Financial advisers in Towson, MD

13 registered investment adviser firms in Towson managing $15.9B in assets, based on public SEC Form ADV filings.

Greenspring Advisors, LLC

Towson, MD · Est. 2007

RegionalInternational

Fee-based

AUM: $6.5B
Per adviser: $166M
Advisers: 39

No reported disclosures

Founders Financial Securities, LLC

Towson, MD · Est. 2006

National

Fee-based

AUM: $4.1B
Per adviser: $41M
Advisers: 101

No reported disclosures

Financial Council, LLC

Towson, MD · Est. 1996

Local

Fee-only

AUM: $1.3B
Per adviser: $127M
Advisers: 10

No reported disclosures

Red Oak Financial Group

Towson, MD · Est. 2015

Local

Fee-based

AUM: $1.0B
Per adviser: $173M
Advisers: 6

No reported disclosures

Sfg Wealth Management

Towson, MD · Est. 2016

Local

Fee-based

AUM: $760M
Per adviser: $76M
Advisers: 10

No reported disclosures

Calvert Street Capital Partners, INC.

Towson, MD · Est. 2012

Local

Fee-based

AUM: $663M
Per adviser: $39M
Advisers: 17

No reported disclosures

Oliver Wealth Management

Towson, MD · Est. 2021

Local

Fee-based

AUM: $340M
Per adviser: $85M
Advisers: 4

No reported disclosures

Chesapeake Financial Advisors

Towson, MD · Est. 2017

LocalInternational

Fee-based

AUM: $310M
Per adviser: $44M
Advisers: 7

No reported disclosures

Bolton Investment

Towson, MD · Est. 1994

Local

Fee-based

AUM: $249M
Per adviser: $36M
Advisers: 7

No reported disclosures

Partnership Wealth Management

Towson, MD · Est. 2021

LocalInternational

Fee-based

AUM: $235M
Per adviser: $117M
Advisers: 2

No reported disclosures

The Simmons Partnership, INC

Towson, MD · Est. 2014

Local

Fee-based

AUM: $217M
Per adviser: $108M
Advisers: 2

No reported disclosures

Blue Curve Advisory, LLC

Towson, MD · Est. 2025

Local

Fee-based

AUM: $125M
Per adviser: $16M
Advisers: 8

No reported disclosures

A. J. Perry & Co.

Towson, MD · Est. 2026

Local

Fee-only

AUM: $109M
Per adviser: $109M
Advisers: 1

No reported disclosures