AdvisorGrade

Financial advisers in Baltimore, MD

36 registered investment adviser firms in Baltimore managing $2.7T in assets, based on public SEC Form ADV filings.

T. Rowe Price Associates, INC.

Baltimore, MD · Est. 1947

NationalInternational
Fee-only
AUM
$2.2T
Per adviser
$4.0B
Advisers
545

No reported disclosures

T.Rowe Price Investment Management, INC.

Baltimore, MD · Est. 2021

NationalInternational
Fee-only
AUM
$204.2B
Per adviser
$1.9B
Advisers
105

No reported disclosures

Brown Advisory

Baltimore, MD · Est. 1991

NationalInternational
Fee-based
AUM
$124.3B
Per adviser
$457M
Advisers
272

No reported disclosures

Pnc Capital Advisors LLC

Baltimore, MD · Est. 2009

NationalInternational
Fee-based
AUM
$50.9B
Per adviser
$2.3B
Advisers
22

No reported disclosures

1919 Investment Counsel, LLC

Baltimore, MD · Est. 2004

RegionalInternational
Fee-based
AUM
$26.0B
Per adviser
$501M
Advisers
52

No reported disclosures

Jmi Management, L.P.

Baltimore, MD · Est. 2014

Regional
Fee-only
AUM
$13.6B
Per adviser
$309M
Advisers
44

No reported disclosures

Brown Advisory Investment Solutions Group LLC

Baltimore, MD · Est. 2003

RegionalInternational
Fee-based
AUM
$9.8B
Per adviser
$547M
Advisers
18

No reported disclosures

D.F. Dent And Company, INC.

Baltimore, MD · Est. 1980

RegionalInternational
Fee-only
AUM
$7.9B
Per adviser
$493M
Advisers
16

No reported disclosures

T. Rowe Price (Canada), INC.

Baltimore, MD · Est. 1991

RegionalInternational
Fee-only
AUM
$6.6B
Per adviser
$728M
Advisers
9

No reported disclosures

Brown Capital Management, LLC

Baltimore, MD · Est. 1983

Regional
Fee-only
AUM
$4.5B
Per adviser
$349M
Advisers
13

No reported disclosures

Campbell & Company Investment Adviser LLC

Baltimore, MD · Est. 2005

RegionalInternational
Fee-only
AUM
$4.3B
Per adviser
$155M
Advisers
28

No reported disclosures

Lasalle Investment Management Securities

Baltimore, MD · Est. 1994

RegionalInternational
Fee-only
AUM
$3.3B
Per adviser
$133M
Advisers
25

No reported disclosures

Adams Diversified Equity Fund, INC.

Baltimore, MD · Est. 2015

Regional
Fee-based
AUM
$3.0B
Per adviser
$303M
Advisers
10

No reported disclosures

Greenhouse Funds Lllp

Baltimore, MD · Est. 2015

RegionalInternational
Fee-only
AUM
$2.9B
Per adviser
$585M
Advisers
5

No reported disclosures

Patient Capital Management, LLC

Baltimore, MD · Est. 2020

Regional
Fee-only
AUM
$2.5B
Per adviser
$626M
Advisers
4

No reported disclosures

Rock Springs Capital

Baltimore, MD · Est. 2013

RegionalInternational
Fee-only
AUM
$2.4B
Per adviser
$303M
Advisers
8

No reported disclosures

Access Holdings Management Company LLC

Baltimore, MD · Est. 2018

RegionalInternational
Fee-based
AUM
$2.3B
Per adviser
$99M
Advisers
23

No reported disclosures

Wbh Advisory, INC.

Baltimore, MD · Est. 1986

Regional
Fee-based
AUM
$1.7B
Per adviser
$158M
Advisers
11

No reported disclosures

Ecosystem Investment Partners, LLC

Baltimore, MD · Est. 2013

LocalInternational
Fee-based
AUM
$1.3B
Per adviser
$64M
Advisers
20

No reported disclosures

Lombard Advisers Incorporated

Baltimore, MD · Est. 2019

National
Fee-based
AUM
$670M
Per adviser
$22M
Advisers
30

No reported disclosures

Chapin Davis Asset Management

Baltimore, MD · Est. 2010

Regional
Fee-based
AUM
$643M
Per adviser
$31M
Advisers
21

Savano Direct Capital Partners, LLC

Baltimore, MD · Est. 2021

Local
Fee-only
AUM
$519M
Per adviser
$65M
Advisers
8

No reported disclosures

&Wealth Partners

Baltimore, MD · Est. 2009

Local
Fee-based
AUM
$508M
Per adviser
$169M
Advisers
3

No reported disclosures

Abr Capital Partners, LLC

Baltimore, MD · Est. 2010

Regional
Fee-based
AUM
$487M
Per adviser
$29M
Advisers
17

No reported disclosures

Buttonwood Financial Advisors, INC.

Baltimore, MD · Est. 2020

LocalInternational
Fee-based
AUM
$483M
Per adviser
$97M
Advisers
5

No reported disclosures

Armstrong Dixon

Baltimore, MD · Est. 2015

Local
Fee-based
AUM
$448M
Per adviser
$75M
Advisers
6

No reported disclosures

A.G. Campbell Advisory, LLC

Baltimore, MD · Est. 2014

Local
Fee-only
AUM
$404M
Per adviser
$81M
Advisers
5

No reported disclosures

Cromwell Funds

Baltimore, MD · Est. 2021

Local
Fee-only
AUM
$369M
Per adviser
$184M
Advisers
2

No reported disclosures

Wealth Planning Group

Baltimore, MD · Est. 2018

Local
Fee-based
AUM
$361M
Per adviser
$90M
Advisers
4

No reported disclosures

Mount Vernon Associates INC

Baltimore, MD · Est. 1986

Local
Fee-only
AUM
$233M
Per adviser
$116M
Advisers
2

No reported disclosures

Booster, LLC

Baltimore, MD · Est. 2022

LocalInternational
Fee-based
AUM
$229M
Per adviser
$115M
Advisers
2

No reported disclosures

Equitycompass Investment Management, LLC

Baltimore, MD · Est. 2008

Regional
Fee-only
AUM
$221M
Per adviser
$22M
Advisers
10

No reported disclosures

Foundry Wealth Advisors, LLC

Baltimore, MD · Est. 2021

Local
Fee-based
AUM
$163M
Per adviser
$41M
Advisers
4

Jemma Financial Services

Baltimore, MD · Est. 2022

Local
Fee-only
AUM
$140M
Per adviser
$28M
Advisers
5

No reported disclosures

Northbrook Financial

Baltimore, MD · Est. 2026

Local
Fee-based
AUM
$109M
Per adviser
$54M
Advisers
2

No reported disclosures

Adams Funds Advisers

Baltimore, MD · Est. 2015

Local
Fee-only
AUM
Per adviser
Advisers
10

No reported disclosures