Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Columbia, MD
Every SEC-registered financial advisor at a firm office in Columbia who lists the Certified Financial Planner designation, A to Z.
The short answer
64 CFP professionals work in Columbia; the most are at Baltimore-Washington Financial Advisors (5). 34 are also registered broker representatives.
CFP advisors in Columbia, A to Z
Every advisor in Columbia →- Michael W. BeaumontWells Fargo Clearing Services, LLC · Certified Financial Planner
- Joseph L. BellLPL Financial LLC · Certified Financial Planner
- Zachary O. BoleynBeacon Pointe Advisors, LLC · Certified Financial Planner
- Michael J. BranthoverLPL Financial LLC · Certified Financial Planner
- Karen L. BrelsfordIndependent Financial Group, LLC · Certified Financial Planner
- Tara B. BrummellTruist Advisory Services, Inc. · Certified Financial Planner
- Hope E. CampbellCwm, LLC · Certified Financial Planner
- Joseph A. CaputoBaltimore-Washington Financial Advisors · Certified Financial Planner
- Julia A. CatuaraEagle Strategies LLC · Certified Financial Planner
- Luke A. ChenowithCharles Schwab & Co., Inc. · Certified Financial Planner
- Genti CiciWealthy & Wise Family Office · Certified Financial Planner
- Rosemarie F. CohenOsaic Wealth, Inc. · Certified Financial Planner
- Sean R. EldredAmeriprise Financial Services, LLC · Certified Financial Planner, Chartered Financial Analyst
- Andrew S. FentressWealth Enhancement Advisory Services, LLC · Certified Financial Planner
- Nathan A. Forristal-GarciaStrategic Wealth Partners, Ltd. · Certified Financial Planner
- Richard M. GaigeGlr Partners · Certified Financial Planner
- John GillickAdenry Wealth LLC · Certified Financial Planner
- Jeffrey C. GrodskyCetera Investment Advisers LLC · Certified Financial Planner
- Eun Suk HaHb Wealth · Certified Financial Planner
- Michael A. HamoliaCw Advisors, LLC · Certified Financial Planner
- Micah R. HartTruist Advisory Services, Inc. · Certified Financial Planner
- Chris HolcombVicus Capital, Inc. · Certified Financial Planner
- Margaux H. HrabAmeriprise Financial Services, LLC · Certified Financial Planner
- Jordan R. HuchtCommonwealth Financial Network · Certified Financial Planner, Chartered Financial Consultant
- George W. Hunter IIICetera Investment Advisers LLC · Certified Financial Planner
- Kevin T. HuttCetera Investment Advisers LLC · Certified Financial Planner
- Thad J. IsmartBaltimore-Washington Financial Advisors · Certified Financial Planner
- Benjamin A. JamesAmeriprise Financial Services, LLC · Certified Financial Planner
- Peter P. JenkinsChoreo, LLC · Certified Financial Planner
- David L. KastenMai Capital Management, LLC · Certified Financial Planner
- Peter J. KeatingUnited Planners' Financial Services Of America A Limited Partner · Certified Financial Planner, Chartered Financial Consultant
- Brian KeeneyBeacon Pointe Advisors, LLC · Certified Financial Planner
- John C. KellyBaltimore-Washington Financial Advisors · Certified Financial Planner
- Tyler KlugeBaltimore-Washington Financial Advisors · Certified Financial Planner
- Jennifer A. KutcheyMai Capital Management, LLC · Certified Financial Planner
- Wayne T. LavalleeGlr Partners · Certified Financial Planner, Chartered Financial Consultant
- Stephen J. LeeRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Steven A. LimFounders Financial Securities LLC · Certified Financial Planner
- Anne G. LondonEquitable Advisors, LLC · Certified Financial Planner
- Gregory A. LoweMai Capital Management, LLC · Certified Financial Planner
- Harold A. LoweMai Capital Management, LLC · Certified Financial Planner
- Duncan S. McCallWilliams Asset Management · Certified Financial Planner
- Deirdre M. McElroyLPL Financial LLC · Certified Financial Planner
- John C. MorrisTribridge Partners Financial LLC · Certified Financial Planner
- Tacy R. PaulTribridge Partners Financial LLC · Certified Financial Planner
- Elizabeth PlotPrimas Financial Planning · Certified Financial Planner, Chartered Financial Consultant
- Matthew D. PorterPatuxent Financial Partners, LLC · Certified Financial Planner
- Lawrence M. PostBaltimore-Washington Financial Advisors · Certified Financial Planner
- Charles W. RansomMML Investors Services, LLC · Certified Financial Planner
- Jeremy J. ReedGlr Partners · Certified Financial Planner
- Joshua K. RiversCw Advisors, LLC · Certified Financial Planner
- Justin T. RoudiezWhite Oak Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Michael L. ShipleyRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Michael E. ShiresCw Advisors, LLC · Certified Financial Planner
- Justin TaylorMML Investors Services, LLC · Certified Financial Planner
- Richard H. WagenerFinancial First Advisors, Inc. · Certified Financial Planner, Chartered Financial Consultant
- Christopher B. WalczakHb Wealth · Certified Financial Planner
- Jamie M. WaldrenRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Gavin P. WalterWilliams Asset Management · Certified Financial Planner
- George T. Watson IIIWilliams Asset Management · Certified Financial Planner, Chartered Financial Analyst
- Christina L. WhiteKilter Group · Certified Financial Planner
- Gary S. WilliamsWilliams Asset Management · Certified Financial Planner
- Ryan W. WilliamsRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Broderick YoungEagle Strategies LLC · Certified Financial Planner
Firms with the most CFP professionals in Columbia
Baltimore-Washington Financial Advisors 5Raymond James Financial Services Advisors, Inc. 5Mai Capital Management, LLC 4Williams Asset Management 4Ameriprise Financial Services, LLC 3Cetera Investment Advisers LLC 3Cw Advisors, LLC 3Glr Partners 3LPL Financial LLC 3Wagener-Lee, LLC 3Beacon Pointe Advisors, LLC 2Eagle Strategies LLC 2Hb Wealth 2MML Investors Services, LLC 2Tribridge Partners Financial LLC 2
CFP advisors in other Maryland cities
All of Maryland →Bethesda 154Hunt Valley 91Rockville 85Annapolis 79Owings Mills 65Towson 64Baltimore 62Timonium 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 Columbia, MD?
64 SEC-registered investment adviser representatives at firm offices in Columbia, Maryland list the CFP designation; Baltimore-Washington Financial Advisors 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 Columbia?
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.