{ "path": "/advisors/md/baltimore", "url": "https://advisorcensus.com/advisors/md/baltimore/page/3", "page_type": "metro", "title": "Financial advisors in Baltimore, MD", "filters": {}, "scope_total": 236, "faq": [ { "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 236 investment advisory firms with a principal office in the Baltimore metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "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 in Baltimore, MD: 236 firms from Form ADV filings as of October 2026.", "total_firms": 236, "page": 3, "total_pages": 5, "sort": "name", "registration_types": { "sec": 116, "state": 90, "exempt": 30 }, "fee_model_mix": [ { "code": "fee-only", "count": 82 }, { "code": "percentage_of_aum", "count": 172 }, { "code": "hourly", "count": 101 }, { "code": "subscription", "count": 3 }, { "code": "fixed", "count": 123 }, { "code": "commissions", "count": 5 }, { "code": "performance_based", "count": 24 }, { "code": "other", "count": 26 }, { "code": "not_reported", "count": 30 } ], "years_registered_distribution": [ { "code": "under_5", "count": 67 }, { "code": "5_to_9", "count": 47 }, { "code": "10_to_19", "count": 57 }, { "code": "20_plus", "count": 61 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 24 }, { "code": "25m_100m", "count": 33 }, { "code": "100m_500m", "count": 62 }, { "code": "500m_1b", "count": 15 }, { "code": "1b_5b", "count": 25 }, { "code": "over_5b", "count": 15 }, { "code": "not_reported", "count": 62 } ], "firms": [ { "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": 304317, "name": "Grigg Financial, LLC", "name_as_filed": "GRIGG FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/grigg-financial-llc-timonium-md-304317", "city": "Timonium", "state": "MD", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 335404, "name": "Grit Capital Partners", "name_as_filed": "GRIT CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/grit-capital-partners-baltimore-md-335404", "city": "Baltimore", "state": "MD", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339984, "name": "Groff Wealth Management", "name_as_filed": "GROFF WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/groff-wealth-management-sparks-md-339984", "city": "Sparks", "state": "MD", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 162772, "name": "Grotech Management Company", "name_as_filed": "GROTECH MANAGEMENT COMPANY", "url": "https://advisorcensus.com/firm/grotech-management-company-owings-mills-md-162772", "city": "Owings Mills", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 147845, "name": "GSI Funds LLC", "name_as_filed": "GSI FUNDS LLC", "url": "https://advisorcensus.com/firm/gsi-funds-llc-hunt-valley-md-147845", "city": "Hunt Valley", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 121278, "name": "Hergenroeder Financial Advisors, Inc.", "name_as_filed": "HERGENROEDER FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/hergenroeder-financial-advisors-inc-timonium-md-121278", "city": "Timonium", "state": "MD", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309051, "name": "HF Advisory Group, LLC", "name_as_filed": "HF ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/hf-advisory-group-llc-annapolis-md-309051", "city": "Annapolis", "state": "MD", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152540, "name": "Holistic Private Wealth, LLC", "name_as_filed": "HOLISTIC PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/holistic-private-wealth-llc-towson-md-152540", "city": "Towson", "state": "MD", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 309766, "name": "Honeygo Financial", "name_as_filed": "HONEYGO FINANCIAL", "url": "https://advisorcensus.com/firm/honeygo-financial-forest-hill-md-309766", "city": "Forest Hill", "state": "MD", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115623, "name": "HR Investment Consultants, Inc.", "name_as_filed": "HR INVESTMENT CONSULTANTS, INC.", "url": "https://advisorcensus.com/firm/hr-investment-consultants-inc-baltimore-md-115623", "city": "Baltimore", "state": "MD", "years_registered": 35, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109400, "name": "Hussman Strategic Advisors Inc", "name_as_filed": "HUSSMAN STRATEGIC ADVISORS INC", "url": "https://advisorcensus.com/firm/hussman-strategic-advisors-inc-ellicott-city-md-109400", "city": "Ellicott City", "state": "MD", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "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": 305842, "name": "Independent Access Partners, LLC", "name_as_filed": "INDEPENDENT ACCESS PARTNERS, LLC", "url": "https://advisorcensus.com/firm/independent-access-partners-llc-hunt-valley-md-305842", "city": "Hunt Valley", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308109, "name": "Inner Loop Capital Management, LLC", "name_as_filed": "INNER LOOP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/inner-loop-capital-management-llc-lutherville-md-308109", "city": "Lutherville", "state": "MD", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327578, "name": "Islands East Advisors", "name_as_filed": "ISLANDS EAST ADVISORS", "url": "https://advisorcensus.com/firm/islands-east-advisors-chester-md-327578", "city": "Chester", "state": "MD", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132149, "name": "JBA Financial Advisors", "name_as_filed": "JBA FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/jba-financial-advisors-timonium-md-132149", "city": "Timonium", "state": "MD", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 158344, "name": "JMI Management, L.P.", "name_as_filed": "JMI MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/jmi-management-l-p-baltimore-md-158344", "city": "Baltimore", "state": "MD", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159961, "name": "JPB Partners", "name_as_filed": "JPB PARTNERS", "url": "https://advisorcensus.com/firm/jpb-partners-hanover-md-159961", "city": "Hanover", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336253, "name": "JSB Capital Group LLC", "name_as_filed": "JSB CAPITAL GROUP LLC", "url": "https://advisorcensus.com/firm/jsb-capital-group-llc-baltimore-md-336253", "city": "Baltimore", "state": "MD", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311713, "name": "JWC Capital Management, LLC", "name_as_filed": "JWC CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jwc-capital-management-llc-annapolis-md-311713", "city": "Annapolis", "state": "MD", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 131318, "name": "Kawg&f Financial Planning Group LLC", "name_as_filed": "KAWG&F FINANCIAL PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/kawg-and-f-financial-planning-group-llc-timonium-md-131318", "city": "Timonium", "state": "MD", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 155433, "name": "KBSTM Partners, LLC", "name_as_filed": "KBSTM PARTNERS, LLC", "url": "https://advisorcensus.com/firm/kbstm-partners-llc-timonium-md-155433", "city": "Timonium", "state": "MD", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 170612, "name": "Kirk Investment Advisors LLC", "name_as_filed": "KIRK INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/kirk-investment-advisors-llc-columbia-md-170612", "city": "Columbia", "state": "MD", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 107908, "name": "L. K. Benson & Company, P.C.", "name_as_filed": "L. K. BENSON & COMPANY, P.C.", "url": "https://advisorcensus.com/firm/l-k-benson-and-company-p-c-timonium-md-107908", "city": "Timonium", "state": "MD", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111179, "name": "Lasalle Investment Management Securities", "name_as_filed": "LASALLE INVESTMENT MANAGEMENT SECURITIES", "url": "https://advisorcensus.com/firm/lasalle-investment-management-securities-baltimore-md-111179", "city": "Baltimore", "state": "MD", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 120725, "name": "Lee Financial Associates, Inc.", "name_as_filed": "LEE FINANCIAL ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/lee-financial-associates-inc-ellicott-city-md-120725", "city": "Ellicott City", "state": "MD", "years_registered": 34, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 121803, "name": "Lee Financial Group, Inc.", "name_as_filed": "LEE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/lee-financial-group-inc-columbia-md-121803", "city": "Columbia", "state": "MD", "years_registered": 35, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331717, "name": "Lee, Kelleher & Klein Wealth Management", "name_as_filed": "LEE, KELLEHER & KLEIN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lee-kelleher-and-klein-wealth-management-ellicott-city-md-331717", "city": "Ellicott City", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335357, "name": "Legacy Financial Advisors", "name_as_filed": "LEGACY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/legacy-financial-advisors-towson-md-335357", "city": "Towson", "state": "MD", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108231, "name": "Lombard Advisers Incorporated", "name_as_filed": "LOMBARD ADVISERS INCORPORATED", "url": "https://advisorcensus.com/firm/lombard-advisers-incorporated-baltimore-md-108231", "city": "Baltimore", "state": "MD", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326760, "name": "Longevity Venture Partners Management, LP", "name_as_filed": "LONGEVITY VENTURE PARTNERS MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/longevity-venture-partners-management-lp-pikesville-md-326760", "city": "Pikesville", "state": "MD", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 121797, "name": "Main Street Advisors, LLC", "name_as_filed": "MAIN STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/main-street-advisors-llc-westminster-md-121797", "city": "Westminster", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119416, "name": "Marathon Capital Management", "name_as_filed": "MARATHON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/marathon-capital-management-hunt-valley-md-119416", "city": "Hunt Valley", "state": "MD", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175069, "name": "Marathon Micro Partners, LLC", "name_as_filed": "MARATHON MICRO PARTNERS, LLC", "url": "https://advisorcensus.com/firm/marathon-micro-partners-llc-hunt-valley-md-175069", "city": "Hunt Valley", "state": "MD", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310534, "name": "Marks Wealth Management", "name_as_filed": "MARKS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/marks-wealth-management-ellicott-city-md-310534", "city": "Ellicott City", "state": "MD", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319068, "name": "Marlinspike Partners LLC", "name_as_filed": "MARLINSPIKE PARTNERS LLC", "url": "https://advisorcensus.com/firm/marlinspike-partners-llc-annapolis-md-319068", "city": "Annapolis", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 325950, "name": "MDRN Capital", "name_as_filed": "MDRN CAPITAL", "url": "https://advisorcensus.com/firm/mdrn-capital-annapolis-md-325950", "city": "Annapolis", "state": "MD", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338023, "name": "Meta Wealth Advisory", "name_as_filed": "META WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/meta-wealth-advisory-timonium-md-338023", "city": "Timonium", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 330143, "name": "Monumental Wealth, LLC", "name_as_filed": "MONUMENTAL WEALTH, LLC", "url": "https://advisorcensus.com/firm/monumental-wealth-llc-hunt-valley-md-330143", "city": "Hunt Valley", "state": "MD", "years_registered": 2, "raum_band": "under_25m", "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": 338513, "name": "MRE Management, LLC", "name_as_filed": "MRE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mre-management-llc-annapolis-md-338513", "city": "Annapolis", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 144986, "name": "Municap Inc.", "name_as_filed": "MUNICAP INC.", "url": "https://advisorcensus.com/firm/municap-inc-columbia-md-144986", "city": "Columbia", "state": "MD", "years_registered": 18, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297187, "name": "Nautical Financial Planning", "name_as_filed": "NAUTICAL FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/nautical-financial-planning-crofton-md-297187", "city": "Crofton", "state": "MD", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121302, "name": "Nazelrod & Associates Financial Services, Inc.", "name_as_filed": "NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/nazelrod-and-associates-financial-services-inc-towson-md-121302", "city": "Towson", "state": "MD", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163508, "name": "New Markets Venture Partners", "name_as_filed": "NEW MARKETS VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/new-markets-venture-partners-fulton-md-163508", "city": 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