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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 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 Baltimore, Maryland
Last Updated - May 14, 2025Baltimore has 23 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 20 years of experience.
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List of Qualified Retirement Planning Advisors in Baltimore, Maryland
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, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 901 Dulaney Valley Road,
Suite 901,
Towson, MD 21204 See Details - 12510 Prosperity Drive,
Suite 350,
Silver Spring, MD 20904 See Details - 6550 Rock Spring Drive,
Suite 510,
Bethesda, MD 20817 See Details - 1800 Diagonal Road,
Suite 480,
Alexandria, VA 22314 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-Only, 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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
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
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
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
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
VERIFIEDManuel Gonzalez Teran
Prime Capital Financial
Qualifications
CRD# 6760459
Firm CRD# 288712
Series 7, 63, 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, Estate Planning & Trusts, Insurance Products & Annuities
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
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
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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
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 Baltimore, Maryland (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 100 East Pratt Street, Baltimore, MD, 21202 | $1,752,267,028,988 | 4696 | 3814 | A percentage of AUM, Performance Based |
| 2 | 100 East Pratt Street, Baltimore, MD, 21202 | $193,065,874,997 | 68 | 114 | A percentage of AUM, Performance Based |
| 3 | 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340 | $108,331,371,643 | 23317 | 657 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202 | $37,701,864,167 | 516 | 254 | A percentage of AUM, Fixed fees |
| 5 | One South Street, Suite 2500 Baltimore, MD, 21202 | $21,255,587,588 | 5142 | 136 | A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE) |
| 6 | 1201 N Calvert St, Baltimore, MD, 21202-3908 | $10,743,201,352 | 122 | 37 | A percentage of AUM, Performance Based |
| 7 | 100 International Drive, Suite 19100 Baltimore, MD, 21202 | $8,696,716,084 | 16 | 71 | A percentage of AUM, Performance Based |
| 8 | 400 East Pratt Street, 7th Floor, Baltimore, MD, 21202-3127 | $8,146,343,136 | 1339 | 31 | A percentage of AUM |
| 9 | 901 South Bond Street, Suite 400 Baltimore, MD, 21231 | $7,323,507,060 | 360 | 26 | A percentage of AUM, Fixed fees, Performance Based |
| 10 | 650 S. Exeter Street, Suite 1070 Baltimore, MD, 21202 | $5,768,717,819 | 6 | 18 | A percentage of AUM, Performance Based |
| 11 | 100 East Pratt Street, Baltimore, MD, 21202 | $5,168,287,141 | 26 | 10 | A percentage of AUM, Performance Based |
| 12 | 400 East Pratt Street, 8th Floor Baltimore, MD, 21202 | $3,865,037,052 | 34597 | 150 | Fixed fees |
| 13 | 100 East Pratt Street, 20th Floor Baltimore, MD, 21202 | $3,217,398,825 | 26 | 30 | A percentage of AUM, Performance Based |
| 14 | 1001 N Charles Street, Suite 800 Baltimore, MD, 21201 | $2,903,583,517 | 25 | 42 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 500 E. Pratt Street, Suite 1300, Baltimore, MD, 21202-3580 | $2,550,393,350 | 1 | 20 | Other (EXPENSES PAID FROM INTERNALLY-MANAGED FUND ASSETS) |
Information on Top Retirement Planning firms in Baltimore, Maryland
QualificationsFirm CRD# 105496
Assets Under Management $1,752,267,028,988
No. Of Clients4696
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 4696 clients. The team consists of 3814 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 314590
Assets Under Management $193,065,874,997
No. Of Clients68
Clients Per Financial Advisor1
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $193B assets under management, the firm specializes in crafting personalized retirement planning solutions for 68 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110181
Assets Under Management $108,331,371,643
No. Of Clients23317
Clients Per Financial Advisor35
BROWN ADVISORY is a financial advisory firm situated in Baltimore, Maryland. With a nearly $108B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23317 clients. The team consists of 657 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 151829
Assets Under Management $37,701,864,167
No. Of Clients516
Clients Per Financial Advisor2
PNC CAPITAL ADVISORS LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 516 clients. The team consists of 254 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
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (PROPRIETARY INVESTMENT ANALYSIS SERVICES)
QualificationsFirm CRD# 133370
Assets Under Management $21,255,587,588
No. Of Clients5142
Clients Per Financial Advisor38
1919 INVESTMENT COUNSEL, LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $21B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5142 clients. The team consists of 136 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (NONDISCRETIONARY INVESTMENT ADVICE AND CERTAIN FAMILY OFFICE SERVICES)
QualificationsFirm CRD# 105633
Assets Under Management $10,743,201,352
No. Of Clients122
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 122 clients. The team consists of 37 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 158344
Assets Under Management $8,696,716,084
No. Of Clients16
Clients Per Financial Advisor0
JMI MANAGEMENT, L.P. is a financial advisory firm situated in Baltimore, Maryland. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 71 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 vehicles
QualificationsFirm CRD# 105179
Assets Under Management $8,146,343,136
No. Of Clients1339
Clients Per Financial Advisor43
D.F. DENT AND COMPANY, INC. 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 1339 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 and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 124612
Assets Under Management $7,323,507,060
No. Of Clients360
Clients Per Financial Advisor14
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC is a financial advisory firm situated in Baltimore, Maryland. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 360 clients. The team consists of 26 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
QualificationsFirm CRD# 168648
Assets Under Management $5,768,717,819
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 18 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 vehicles
QualificationsFirm CRD# 107290
Assets Under Management $5,168,287,141
No. Of Clients26
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 26 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
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 285961
Assets Under Management $3,865,037,052
No. Of Clients34597
Clients Per Financial Advisor231
FACET is a financial advisory firm situated in Baltimore, Maryland. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34597 clients. The team consists of 150 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 111179
Assets Under Management $3,217,398,825
No. Of Clients26
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 26 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 297197
Assets Under Management $2,903,583,517
No. Of Clients25
Clients Per Financial Advisor1
ACCESS HOLDINGS MANAGEMENT COMPANY LLC 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 42 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 vehicles
QualificationsFirm CRD# 281263
Assets Under Management $2,550,393,350
No. Of Clients1
Clients Per Financial Advisor0
ADAMS DIVERSIFIED EQUITY FUND, INC. 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 1 clients. The team consists of 20 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
- Other (INTERNALLY-MANAGED REGISTERED INVESTMENT COMPANY)
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Looking for more choices? Use our free match service to compare retirement planners serving your area.