AdvisorCensus / Financial advisors / Maryland / Baltimore, MD / LPL Financial LLC
Financial advisors in Baltimore, MD using LPL Financial LLC
6 SEC-registered investment advisory firms headquartered in the Baltimore, MD metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advocate Investing Services | Woodbine | SEC-registered investment adviser | $100 million to $500 million |
| Armstrong Dixon | Baltimore | SEC-registered investment adviser | $100 million to $500 million |
| Hergenroeder Financial Advisors, Inc. | Timonium | SEC-registered investment adviser | $100 million to $500 million |
| Red Oak Financial Group | Towson | SEC-registered investment adviser | $1 billion to $5 billion |
| SFG Wealth Management | Towson | SEC-registered investment adviser | $500 million to $1 billion |
| Williams Asset Management | Columbia | SEC-registered investment adviser | $500 million to $1 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. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Baltimore, MD using LPL Financial LLC. https://advisorcensus.com/advisors/md/baltimore/custodians/lpl-financial https://advisorcensus.com/advisors/md/baltimore/custodians/lpl-financial