Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Baltimore, MD
Every SEC-registered financial advisor at a firm office in Baltimore who lists the Certified Financial Planner designation, A to Z.
62 CFP professionals work in Baltimore; the most are at LPL Financial LLC (5). 32 are also registered broker representatives.
CFP advisors in Baltimore, A to Z
Every advisor in Baltimore →- Jason S. AboschCapital Client Group, Inc. · Certified Financial Planner
- Michael A. Anselmi Jr.Wells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Gregory P. ArmstrongArmstrong Dixon · Certified Financial Planner
- Stephen E. BairdJemma Financial Services · Certified Financial Planner
- Michael C. BehrmanOnedigital · Certified Financial Planner
- Carrie E. BerenWbh Advisory, Inc. · Certified Financial Planner
- Scott F. BertozziCharles Street Asset Management, Inc. · Certified Financial Planner
- Connor BrandeenWells Fargo Advisors Financial Network, LLC · Certified Financial Planner
- Elizabeth BrennenA.G. Campbell Advisory, LLC · Certified Financial Planner
- Hugh J. Breslin IVArmstrong Dixon · Certified Financial Planner
- Nancy T. BryantBryant Financial Advisory, Inc. · Certified Financial Planner
- Robert D. BuddeLPL Financial LLC · Certified Financial Planner
- Scott D. CanuelJ.P. Morgan Securities LLC · Certified Financial Planner, Chartered Financial Analyst
- Kerrie CardenEquip, LLC · Certified Financial Planner
- Timothy P. ChesserLPL Financial LLC · Certified Financial Planner
- Joseph J. ColmanColman Knight Advisory Group, LLC · Certified Financial Planner
- Andrew S. ConnRBC Capital Markets, LLC · Certified Financial Planner
- Jackson A. CourtneyFinancial Consulate · Certified Financial Planner
- Michael J. Delaney IINorthbrook Financial · Certified Financial Planner, Chartered Financial Consultant
- Mark DonnellyAtlas Sustainable Wealth, LLC · Certified Financial Planner, Chartered Financial Analyst
- Tucker DunnArmstrong Dixon · Certified Financial Planner
- Schuyler L. EngelhardtArmstrong Dixon · Certified Financial Planner
- Dorie H. Fain&Wealth Partners · Certified Financial Planner
- Jeffrey C. Fountain Jr.Passive Capital Management, LLC · Certified Financial Planner
- David S. Frank&Partners · Certified Financial Planner
- Arthur G. GalloLombard Advisers Incorporated · Certified Financial Planner
- Peter J. GeierFinancial Consulate · Certified Financial Planner
- Steven J. GessnerWealth Planning Group · Certified Financial Planner
- David GonzalezCetera Investment Advisers LLC · Certified Financial Planner
- Michael Grossman&Partners · Certified Financial Planner
- Joel D. HosnerWbh Advisory, Inc. · Certified Financial Planner
- Thomas M. HuntTruist Advisory Services, Inc. · Certified Financial Planner
- Anvar M. IzbakievSerenity Wealth Advisors LLC · Certified Financial Planner
- Steven P. JakubowskiMorgan Stanley · Certified Financial Planner
- Alexander R. JohnsonUBS Financial Services Inc. · Certified Financial Planner
- Christian T. LocherLPL Financial LLC · Certified Financial Planner
- John W. LombardoOsaic Wealth, Inc. · Certified Financial Planner
- Joshua A. MasonWbh Advisory, Inc. · Certified Financial Planner
- Marianne D. MattranFoundry Wealth Advisors, LLC · Certified Financial Planner
- Colin A. MeeksLPL Financial LLC · Certified Financial Planner
- Traci L. MitchellMorgan Stanley · Certified Financial Planner
- Keith L. MurrayChapin, Davis · Certified Financial Planner
- Lauren NovakCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- John M. O'CallaghanNectarine · Certified Financial Planner
- Elliot J. PepperNorthbrook Financial · Certified Financial Planner
- Jack A. RameyWbh Advisory, Inc. · Certified Financial Planner
- Clifford Rowland IICetera Investment Advisers LLC · Certified Financial Planner
- Jeremy J. SchwendemanMorgan Stanley · Certified Financial Planner
- Sylvie A. ScowcroftThe Financial Grove LLC · Certified Financial Planner
- Michael SellittoLPL Enterprise, LLC · Certified Financial Planner
- Lauren SerafiniCreative Planning · Certified Financial Planner
- Alexander M. SuppleeUnited Capital Financial Advisors · Certified Financial Planner
- Thomas C. TavennerBooster, LLC · Certified Financial Planner
- Mary J. ThompsonButtonwood Financial Advisors, Inc. · Certified Financial Planner
- David A. TrossmanPassive Capital Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Benjamin M. WallerWbh Advisory, Inc. · Certified Financial Planner, Chartered Financial Analyst
- Joseph J. WalshT. Rowe Price Advisory Services, Inc. · Certified Financial Planner
- Christina L. WaltersD.F. Dent And Company, Inc. · Certified Financial Planner
- Robert A. WeismanSpc · Certified Financial Planner, Chartered Financial Consultant
- Tasha M. WilliamsLPL Financial LLC · Certified Financial Planner, Chartered Financial Consultant
- Lester M. WolfEagle Strategies LLC · Certified Financial Planner, Chartered Financial Consultant
- Lindsey C. YoungXypn Sapphire · Certified Financial Planner
Firms with the most CFP professionals in Baltimore
LPL Financial LLC 5Wbh Advisory, Inc. 5Armstrong Dixon 4Morgan Stanley 3&Partners 2Cetera Investment Advisers LLC 2Financial Consulate 2Northbrook Financial 2Passive Capital Management, LLC 2Wells Fargo Advisors Financial Network, LLC 2&Wealth Partners 1A.G. Campbell Advisory, LLC 1Atlas Sustainable Wealth, LLC 1Booster, LLC 1Bryant Financial Advisory, Inc. 1
CFP advisors in other Maryland cities
All of Maryland →Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Towson 64Columbia 63Timonium 35Frederick 32Bel Air 30Lutherville 22Gaithersburg 21Chevy Chase 17Ellicott City 16Severna Park 16Potomac 15Westminster 15North Bethesda 14Salisbury 13Bowie 11Linthicum Heights 11Easton 10Silver Spring 10Edgewater 9
Questions
How many CFP financial advisors are in Baltimore, MD?
62 SEC-registered investment adviser representatives at firm offices in Baltimore, Maryland list the CFP designation; LPL Financial LLC employs the most of them (5).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP 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 CFP 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 CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.