, MD, 21202-3908
$10,614,900,87813238
A Percentage of AUM, Performance Based
7
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
901 South Bond Street, Suite 400
Baltimore, MD, 21231
$9,922,357,75350930
A Percentage of AUM, Fixed Fees, Performance Based
8
JMI MANAGEMENT, L.P.
100 International Drive, Suite 19100
Baltimore, MD, 21202
$8,091,012,5171263
A Percentage of AUM, Performance Based
9
D.F. DENT AND COMPANY, INC.
400 East Pratt Street, 7th Floor,
Baltimore, MD, 21202-3127
$6,450,487,807141331
A Percentage of AUM
10
ROCK SPRINGS CAPITAL
650 S. Exeter Street, Suite 1070
Baltimore, MD, 21202
$5,716,429,633620
A Percentage of AUM, Performance Based
11
T. ROWE PRICE (CANADA), INC.
100 East Pratt Street,
Baltimore, MD, 21202
$4,722,277,230258
A Percentage of AUM, Performance Based
12
LASALLE INVESTMENT MANAGEMENT SECURITIES
100 East Pratt Street, 20th Floor
Baltimore, MD, 21202
$3,053,871,0812530
A Percentage of AUM, Performance Based
13
ACCESS HOLDINGS MANAGEMENT COMPANY LLC
1001 N Charles Street,
Baltimore, MD, 21201
$2,382,800,1332044
A Percentage of AUM, Fixed Fees, Performance Based
14
ADAMS DIVERSIFIED EQUITY FUND, INC.
500 E. Pratt Street, Suite 1300,
Baltimore, MD, 21202-3580
$2,100,737,733121
Other (EXPENSES PAID FROM INTERNALLY-MANAGED FUND ASSETS)
15
FACET
100 International Drive, 23rd Floor
Baltimore, MD, 21202
$2,078,080,18120746259
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
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# 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# 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# 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# 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# 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# 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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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
View Full Profile

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

    View Full Profile

    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
    View Full Profile

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