Maryland · 5 advisers
Financial Advisors in Easton, Maryland
Looking for a financial advisor in Easton, Maryland? Falists indexes 5 SEC-registered and state-registered investment advisers in Easton — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $431.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
5
With website
4
Largest AUM
$431.9M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Easton
Ranked by AUM · Fees, team & specialties at a glance
TRED AVON FAMILY WEALTH, LLC
Easton, MD
AUM
$431.9M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
410-310-2064
ANDERSEN WEALTH MANAGEMENT
Easton, MD
AUM
$95.3M
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
410-690-4894
DRS WEALTH MANAGEMENT
Easton, MD
AUM
$88.5M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
410-490-6477
SHORE FINANCIAL ADVISORS, LLC
Easton, MD
AUM
$2.9M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
443-629-4955
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Common questions
- How many financial advisors are in Easton, Maryland?
- 5 registered investment advisers are listed in our Easton directory, sourced from public SEC filings.
- What types of advisors are in Easton?
- 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 Easton?
- 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.