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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Maryland

Every SEC-registered financial advisor in Maryland who lists the Chartered Financial Analyst designation, by city.

206 CFA charterholders work in Maryland; the most are in Bethesda (52).

Cities in Maryland with CFA charterholders

Every advisor in Maryland →

Bethesda 52Baltimore 40Towson 16Rockville 14Hunt Valley 10Annapolis 8Chevy Chase 8Lutherville 7Columbia 6Ellicott City 5Owings Mills 5Potomac 4Timonium 4

24 smaller places with one or two CFA charterholders are in the advisor search.

CFA advisors in other states

CaliforniaNew YorkTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska

Questions

How many CFA financial advisors are in Maryland?

206 SEC-registered investment adviser representatives in Maryland list the CFA designation; the most work in Bethesda (52).

What is a CFA?

CFA stands for Chartered Financial Analyst, CFA Institute's charter in investment analysis: three exams and four years of investment experience.

Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFA with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFP professionals and ChFC holders.