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Find Top Financial Advisors in Cumberland, Maryland

There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Cumberland, Maryland

Last Updated - May 29, 2025

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

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Top Financial Advisor Firms in Cumberland, Maryland (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
T. ROWE PRICE ASSOCIATES, INC.
100 East Pratt Street, Baltimore, MD 21202
3814 4696 $1,752,267,028,988
A percentage of AUM, Performance Based
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
100 East Pratt Street, Baltimore, MD 21202
114 68 $193,065,874,997
A percentage of AUM, Performance Based
BROWN ADVISORY
901 South Bond Street, Suite 400, Baltimore, MD 21231-3340
657 23317 $108,331,371,643
A percentage of AUM, Fixed fees, Performance Based
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor, Bethesda, MD 20814
101 126 $65,095,381,946
A percentage of AUM
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East, Baltimore, MD 21202
254 516 $37,701,864,167
A percentage of AUM, Fixed fees
CHEVY CHASE TRUST COMPANY
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
108 4811 $36,006,471,975
A percentage of AUM, Fixed fees
ASB CAPITAL MANAGEMENT LLC
7501 Wisconsin Avenue, West Tower, 13th Floor, Bethesda, MD 20814
80 81 $29,726,275,256
A percentage of AUM, Performance Based
1919 INVESTMENT COUNSEL, LLC
One South Street, Suite 2500, Baltimore, MD 21202
136 5142 $21,255,587,588
A percentage of AUM, Fixed fees, Other (ASSET-BASED FEES FOR NONDISCRETIONARY MODEL ADVICE)
DURABLE CAPITAL PARTNERS LP
4747 Bethesda Ave, #1002, Bethesda, MD 20814
48 5 $16,939,969,975
A percentage of AUM, Performance Based
ULLICO INVESTMENT ADVISORS, INC.
8403 Colesville Road, 13th Floor, Silver Spring, MD 20910
83 18 $11,318,266,665
A percentage of AUM
BROWN CAPITAL MANAGEMENT, LLC
1201 N Calvert St, Baltimore, MD 21202-3908
37 122 $10,743,201,352
A percentage of AUM, Performance Based
REALTERM
201 West Street, Annapolis, MD 21401
228 13 $9,223,485,500
A percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)
ARLINGTON CAPITAL PARTNERS
4747 Bethesda Avenue, Suite 500, Bethesda, MD 20814
27 6 $9,109,444,155
A percentage of AUM, Performance Based
JMI MANAGEMENT, L.P.
100 International Drive, Suite 19100, Baltimore, MD 21202
71 16 $8,696,716,084
A percentage of AUM, Performance Based
ARTEMIS REAL ESTATE PARTNERS
5404 Wisconsin Avenue, Suite 1000, Chevy Chase, MD 20815
61 26 $8,453,857,329
A percentage of AUM, Performance Based

    Frequently Asked Questions

    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.