{ "path": "/advisors/md", "url": "https://advisorcensus.com/advisors/md/page/3", "page_type": "state", "title": "Financial advisors in Maryland", "filters": {}, "scope_total": 582, "faq": [ { "q": "How many financial advisory firms are there in Maryland?", "a": "AdvisorCensus lists 582 investment advisory firms with a principal office in Maryland, from Form ADV filings as of October 2026: 230 SEC-registered, 289 state-registered, and 63 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 Maryland?", "a": "218 of the 582 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 Maryland offer financial planning?", "a": "331 of the 519 firms in Maryland 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 Maryland 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 218 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 582 investment advisory firms with a principal office in Maryland, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in Maryland: 582 firms from Form ADV filings as of October 2026.", "total_firms": 582, "page": 3, "total_pages": 12, "sort": "name", "registration_types": { "sec": 230, "state": 289, "exempt": 63 }, "fee_model_mix": [ { "code": "fee-only", "count": 218 }, { "code": "percentage_of_aum", "count": 451 }, { "code": "hourly", "count": 252 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 300 }, { "code": "commissions", "count": 10 }, { "code": "performance_based", "count": 71 }, { "code": "other", "count": 68 }, { "code": "not_reported", "count": 63 } ], "years_registered_distribution": [ { "code": "under_5", "count": 189 }, { "code": "5_to_9", "count": 117 }, { "code": "10_to_19", "count": 147 }, { "code": "20_plus", "count": 123 }, { "code": "not_reported", "count": 6 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 134 }, { "code": "25m_100m", "count": 89 }, { "code": "100m_500m", "count": 120 }, { "code": "500m_1b", "count": 34 }, { "code": "1b_5b", "count": 49 }, { "code": "over_5b", "count": 25 }, { "code": "not_reported", "count": 131 } ], "firms": [ { "crd_number": 324995, "name": "Bull Harbor Capital LLC.", "name_as_filed": "BULL HARBOR CAPITAL LLC.", "url": "https://advisorcensus.com/firm/bull-harbor-capital-llc-bethesda-md-324995", "city": "Bethesda", "state": "MD", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287995, "name": "Bush River Trust, LLC", "name_as_filed": "BUSH RIVER TRUST, LLC", "url": "https://advisorcensus.com/firm/bush-river-trust-llc-hunt-valley-md-287995", "city": "Hunt Valley", "state": "MD", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144926, "name": "Buttonwood Financial Advisors, Inc.", "name_as_filed": "BUTTONWOOD FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/buttonwood-financial-advisors-inc-baltimore-md-144926", "city": "Baltimore", "state": "MD", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 117829, "name": "C.T. Kares Advisory Group, Inc.", "name_as_filed": "C.T. KARES ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/c-t-kares-advisory-group-inc-117829", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319663, "name": "Cadence Planning, LLC", "name_as_filed": "CADENCE PLANNING, LLC", "url": "https://advisorcensus.com/firm/cadence-planning-llc-frederick-md-319663", "city": "Frederick", "state": "MD", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287793, "name": "Calabash Asset Management, LLC", "name_as_filed": "CALABASH ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/calabash-asset-management-llc-287793", "city": null, "state": null, "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326022, "name": "Calvert Impact Advisory Services, LLC", "name_as_filed": "CALVERT IMPACT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/calvert-impact-advisory-services-llc-bethesda-md-326022", "city": "Bethesda", "state": "MD", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158096, "name": "Calvert Street Capital Partners, Inc.", "name_as_filed": "CALVERT STREET CAPITAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/calvert-street-capital-partners-inc-towson-md-158096", "city": "Towson", "state": "MD", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 115639, "name": "Calvert Wealth Management, Inc.", "name_as_filed": "CALVERT WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/calvert-wealth-management-inc-dunkirk-md-115639", "city": "Dunkirk", "state": "MD", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304402, "name": "Camber Creek Management, LLC", "name_as_filed": "CAMBER CREEK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/camber-creek-management-llc-rockville-md-304402", "city": "Rockville", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 314919, "name": "Cambium Capital Management LP", "name_as_filed": "CAMBIUM CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/cambium-capital-management-lp-highland-md-314919", "city": "Highland", "state": "MD", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 117011, "name": "Camden Partners Holdings, LLC", "name_as_filed": "CAMDEN PARTNERS HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/camden-partners-holdings-llc-owings-mills-md-117011", "city": "Owings Mills", "state": "MD", "years_registered": 24, "raum_band": "100m_500m", "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": 121838, "name": "Capital Advisor Management", "name_as_filed": "CAPITAL ADVISOR MANAGEMENT", "url": "https://advisorcensus.com/firm/capital-advisor-management-towson-md-121838", "city": "Towson", "state": "MD", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341222, "name": "Capital Financial Planners LLC", "name_as_filed": "CAPITAL FINANCIAL PLANNERS LLC", "url": "https://advisorcensus.com/firm/capital-financial-planners-llc-chevy-chase-md-341222", "city": "Chevy Chase", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122844, "name": "Capital Financial, LLC", "name_as_filed": "CAPITAL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/capital-financial-llc-olney-md-122844", "city": "Olney", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 29302, "name": "Capital Portfolio Management, Inc.", "name_as_filed": "CAPITAL PORTFOLIO MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/capital-portfolio-management-inc-timonium-md-29302", "city": "Timonium", "state": "MD", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326861, "name": "Capital Squared Financial LLC", "name_as_filed": "CAPITAL SQUARED FINANCIAL LLC", "url": "https://advisorcensus.com/firm/capital-squared-financial-llc-rockville-md-326861", "city": "Rockville", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 104570, "name": "Carderock Capital Management, Inc.", "name_as_filed": "CARDEROCK CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/carderock-capital-management-inc-chevy-chase-md-104570", "city": "Chevy Chase", "state": "MD", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 332085, "name": "Caro Investors", "name_as_filed": "CARO INVESTORS", "url": "https://advisorcensus.com/firm/caro-investors-chevy-chase-md-332085", "city": "Chevy Chase", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112280, "name": "Carroll Frank & Plotkin LLC", "name_as_filed": "CARROLL FRANK & PLOTKIN LLC", "url": "https://advisorcensus.com/firm/carroll-frank-and-plotkin-llc-pikesville-md-112280", "city": "Pikesville,", "state": "MD", "years_registered": 35, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116063, "name": "Casi Investments", "name_as_filed": "CASI INVESTMENTS", "url": "https://advisorcensus.com/firm/casi-investments-baltimore-md-116063", "city": "Baltimore", "state": "MD", "years_registered": 26, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173958, "name": "Cassilly & Appel, Inc.", "name_as_filed": "CASSILLY & APPEL, INC.", "url": "https://advisorcensus.com/firm/cassilly-and-appel-inc-severna-park-md-173958", "city": "Severna Park", "state": "MD", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 300672, "name": "Cassilly Financial", "name_as_filed": "CASSILLY FINANCIAL", "url": "https://advisorcensus.com/firm/cassilly-financial-severna-park-md-300672", "city": "Severna Park", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169243, "name": "Catharine Fairley Planning Group LLC", "name_as_filed": "CATHARINE FAIRLEY PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/catharine-fairley-planning-group-llc-frederick-md-169243", "city": "Frederick", "state": "MD", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 333113, "name": "Catoctin Ridge Wealth Partner", "name_as_filed": "CATOCTIN RIDGE WEALTH PARTNER", "url": "https://advisorcensus.com/firm/catoctin-ridge-wealth-partner-thurmont-md-333113", "city": "Thurmont", "state": "MD", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338245, "name": "Cecil Wealth", "name_as_filed": "CECIL WEALTH", "url": "https://advisorcensus.com/firm/cecil-wealth-338245", "city": null, "state": null, "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311089, "name": "Celestial Wealth Management", "name_as_filed": "CELESTIAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/celestial-wealth-management-311089", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 126793, "name": "Champion Financial Planning Group, LLC", "name_as_filed": "CHAMPION FINANCIAL PLANNING GROUP, LLC", "url": "https://advisorcensus.com/firm/champion-financial-planning-group-llc-annapolis-md-126793", "city": "Annapolis", "state": "MD", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 128239, "name": "Chauche & Associates LLC", "name_as_filed": "CHAUCHE & ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/chauche-and-associates-llc-128239", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339881, "name": "CHC Financial Solutions, LLC", "name_as_filed": "CHC FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/chc-financial-solutions-llc-rockville-md-339881", "city": "Rockville", "state": "MD", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 270014, "name": "Chesapeake Capital Management, LLC", "name_as_filed": "CHESAPEAKE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/chesapeake-capital-management-llc-belcamp-md-270014", "city": "Belcamp", "state": "MD", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "commissions" ], "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": 283715, "name": "Chesapeake Financial Planning", "name_as_filed": "CHESAPEAKE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/chesapeake-financial-planning-annapolis-md-283715", "city": "Annapolis", "state": "MD", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284097, "name": "Chesapeake Wealth Strategies, Inc.", "name_as_filed": "CHESAPEAKE WEALTH STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/chesapeake-wealth-strategies-inc-baltimore-md-284097", "city": "Baltimore", "state": "MD", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 110742, "name": "Chevy Chase Trust Company", "name_as_filed": "CHEVY CHASE TRUST COMPANY", "url": "https://advisorcensus.com/firm/chevy-chase-trust-company-bethesda-md-110742", "city": "Bethesda", "state": "MD", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 325288, "name": "CJC Wealth Management", "name_as_filed": "CJC WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/cjc-wealth-management-olney-md-325288", "city": "Olney", "state": "MD", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 328505, "name": "Clairwell Financial Planning LLC", "name_as_filed": "CLAIRWELL FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/clairwell-financial-planning-llc-328505", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "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": 342564, "name": "Clear Advisors", "name_as_filed": "CLEAR ADVISORS", "url": "https://advisorcensus.com/firm/clear-advisors-342564", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162954, "name": "Communication Capital Partners, LLC", "name_as_filed": "COMMUNICATION CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/communication-capital-partners-llc-chevy-chase-md-162954", "city": "Chevy Chase", "state": "MD", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334484, "name": "Compound Advisory", "name_as_filed": "COMPOUND ADVISORY", "url": "https://advisorcensus.com/firm/compound-advisory-334484", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334237, "name": "Conscious Venture Partners, LLC", "name_as_filed": "CONSCIOUS VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/conscious-venture-partners-llc-baltimore-md-334237", "city": "Baltimore", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301524, "name": "Conversion Capital, LLC", "name_as_filed": "CONVERSION CAPITAL, LLC", "url": "https://advisorcensus.com/firm/conversion-capital-llc-fulton-md-301524", "city": "Fulton", "state": "MD", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319523, "name": "Cook Wealth Management, LLC", "name_as_filed": "COOK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cook-wealth-management-llc-319523", "city": null, "state": null, "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 338705, "name": "Coram Partners, LP", "name_as_filed": "CORAM PARTNERS, LP", "url": "https://advisorcensus.com/firm/coram-partners-lp-bethesda-md-338705", "city": "Bethesda", "state": "MD", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "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": 162579, "name": "Core Capital Partners", "name_as_filed": "CORE CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/core-capital-partners-potomac-md-162579", "city": "Potomac", "state": "MD", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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 } ], "states": [], "metros": [ { "path": "/advisors/md/baltimore", "name": "Baltimore", "msa_name": "Baltimore-Columbia-Towson, MD", "state_code": "MD", "firm_count": 236 }, { "path": "/advisors/md/lexington-park", "name": "Lexington Park", "msa_name": "Lexington Park, MD", "state_code": "MD", "firm_count": 4 }, { "path": "/advisors/md/hagerstown", "name": "Hagerstown", "msa_name": "Hagerstown-Martinsburg, MD-WV", "state_code": "MD", "firm_count": 2 }, { "path": "/advisors/md/salisbury", "name": "Salisbury", "msa_name": "Salisbury, MD", "state_code": "MD", "firm_count": 2 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/md", "label": "Financial advisors in Maryland" }, "fee_pages": [ { "path": "/advisors/md/fee-only", "label": "Fee-only financial advisors in Maryland", "firm_count": 218 }, { "path": "/advisors/md/flat-fee", "label": "Flat-fee financial advisors in Maryland", "firm_count": 300 }, { "path": "/advisors/md/hourly", "label": "Hourly financial advisors in Maryland", "firm_count": 252 } ] }, "csv": "https://advisorcensus.com/advisors/md.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }