Maryland · 2 advisers
Financial Advisors in Bel Air, Maryland
Looking for a financial advisor in Bel Air, Maryland? Falists indexes 2 SEC-registered and state-registered investment advisers in Bel Air — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $1.13B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$1.13B
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bel Air
Ranked by AUM · Fees, team & specialties at a glance
THE KELLY GROUP
Bel Air, MD
AUM
$1.13B
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
410-893-0560
TOWN CAPITAL
Bel Air, MD
AUM
$168.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
410-864-0209
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Common questions
- How many financial advisors are in Bel Air, Maryland?
- 2 registered investment advisers are listed in our Bel Air directory, sourced from public SEC filings.
- What types of advisors are in Bel Air?
- 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 Bel Air?
- 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.