AdvisorCensus / Financial advisors / Maryland / Baltimore, MD / Fidelity Investments
Financial advisors in Baltimore, MD using Fidelity Investments
23 SEC-registered investment advisory firms headquartered in the Baltimore, MD metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1919 Investment Counsel, LLC | Baltimore | SEC-registered investment adviser | Over $5 billion |
| Berman McAleer | Timonium | SEC-registered investment adviser | $1 billion to $5 billion |
| Brown Advisory | Baltimore | SEC-registered investment adviser | Over $5 billion |
| Buttonwood Financial Advisors, Inc. | Baltimore | SEC-registered investment adviser | $100 million to $500 million |
| Corbyn Investment Management Inc | Lutherville | SEC-registered investment adviser | $1 billion to $5 billion |
| Curio Wealth, LLC | Annapolis | SEC-registered investment adviser | $100 million to $500 million |
| D.F. Dent and Company, Inc. | Baltimore | SEC-registered investment adviser | Over $5 billion |
| Financial Consulate | Hunt Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Council, LLC | Towson | SEC-registered investment adviser | $1 billion to $5 billion |
| G10 LLC | Hunt Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Glass Jacobson Wealth Advisors | Owings Mills | SEC-registered investment adviser | $500 million to $1 billion |
| Greenspring Advisors, LLC | Towson | SEC-registered investment adviser | Over $5 billion |
| Marathon Capital Management | Hunt Valley | SEC-registered investment adviser | $500 million to $1 billion |
| Maryland Capital Advisors, Inc. | Chester | SEC-registered investment adviser | $100 million to $500 million |
| Meta Wealth Advisory | Timonium | SEC-registered investment adviser | $100 million to $500 million |
| Prostatis Financial Advisors Group | Hanover | SEC-registered investment adviser | $500 million to $1 billion |
| RCS Financial Planning, LLC | Annapolis | SEC-registered investment adviser | $100 million to $500 million |
| SC&H Wealth | Hunt Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| T.ROWE Price Investment Management, Inc. | Baltimore | SEC-registered investment adviser | Over $5 billion |
| The Kelly Group | Bel Air | SEC-registered investment adviser | $1 billion to $5 billion |
| The Marshall Financial Group LLC | Hunt Valley | SEC-registered investment adviser | $500 million to $1 billion |
| Verdence Capital Advisors, LLC | Hunt Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| WBH Advisory, Inc. | Baltimore | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Fidelity Investments nationwide
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AdvisorCensus. Financial advisors in Baltimore, MD using Fidelity Investments. https://advisorcensus.com/advisors/md/baltimore/custodians/fidelity https://advisorcensus.com/advisors/md/baltimore/custodians/fidelity