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Crest Wealth AdvisorsFinancial advisor in Annapolis, MD

Crest Wealth Advisors is a financial advisor at 111 Forbes St Ste 100, Annapolis, MD 21401, ranked #18 of 196 financial advisors in Annapolis and rated 4.9 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Annapolis, MDUpdated 0 paid placements in any rankingHow we rank

Call (443) 973-4901Website ↗

Key facts

Key facts about Crest Wealth Advisors
Address111 Forbes St Ste 100, Annapolis, MD 21401Get directions
Phone(443) 973-4901
Websitecrestwealthadvisors.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.9 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Annapolis and 11 towns within 25 miles: Parole, Arnold, Severna Park, Lake Shore, Pasadena, Crofton, Green Haven, South Gate, Riviera Beach, Odenton and Bowie.

Based in Annapolis, MDView on map

Opening hours

Opening hours for Crest Wealth Advisors
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Crest Wealth Advisors

How is Crest Wealth Advisors ranked in Annapolis?

Crest Wealth Advisors is ranked #18 of 196 financial advisors in Annapolis by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Crest Wealth Advisors’ hours?

Crest Wealth Advisors is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Crest Wealth Advisors serve?

Serves Annapolis and 11 towns within 25 miles: Parole, Arnold, Severna Park, Lake Shore, Pasadena, Crofton, Green Haven, South Gate, Riviera Beach, Odenton and Bowie. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Crest Wealth Advisors?

Crest Wealth Advisors has a rating of 4.9 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Crest Wealth Advisors?

Call Crest Wealth Advisors on (443) 973-4901. The business is at 111 Forbes St Ste 100, Annapolis, MD 21401. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Crest Wealth Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Crest Wealth Advisors (this business)—654.9 (12)NoNo
First Command Financial Advisor - Jason Vaughn#16655.0 (12)NoNo0.9 mi
LaBarge Financial#17654.5 (30)NoNo6.2 mi
First Command Financial Advisor - Swede Hansen#19655.0 (11)NoNo0.9 mi

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