# Financial advisors for high-net-worth individuals in Baltimore, MD

> Find financial advisors in Baltimore, MD who work with high-net-worth individuals. AdvisorCensus lists 139 investment advisory firms with a principal office in the Baltimore metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/md/baltimore/for-high-net-worth-individuals

## At a glance

- Investment advisory firms: 139
- Registration: SEC-registered investment adviser: 90, State-registered investment adviser: 49
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 62 (45%); Percentage of assets 134 (96%); Hourly charges 76 (55%); Subscription fees (newsletter or periodical) 3 (2%); Fixed fees 93 (67%); Commissions 4 (3%); Performance-based fees 9 (6%); Other 8 (6%)
- Regulatory assets under management (Item 5.F): Under $25 million 14 (10%); $25 million to $100 million 30 (22%); $100 million to $500 million 52 (37%); $500 million to $1 billion 12 (9%); $1 billion to $5 billion 19 (14%); Over $5 billion 9 (6%); Not reported 3 (2%)
- Years registered: Under 5 years 33 (24%); 5 to 9 years 36 (26%); 10 to 19 years 30 (22%); 20 years or more 40 (29%)

## Firms (page 1 of 3, 1 to 50 of 139, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [&Wealth Partners](https://advisorcensus.com/firm/and-wealth-partners-baltimore-md-149136) ([md](https://advisorcensus.com/firm/and-wealth-partners-baltimore-md-149136.md)) | 149136 | Baltimore, MD | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Hourly, Fixed fee |
| [1 North Wealth Services, LLC](https://advisorcensus.com/firm/1-north-wealth-services-llc-annapolis-md-115948) ([md](https://advisorcensus.com/firm/1-north-wealth-services-llc-annapolis-md-115948.md)) | 115948 | Annapolis, MD | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Hourly, Fixed fee |
| [1919 Investment Counsel, LLC](https://advisorcensus.com/firm/1919-investment-counsel-llc-baltimore-md-133370) ([md](https://advisorcensus.com/firm/1919-investment-counsel-llc-baltimore-md-133370.md)) | 133370 | Baltimore, MD | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Fixed fee, Other |
| [A. J. Perry & Co.](https://advisorcensus.com/firm/a-j-perry-and-co-towson-md-107041) ([md](https://advisorcensus.com/firm/a-j-perry-and-co-towson-md-107041.md)) | 107041 | Towson, MD | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [A.G. Campbell Advisory, LLC](https://advisorcensus.com/firm/a-g-campbell-advisory-llc-baltimore-md-162150) ([md](https://advisorcensus.com/firm/a-g-campbell-advisory-llc-baltimore-md-162150.md)) | 162150 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly |
| [Accordant Advisory Group, Inc.](https://advisorcensus.com/firm/accordant-advisory-group-inc-annapolis-md-117474) ([md](https://advisorcensus.com/firm/accordant-advisory-group-inc-annapolis-md-117474.md)) | 117474 | Annapolis, MD | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Advocate Investing Services](https://advisorcensus.com/firm/advocate-investing-services-woodbine-md-273035) ([md](https://advisorcensus.com/firm/advocate-investing-services-woodbine-md-273035.md)) | 273035 | Woodbine, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Alpha DNA Investment Management](https://advisorcensus.com/firm/alpha-dna-investment-management-columbia-md-288198) ([md](https://advisorcensus.com/firm/alpha-dna-investment-management-columbia-md-288198.md)) | 288198 | Columbia, MD | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [American Financial Management, Ltd.](https://advisorcensus.com/firm/american-financial-management-ltd-owings-mills-md-111016) ([md](https://advisorcensus.com/firm/american-financial-management-ltd-owings-mills-md-111016.md)) | 111016 | Owings Mills, MD | SEC-registered investment adviser | $25 million to $100 million | 42 | % of assets, Fixed fee |
| [Anchor Wealth Advisors, LLC](https://advisorcensus.com/firm/anchor-wealth-advisors-llc-cockeysville-md-300980) ([md](https://advisorcensus.com/firm/anchor-wealth-advisors-llc-cockeysville-md-300980.md)) | 300980 | Cockeysville, MD | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Armstrong Dixon](https://advisorcensus.com/firm/armstrong-dixon-baltimore-md-168345) ([md](https://advisorcensus.com/firm/armstrong-dixon-baltimore-md-168345.md)) | 168345 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Asset Strategy Consultants LLC](https://advisorcensus.com/firm/asset-strategy-consultants-llc-hunt-valley-md-110800) ([md](https://advisorcensus.com/firm/asset-strategy-consultants-llc-hunt-valley-md-110800.md)) | 110800 | Hunt Valley, MD | SEC-registered investment adviser | Over $5 billion | 28 | % of assets, Hourly, Fixed fee, Other |
| [Baltimore Avenue Investments, LLC](https://advisorcensus.com/firm/baltimore-avenue-investments-llc-towson-md-159833) ([md](https://advisorcensus.com/firm/baltimore-avenue-investments-llc-towson-md-159833.md)) | 159833 | Towson, MD | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Baltimore-Washington Financial Advisors](https://advisorcensus.com/firm/baltimore-washington-financial-advisors-columbia-md-159388) ([md](https://advisorcensus.com/firm/baltimore-washington-financial-advisors-columbia-md-159388.md)) | 159388 | Columbia, MD | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Other |
| [Base Management Co](https://advisorcensus.com/firm/base-management-co-towson-md-104600) ([md](https://advisorcensus.com/firm/base-management-co-towson-md-104600.md)) | 104600 | Towson, MD | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Bay Harbor Wealth Management, LLC](https://advisorcensus.com/firm/bay-harbor-wealth-management-llc-hunt-valley-md-294000) ([md](https://advisorcensus.com/firm/bay-harbor-wealth-management-llc-hunt-valley-md-294000.md)) | 294000 | Hunt Valley, MD | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Bayview Investment Counsel, Inc](https://advisorcensus.com/firm/bayview-investment-counsel-inc-stevensville-md-116015) ([md](https://advisorcensus.com/firm/bayview-investment-counsel-inc-stevensville-md-116015.md)) | 116015 | Stevensville, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Commissions |
| [Berman McAleer](https://advisorcensus.com/firm/berman-mcaleer-timonium-md-332906) ([md](https://advisorcensus.com/firm/berman-mcaleer-timonium-md-332906.md)) | 332906 | Timonium, MD | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Hourly, Fixed fee |
| [Black Diamond Financial, LLC](https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108) ([md](https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108.md)) | 145108 | Lutherville, MD | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee |
| [Blue Curve Advisory, LLC](https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724) ([md](https://advisorcensus.com/firm/blue-curve-advisory-llc-towson-md-333724.md)) | 333724 | Towson, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Blue Point Investment Management](https://advisorcensus.com/firm/blue-point-investment-management-baltimore-md-148104) ([md](https://advisorcensus.com/firm/blue-point-investment-management-baltimore-md-148104.md)) | 148104 | Baltimore, MD | State-registered investment adviser | $25 million to $100 million | 17 | % of assets |
| [Blueprint Wealth Management Inc.](https://advisorcensus.com/firm/blueprint-wealth-management-inc-ellicott-city-md-325099) ([md](https://advisorcensus.com/firm/blueprint-wealth-management-inc-ellicott-city-md-325099.md)) | 325099 | Ellicott City, MD | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Booster, LLC](https://advisorcensus.com/firm/booster-llc-baltimore-md-314629) ([md](https://advisorcensus.com/firm/booster-llc-baltimore-md-314629.md)) | 314629 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [Brightpath Wealth Advisors LLC](https://advisorcensus.com/firm/brightpath-wealth-advisors-llc-crofton-md-164209) ([md](https://advisorcensus.com/firm/brightpath-wealth-advisors-llc-crofton-md-164209.md)) | 164209 | Crofton, MD | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Brown Advisory](https://advisorcensus.com/firm/brown-advisory-baltimore-md-110181) ([md](https://advisorcensus.com/firm/brown-advisory-baltimore-md-110181.md)) | 110181 | Baltimore, MD | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Fixed fee, Performance fee |
| [Brown Advisory Investment Solutions Group LLC](https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612) ([md](https://advisorcensus.com/firm/brown-advisory-investment-solutions-group-llc-baltimore-md-124612.md)) | 124612 | Baltimore, MD | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [Brown Capital Management, LLC](https://advisorcensus.com/firm/brown-capital-management-llc-baltimore-md-105633) ([md](https://advisorcensus.com/firm/brown-capital-management-llc-baltimore-md-105633.md)) | 105633 | Baltimore, MD | SEC-registered investment adviser | $1 billion to $5 billion | 43 | % of assets, Performance fee |
| [Bryant Financial Advisory, Inc.](https://advisorcensus.com/firm/bryant-financial-advisory-inc-baltimore-md-165189) ([md](https://advisorcensus.com/firm/bryant-financial-advisory-inc-baltimore-md-165189.md)) | 165189 | Baltimore, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [Bush River Trust, LLC](https://advisorcensus.com/firm/bush-river-trust-llc-hunt-valley-md-287995) ([md](https://advisorcensus.com/firm/bush-river-trust-llc-hunt-valley-md-287995.md)) | 287995 | Hunt Valley, MD | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Buttonwood Financial Advisors, Inc.](https://advisorcensus.com/firm/buttonwood-financial-advisors-inc-baltimore-md-144926) ([md](https://advisorcensus.com/firm/buttonwood-financial-advisors-inc-baltimore-md-144926.md)) | 144926 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Campbell & Company Investment Adviser LLC](https://advisorcensus.com/firm/campbell-and-company-investment-adviser-llc-baltimore-md-134332) ([md](https://advisorcensus.com/firm/campbell-and-company-investment-adviser-llc-baltimore-md-134332.md)) | 134332 | Baltimore, MD | SEC-registered investment adviser | $1 billion to $5 billion | 21 | % of assets, Performance fee |
| [Capital Portfolio Management, Inc.](https://advisorcensus.com/firm/capital-portfolio-management-inc-timonium-md-29302) ([md](https://advisorcensus.com/firm/capital-portfolio-management-inc-timonium-md-29302.md)) | 29302 | Timonium, MD | State-registered investment adviser | Under $25 million | 13 | % of assets |
| [Cassilly Financial](https://advisorcensus.com/firm/cassilly-financial-severna-park-md-300672) ([md](https://advisorcensus.com/firm/cassilly-financial-severna-park-md-300672.md)) | 300672 | Severna Park, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Champion Financial Planning Group, LLC](https://advisorcensus.com/firm/champion-financial-planning-group-llc-annapolis-md-126793) ([md](https://advisorcensus.com/firm/champion-financial-planning-group-llc-annapolis-md-126793.md)) | 126793 | Annapolis, MD | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [Chapin Davis Asset Management](https://advisorcensus.com/firm/chapin-davis-asset-management-baltimore-md-28116) ([md](https://advisorcensus.com/firm/chapin-davis-asset-management-baltimore-md-28116.md)) | 28116 | Baltimore, MD | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Chesapeake Capital Management, LLC](https://advisorcensus.com/firm/chesapeake-capital-management-llc-belcamp-md-270014) ([md](https://advisorcensus.com/firm/chesapeake-capital-management-llc-belcamp-md-270014.md)) | 270014 | Belcamp, MD | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Commissions |
| [Chesapeake Financial Advisors](https://advisorcensus.com/firm/chesapeake-financial-advisors-towson-md-120139) ([md](https://advisorcensus.com/firm/chesapeake-financial-advisors-towson-md-120139.md)) | 120139 | Towson, MD | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Clark Company](https://advisorcensus.com/firm/clark-company-annapolis-md-121288) ([md](https://advisorcensus.com/firm/clark-company-annapolis-md-121288.md)) | 121288 | Annapolis, MD | State-registered investment adviser | $100 million to $500 million | 29 | % of assets, Hourly, Fixed fee |
| [Corbyn Investment Management Inc](https://advisorcensus.com/firm/corbyn-investment-management-inc-lutherville-md-104716) ([md](https://advisorcensus.com/firm/corbyn-investment-management-inc-lutherville-md-104716.md)) | 104716 | Lutherville, MD | SEC-registered investment adviser | $1 billion to $5 billion | 53 | % of assets |
| [Cornerstone Advisory](https://advisorcensus.com/firm/cornerstone-advisory-hunt-valley-md-142359) ([md](https://advisorcensus.com/firm/cornerstone-advisory-hunt-valley-md-142359.md)) | 142359 | Hunt Valley, MD | SEC-registered investment adviser | $1 billion to $5 billion | 19 | % of assets, Hourly, Fixed fee |
| [Crest Wealth Advisors LLC](https://advisorcensus.com/firm/crest-wealth-advisors-llc-annapolis-md-311760) ([md](https://advisorcensus.com/firm/crest-wealth-advisors-llc-annapolis-md-311760.md)) | 311760 | Annapolis, MD | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Curio Wealth, LLC](https://advisorcensus.com/firm/curio-wealth-llc-annapolis-md-328178) ([md](https://advisorcensus.com/firm/curio-wealth-llc-annapolis-md-328178.md)) | 328178 | Annapolis, MD | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee |
| [D.F. Dent and Company, Inc.](https://advisorcensus.com/firm/d-f-dent-and-company-inc-baltimore-md-105179) ([md](https://advisorcensus.com/firm/d-f-dent-and-company-inc-baltimore-md-105179.md)) | 105179 | Baltimore, MD | SEC-registered investment adviser | Over $5 billion | 46 | % of assets |
| [Dependent Financial Planning](https://advisorcensus.com/firm/dependent-financial-planning-edgewater-md-330273) ([md](https://advisorcensus.com/firm/dependent-financial-planning-edgewater-md-330273.md)) | 330273 | Edgewater, MD | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Dyer Financial Advisory](https://advisorcensus.com/firm/dyer-financial-advisory-towson-md-123262) ([md](https://advisorcensus.com/firm/dyer-financial-advisory-towson-md-123262.md)) | 123262 | Towson, MD | State-registered investment adviser | Under $25 million | 23 | % of assets, Hourly, Fixed fee |
| [Elbrus Partners, LLC](https://advisorcensus.com/firm/elbrus-partners-llc-towson-md-289160) ([md](https://advisorcensus.com/firm/elbrus-partners-llc-towson-md-289160.md)) | 289160 | Towson, MD | State-registered investment adviser | Under $25 million | 8 | % of assets |
| [Elite Income Advisors, Inc.](https://advisorcensus.com/firm/elite-income-advisors-inc-ellicott-city-md-285429) ([md](https://advisorcensus.com/firm/elite-income-advisors-inc-ellicott-city-md-285429.md)) | 285429 | Ellicott City, MD | SEC-registered investment adviser | $100 million to $500 million | 1 | Hourly, Fixed fee, Other |
| [Endeavor Financial Advisors, LLC](https://advisorcensus.com/firm/endeavor-financial-advisors-llc-edgewater-md-173881) ([md](https://advisorcensus.com/firm/endeavor-financial-advisors-llc-edgewater-md-173881.md)) | 173881 | Edgewater, MD | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Fixed fee |
| [Equip, LLC](https://advisorcensus.com/firm/equip-llc-baltimore-md-331323) ([md](https://advisorcensus.com/firm/equip-llc-baltimore-md-331323.md)) | 331323 | Baltimore, MD | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Equitycompass Investment Management, LLC](https://advisorcensus.com/firm/equitycompass-investment-management-llc-baltimore-md-145420) ([md](https://advisorcensus.com/firm/equitycompass-investment-management-llc-baltimore-md-145420.md)) | 145420 | Baltimore, MD | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |

- Next page: https://advisorcensus.com/advisors/md/baltimore/for-high-net-worth-individuals/page/2.md

## Questions people ask

**Which financial advisors in Baltimore, MD work with high-net-worth individuals?**
139 investment advisory firms with a principal office in the Baltimore metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one.

**How many financial advisory firms are there in Baltimore, MD?**
AdvisorCensus lists 236 investment advisory firms with a principal office in the Baltimore metro area, from Form ADV filings as of October 2026: 116 SEC-registered, 90 state-registered, and 30 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV.

**How many fee-only financial advisors are in Baltimore, MD?**
82 of the 236 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed.

**How many financial advisors in Baltimore, MD offer financial planning?**
128 of the 206 firms in Baltimore, MD that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports.

**Are the financial advisors in Baltimore, MD fiduciaries?**
Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 82 firms that meet AdvisorCensus's fee-only test report none of those sales ties.

**How do I check whether a financial advisor has disciplinary disclosures?**
Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck.

**Does AdvisorCensus rate, verify, or recommend these firms?**
No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content.

**What does regulatory assets under management mean?**
Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality.

## Related pages

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- [Financial advisors in Baltimore, MD](https://advisorcensus.com/advisors/md/baltimore) (https://advisorcensus.com/advisors/md/baltimore.md)
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Cite as: AdvisorCensus. Financial advisors for high-net-worth individuals in Baltimore, MD: 139 firms from Form ADV filings as of October 2026.