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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 - April 16, 2024

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
3722 3783 $1,506,538,334,571
A Percentage of AUM, Performance Based
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
100 East Pratt Street, Baltimore, MD 21202
114 62 $165,475,690,648
A Percentage of AUM, Performance Based
BROWN ADVISORY
901 South Bond Street, Suite 400, Baltimore, MD 21231-3340
629 22302 $98,298,071,437
A Percentage of AUM, Fixed Fees, Performance Based
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor, Bethesda, MD 20814
98 121 $53,251,436,325
A Percentage of AUM
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East, Baltimore, MD 21202
154 498 $34,265,560,279
A Percentage of AUM, Fixed Fees
CHEVY CHASE TRUST COMPANY
7501 Wisconsin Avenue, 15th Floor, Bethesda, MD 20814
103 4695 $32,026,434,099
A Percentage of AUM, Fixed Fees
ASB CAPITAL MANAGEMENT LLC
7501 Wisconsin Avenue, West Tower, 13th Floor, Bethesda, MD 20814
77 87 $27,057,564,881
A Percentage of AUM, Performance Based
1919 INVESTMENT COUNSEL, LLC
One South Street, Suite 2500, Baltimore, MD 21202
121 7294 $17,378,996,240
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
46 5 $13,662,036,190
A Percentage of AUM, Performance Based
BROWN CAPITAL MANAGEMENT, LLC
1201 N Calvert St, Baltimore, MD 21202-3908
38 132 $10,614,900,878
A Percentage of AUM, Performance Based
ULLICO INVESTMENT ADVISORS, INC.
8403 Colesville Road, 13th Floor, Silver Spring, MD 20910
72 19 $10,400,415,425
A Percentage of AUM
BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
901 South Bond Street, Suite 400, Baltimore, MD 21231
30 509 $9,922,357,753
A Percentage of AUM, Fixed Fees, Performance Based
REALTERM
201 West Street, Annapolis, MD 21401
212 11 $8,590,083,000
A Percentage of AUM, Performance Based, Other (DEVELOPMENT, CONSTRUCTION, PROPERTY MANAGEMENT, LEASING)
JMI MANAGEMENT, L.P.
100 International Drive, Suite 19100, Baltimore, MD 21202
63 12 $8,091,012,517
A Percentage of AUM, Performance Based
ARTEMIS REAL ESTATE PARTNERS
5404 Wisconsin Avenue, Suite 1150, Chevy Chase, MD 20815
49 23 $7,738,321,557
A Percentage of AUM, Performance Based

    Frequently Asked Questions

    Our directory for the state of Maryland features various types of financial advisors, including investment advisors, portfolio managers, wealth managers, financial planners, retirement planners, and more. These professionals specialize in managing investments, providing ongoing financial advice, assisting with goal planning, and providing guidance for retirement savings strategies. To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.

    Financial advisors in Maryland typically offer a wide range of services, including retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, as well as your financial needs and goals. Read on to better understand how financial advisors can assist you with the various services they provide.

    When choosing a financial advisor in Maryland, it's important to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.), education, method of compensation, and ensure that they adhere to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor. To learn more, read the guide on choosing the best financial advisor. Besides the above you also need to interview the advisor and ensure that you are comfortable with the advisor and that it is a good personality fit.

    Working with a financial advisor in Maryland can offer many benefits. As the advisor's client, you can benefit from the advisor's extensive knowledge, experience, and perspective resulting in you gaining peace of mind. Working with a financial advisor can also save you time managing your finances, help minimize investment risks, and potentially increase your investment returns as they can also help you identify areas of financial weakness and recommend strategies for improvement. To learn more, read The Benefits Of Working With A Financial Advisor.

    A financial advisor in Maryland can assist you in planning for retirement by creating a personalized financial plan that considers your assets, income, expenses, and goals. They can help you develop a savings strategy, choose retirement accounts, manage investments, plan for healthcare expenses, and ensure your assets are distributed as per your wishes. To learn more about how an advisor can help you prepare for retirement, read on about why you should hire a retirement advisor.

    In order to become a financial advisor in Maryland, individuals must obtain the appropriate licenses and certifications that comply with state and federal regulations, such as holding licenses as investment advisor representatives (IARs) and often having credentials such as Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Chartered Financial Consultants (ChFC), and more. To further explore the various credentials required of an advisor, read more about advisor designations.

    During your first meeting with a financial advisor, they will likely ask you about your financial goals, current financial situation, and risk tolerance. They may also request information about your income, expenses, assets, investment experience, and any specific concerns you may have. For more information on how to prepare for your first meeting, refer to this guide on how to prepare for a meeting with your financial advisor.

    How often you should review your financial plan with your planner or financial advisor in Maryland may depend on your individual needs and circumstances. It is recommended that individuals meet with their financial planner at least once a year to review their financial plan and make any necessary adjustments. However, if you experience a significant life change or have complex finances, you may need to meet with your financial advisor more frequently to ensure that your plan remains on track. Read on to learn more about how often you should meet with your advisor.