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 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.
Local has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Local, have an average of 22 years of experience.
Jake Marcoux
CFP®, APMA®, CLU®, ChFC®
Legacy Capital
Qualifications
CRD# 4673912
Firm CRD# n/a
Series 7, 26, 66
Minimum Assets Required
$100,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
Qualifications
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
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.
Fee-Based, Flat Fee, Based on Assets
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
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
Jonathan Szostek
CFP®, AIF®, RICP®, CRPC®, ChFEBCSMScarborough Capital Management
Qualifications
CRD# 5133470
Firm CRD# 169517
Series 7, 66
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
Qualifications
Firm CRD# 169517
Minimum Assets Required
Not Specified
Not Specified.
Not Specified
David Middleton
CFP®, AIF®
Middleton Advisory
Qualifications
CRD# 5398638
Firm CRD# 155334
Series 65
Minimum Assets Required
$500,000
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.
Fee-Only
Qualifications
CRD# 2617149
Firm CRD# 8174
Series 7, 9, 10, 23, 66
Minimum Assets Required
$500,000
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.
Fee-Based, Based on Assets
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
Not Specified.
Fee-Based, Based on Assets
Andrew Rosen
CFP®
Diversified, LLC
Qualifications
CRD# 4722997
Firm CRD# 123859
Series 6, 7, 63
Minimum Assets Required
$250,000
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.
Fee-Based, Based on Assets
Qualifications
Firm CRD# 106715
Minimum Assets Required
Not Specified
Retirement Planning, Education Funding and Planning.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | CONNECTUS WEALTH 20 Wight Ave, #155 Hunt Valley, MD, 21030 | $7,672,990,478 | 11652 | 89 | A Percentage of AUM, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FTCS AND FRS) |
2 | ASSET STRATEGY CONSULTANTS LLC Six North Park Drive, Suite 208 Hunt Valley, MD, 21030 | $6,861,913,101 | 93 | 22 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (ONE-TIME PROJECTS, WITH NEGOTIATED FEE) |
3 | VERDENCE CAPITAL ADVISORS, LLC 50 Schilling Road, Suite 300 Hunt Valley, MD, 21031 | $2,735,788,731 | 5301 | 40 | A Percentage of AUM, Hourly charges, Fixed Fees |
4 | CORNERSTONE ADVISORY 211 Old Padonia Road, Hunt Valley, MD, 21030 | $1,515,979,056 | 2343 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees |
5 | TUFTON CAPITAL MANAGEMENT, LLC 303 International Circle, Suite 430 Hunt Valley, MD, 21030 | $730,091,000 | 323 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
6 | MARATHON CAPITAL MANAGEMENT 4 North Park Drive, Suite 106 Hunt Valley, MD, 21030-1806 | $621,557,037 | 677 | 6 | A Percentage of AUM |
7 | FINANCIAL CONSULATE 11019 Mccormick Road, Suite 200 Hunt Valley, MD, 21031 | $589,981,611 | 3053 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
8 | VSM WEALTH ADVISORY, LLC 11350 Mccormick Road, Executive Plaza I, Suite 300 Hunt Valley, MD, 21031 | $420,682,299 | 524 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
9 | HARVEST INVESTMENT CONSULTANTS LLC 4 North Park Drive, Ste 510 Hunt Valley, MD, 21030 | $403,079,586 | 1669 | 10 | A Percentage of AUM, Hourly charges, Fixed Fees |
10 | THE MARSHALL FINANCIAL GROUP LLC 225 International Circle, Suite 102 Hunt Valley, MD, 21030 | $380,682,636 | 1628 | 6 | A Percentage of AUM |
11 | THE JUNK INVESTMENT GROUP 307 International Circle, Suite 540 Hunt Valley, MD, 21030-1439 | $354,904,837 | 1060 | 7 | A Percentage of AUM, Fixed Fees |
12 | BAY HARBOR WEALTH MANAGEMENT, LLC 201 International Circle, Suite 520 Hunt Valley, MD, 21030 | $238,417,840 | 1218 | 5 | A Percentage of AUM, Hourly charges, Fixed Fees |
13 | SUMMIT FINANCIAL 11350 Mccormick Road, Executive Plaza Iii - Suite 501 Hunt Valley, MD, 21031 | $153,775,107 | 499 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | OUTCOME DRIVEN STRATEGIES, LLC 211 Old Padonia Rd, Hunt Valley, MD, 21030 | $139,385,052 | 149 | 10 | A Percentage of AUM |
15 | AMERICAN FINANCIAL MANAGEMENT LTD 225 International Circle, Hunt Valley, MD, 21030 | $38,195,780 | 326 | 2 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 310912
Assets Under Management $7,672,990,478
No. Of Clients11652
Clients Per Financial Advisor131
CONNECTUS WEALTH is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11652 clients. The team consists of 89 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110800
Assets Under Management $6,861,913,101
No. Of Clients93
Clients Per Financial Advisor4
ASSET STRATEGY CONSULTANTS LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 93 clients. The team consists of 22 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 288512
Assets Under Management $2,735,788,731
No. Of Clients5301
Clients Per Financial Advisor133
VERDENCE CAPITAL ADVISORS, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 5301 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 142359
Assets Under Management $1,515,979,056
No. Of Clients2343
Clients Per Financial Advisor167
CORNERSTONE ADVISORY is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2343 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 113543
Assets Under Management $730,091,000
No. Of Clients323
Clients Per Financial Advisor36
TUFTON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $730M assets under management, the firm specializes in crafting personalized retirement planning solutions for 323 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119416
Assets Under Management $621,557,037
No. Of Clients677
Clients Per Financial Advisor113
MARATHON CAPITAL MANAGEMENT is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $622M assets under management, the firm specializes in crafting personalized retirement planning solutions for 677 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106898
Assets Under Management $589,981,611
No. Of Clients3053
Clients Per Financial Advisor133
FINANCIAL CONSULATE is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $590M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3053 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313717
Assets Under Management $420,682,299
No. Of Clients524
Clients Per Financial Advisor87
VSM WEALTH ADVISORY, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $421M assets under management, the firm specializes in crafting personalized retirement planning solutions for 524 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110258
Assets Under Management $403,079,586
No. Of Clients1669
Clients Per Financial Advisor167
HARVEST INVESTMENT CONSULTANTS LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $403M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1669 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 146362
Assets Under Management $380,682,636
No. Of Clients1628
Clients Per Financial Advisor271
THE MARSHALL FINANCIAL GROUP LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1628 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 104619
Assets Under Management $354,904,837
No. Of Clients1060
Clients Per Financial Advisor151
THE JUNK INVESTMENT GROUP is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $355M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1060 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 294000
Assets Under Management $238,417,840
No. Of Clients1218
Clients Per Financial Advisor244
BAY HARBOR WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $238M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1218 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 281050
Assets Under Management $153,775,107
No. Of Clients499
Clients Per Financial Advisor55
SUMMIT FINANCIAL is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $154M assets under management, the firm specializes in crafting personalized retirement planning solutions for 499 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311398
Assets Under Management $139,385,052
No. Of Clients149
Clients Per Financial Advisor15
OUTCOME DRIVEN STRATEGIES, LLC is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $139M assets under management, the firm specializes in crafting personalized retirement planning solutions for 149 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111016
Assets Under Management $38,195,780
No. Of Clients326
Clients Per Financial Advisor163
AMERICAN FINANCIAL MANAGEMENT LTD is a financial advisory firm situated in Hunt Valley, Maryland. With a nearly $38M assets under management, the firm specializes in crafting personalized retirement planning solutions for 326 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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