Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Lombard Advisers Incorporated financial advisors in Baltimore, MD

Every SEC-registered investment adviser representative at a Lombard Advisers Incorporated office in Baltimore, A to Z.

The short answer

14 registered advisors work at Lombard Advisers Incorporated in Baltimore, out of 30 at the firm nationwide; it ranks number 12 in the city by advisors. 1 list the CFP designation and 13 are also registered broker representatives.

Lombard Advisers Incorporated advisors in Baltimore, A to Z

Every Lombard Advisers Incorporated advisor →

Lombard Advisers Incorporated advisors in every city and state →Lombard Advisers Incorporated: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lombard Advisers Incorporated advisors in other cities

York, PA 3Jennings, LA 2Allentown, PA 1Annapolis, MD 1Bridgeport, TX 1Chillicothe, MO 1Erie, PA 1Hampstead, MD 1Hardy, VA 1Jefferson, MD 1Newport News, VA 1Pasedena, MD 1Plymouth Meeting, PA 1

Other firms in Baltimore

All Baltimore advisors →

Morgan Stanley 126T. Rowe Price Associates, Inc. 74Merrill Lynch, Pierce, Fenner & Smith Incorporated 45LPL Financial LLC 33UBS Financial Services Inc. 30J.P. Morgan Securities LLC 26RBC Capital Markets, LLC 24T. Rowe Price Advisory Services, Inc. 23Brown Advisory 15Cetera Investment Advisers LLC 11Chapin, Davis 11State Farm Investment Management Corp. 10

Questions

How many financial advisors does Lombard Advisers Incorporated have in Baltimore?

14 investment adviser representatives are registered at Lombard Advisers Incorporated offices in Baltimore, Maryland, according to the SEC's Investment Adviser Public Disclosure records, out of 30 nationwide. 1 list the CFP designation and 13 are also registered as broker representatives.

Is Lombard Advisers Incorporated one of the largest advisor employers in Baltimore?

Lombard Advisers Incorporated ranks number 12 in Baltimore by registered advisors; Morgan Stanley has the most, with 126.

How do I check a Lombard Advisers Incorporated advisor 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, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lombard Advisers Incorporated office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.