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Top Financial Advisors in Hunt Valley, Maryland

Finding the right financial advisor in Hunt Valley is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Hunt Valley, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Hunt Valley, MD.


Find the Best Financial Advisor Firms in Hunt Valley:

G10 LLC

CRD#: 322876

RIA

Address: 217 International Circle, Hunt Valley, MD 21030

AUM: $ 4.3B

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VERDENCE CAPITAL ADVISORS, LLC

CRD#: 288512

RIA

Address: 50 Schilling Road Suite 300, Hunt Valley, MD 21031

Clients: 956

Average Clients per Advisor: 34

AUM: $ 3.9B

CORNERSTONE ADVISORY

CRD#: 142359

RIA

Address: 211 Old Padonia Road, Hunt Valley, MD 21030

Clients: 401

Average Clients per Advisor: 50

AUM: $ 2.0B

FINANCIAL CONSULATE

CRD#: 106898

RIA

Address: 11019 Mccormick Road Suite 200, Hunt Valley, MD 21031

Clients: 578

Average Clients per Advisor: 48

AUM: $ 930M

MARATHON CAPITAL MANAGEMENT

CRD#: 119416

RIA

Address: 4 North Park Drive Suite 106, Hunt Valley, MD 21030-1806

AUM: $ 694M

THE JUNK INVESTMENT GROUP

CRD#: 104619

RIA

Address: 307 International Circle Suite 540, Hunt Valley, MD 21030-1439

Clients: 156

Average Clients per Advisor: 78

AUM: $ 527M

How We Chose the Top Financial Advisors in Hunt Valley, Maryland

To create this list of top financial advisor firms in Hunt Valley, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Hunt Valley has to offer.

Search Financial Advisors in Hunt Valley, Maryland


Name or CRD#
Location:
Firm name (optional)
Gary Williams
AdvisorCheck Check Mark

Gary Stuart Williams

IAR
CRD#: 2470323
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Columbia, MD 21045

Registered Affiliation(s):WILLIAMS ASSET MANAGEMENT

Disclosures:
Experience:
32 years
John Holtzman

John W Holtzman

IAR
RR
CRD#: 2371253
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Linthicum Heights, MD 21090

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
32 years
John Hauserman

John Dale Hauserman

IAR
RR
CRD#: 2327246
CFP®: Certified Financial Planner
Location:
Towson, MD 21204

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
33 years
Michael Hilliard

Michael Garner Hilliard

IAR
RR
CRD#: 2491482
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Severna Park, MD 21146

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years
Dale Woodring

Dale Thomas Woodring

Dale T Woodring
IAR
RR
CRD#: 2540409
CFP®: Certified Financial Planner
Location:
Towson, MD 21204

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
31 years
Gregory Paranzino

Gregory Edward Paranzino

IAR
RR
CRD#: 2467850
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Lutherville, MD 21093

Registered Affiliation(s):HARBOR INVESTMENT ADVISORY, LLC

Disclosures:
Experience:
32 years

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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