How many financial advisors are in Towson, Maryland?

Falists lists 25 registered investment advisers with a principal office or filing address in Towson, Maryland, based on public SEC IAPD data.

How do financial advisors in Towson charge fees?

Fee structures vary by firm. In Towson, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Towson?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Maryland · 25 advisers

Financial Advisors in Towson, Maryland

Looking for a financial advisor in Towson, Maryland? Falists indexes 25 SEC-registered and state-registered investment advisers in Towson — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 20 firms list a website you can visit directly. Firms in this directory manage up to $6.46B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$6.46B

Financial planning

Filter by specialty

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

All Wealth21 Planning15 Trusts18 Retirement8 Institutional11

Top advisors in Towson

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

View all 25 →

GREENSPRING ADVISORS, LLC

Towson, MD

AUM

$6.46B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

39 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

443-564-4600

Full profile Visit site →

FOUNDERS FINANCIAL SECURITIES, LLC

Towson, MD

AUM

$4.14B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

101 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

410-308-9988

Full profile Visit site →

FINANCIAL COUNCIL, LLC

Towson, MD

AUM

$1.27B

Wealth MgmtTrusts & EstatesInstitutional

Team

10 advisors

Clients

—

Fees

Percentage of AUM

410-821-9200

Full profile Visit site →

RED OAK FINANCIAL GROUP

Towson, MD

AUM

$1.04B

Financial PlanningWealth MgmtRetirementFee-Only/Hourly

Team

6 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

410-321-0168

Full profile Visit site →

SFG WEALTH MANAGEMENT

Towson, MD

AUM

$760.2M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

10 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

410-825-3200

Full profile Visit site →

CALVERT STREET CAPITAL PARTNERS, INC.

Towson, MD

AUM

$663.1M

Wealth Mgmt

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

443-573-3700

Full profile Visit site →

OLIVER WEALTH MANAGEMENT

Towson, MD

AUM

$340.4M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

(410) 343-7125

Full profile Visit site →

CHESAPEAKE FINANCIAL ADVISORS

Towson, MD

AUM

$310.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

7 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

410-823-5442

Full profile Visit site →

BOLTON INVESTMENT

Towson, MD

AUM

$249.1M

Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

410 547-0500

Full profile Visit site →

PARTNERSHIP WEALTH MANAGEMENT

Towson, MD

AUM

$234.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(410) 732-2633

Full profile Visit site →

THE SIMMONS PARTNERSHIP, INC

Towson, MD

AUM

$216.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

443-470-8000

Full profile Visit site →

BLUE CURVE ADVISORY, LLC

Towson, MD

AUM

$125.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

410-339-5771

Full profile Visit site →

NAZELROD & ASSOCIATES FINANCIAL SERVICES, INC.

Towson, MD

AUM

$93.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

51-100

Fees

Percentage of AUM

410-583-7662

Full profile Visit site →

WOODS ADVISORY SERVICES LLC

Towson, MD

AUM

$27.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

410-821-6625

Full profile Visit site →

DYER FINANCIAL ADVISORY

Towson, MD

AUM

$24.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

410-337-5668

Full profile Visit site →

BALTIMORE AVENUE INVESTMENTS, LLC

Towson, MD

AUM

$21.3M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

410 339-4546

Full profile Visit site →

LEGACY FINANCIAL ADVISORS

Towson, MD

AUM

$16.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(410) 280-7202

Full profile Visit site →

WMS PARTNERS, LLC

Towson, MD

AUM

$6.1M

Team

0 total employees

Clients

—

Fees

Percentage of AUM

410-337-7575

Full profile Visit site →

HOLISTIC PRIVATE WEALTH, LLC

Towson, MD

AUM

—

Financial Planning

Team

1 advisors

Clients

11-25

Fees

Fixed fees

410-877-1586

Full profile Visit site →

SCREENDOOR MANAGEMENT LLC

Towson, MD

AUM

—

Team

—

Clients

—

Fees

Fees not disclosed

410-205-9757

Full profile Visit site →

A. J. PERRY & CO.

Towson, MD

AUM

$108.8M

Wealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

—

Fees

Percentage of AUM

410-539-1144

Full profileNo website

BASE MANAGEMENT CO

Towson, MD

AUM

$95.5M

Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly

Team

1 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

410-583-4828

Full profileNo website

CAPITAL ADVISOR MANAGEMENT

Towson, MD

AUM

$30.3M

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

0 total employees

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

410-321-9558

Full profileNo website

R.G. ASSOCIATES, INC.

Towson, MD

AUM

$8.5M

Wealth Mgmt

Team

1 advisors

Clients

—

Fees

Percentage of AUM

410-499-5924

Full profileNo website

View all 25 advisors in Towson

More cities in Maryland

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

Common questions

How many financial advisors are in Towson, Maryland?: 25 registered investment advisers are listed in our Towson directory, sourced from public SEC filings.
What types of advisors are in Towson?: 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 Towson?: 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.