Verified · Annapolis
Trusted Financial Advisors in Annapolis, MD
Trust matters when you're inviting a pro into your home or business. These financial advisors in Annapolis have earned it through hundreds of verified reviews.
As of June 2026, RatingsNearMe ranks 20 financial advisors in Annapolis, MD by verified customer ratings and review volume. The highest-rated is MDRN Capital with a 4.9-star rating from 148 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
5★
Avg rating
17
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
MDRN Capital
1997 Annapolis Exchange #300a, Annapolis, MD 21401, USA
Marks Wealth Management
11690 Frederick Rd, Ellicott City, MD 21042, USA
Built For Life Financial Agency
147 Old Solomons Island Rd Suite 200, Annapolis, MD 21401, USA
Financial 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 | HF Advisory Group166 Defense Hwy #102, Annapolis, MD 21401, USA | 5.0★ | 2 |
| #5 | Premier Planning Group101 Annapolis St, Annapolis, MD 21401, USA | 5.0★ | 1 |
| #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 | Curio Wealth721 Melvin Ave, Annapolis, MD 21401, USA | 5.0★ | 3 |
| #9 | 1 North Wealth Services1997 Annapolis Exchange #250, Annapolis, MD 21401, USA | 5.0★ | 4 |
| #10 | Gratias Wealth - Ameriprise Financial Services, LLC200 Westgate Cir Ste 400, Annapolis, MD 21401, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Annapolis
HF Advisory Group
166 Defense Hwy #102, Annapolis, MD 21401, USA
Premier Planning Group
101 Annapolis St, Annapolis, MD 21401, USA
RCS Financial Planning
130 Admiral Cochrane Dr #200, Annapolis, MD 21401, USA
Modera Wealth Management
582 Bellerive Dr #4d, Annapolis, MD 21409, USA
Curio Wealth
721 Melvin Ave, Annapolis, MD 21401, USA
1 North Wealth Services
1997 Annapolis Exchange #250, Annapolis, MD 21401, USA
Gratias Wealth - Ameriprise Financial Services, LLC
200 Westgate Cir Ste 400, Annapolis, MD 21401, USA
Crest Wealth Advisors
111 Forbes St Ste 100, Annapolis, MD 21401, USA
RBC Wealth Management Branch - Annapolis
1906 Towne Centre Blvd Suite 375, Annapolis, MD 21401, USA
Trident Wealth
711 Bestgate Rd Ste 201, Annapolis, MD 21401, USA
Wealthspire
900 Bestgate Rd Suite 200, Annapolis, MD 21401, USA
First Command Financial Advisor - Jenny Jo Collin, PhD|CMFA™
121 Cathedral St Suite 1B, Annapolis, MD 21401, USA
Edward Jones - Financial Advisor: Walt Stundick
2431 Solomons Island Rd Ste 304, Annapolis, MD 21401, USA
Elite Income Advisors
900 Bestgate Rd STE 103, Annapolis, MD 21401, USA
Charter Financial Group
1000 Bestgate Rd, Annapolis, MD 21401, USA
Connect Wealth
1906 Towne Centre Blvd # 270, Annapolis, MD 21401, USA
Severn Financial Advisors, LLC
1610 West St #105, Annapolis, MD 21401, USA
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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 1, 2026.
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