Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 100 East Pratt Street, Baltimore, MD, 21202 | $1,506,538,334,571 | 3783 | 3722 | A Percentage of AUM, Performance Based |
2 | 100 East Pratt Street, Baltimore, MD, 21202 | $165,475,690,648 | 62 | 114 | A Percentage of AUM, Performance Based |
3 | 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 | 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814 | $53,251,436,325 | 121 | 98 | A Percentage of AUM |
5 | One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202 | $34,265,560,279 | 498 | 154 | A Percentage of AUM, Fixed Fees |
6 | 7501 Wisconsin Avenue, 15th Floor Bethesda, MD, 20814 | $32,026,434,099 | 4695 | 103 | A Percentage of AUM, Fixed Fees |
7 | 7501 Wisconsin Avenue, West Tower, 13th Floor Bethesda, MD, 20814 | $27,057,564,881 | 87 | 77 | A Percentage of AUM, Performance Based |
8 | 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 | 4747 Bethesda Ave, #1002 Bethesda, MD, 20814 | $13,662,036,190 | 5 | 46 | A Percentage of AUM, Performance Based |
10 | 1201 N Calvert St, Baltimore, MD, 21202-3908 | $10,614,900,878 | 132 | 38 | A Percentage of AUM, Performance Based |
11 | 8403 Colesville Road, 13th Floor Silver Spring, MD, 20910 | $10,400,415,425 | 19 | 72 | A Percentage of AUM |
12 | 901 South Bond Street, Suite 400 Baltimore, MD, 21231 | $9,922,357,753 | 509 | 30 | A Percentage of AUM, Fixed Fees, Performance Based |
13 | 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 | 100 International Drive, Suite 19100 Baltimore, MD, 21202 | $8,091,012,517 | 12 | 63 | A Percentage of AUM, Performance Based |
15 | 5404 Wisconsin Avenue, Suite 1150 Chevy Chase, MD, 20815 | $7,738,321,557 | 23 | 49 | A Percentage of AUM, Performance Based |
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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