4.5+ Stars · Annapolis
Highly Rated Financial Advisors in Annapolis, MD
Only the best make this list. These financial advisors in Annapolis have earned 4.5+ star ratings from real customers — consistently.
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.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
17
Avg reviews
Jun 13, 2026
Last updated
Top Rated Financial Advisors
Top-rated Annapolis financial advisor with a 4.9-star average from 148 reviews.
1997 Annapolis Exchange #300a, Annapolis, MD 21401, USATrusted by clients, earning a perfect 5.0-star rating from 80 Google reviews.
11690 Frederick Rd, Ellicott City, MD 21042, USAConsistently earns a perfect 5.0-star rating from over 60 Google reviews.
147 Old Solomons Island Rd Suite 200, Annapolis, MD 21401, USAFinancial Advisors Rankings in Annapolis, MD
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | MDRN Capital1997 Annapolis Exchange #300a, Annapolis, MD 21401, USA | 4.9★ | 148 |
| #2 | Marks Wealth Management11690 Frederick Rd, Ellicott City, MD 21042, USA | 5.0★ | 80 |
| #3 | Built For Life Financial Agency147 Old Solomons Island Rd Suite 200, Annapolis, MD 21401, USA | 5.0★ | 63 |
| #4 | Severn Financial Advisors, LLC1610 West St #105, Annapolis, MD 21401, USA | 5.0★ | 1 |
| #5 | 1 North Wealth Services1997 Annapolis Exchange #250, Annapolis, MD 21401, USA | 5.0★ | 4 |
| #6 | RCS Financial Planning130 Admiral Cochrane Dr #200, Annapolis, MD 21401, USA | 5.0★ | 3 |
| #7 | Modera Wealth Management582 Bellerive Dr #4d, Annapolis, MD 21409, USA | 5.0★ | 2 |
| #8 | Premier Planning Group101 Annapolis St, Annapolis, MD 21401, USA | 5.0★ | 1 |
| #9 | Wealthspire900 Bestgate Rd Suite 200, Annapolis, MD 21401, USA | 5.0★ | 7 |
| #10 | Connect Wealth1906 Towne Centre Blvd # 270, Annapolis, MD 21401, USA | 5.0★ | 5 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Annapolis
5.0 stars from 1 review, reflecting exceptional client feedback for this Annapolis advisor.
1610 West St #105, Annapolis, MD 21401, USA
Rated 5.0 stars from 4 Google reviews for trusted financial guidance.
1997 Annapolis Exchange #250, Annapolis, MD 21401, USA
A local financial advisor with a perfect 5.0-star rating from three Google reviews.
130 Admiral Cochrane Dr #200, Annapolis, MD 21401, USA
Exceptional 5.0-star rating from two Google reviews for Annapolis financial guidance.
582 Bellerive Dr #4d, Annapolis, MD 21409, USA
Exceptional 5.0-star rating from a handful of Google reviews.
101 Annapolis St, Annapolis, MD 21401, USA
5.0★ rating from 7 reviews reflects exceptional client satisfaction.
900 Bestgate Rd Suite 200, Annapolis, MD 21401, USA
5.0 stars from 5 reviews, reflecting exceptional client satisfaction.
1906 Towne Centre Blvd # 270, Annapolis, MD 21401, USA
5.0 stars from 5 reviews, reflecting exceptional client satisfaction in Annapolis.
1000 Bestgate Rd, Annapolis, MD 21401, USA
Exceptional 5.0-star rating from three Google reviews in Annapolis.
1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA
Rated 5.0 stars from 3 Google reviews, offering trusted financial guidance in Annapolis.
721 Melvin Ave, Annapolis, MD 21401, USA
Rated 5.0 stars from 2 Google reviews, a top-rated option in Annapolis.
2431 Solomons Island Rd Ste 304, Annapolis, MD 21401, USA
Earns a perfect 5.0-star rating from its first few Google reviews.
711 Bestgate Rd Ste 201, Annapolis, MD 21401, USA
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
Trusted by clients with a perfect 5.0-star rating from initial reviews.
200 Westgate Cir Ste 400, Annapolis, MD 21401, USA
Rated 5.0 stars from 14 Google reviews, this Annapolis financial advisor is highly trusted.
121 Cathedral St Suite 1B, Annapolis, MD 21401, USA
Rated 5.0 stars by customers, this Annapolis financial advisor is highly recommended.
166 Defense Hwy #102, Annapolis, MD 21401, USA
5.0 stars from verified Google reviews, reflecting exceptional client satisfaction.
111 Forbes St Ste 100, Annapolis, MD 21401, USA
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Financial Advisors in Annapolis, MD — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | MDRN Capital | 84/100 | 4.9 ★ | 148 |
| 2 | Marks Wealth Management | 82/100 | 5.0 ★ | 80 |
| 3 | Built For Life Financial Agency | 81/100 | 5.0 ★ | 63 |
| 4 | Severn Financial Advisors, LLC | 62/100 | 5.0 ★ | 1 |
| 5 | 1 North Wealth Services | 67/100 | 5.0 ★ | 4 |
| 6 | RCS Financial Planning | 66/100 | 5.0 ★ | 3 |
| 7 | Modera Wealth Management | 64/100 | 5.0 ★ | 2 |
| 8 | Premier Planning Group | 62/100 | 5.0 ★ | 1 |
| 9 | Wealthspire | 70/100 | 5.0 ★ | 7 |
| 10 | Connect Wealth | 68/100 | 5.0 ★ | 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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