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Financial ADVSR advisor directory · SEC adviser records

CFA financial advisors in Baltimore, MD

Every SEC-registered financial advisor at a firm office in Baltimore who lists the Chartered Financial Analyst designation, A to Z.

40 CFA charterholders work in Baltimore; the most are at Brown Advisory (12). 9 are also registered broker representatives.

CFA advisors in Baltimore, A to Z

Every advisor in Baltimore →

Firms with the most CFA charterholders in Baltimore

Brown Advisory 12T. Rowe Price Associates, Inc. 7D.F. Dent And Company, Inc. 41919 Investment Counsel, LLC 2Brown Capital Management, LLC 2Buttonwood Financial Advisors, Inc. 2Wbh Advisory, Inc. 2Aerie Capital Management 1Atlas Sustainable Wealth, LLC 1J.P. Morgan Securities LLC 1Jemma Financial Services 1Lombard Advisers Incorporated 1PNC Capital Advisors LLC 1Passive Capital Management, LLC 1Pitcairn 1

CFA advisors in other Maryland cities

All of Maryland →

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

Questions

How many CFA financial advisors are in Baltimore, MD?

40 SEC-registered investment adviser representatives at firm offices in Baltimore, Maryland list the CFA designation; Brown Advisory employs the most of them (12).

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.

How do I check a CFA in Baltimore?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFA itself with the body that issues it.

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.