National Retirement Planning Experts

National Coverage
Local Professionals

Compare 2-3 financial advisors near you
matched to your specific needs
Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Cumberland, 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.

I want to start planning.
HELP ME FIND MY PLANNER

Your Information is Safe and Secure

Top 15 Retirement Planning firms in Cumberland, 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
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$53,251,436,32512198
A Percentage of AUM
5
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$34,265,560,279498154
A Percentage of AUM, Fixed Fees
6
CHEVY CHASE TRUST COMPANY
7501 Wisconsin Avenue, 15th Floor
Bethesda, MD, 20814
$32,026,434,0994695103
A Percentage of AUM, Fixed Fees
7
ASB CAPITAL MANAGEMENT LLC
7501 Wisconsin Avenue, West Tower, 13th Floor
Bethesda, MD, 20814
$27,057,564,8818777
A Percentage of AUM, Performance Based
8
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)
9
DURABLE CAPITAL PARTNERS LP
4747 Bethesda Ave, #1002
Bethesda, MD, 20814
$13,662,036,190546
A Percentage of AUM, Performance Based
10
BROWN CAPITAL MANAGEMENT, LLC
1201 N Calvert St,
Baltimore, MD, 21202-3908
$10,614,900,87813238
A Percentage of AUM, Performance Based
11
ULLICO INVESTMENT ADVISORS, INC.
8403 Colesville Road, 13th Floor
Silver Spring, MD, 20910
$10,400,415,4251972
A Percentage of AUM
12
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
13
REALTERM
201 West Street,
Annapolis, MD, 21401
$8,590,083,00011212
A Percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)
14
JMI MANAGEMENT, L.P.
100 International Drive, Suite 19100
Baltimore, MD, 21202
$8,091,012,5171263
A Percentage of AUM, Performance Based
15
ARTEMIS REAL ESTATE PARTNERS
5404 Wisconsin Avenue, Suite 1150
Chevy Chase, MD, 20815
$7,738,321,5572349
A Percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Cumberland, 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# 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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for Investment
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# 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.

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops
View Full Profile

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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for Individuals
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Publication of periodicals or Newsleters
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# 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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
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# 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.

Fee Structure

  • A Percentage of AUM

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Selection of Other Advisors
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# 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.

Fee Structure

  • A Percentage of AUM
  • Performance Based
  • Other (DEVELOPMENT
  • CONSTRUCTION
  • PROPERTY MANAGEMENT
  • LEASING)

Financial Planning Services

  • Portfolio Management for pooled Investment
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# 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.

Fee Structure

  • A Percentage of AUM
  • Performance Based

Financial Planning Services

  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Get Matched With Planners