24/7 Available · Annapolis

24-Hour Financial Advisors in Annapolis, MD — Always Available

Emergencies don't keep business hours. These financial advisors in Annapolis are available 24 hours a day, 7 days a week — including holidays.

As of June 2026, RatingsNearMe ranks 20 financial advisors in Annapolis, MD by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is MDRN Capital with a 4.9-star rating from 148 Google reviews and an RNM Score of 84/100. Also in the top tier: Marks Wealth Management and Built For Life Financial Agency. The average rating across all listed financial advisors in Annapolis is 5 stars from 17 reviews per business on average.

Financial advisors in Annapolis typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated June 13, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

1 North Wealth Services

It leads the list of top-ranked advisors in Annapolis, signaling strong overall performance and client satisfaction.

Most Reviewed

Gratias Wealth - Ameriprise Financial Services, LLC

As part of a national firm, it likely has a larger client base and more online reviews, providing a more representative view of service quality.

When choosing a financial advisor, consider both the number of reviews and the overall ranking, and schedule consultations to find the best fit for your personal financial goals.

Filter:

Local Market Snapshot

20

Businesses listed

5★

Avg rating

17

Avg reviews

Jun 13, 2026

Last updated

Top Rated Financial Advisors

4.9(148 reviews)

Top-rated Annapolis financial advisor with a 4.9-star average from 148 reviews.

1997 Annapolis Exchange #300a, Annapolis, MD 21401, USA
5.0(80 reviews)

Trusted by clients, earning a perfect 5.0-star rating from 80 Google reviews.

11690 Frederick Rd, Ellicott City, MD 21042, USA
5.0(63 reviews)

Consistently earns a perfect 5.0-star rating from over 60 Google reviews.

147 Old Solomons Island Rd Suite 200, Annapolis, MD 21401, USA

Financial Advisors Rankings in Annapolis, MD

#BusinessRatingReviews
#1MDRN Capital1997 Annapolis Exchange #300a, Annapolis, MD 21401, USA4.9148
#2Marks Wealth Management11690 Frederick Rd, Ellicott City, MD 21042, USA5.080
#3Built For Life Financial Agency147 Old Solomons Island Rd Suite 200, Annapolis, MD 21401, USA5.063
#4Severn Financial Advisors, LLC1610 West St #105, Annapolis, MD 21401, USA5.01
#51 North Wealth Services1997 Annapolis Exchange #250, Annapolis, MD 21401, USA5.04
#6RCS Financial Planning130 Admiral Cochrane Dr #200, Annapolis, MD 21401, USA5.03
#7Modera Wealth Management582 Bellerive Dr #4d, Annapolis, MD 21409, USA5.02
#8Premier Planning Group101 Annapolis St, Annapolis, MD 21401, USA5.01
#9Wealthspire900 Bestgate Rd Suite 200, Annapolis, MD 21401, USA5.07
#10Connect Wealth1906 Towne Centre Blvd # 270, Annapolis, MD 21401, USA5.05

Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026

All Financial Advisors in Annapolis

4
5.0· 1 reviews

5.0 stars from 1 review, reflecting exceptional client feedback for this Annapolis advisor.

1610 West St #105, Annapolis, MD 21401, USA

5
5.0· 4 reviews

Rated 5.0 stars from 4 Google reviews for trusted financial guidance.

1997 Annapolis Exchange #250, Annapolis, MD 21401, USA

6
5.0· 3 reviews

A local financial advisor with a perfect 5.0-star rating from three Google reviews.

130 Admiral Cochrane Dr #200, Annapolis, MD 21401, USA

7
5.0· 2 reviews

Exceptional 5.0-star rating from two Google reviews for Annapolis financial guidance.

582 Bellerive Dr #4d, Annapolis, MD 21409, USA

8
5.0· 1 reviews

Exceptional 5.0-star rating from a handful of Google reviews.

101 Annapolis St, Annapolis, MD 21401, USA

9
5.0· 7 reviews

5.0★ rating from 7 reviews reflects exceptional client satisfaction.

900 Bestgate Rd Suite 200, Annapolis, MD 21401, USA

10
5.0· 5 reviews

5.0 stars from 5 reviews, reflecting exceptional client satisfaction.

1906 Towne Centre Blvd # 270, Annapolis, MD 21401, USA

11
5.0· 5 reviews

5.0 stars from 5 reviews, reflecting exceptional client satisfaction in Annapolis.

1000 Bestgate Rd, Annapolis, MD 21401, USA

12
5.0· 3 reviews

Exceptional 5.0-star rating from three Google reviews in Annapolis.

1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA

13
5.0· 3 reviews

Rated 5.0 stars from 3 Google reviews, offering trusted financial guidance in Annapolis.

721 Melvin Ave, Annapolis, MD 21401, USA

14
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, a top-rated option in Annapolis.

2431 Solomons Island Rd Ste 304, Annapolis, MD 21401, USA

15
5.0· 1 reviews

Earns a perfect 5.0-star rating from its first few Google reviews.

711 Bestgate Rd Ste 201, Annapolis, MD 21401, USA

16
5.0· 1 reviews

Trusted by clients with a perfect 5.0-star rating from a small number of reviews.

900 Bestgate Rd STE 103, Annapolis, MD 21401, USA

17
5.0· 1 reviews

Trusted by clients with a perfect 5.0-star rating from initial reviews.

200 Westgate Cir Ste 400, Annapolis, MD 21401, USA

18
5.0· 14 reviews

Rated 5.0 stars from 14 Google reviews, this Annapolis financial advisor is highly trusted.

121 Cathedral St Suite 1B, Annapolis, MD 21401, USA

19
5.0· 2 reviews

Rated 5.0 stars by customers, this Annapolis financial advisor is highly recommended.

166 Defense Hwy #102, Annapolis, MD 21401, USA

20
5.0· 1 reviews

5.0 stars from verified Google reviews, reflecting exceptional client satisfaction.

111 Forbes St Ste 100, Annapolis, MD 21401, USA

Data from Google Business listings
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Financial Advisors in Annapolis, MD — Compared

#BusinessRNM ScoreRatingReviews
1MDRN Capital84/1004.9 ★148
2Marks Wealth Management82/1005.0 ★80
3Built For Life Financial Agency81/1005.0 ★63
4Severn Financial Advisors, LLC62/1005.0 ★1
51 North Wealth Services67/1005.0 ★4
6RCS Financial Planning66/1005.0 ★3
7Modera Wealth Management64/1005.0 ★2
8Premier Planning Group62/1005.0 ★1
9Wealthspire70/1005.0 ★7
10Connect Wealth68/1005.0 ★5

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026

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Frequently Asked Questions — Financial Advisors in Annapolis

What is a fiduciary financial advisor and why does it matter in Annapolis?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Annapolis, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Annapolis?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 13, 2026.

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About This Financial Advisors Directory — Annapolis, MD

This page lists and ranks 20 financial advisors serving Annapolis, MD as of June 2026. The average verified rating across all listings is 5 stars, with an average of 17 customer reviews per business. The top-ranked financial advisors in Annapolis by our algorithm is MDRN Capital (4.9 stars, 148 reviews). Financial advisors in Annapolis typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Annapolis: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the MD licensing board before hiring.

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