Financial advisers in Timonium, MD

6 registered investment adviser firms in Timonium managing $3.8B in assets, based on public SEC Form ADV filings.

Berman Mcaleer

Timonium, MD · Est. 2025

AUM: $1.8B
Per adviser: $130M
Advisers: 14

No reported disclosures

The L. Warner Companies, INC

Timonium, MD · Est. 1999

AUM: $802M
Per adviser: $89M
Advisers: 9

No reported disclosures

L. K. Benson & Company, P.C.

Timonium, MD · Est. 1994

AUM: $446M
Per adviser: $223M
Advisers: 2

No reported disclosures

Hergenroeder Financial Advisors, INC.

Timonium, MD · Est. 2015

AUM: $305M
Per adviser: $102M
Advisers: 3

No reported disclosures

Waypoint Wealth Management

Timonium, MD · Est. 2017

AUM: $242M
Per adviser: $242M
Advisers: 1

No reported disclosures

Meta Wealth Advisory

Timonium, MD · Est. 2025

AUM: $172M
Per adviser: $172M
Advisers: 1

No reported disclosures