Investment advisers in Towson, MD
13 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Greenspring Advisors, LLC | $6.46 billion | 68 | 0 |
| Founders Financial Securities, LLC | $4.14 billion | 139 | 3 |
| Financial Council, LLC | $1.27 billion | 21 | 0 |
| Red Oak Financial Group | $1.04 billion | 20 | 0 |
| Sfg Wealth Management | $760.2 million | 19 | 0 |
| Calvert Street Capital Partners, Inc. | $663.1 million | 22 | 0 |
| Oliver Wealth Management | $340.4 million | 6 | 0 |
| Chesapeake Financial Advisors | $310.1 million | 10 | 0 |
| Bolton Investment | $249.1 million | 11 | 0 |
| Partnership Wealth Management | $234.9 million | 3 | 0 |
| The Simmons Partnership, Inc | $216.5 million | 3 | 0 |
| Blue Curve Advisory, LLC | $125.2 million | 8 | 0 |
| A. J. Perry & Co. | $108.8 million | 2 | 0 |