Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Towson, MD
Every SEC-registered investment adviser representative at a firm office in Towson, with the firms that employ the most of them.
314 registered advisors work in Towson; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (37). 0 list the CFP designation and 216 are also registered broker representatives.
Firms with the most advisors in Towson
Advisors in Towson, A to Z (first 300 of 314)
Search all of Maryland →- Stacy H. AlbrechtJanney Montgomery Scott LLC
- Michael J. Alessi Jr.Kestra Advisory Services, LLC
- Nathan R. Allen IIIWms Partners, LLC
- Frederick A. Allner IIICerity Partners LLC
- Matthew D. AlpertCetera Investment Advisers LLC
- Christopher G. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel T. AndersonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Guy E. AndersonCetera Investment Advisers LLC
- Adam S. AriosaSfg Wealth Management · Certified Financial Planner
- Elizabeth A. BaffordRBC Capital Markets, LLC
- Kalen D. BaxterPrivate Advisor Group, LLC · Certified Financial Planner
- Sullivan Beck-WinterGreenspring Advisors, LLC
- Michael P. BeczkowskiBolton Investment
- William C. BenassiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jeffrey A. BernfeldGreenspring Advisors, LLC · Certified Financial Planner
- Jeffrey H. BlackCambridge Investment Research Advisors, Inc.
- Spencer M. BlairGreenspring Advisors, LLC
- Deion BoatengCharles Schwab & Co., Inc.
- Christopher G. BoltonBolton Investment
- Drew BonnerMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David B. BormelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mary M. BosleyRobert W. Baird & Co. Incorporated
- George M. BoudreauOliver Wealth Management
- Joseph J. Bouffard Jr.Strategic Advisers LLC
- James E. BradyStrategic Advisers LLC
- Kevin M. BrandelMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonathan T. BrooksBlue Curve Advisory, LLC · Certified Financial Planner
- Elizabeth A. BrownCetera Investment Advisers LLC
- Justin BrownGreenspring Advisors, LLC · Chartered Financial Analyst
- Melford G. Brown Jr.Ameriprise Financial Services, LLC
- Thomas M. BrownPrivate Advisor Group, LLC
- Joseph T. BrowningMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Frederic M. Bryant IVJanney Montgomery Scott LLC
- James R. BryantJanney Montgomery Scott LLC
- Margo BryantStrategic Advisers LLC
- Gregory M. BuchinskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jason B. BukowskyCharles Schwab & Co., Inc.
- Rachel BurkCetera Investment Advisers LLC
- Andrew L. CaplesCerity Partners LLC · Certified Financial Planner
- Jeffrey L. CaplesCerity Partners LLC · Chartered Financial Analyst
- Timothy W. CarneSfg Wealth Management
- Bryan C. CarneyMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jacob A. CarsonGreenspring Advisors, LLC
- Brant R. CavagnaroGreenspring Advisors, LLC · Certified Financial Planner, Chartered Financial Analyst
- Matthew R. CelliniGreenspring Advisors, LLC
- Michael J. CheleuitteTruist Advisory Services, Inc.
- John T. Ciesielski Jr.R.G. Associates, Inc. · Chartered Financial Analyst
- Thomas J. ColantunoEdelman Financial Engines
- John P. Collins Jr.Greenspring Advisors, LLC · Certified Financial Planner
- Christopher P. ComptonRed Oak Financial Group · Certified Financial Planner, Chartered Financial Consultant
- Robert L. Compton Jr.Red Oak Financial Group
- Kenneth A. CooperLPL Financial LLC
- Kyle A. CotoiaHb Wealth
- Michael L. CrabbSfg Wealth Management · Certified Financial Planner
- Casey CrawfordGreenspring Advisors, LLC
- Jodi E. CreditCerity Partners LLC
- Andrew R. CrosbyGreenspring Advisors, LLC
- Jizi DaiEdward Jones
- Timothy A. DalyGreenspring Advisors, LLC · Certified Financial Planner
- John J. Darlington IIIRaymond James Financial Services Advisors, Inc.
- Dwight M. DavisStrategic Advisers LLC
- David L. DemuthEquitable Advisors, LLC
- Ellwood J. DerricksPartnership Wealth Management · Certified Financial Planner
- Rachael A. DeveauGreenspring Advisors, LLC
- Derek R. DimannoLPL Financial LLC · Certified Financial Planner
- Robert L. Dimarino Jr.Red Oak Financial Group
- Lenee B. DirzuweitCerity Partners LLC
- Levent DurmusCerity Partners LLC · Certified Financial Planner, Chartered Financial Analyst
- Lydia T. DurskiFinancial Council, LLC · Certified Financial Planner
- Richard L. Duval Jr.Robert W. Baird & Co. Incorporated
- Jason P. DyeGreenspring Advisors, LLC · Certified Financial Planner
- Phillip A. DyerDyer Financial Advisory · Certified Financial Planner
- Martin J. EbyHb Wealth · Certified Financial Planner
- Emilio L. EgeaHb Wealth
- Cari P. ElliottHb Wealth
- Brian A. EllisGreenspring Advisors, LLC
- Christopher J. ElmonusMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Ryan EnglesMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Michael EnwezorFounders Financial Securities LLC
- Colin B. ExelbyCelestial Wealth Management · Certified Financial Planner
- Joanna S. EyereMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Avis FaguWells Fargo Clearing Services, LLC · Certified Financial Planner
- David W. FeeleyRed Oak Financial Group · Certified Financial Planner
- John B. Finigan IIIHb Wealth · Certified Financial Planner
- Geoffrey FlandersCharles Schwab & Co., Inc. · Certified Financial Planner
- Lorraine A. FlowersKestra Advisory Services, LLC · Certified Financial Planner
- Giovanni ForteBolton Investment
- Ian M. FrankCharles Schwab & Co., Inc.
- Alexander FranksCPA Teaches LLC
- Tyler C. FrenchHb Wealth
- Brenda FriedEdward Jones
- Alton D. Fryer IVBolton Investment
- John J. FuggiRobert W. Baird & Co. Incorporated
- Joseph M. FuggiRobert W. Baird & Co. Incorporated
- James A. FunckBaltimore Avenue Investments, LLC
- Ana D. GellerRobert W. Baird & Co. Incorporated
- August G. Gischel Jr.Capital Advisor Management
- Brian J. GleesonMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Mary R. GoetzGreenspring Advisors, LLC · Certified Financial Planner
- Cynthia K. GoldbergPrivate Advisor Group, LLC
- Bruce E. GoodwinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- John F. Graham Jr.Robert W. Baird & Co. Incorporated
- Baylee N. GrayMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Brian GriffinStrategic Advisers LLC
- Sueann D. GriffinRobert W. Baird & Co. Incorporated
- Matthew GueStrategic Advisers LLC · Certified Financial Planner
- James G. Guidera IIIRobert W. Baird & Co. Incorporated
- Michael P. GulaStrategic Advisers LLC
- Timothy P. HargestRobert W. Baird & Co. Incorporated
- Nicole HarperStrategic Advisers LLC
- Jason C. HarrisRobert W. Baird & Co. Incorporated
- Eric W. HartSfg Wealth Management
- Christian D. HarveyRobert W. Baird & Co. Incorporated
- John D. HausermanFinancial Council, LLC · Certified Financial Planner
- Maxton HerbkersmanGreenspring Advisors, LLC · Certified Financial Planner
- Seth P. HigginsHb Wealth
- Jeffrey L. HillHb Wealth
- Gregory A. HobsonGreenspring Advisors, LLC · Certified Financial Planner
- James M. HodgesRobert W. Baird & Co. Incorporated
- Max HoffmanStrategic Advisers LLC
- Francis M. Hogle IIIBase Management Co.
- Christopher E. HolcombeRobert W. Baird & Co. Incorporated
- Scott T. HoskinsNazelrod & Associates Financial Services, Inc.
- Joel J. HouckHb Wealth · Certified Financial Planner, Chartered Financial Analyst
- Kristin HuberCommonwealth Financial Network
- John N. HuynhRobert W. Baird & Co. Incorporated
- Max C. HyattMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Philip A. Insley IIIMML Investors Services, LLC
- Carrie A. JarmerJanney Montgomery Scott LLC
- Angela L. JohnsonRobert W. Baird & Co. Incorporated
- Michael R. JohnsonRobert W. Baird & Co. Incorporated · Certified Financial Planner
- Matthew O. JonesFounders Financial Securities LLC · Certified Financial Planner
- Li-Wen KangMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lauren J. KaufmanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David J. KelleyCharles Schwab & Co., Inc.
- Bryan J. KellyHb Wealth
- Scott D. KellyJanney Montgomery Scott LLC
- Ryan KennyStrategic Advisers LLC
- Maxwell C. KielyRed Oak Financial Group · Certified Financial Planner
- Andrew KnachelOliver Wealth Management
- Joseph A. KnightFounders Financial Securities LLC · Certified Financial Planner
- Matthew W. KnudsenGreenspring Advisors, LLC
- Jeremy C. KoberMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Stephanie A. KormanisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph V. KrcmaFounders Financial Securities LLC
- Cory J. LabreMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William M. LeebFinancial Council, LLC · Certified Financial Planner
- Lawrence N. LeitchSfg Wealth Management · Chartered Financial Consultant
- Kelly L. LemastersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Craig R. LestnerCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Michael C. LevinRobert W. Baird & Co. Incorporated
- Keith I. LevittRobert W. Baird & Co. Incorporated
- Mark B. LiguoriRaymond James Financial Services Advisors, Inc.
- Kevin M. LindungJanney Montgomery Scott LLC · Certified Financial Planner
- Andrew R. LinnGreenspring Advisors, LLC
- Sandra I. LiottaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Servando A. Llanio Sr.LPL Financial LLC
- Bryan M. LopezWms Partners, LLC · Chartered Financial Analyst
- Matthew L. LowryLPL Financial LLC · Certified Financial Planner
- Daniel G. LysikMiller Value Partners, LLC · Chartered Financial Analyst
- Jane MaccubbinFounders Financial Securities LLC
- Robert M. ManankilRobert W. Baird & Co. Incorporated
- Greg MancinaStrategic Advisers LLC
- Asriel S. MarizanCetera Investment Advisers LLC
- Gerald H. MarquezRobert W. Baird & Co. Incorporated
- David M. MartinStrategic Advisers LLC
- Sharon T. MartinRobert W. Baird & Co. Incorporated
- Tara E. MartinRobert W. Baird & Co. Incorporated
- Daniel E. MatsunagaCharles Schwab & Co., Inc.
- Tricia A. MauckMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Meylin J. MauldinStrategic Advisers LLC · Chartered Financial Consultant
- Raffaele N. MazzoneLegacy Financial Advisors
- Joseph B. McCannRobert W. Baird & Co. Incorporated
- Nathan T. McDuffeeOliver Wealth Management · Certified Financial Planner, Chartered Financial Consultant
- Brenna M. McLoughlinGreenspring Advisors, LLC · Certified Financial Planner
- James R. MellendickLPL Financial LLC
- Daniel J. MentoHb Wealth · Chartered Financial Analyst
- Andrew F. MeredithJanney Montgomery Scott LLC · Certified Financial Planner
- Brian A. MessickLPL Financial LLC · Certified Financial Planner
- Andrew J. MichaelsHb Wealth
- Kara MikotowiczStrategic Advisers LLC
- Eric M. MillerJanney Montgomery Scott LLC
- Richard G. MohelskiMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel A. Mong IIIGreenspring Advisors, LLC · Certified Financial Planner
- Erik L. MoranMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Joseph K. MorganOsaic Wealth, Inc.
- James L. MugeleRobert W. Baird & Co. Incorporated
- Justin MuhlStrategic Advisers LLC
- Peter J. Murphy IVFounders Financial Securities LLC · Chartered Financial Analyst
- Bernard J. MuthOsaic Wealth, Inc. · Certified Financial Planner
- Justin T. MyersJanney Montgomery Scott LLC · Certified Financial Planner
- Paul F. NastasiA. J. Perry & Co.
- Jason E. NazelrodNazelrod & Associates Financial Services, Inc. · Certified Financial Planner
- Robert D. Nordeen Jr.Commonwealth Financial Network · Certified Financial Planner
- Gualtiero NotoRobert W. Baird & Co. Incorporated
- Jessica K. Nyce ParkerStrategic Advisers LLC
- Andrew D. O'NeillJanney Montgomery Scott LLC · Certified Financial Planner
- Onyekachi C. OkoroaforHb Wealth
- Peter J. OneillCharles Schwab & Co., Inc.
- Carl G. OstermanMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Daniel K. OtakieMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Grant A. Palmer IIIMariner
- Hugh W. PalmerHb Wealth
- George V. PanageotouGreenspring Advisors, LLC · Chartered Financial Analyst
- Sung-Kun ParkMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nicholas E. ParrFounders Financial Securities LLC
- Dominic PattiStrategic Advisers LLC · Certified Financial Planner
- Kent V. PearceMerrill Lynch, Pierce, Fenner & Smith Incorporated
- William F. PeckJanney Montgomery Scott LLC
- William N. PeckJanney Montgomery Scott LLC
- Thaddeus PedzichCetera Investment Advisers LLC · Chartered Financial Consultant
- Michele M. PeeleJanney Montgomery Scott LLC
- Brian M. PennRobert W. Baird & Co. Incorporated
- James N. PerrielloGreenspring Advisors, LLC · Certified Financial Planner
- Gregory N. PlechnerGreenspring Advisors, LLC · Certified Financial Planner, Chartered Financial Consultant
- Joseph M. Plume Jr.Oliver Wealth Management
- Craig L. PohlChesapeake Financial Advisors
- Ryan B. PollardLPL Financial LLC
- Alyssa PoremskiJanney Montgomery Scott LLC
- Karl L. PorterMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Nathaniel J. PowellTruist Advisory Services, Inc. · Certified Financial Planner
- Steven PrumoAdvisory Services Network
- Greg A. PyneRed Oak Financial Group
- Harrison D. RafiqHb Wealth
- Clyde L. Randall IIBolton Investment · Chartered Financial Analyst
- Ricci L. ReberThe Simmons Partnership, Inc.
- Jeffrey R. ReynoldsCommonwealth Financial Network · Certified Financial Planner
- Andrew N. RiehlCerity Partners LLC · Chartered Financial Analyst
- Michael K. RileyLegacy Financial Advisors
- Leigh R. RitcheyOsaic Wealth, Inc.
- Courtney Q. RodgersMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Bonita J. RodriguezUBS Financial Services Inc.
- Denise M. RodriguezMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Jonas L. Rodriguez-JonesCharles Schwab & Co., Inc. · Certified Financial Planner
- Marco A. Rosas RuizWells Fargo Clearing Services, LLC
- Marsha S. RosenbergFounders Financial Securities LLC · Chartered Financial Consultant
- Rebecca A. RossRobert W. Baird & Co. Incorporated
- Adrienne E. RowlesCetera Investment Advisers LLC
- Zachary M. RuchmanHb Wealth
- Kayla M. SabbaghGreenspring Advisors, LLC · Certified Financial Planner
- Marco S. SaccaRobert W. Baird & Co. Incorporated
- Jonathan M. SaxonEdelman Financial Engines
- Marcus O. SchaferGreenspring Advisors, LLC · Certified Financial Planner
- Gabrielle E. SchmidtStrategic Advisers LLC
- Stephen M. SchmidtCharles Schwab & Co., Inc.
- Luke SchmitzStrategic Advisers LLC
- Carole F. SchreckJanney Montgomery Scott LLC · Certified Financial Planner
- Corinna E. SechRobert W. Baird & Co. Incorporated
- Chloe E. SedlarCommonwealth Financial Network
- Jason C. ShantyOsaic Wealth, Inc.
- Melanie L. ShantyOsaic Wealth, Inc.
- Bradley M. ShepherdFounders Financial Securities LLC · Chartered Financial Consultant
- Nancy L. ShortRobert W. Baird & Co. Incorporated
- Keith H. SilversteinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Lori A. SilverthorneCharles Schwab & Co., Inc.
- James D. SimmonsThe Simmons Partnership, Inc. · Certified Financial Planner
- Jason M. SimmonsRed Oak Financial Group
- Rebecca SimmonsStrategic Advisers LLC · Certified Financial Planner
- Jason SlotkinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Austin T. SmithCambridge Investment Research Advisors, Inc.
- Jeffrey J. SmithJanney Montgomery Scott LLC
- Joseph F. SneeCharles Schwab & Co., Inc.
- William J. SokolSfg Wealth Management
- Peter F. SorensenHb Wealth
- Paul A. SpeargasHb Wealth · Chartered Financial Analyst
- Michael C. SpragueStrategic Advisers LLC
- Jeremy StackGreenspring Advisors, LLC · Certified Financial Planner
- Ryan StarkGreenspring Advisors, LLC · Certified Financial Planner
- Ryan B. StellmannJanney Montgomery Scott LLC
- Joseph N. StevensBolton Investment · Chartered Financial Analyst
- Rebecca J. StreamoHb Wealth
- Laura A. StrottCharles Schwab & Co., Inc.
- Maura M. StumpRobert W. Baird & Co. Incorporated
- William R. SwartzSfg Wealth Management · Certified Financial Planner
- Patrick SweeneyGreenspring Advisors, LLC
- Devon TanFounders Financial Securities LLC
- Jordan R. TaylorFounders Financial Securities LLC · Certified Financial Planner
- Thomas J. Taylor Jr.Chesapeake Financial Advisors · Personal Financial Specialist
- Patrick E. TejedaStrategic Advisers LLC
- Amanda Jean L. ThomasRaymond James Financial Services Advisors, Inc.
- Kathryn J. ThompsonRobert W. Baird & Co. Incorporated
- Richard J. Tomaschefsky IIFinancial Council, LLC · Certified Financial Planner
- Paul M. TomickJanney Montgomery Scott LLC
- Danijta F. Torres-HarrisMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David R. TravisFinancial Council, LLC · Certified Financial Planner
- Angela M. TreffKestra Advisory Services, LLC · Certified Financial Planner
- Holly T. TurnerBolton Investment
- Clayton B. UlmanLPL Financial LLC
- Luis A. VelezLPL Financial LLC
- Gregory C. VermeulenSfg Wealth Management
- William E. WattRobert W. Baird & Co. Incorporated
- Thomas A. WebbertBlue Curve Advisory, LLC · Certified Financial Planner
- Michael G. WeberLPL Financial LLC
- Zakia K. WeberHb Wealth · Certified Financial Planner
- John M. WebsterMML Investors Services, LLC
- Aaron R. WelchMoney Concepts Capital Corp.
- Natalie E. WheltonHb Wealth
- Milton G. White IVMML Investors Services, LLC
- Kurt W. WiegertMerit Financial Advisors · Certified Financial Planner
- Walter A. Williams Jr.Merrill Lynch, Pierce, Fenner & Smith Incorporated
Other cities in Maryland
All of Maryland →Bethesda 898Baltimore 690Hunt Valley 620Annapolis 466Rockville 399Columbia 390Owings Mills 323Frederick 213Lutherville 181Bel Air 134North Bethesda 131Timonium 121Gaithersburg 119Potomac 115Chevy Chase 103Ellicott City 98Easton 82Hagerstown 79Silver Spring 78Salisbury 75Cockeysville 68Severna Park 65Westminster 54Linthicum Heights 46
Questions
How many financial advisors are in Towson, MD?
314 investment adviser representatives are registered at firm offices in Towson, Maryland, according to the SEC's Investment Adviser Public Disclosure records. 216 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Towson?
Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 37 registered advisors in Towson, followed by Robert W. Baird & Co. Incorporated with 35.
How do I check a financial advisor in Towson?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.