Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.
Kendall Capital Management
43yrs
Clark KendallFinancial advisor
2000 Tower Oaks Boulevard Suite 240
Rockville, MD 20852
Top advisor by experience at Kendall Capital Management
CFACFP®
Corbyn Investment Management
42yrs
Charles CarlsonFinancial advisor
Suite 108 2330 W. Joppa Rd.
Lutherville, MD 21093
Top advisor by experience at Corbyn Investment Management
CFAFiduciary
R.G. Associates
Top 3% by experience in Maryland
CFA
Morgan Stanley
40yrs
William QuickFinancial advisor
28601 Marlboro Avenue Suite 201
Easton, MD 21601
Top 4% by experience in Maryland
CFAFiduciary
Brown Advisory
40yrs
Robert VernonFinancial advisor
901 South Bond Street Suite 400
Baltimore, MD 21231
Top 3% by experience in Baltimore
CFAFiduciary
Brown Advisory
40yrs
Michael FossFinancial advisor
901 South Bond Street Suite 400
Baltimore, MD 21231
Top 3% by experience in Baltimore
CFAFiduciary
Aerie Capital Management
Top 3% by experience in Baltimore
CFA
Sowell Management
Top 6% by experience in Maryland
CFA
D.F. Dent and Company
36yrs
Thomas O'NeilFinancial advisor
2 East Read Street
Baltimore, MD 21202
Top advisor by experience at D.F. Dent and Company
CFAFee-only firm
Heritage Investors Management
36yrs
Derek StoneFinancial advisor
7101 Wisconsin Avenue Suite 950
Bethesda, MD 20814
Top 7% by experience in Bethesda
CFAFiduciary
Heritage Investors Management
36yrs
Michael CornfeldFinancial advisor
7101 Wisconsin Avenue Suite 950
Bethesda, MD 20814
Top 7% by experience in Bethesda
CFACICFiduciary
Carderock Capital Management
36yrs
James MersereauFinancial advisor
2 Wisconsin Circle, Suite 600
Chevy Chase, MD 20815
Top 7% by experience in Maryland
CFAFiduciaryFee-only firm
Corbyn Investment Management
36yrs
Michael FustingFinancial advisor
Suite 108 2330 W. Joppa Rd.
Lutherville, MD 21093
Top 7% by experience in Maryland
CFAFiduciary
Cerity Partners
35yrs
Jeffrey CaplesFinancial advisor
210 Allegheny Avenue, Fourth Floor
Towson, MD 21204
Top 3% by experience at Cerity Partners
CFA
Truist Advisory Services
35yrs
Michael MedingerFinancial advisor
307 International Circle Suite 600
Hunt Valley, MD 21030
Top 6% by experience at Truist Advisory Services
CFAFiduciary
Envestnet PMC
Top advisor by experience in Sparks
CFAFiduciary
Stifel, Nicolaus & Company
35yrs
Karin MottusFinancial advisor
303 International Circle Suite 590
Hunt Valley, MD 21030
Top 8% by experience in Maryland
CFA
FSA Wealth Partners
34yrs
Ronald RoughFinancial advisor
One Church Street, Suite 901
Rockville, MD 20850
Top 9% by experience in Maryland
CFAFiduciary
Katalgar Capital Management
Top 9% by experience in Maryland
CFAFiduciary
T. Rowe Price Associates
34yrs
John EscarioFinancial advisor
1307 Point Street
Baltimore, MD 21231
Top 1% by experience at T. Rowe Price Associates
CFA
Buttonwood Financial Advisors
33yrs
Damian GallinaFinancial advisor
1 N Haven Street, Suite 204
Baltimore, MD 21224
Top advisor by experience at Buttonwood Financial Advisors
CFAFiduciary
United Planners' Financial Services of America a Limited Partner
Top 10% by experience in Maryland
CFACFP®Fiduciary
HZ Investments
33yrs
Harold ZirkinFinancial advisor
5610 Wisconsin Ave #108
Chevy Chase, MD 20815
Top 10% by experience in Maryland
CFAFiduciaryFee-only firm
Strathmore Capital Advisors
Top advisor by experience at Strathmore Capital Advisors
CFAFiduciary