AdvisorCensus / Financial advisors / Maryland / Baltimore, MD / Branch offices
Advisory firms with an office in Baltimore, MD, headquartered elsewhere
121 investment advisory firms with a principal office outside the Baltimore, MD metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| &Partners | Baltimore, MD | Nashville, TN | SEC-registered investment adviser |
| A.G.P / Alliance Global Partners | Annapolis, MD | Westport, CT | SEC-registered investment adviser |
| ABS CP, Inc. | Hunt Valley, MD | Washington, DC | Exempt reporting adviser |
| Aegis Capital Corp. | Timonium, MD | New York, NY | SEC-registered investment adviser |
| Aegis Wealth Management, Inc. | Bel Air, MD | Guthrie Center, IA | SEC-registered investment adviser |
| Aegon Asset Management US | Baltimore, MD | Cedar Rapids, IA | SEC-registered investment adviser |
| Allworth Financial, L.P. | Bel Air, MD | Folsom, CA | SEC-registered investment adviser |
| Apollon Financial, LLC | Crownsville, MD | Mount Pleasant, SC | SEC-registered investment adviser |
| Apollon Wealth Management, LLC | Owing Mills, MD | Mount Pleasant, SC | SEC-registered investment adviser |
| Ballast Financial Advisors, LLC | Annapolis, MD | West Chester, PA | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Columbia, MD | Newport Beach, CA | SEC-registered investment adviser |
| Benjamin F. Edwards & Company, Incorporated | Baltimore, MD | St. Louis, MO | SEC-registered investment adviser |
| Brookstone Wealth Advisors, LLC | Annapolis, MD | Wheaton, IL | SEC-registered investment adviser |
| Calton & Associates, Inc. | Fallston, MD | Tampa, FL | SEC-registered investment adviser |
| Calvert Wealth Management, Inc. | Annapolis, MD | Dunkirk, MD | SEC-registered investment adviser |
| Cambridge Investment Research Advisors, Inc. | Columbia, MD | Fairfield, IA | SEC-registered investment adviser |
| Cape Investment Advisory, Inc. | Hanover, MD | McDonough, GA | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Columbia, MD | Cleveland, OH | SEC-registered investment adviser |
| Cerity Partners LLC | Towson, MD | New York, NY | SEC-registered investment adviser |
| Choreo, LLC | Columbia, MD | Rockford, IL | SEC-registered investment adviser |
| Clearbridge Investments, LLC | Baltimore, MD | New York, NY | SEC-registered investment adviser |
| Composition Wealth, LLC | Columbia, MD | Los Angeles, CA | SEC-registered investment adviser |
| Continuum Advisory, LLC | Annapolis, MD | Eagle, ID | SEC-registered investment adviser |
| Courage Capital Management, LLC | Baltimore, MD | Nashville, TN | SEC-registered investment adviser |
| Covingtonalsina | Annapolis, MD | Jacksonville, FL | SEC-registered investment adviser |
| Creative Planning | Fulton, MD | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Fulton, MD | Newport Beach, CA | SEC-registered investment adviser |
| Creativeone Securities, LLC | Owings Mills, MD | Overland Park, KS | SEC-registered investment adviser |
| Csenge Advisory Group, LLC | Clarksville, MD | Clearwater, FL | SEC-registered investment adviser |
| CW Advisors, LLC | Columbia, MD | Boston, MA | SEC-registered investment adviser |
| CWM, LLC | Cockeyseville, MD | Omaha, NE | SEC-registered investment adviser |
| Edelman Financial Engines | Ellicott City, MD | Santa Clara, CA | SEC-registered investment adviser |
| Equitable Advisors, LLC | Columbia, MD | New York, NY | SEC-registered investment adviser |
| ESI Financial Advisors | Timonium, MD | Montpelier, VT | SEC-registered investment adviser |
| Ethos Financial Group, LLC | Chester, MD | King of Prussia, PA | SEC-registered investment adviser |
| Evermay Wealth Management, LLC | Annapolis, MD | Arlington, VA | SEC-registered investment adviser |
| Exodus Wealth, LLC | Westminster, MD | Fort Lauderdale, FL | SEC-registered investment adviser |
| FBB Capital Partners | Annapolis, MD | Bethesda, MD | SEC-registered investment adviser |
| Financial Integrity Advisors, LLC | Baltimore,, MD | Philadelphia, PA | SEC-registered investment adviser |
| First Tryon Advisors | Annapolis, MD | Charlotte, NC | SEC-registered investment adviser |
| Flexis Capital | Baltimore, MD | Miami, FL | SEC-registered investment adviser |
| Folger Nolan Fleming Douglas Incorporated | Hunt Valley, MD | Washington, DC | SEC-registered investment adviser |
| Girard Advisory Services, LLC | Lutherville Timonium, MD | King of Prussia, PA | SEC-registered investment adviser |
| Global Retirement Partners LLC | Hunt Valley, MD | San Rafael, CA | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Crofton, MD | Berwyn, PA | SEC-registered investment adviser |
| Harbor Group International, LLC | Baltimore, MD | Norfolk, VA | SEC-registered investment adviser |
| HB Wealth | Columbia, MD | Atlanta, GA | SEC-registered investment adviser |
| Independence Square Holdings, LLC | Baltimore, MD | King of Prussia, PA | SEC-registered investment adviser |
| Independent Financial Partners | Annapolis, MD | Tampa, FL | SEC-registered investment adviser |
| Integrated Advisors Network LLC | Mount Airy, MD | Dallas, TX | SEC-registered investment adviser |
| Integrated Wealth Concepts LLC | Severna Park, MD | Waltham, MA | SEC-registered investment adviser |
| Integrity Alliance, LLC | Bel Air, MD | Urbandale, IA | SEC-registered investment adviser |
| Intrua Financial | Fulton, MD | Houston, TX | SEC-registered investment adviser |
| Janney Montgomery Scott LLC | Towson, MD | Philadelphia, PA | SEC-registered investment adviser |
| KCD Financial, Inc. | Columbia, MD | Green Bay, WI | SEC-registered investment adviser |
| Keel Point, LLC | Annapolis, MD | Huntsville, AL | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Timonium, MD | Austin, TX | SEC-registered investment adviser |
| Lanark Financial, Inc. | Hunt Valley, MD | Birmingham, AL | SEC-registered investment adviser |
| Lasalle Investment Management | Baltimore, MD | Chicago, IL | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Baltimore, MD | Elmhurst, IL | SEC-registered investment adviser |
| Lexaurum Advisors | Owings Mills, MD | Overland Park, KS | SEC-registered investment adviser |
| Lighthouse Wealth Management, LLC | Westminster, MD | Camp Hill, PA | SEC-registered investment adviser |
| LPL Enterprise, LLC | Cockeysville, MD | Fort Mill, SC | SEC-registered investment adviser |
| Lynx Investment Advisory, LLC | Columbia, MD | Washington, DC | SEC-registered investment adviser |
| Macroview Investment Management LLC | Ellicott City, MD | Bethesda, MD | SEC-registered investment adviser |
| MAI Capital Management, LLC | Columbia, MD | Cleveland, OH | SEC-registered investment adviser |
| Mariner Independent | Annapolis, MD | Overland Park, KS | SEC-registered investment adviser |
| Mariner Investment Group, LLC | Columbia, MD | New York, NY | SEC-registered investment adviser |
| Marquette Associates, Inc. | Hunt Valley, MD | Chicago, IL | SEC-registered investment adviser |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley, MD | New York, NY | SEC-registered investment adviser |
| Miller Value Partners, LLC | Towson, MD | Sarasota, FL | SEC-registered investment adviser |
| Modera Wealth Management, LLC | Annapolis, MD | Westwood, NJ | SEC-registered investment adviser |
| Montgomery Financial | Eldersburg, MD | Ocean City, MD | SEC-registered investment adviser |
| Moors & Cabot, Inc | Annapolis, MD | Boston, MA | SEC-registered investment adviser |
| Nationwide Investment Advisors, LLC | Baltimore, MD | Columbus, OH | SEC-registered investment adviser |
| Navy Federal Investment Services, LLC | Annapolis, MD | Vienna, VA | SEC-registered investment adviser |
| New Enterprise Associates | Timonium, MD | Menlo Park, CA | SEC-registered investment adviser |
| Newedge Advisors | Columbia, MD | New Orleans, LA | SEC-registered investment adviser |
| NFSG Corporation | Baltimore, MD | Boca Raton, FL | SEC-registered investment adviser |
| Onedigital | Baltimore, MD | Overland Park, KS | SEC-registered investment adviser |
| Osaic Wealth, Inc. | Hunt Valley, MD | Scottsdale, AZ | SEC-registered investment adviser |
| Passive Capital Management, LLC | Baltimore, MD | Syracuse, NY | SEC-registered investment adviser |
| Peakstone Financial Advisors | Marriottsville, MD | Chevy Chase, MD | SEC-registered investment adviser |
| Perigon Wealth Management, LLC | White Marsh, MD | San Francisco, CA | SEC-registered investment adviser |
| Pitcairn | Baltimore, MD | Conshohocken, PA | SEC-registered investment adviser |
| Planmember Securities Corporation | Elkridge, MD | Carpinteria, CA | SEC-registered investment adviser |
| Procyon | Fulton, MD | Shelton, CT | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Annapolis, MD | New York, NY | SEC-registered investment adviser |
| Realta Investment Advisors, Inc | Columbia, MD | Wilmington, DE | SEC-registered investment adviser |
| Resmark Equity Partners, LLC | Baltimore, MD | Los Angeles, CA | SEC-registered investment adviser |
| Retirement Management Systems | Stevensville, MD | Leonardtown, MD | SEC-registered investment adviser |
| Robert W. Baird & Co. Incorporated | Towson, MD | Milwaukee, WI | SEC-registered investment adviser |
| Rreef America L.L.C. | Hunt Valley, MD | Chicago, IL | SEC-registered investment adviser |
| Snowden Capital Advisors LLC | Baltimore, MD | New York, NY | SEC-registered investment adviser |
| Stepstone Group LP | Owings Mills, MD | La Jolla, CA | SEC-registered investment adviser |
| Sterling Fund Management, LLC | Columbia, MD | Chicago, IL | SEC-registered investment adviser |
| Stifel Independent Advisors, LLC | Hunt Valley, MD | St Louis, MO | SEC-registered investment adviser |
| Strategic Wealth Partners, Ltd. | Columbia, MD | Independence, OH | SEC-registered investment adviser |
| Summit Financial, LLC | Lutherville, MD | Parsippany, NJ | SEC-registered investment adviser |
| Thurston Springer Advisors | Annapolis, MD | Indianapolis, IN | SEC-registered investment adviser |
| UPPER90 | Baltimore, MD | Providence, RI | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Linthicum Heights, MD | Houston, TX | SEC-registered investment adviser |
| Valstone Partners VI | Baltimore, MD | Birmingham, MI | SEC-registered investment adviser |
| Van Clemens Wealth Management, LLC | Annapolis, MD | Minneapolis, MN | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Westminster, MD | Woodbury, NY | SEC-registered investment adviser |
| Verus Capital Partners, LLC | Glenelg, MD | Scottsdale, AZ | SEC-registered investment adviser |
| Victor Capital Partners | Baltimore, MD | New York, NY | SEC-registered investment adviser |
| Vicus Capital, Inc. | Columbia, MD | State College, PA | SEC-registered investment adviser |
| Virtus Wealth Solutions | Elkridge, MD | Cranford, NJ | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Owings Mill, MD | Cincinnati, OH | SEC-registered investment adviser |
| Waverly Advisors, LLC | Baltimore, MD | Birmingham, AL | SEC-registered investment adviser |
| Wealth Enhancement Advisory Services, LLC | Columbia, MD | Plymouth, MN | SEC-registered investment adviser |
| Wealthcare Capital Partners, LLC | Towson, MD | West Chester, PA | SEC-registered investment adviser |
| Wealthspire Advisors | Annapolis, MD | New York, NY | SEC-registered investment adviser |
| Wells Fargo Advisors | Hunt Valley, MD | St. Louis, MO | SEC-registered investment adviser |
| Wesbanco Securities, Inc. | Cockeysville, MD | St Clairsville, OH | SEC-registered investment adviser |
| William Blair & Company L.L.C. | Baltimore, MD | Chicago, IL | SEC-registered investment adviser |
| William Blair Investment Management, LLC | Baltimore, MD | Chicago, IL | SEC-registered investment adviser |
| Wilmington Funds Management Corporation | Baltimore, MD | Wilmington, DE | SEC-registered investment adviser |
| Wilmington Trust Investment Advisors, Inc. | Baltimore, MD | Wilmington, DE | SEC-registered investment adviser |
| Wilmington Trust Investment Management | Baltimore, MD | Wilmington, DE | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 3 firms list an office in Baltimore, MD on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Aigh Capital Management, LLC | Baltimore, MD | SEC-registered investment adviser |
| Alere Planning LLC | Timonium, MD | SEC-registered investment adviser |
| Latitude Advisors, LLC | Lavale, MD | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
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AdvisorCensus. Advisory firms with an office in Baltimore, MD, headquartered elsewhere. https://advisorcensus.com/advisors/md/baltimore/branch-offices https://advisorcensus.com/advisors/md/baltimore/branch-offices