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Investment Advisors in Hunt Valley, MD: 2026 rankings

76 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Hunt Valley: Banyan Hill Publishing, RFA Score 73/100; 4.6★ from 481 Google reviews; open evenings.

  2. 7

    Most-reviewed: Marshall Financial Group, 101 Google reviews at 5.0★, the most of 76 ranked after Banyan Hill Publishing; ranked #7.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

76 Hunt Valley investment advisors are ranked here by RFA Score, from eight published factors. 11 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 76 rated firms.

Top 10 investment advisors in Hunt Valley at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 investment advisors in Hunt Valley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Banyan Hill Publishing734.6★ (481)Baltimore, 14 mi awayEveningsTop score
2Porter & Co.714.9★ (100)Baltimore, 14 mi away——
3Chris Schiesser - Prudential Financial695.0★ (8)Hunt Valley——
4Brian McCully - Prudential Financial675.0★ (3)Hunt Valley——
5Wells Fargo Advisors675.0★ (3)Hunt Valley——
6Winco Investment LLC664.5★ (21)Baltimore, 15 mi away——
7Marshall Financial Group665.0★ (101)Hunt Valley—Most reviews
8Investment U665.0★ (10)Baltimore, 14 mi awaySat · Sun · Evenings—
992 Investment Group635.0★ (4)Baltimore, 15 mi awaySat · Evenings—
10Blue Ocean633.1★ (33)Baltimore, 13 mi awaySat · Sun—

All 76 investment advisors in Hunt Valley, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Porter & Co.

    Based in Baltimore, 14 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 100 Google reviews, listed on Google as “Investment service”.

    • 4.9★ from 100 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1001 Cathedral St, Baltimore, MD 21201
    View profile for Porter & Co.(888) 610-8895

  6. #6 Winco Investment LLC

    Based in Baltimore, 15 mi away

    66/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.5★ from 21 Google reviews, listed on Google as “Investment company”.

    • 4.5★ from 21 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    16 E Lombard St, Baltimore, MD 21202
    View profile for Winco Investment LLC

  8. #8 Investment U

    Based in Baltimore, 14 mi away

    66/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Sun 12 AM–12 AM
    Address
    105 W Monument St, Baltimore, MD 21201
    View profile for Investment U(855) 402-3939

  9. #9 92 Investment Group

    Based in Baltimore, 15 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–8 PM · Sat 8 AM–6 PM · Sun closed
    Address
    400 E Pratt St 8th floor, Baltimore, MD 21202
    View profile for 92 Investment Group(410) 530-0095

  10. #10 Blue Ocean

    Based in Baltimore, 13 mi away

    63/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 3.1★ from 33 Google reviews, listed on Google as “Investment company”.

    • 3.1★ from 33 Google reviews
    Hours
    Mon–Sun 9 AM–5 PM
    Address
    7225 Windsor Blvd Ste 200, Baltimore, MD 21244
    View profile for Blue Ocean(410) 358-2232

  12. #12 Brown Advisory

    Based in Baltimore, 15 mi away

    62/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Investment company”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    901 S Bond St Unit 400, Baltimore, MD 21230
    View profile for Brown Advisory(410) 537-5400

  14. #14 Worjoloh Financial Solutions

    Based in Owings Mills, 8 mi away

    62/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 63 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 63 Google reviews
    Hours
    Mon–Wed 1 PM–8 PM · Thu 5 PM–8 PM · Fri 1 PM–5 PM · Sat 11 AM–5 PM · Sun closed
    Address
    11419 Cronridge Dr #8, Owings Mills, MD 21117
    View profile for Worjoloh Financial Solutions(301) 326-3279

  18. #18 Centuria Financial Group

    Based in Eldersburg, 15 mi away

    61/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 70 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 70 Google reviews
    Hours
    Mon 9 AM–4 PM · Tue–Thu 9 AM–6 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    2333 Baltimore Blvd Ste B, Finksburg, MD 21048
    View profile for Centuria Financial Group(443) 952-7232

  25. #25 Ibello Wealth Management

    Based in Columbia, 23 mi away

    58/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 64 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    10440 Little Patuxent Pkwy Ste 300, Columbia, MD 21044
    View profile for Ibello Wealth Management(410) 415-3403

Investment advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 76 ranked investment advisors here; the rest are on their profiles.

investment advisors in Hunt Valley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26We Buy MD Homes584.9★ (34)16 mi
27Edward Jones - Financial Advisor: John Comberiate, CFP®|ChFC®|AAMS®585.0★ (25)15 mi
28Ryan Turner - Prudential Financial585.0★ (5)In Hunt Valley
29Merrill Lynch Wealth Management584.0★ (8)In Hunt Valley
30Sophos Financial / LPL Financial575.0★ (46)24 mi
31Edelman Financial Engines575.0★ (8)7 mi
32SCO Wealth Management575.0★ (22)18 mi
33Chesapeake Financial Planners565.0★ (13)14 mi
34Puckett Financial Group - LPL Financial Advisors565.0★ (24)20 mi
35Allworth Financial565.0★ (16)17 mi
36Panda Pro Home Buyers564.5★ (16)14 mi
37Prostatis Financial Advisors Group564.7★ (46)24 mi
38The Tenet Financial Group565.0★ (4)6 mi
39Charles Schwab563.6★ (13)7 mi
40Northwestern Mutual562.3★ (4)In Hunt Valley
41Baltimore-Washington Financial Advisors554.7★ (35)23 mi
42Fidelity Investments553.3★ (37)7 mi
43Capital Investment Management555.0★ (3)21 mi
44Steve Hoffman - Financial Advisor, Ameriprise Financial Services, LLC555.0★ (4)9 mi
45Raskin Global553.7★ (3)5 mi
46Merrill Lynch Wealth Management555.0★ (3)7 mi
47Sovereign Financial Services555.0★ (3)7 mi
48Seth Gusman - Edelman Financial Engines555.0★ (15)22 mi
49Yitzi Teichman - RBC Wealth Management Financial Advisor555.0★ (3)8 mi
50Greben Wealth Management555.0★ (4)10 mi

Also serving Hunt Valley

20 more investment advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked investment advisors serving Hunt Valley
BusinessGoogle ratingDistance
Blue Trust | Baltimore Financial Advisors5.0★ (6)In Hunt Valley
Bob Massaroni - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Hunt Valley
Financial Consulate5.0★ (7)In Hunt Valley
Financial Fitness: Pamela Gilmour5.0★ (1)In Hunt Valley
Fusco Financial Associates, Inc.5.0★ (4)In Hunt Valley
Hunt Valley, MD Office - UBS Financial Services Inc.5.0★ (3)In Hunt Valley
hvretirements3.7★ (3)In Hunt Valley
Kissinger Wealth Management Group5.0★ (1)In Hunt Valley
Knollwood Investment Advisory, LLC1.0★ (1)In Hunt Valley
Kristopher Johannssen - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In Hunt Valley
Latticework Investment Advisors1.0★ (1)In Hunt Valley
Maller Wealth Advisors5.0★ (2)In Hunt Valley
Mark Scott - Prudential Financial5.0★ (1)In Hunt Valley
Merrill Lynch Financial Advisor Jared Kilberg5.0★ (1)In Hunt Valley
Merrill Lynch Financial Advisor Stephen Mersinger5.0★ (10)In Hunt Valley
Morgan Stanley Financial Advisors3.0★ (2)In Hunt Valley
Old Orchard Wealth Solutions5.0★ (1)In Hunt Valley
Scheinker Legacy Wealth Advisors of Janney Montgomery Scott5.0★ (2)In Hunt Valley
Summit Financial1.0★ (1)In Hunt Valley
Thompson Financial Group5.0★ (2)In Hunt Valley

How we ranked Hunt Valley investment advisors

We scored 76 Hunt Valley investment advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Hunt Valley data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose an investment advisor

  1. Confirm the investment advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask an investment advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my investment advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Investment advisors in Hunt Valley: frequently asked questions

Which investment advisor has the highest RFA Score in Hunt Valley?

By RFA Score, the highest-ranked investment advisor in Hunt Valley, MD is Banyan Hill Publishing with an RFA Score of 73/100. It has 4.6★ from 481 Google reviews. It is open evenings. Porter & Co. (#2) and Chris Schiesser - Prudential Financial (#3) follow. We ranked 76 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Hunt Valley?

RankedFinancialAdvisors ranks 76 investment advisors serving Hunt Valley, MD. 8 of them are based in Hunt Valley; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Hunt Valley work on weekends?

11 of 76 ranked investment advisors post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Investment U (#8), 92 Investment Group (#9) and Blue Ocean (#10). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Hunt Valley investment advisors have?

The median Google rating among 76 rated investment advisors in Hunt Valley is 5.0★, with a median of 8 reviews. Banyan Hill Publishing has the most, 481 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do investment advisors outside Hunt Valley count in this ranking?

Yes, if they are within 25 mi of the Hunt Valley city center, our service radius for investment advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can investment advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Hunt Valley ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every investment advisor in Hunt Valley a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do investment advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Hunt Valley

  1. November 2026: RFA Scores recalculated for 76 investment advisors serving Hunt Valley.

More investment advisors and Hunt Valley pages