Falists

Maryland · 28 advisers

Financial Advisors in Annapolis, Maryland

Looking for a financial advisor in Annapolis, Maryland? Falists indexes 28 SEC-registered and state-registered investment advisers in Annapolis — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 25 firms list a website you can visit directly. Firms in this directory manage up to $10.87B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

28

With website

25

Largest AUM

$10.87B

Financial planning

18

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth21Planning18Trusts19Retirement9Institutional5

Top advisors in Annapolis

Ranked by AUM · Fees, team & specialties at a glance

View all 28 →

TIAS PLANNERS

Annapolis, MD

AUM

$10.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

410-248-9000

Full profileVisit site →
View all 28 advisors in Annapolis

More cities in Maryland

Bethesda (78)Baltimore (55)Rockville (30)Chevy Chase (28)Hunt Valley (25)Towson (25)Columbia (16)Frederick (12)Timonium (11)Gaithersburg (9)Ellicott City (8)Owings Mills (8)

Common questions

How many financial advisors are in Annapolis, Maryland?
28 registered investment advisers are listed in our Annapolis directory, sourced from public SEC filings.
What types of advisors are in Annapolis?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Annapolis?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.