{ "path": "/advisors/md/baltimore/for-retirement-plans", "url": "https://advisorcensus.com/advisors/md/baltimore/for-retirement-plans", "page_type": "metro_answer", "title": "Financial advisors for retirement plans in Baltimore, MD", "filters": {}, "scope_total": 74, "faq": [ { "q": "Which financial advisors in Baltimore, MD work with retirement plans?", "a": "74 investment advisory firms with a principal office in the Baltimore metro area report retirement plans 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." }, { "q": "How many financial advisory firms are there in Baltimore, MD?", "a": "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." }, { "q": "How many fee-only financial advisors are in Baltimore, MD?", "a": "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." }, { "q": "How many financial advisors in Baltimore, MD offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in Baltimore, MD fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 74 investment advisory firms with a principal office in the Baltimore metro area that report retirement plans among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "about_market": "Baltimore has 236 investment advisory firms with a principal office in the metro area as of October 2026: 116 SEC-registered, 90 state-registered, and 30 exempt reporting advisers. 82 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 57 report under $100 million in regulatory assets under management. The metro area has 1,120,269 households, 214,183 of them with income of $200,000 or more, or 908 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors for retirement plans in Baltimore, MD: 74 firms from Form ADV filings as of October 2026.", "total_firms": 74, "page": 1, "total_pages": 2, "sort": "name", "registration_types": { "sec": 60, "state": 14, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 32 }, { "code": "percentage_of_aum", "count": 71 }, { "code": "hourly", "count": 43 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 54 }, { "code": "commissions", "count": 2 }, { "code": "performance_based", "count": 7 }, { "code": "other", "count": 5 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 18 }, { "code": "5_to_9", "count": 18 }, { "code": "10_to_19", "count": 15 }, { "code": "20_plus", "count": 23 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 4 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 29 }, { "code": "500m_1b", "count": 7 }, { "code": "1b_5b", "count": 15 }, { "code": "over_5b", "count": 11 }, { "code": "not_reported", "count": 2 } ], "firms": [ { "crd_number": 133370, "name": "1919 Investment Counsel, LLC", "name_as_filed": "1919 INVESTMENT COUNSEL, LLC", "url": "https://advisorcensus.com/firm/1919-investment-counsel-llc-baltimore-md-133370", "city": "Baltimore", "state": "MD", "years_registered": 21, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 107041, "name": "A. J. Perry & Co.", "name_as_filed": "A. J. PERRY & CO.", "url": "https://advisorcensus.com/firm/a-j-perry-and-co-towson-md-107041", "city": "Towson", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162150, "name": "A.G. Campbell Advisory, LLC", "name_as_filed": "A.G. CAMPBELL ADVISORY, LLC", "url": "https://advisorcensus.com/firm/a-g-campbell-advisory-llc-baltimore-md-162150", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117474, "name": "Accordant Advisory Group, Inc.", "name_as_filed": "ACCORDANT ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/accordant-advisory-group-inc-annapolis-md-117474", "city": "Annapolis", "state": "MD", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 273035, "name": "Advocate Investing Services", "name_as_filed": "ADVOCATE INVESTING SERVICES", "url": "https://advisorcensus.com/firm/advocate-investing-services-woodbine-md-273035", "city": "Woodbine", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132539, "name": "Annapolitan Investment Group, Inc.", "name_as_filed": "ANNAPOLITAN INVESTMENT GROUP, INC.", "url": "https://advisorcensus.com/firm/annapolitan-investment-group-inc-annapolis-md-132539", "city": "Annapolis", "state": "MD", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168345, "name": "Armstrong Dixon", "name_as_filed": "ARMSTRONG DIXON", "url": "https://advisorcensus.com/firm/armstrong-dixon-baltimore-md-168345", "city": "Baltimore", "state": "MD", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110800, "name": "Asset Strategy Consultants LLC", "name_as_filed": "ASSET STRATEGY CONSULTANTS LLC", "url": "https://advisorcensus.com/firm/asset-strategy-consultants-llc-hunt-valley-md-110800", "city": "Hunt Valley", "state": "MD", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 145108, "name": "Black Diamond Financial, LLC", "name_as_filed": "BLACK DIAMOND FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/black-diamond-financial-llc-lutherville-md-145108", "city": "Lutherville", "state": "MD", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104684, "name": "Bolton Investment", "name_as_filed": "BOLTON INVESTMENT", "url": "https://advisorcensus.com/firm/bolton-investment-towson-md-104684", "city": "Towson", "state": "MD", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314629, "name": "Booster, LLC", "name_as_filed": "BOOSTER, LLC", "url": "https://advisorcensus.com/firm/booster-llc-baltimore-md-314629", "city": "Baltimore", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110181, "name": "Brown Advisory", "name_as_filed": "BROWN ADVISORY", "url": "https://advisorcensus.com/firm/brown-advisory-baltimore-md-110181", "city": "Baltimore", "state": "MD", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 105633, "name": "Brown Capital Management, LLC", "name_as_filed": "BROWN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/brown-capital-management-llc-baltimore-md-105633", "city": "Baltimore", "state": "MD", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 134332, "name": "Campbell & Company Investment Adviser LLC", "name_as_filed": "CAMPBELL & COMPANY INVESTMENT ADVISER LLC", "url": "https://advisorcensus.com/firm/campbell-and-company-investment-adviser-llc-baltimore-md-134332", "city": "Baltimore", "state": "MD", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 28116, "name": "Chapin Davis Asset Management", "name_as_filed": "CHAPIN DAVIS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/chapin-davis-asset-management-baltimore-md-28116", "city": "Baltimore", "state": "MD", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120139, "name": "Chesapeake Financial Advisors", "name_as_filed": "CHESAPEAKE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/chesapeake-financial-advisors-towson-md-120139", "city": "Towson", "state": "MD", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121288, "name": "Clark Company", "name_as_filed": "CLARK COMPANY", "url": "https://advisorcensus.com/firm/clark-company-annapolis-md-121288", "city": "Annapolis", "state": "MD", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104716, "name": "Corbyn Investment Management Inc", "name_as_filed": "CORBYN INVESTMENT MANAGEMENT INC", "url": "https://advisorcensus.com/firm/corbyn-investment-management-inc-lutherville-md-104716", "city": "Lutherville", "state": "MD", "years_registered": 53, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142359, "name": "Cornerstone Advisory", "name_as_filed": "CORNERSTONE ADVISORY", "url": "https://advisorcensus.com/firm/cornerstone-advisory-hunt-valley-md-142359", "city": "Hunt Valley", "state": "MD", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311760, "name": "Crest Wealth Advisors LLC", "name_as_filed": "CREST WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/crest-wealth-advisors-llc-annapolis-md-311760", "city": "Annapolis", "state": "MD", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328178, "name": "Curio Wealth, LLC", "name_as_filed": "CURIO WEALTH, LLC", "url": "https://advisorcensus.com/firm/curio-wealth-llc-annapolis-md-328178", "city": "Annapolis", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105179, "name": "D.F. Dent and Company, Inc.", "name_as_filed": "D.F. DENT AND COMPANY, INC.", "url": "https://advisorcensus.com/firm/d-f-dent-and-company-inc-baltimore-md-105179", "city": "Baltimore", "state": "MD", "years_registered": 46, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330273, "name": "Dependent Financial Planning", "name_as_filed": "DEPENDENT FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/dependent-financial-planning-edgewater-md-330273", "city": "Edgewater", "state": "MD", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285429, "name": "Elite Income Advisors, Inc.", "name_as_filed": "ELITE INCOME ADVISORS, INC.", "url": "https://advisorcensus.com/firm/elite-income-advisors-inc-ellicott-city-md-285429", "city": "Ellicott City", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 173881, "name": "Endeavor Financial Advisors, LLC", "name_as_filed": "ENDEAVOR FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/endeavor-financial-advisors-llc-edgewater-md-173881", "city": "Edgewater", "state": "MD", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331323, "name": "Equip, LLC", "name_as_filed": "EQUIP, LLC", "url": "https://advisorcensus.com/firm/equip-llc-baltimore-md-331323", "city": "Baltimore", "state": "MD", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106898, "name": "Financial Consulate", "name_as_filed": "FINANCIAL CONSULATE", "url": "https://advisorcensus.com/firm/financial-consulate-hunt-valley-md-106898", "city": "Hunt Valley", "state": "MD", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122347, "name": "Financial Management Strategies, LLC", "name_as_filed": "FINANCIAL MANAGEMENT STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/financial-management-strategies-llc-baltimore-md-122347", "city": "Baltimore", "state": "MD", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312958, "name": "Foresight Financial Services, LLC", "name_as_filed": "FORESIGHT FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/foresight-financial-services-llc-laurel-md-312958", "city": "Laurel", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317596, "name": "Foundation Wealth & Tax Advisors, LLC", "name_as_filed": "FOUNDATION WEALTH & TAX ADVISORS, LLC", "url": "https://advisorcensus.com/firm/foundation-wealth-and-tax-advisors-llc-annapolis-md-317596", "city": "Annapolis", "state": "MD", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137945, "name": "Founders Financial Securities, LLC", "name_as_filed": "FOUNDERS FINANCIAL SECURITIES, LLC", "url": "https://advisorcensus.com/firm/founders-financial-securities-llc-towson-md-137945", "city": "Towson", "state": "MD", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 330089, "name": "Free State Financial Planning, LLC", "name_as_filed": "FREE STATE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/free-state-financial-planning-llc-highland-md-330089", "city": "Highland", "state": "MD", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120141, "name": "Glass Jacobson Wealth Advisors", "name_as_filed": "GLASS JACOBSON WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/glass-jacobson-wealth-advisors-owings-mills-md-120141", "city": "Owings Mills", "state": "MD", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 37505, "name": "Global Brokerage Services, Inc.", "name_as_filed": "GLOBAL BROKERAGE SERVICES, INC.", "url": "https://advisorcensus.com/firm/global-brokerage-services-inc-hunt-valley-md-37505", "city": "Hunt Valley", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 334902, "name": "GLR Partners", "name_as_filed": "GLR PARTNERS", "url": "https://advisorcensus.com/firm/glr-partners-columbia-md-334902", "city": "Columbia", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 132669, "name": "Greenspring Advisors, LLC", "name_as_filed": "GREENSPRING ADVISORS, LLC", "url": "https://advisorcensus.com/firm/greenspring-advisors-llc-towson-md-132669", "city": "Towson", "state": "MD", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151085, "name": "Harbor Investment Advisory, LLC", "name_as_filed": "HARBOR INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/harbor-investment-advisory-llc-lutherville-md-151085", "city": "Lutherville", "state": "MD", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315465, "name": "Harmony Wealth Advisors, LLC", "name_as_filed": "HARMONY WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/harmony-wealth-advisors-llc-edgewater-md-315465", "city": "Edgewater", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 120745, "name": "HWA Financial Group", "name_as_filed": "HWA FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/hwa-financial-group-ellicott-city-md-120745", "city": "Ellicott City", "state": "MD", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284198, "name": "Jemma Financial Services", "name_as_filed": "JEMMA FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/jemma-financial-services-baltimore-md-284198", "city": "Baltimore", "state": "MD", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111179, "name": "Lasalle Investment 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"years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134875, "name": "Maryland Capital Advisors, Inc.", "name_as_filed": "MARYLAND CAPITAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/maryland-capital-advisors-inc-chester-md-134875", "city": "Chester", "state": "MD", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107099, "name": "Mount Vernon Associates Inc", "name_as_filed": "MOUNT VERNON ASSOCIATES INC", "url": "https://advisorcensus.com/firm/mount-vernon-associates-inc-baltimore-md-107099", "city": "Baltimore", "state": "MD", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309060, "name": "Northbrook Financial", "name_as_filed": "NORTHBROOK FINANCIAL", "url": 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