Mdrn Capital
“While we just officially transferred our funds and onboarded, I have complete confidence that we made the right decision to be a part of MDRN Capital and their approach to a secure retirement.”
Best Financial Advisors in Annapolis, MD
24 firms listed · all 24 in Annapolis · 19 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Synergy Divorce Solutions
“If you are looking to save money during your divorce process, I highly recommend Steven's services.”
Crest Wealth Advisors
“I highly recommend Jason and Crest Wealth Advisors.”
Premier Planning Group
“We are extremely satisfied with the attention to detail they provide, the oversight they offer and their ability to always be on hand to answer our questions.”
Wadsworth Financial Consulting
“They are always available to listen and help in any way they can.”
Charter Financial Group
“The hosts explained well about the Medicare pointing out the key points and answering the questions from the attendees.”
The 24 firms listed for Annapolis, MD provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Annapolis, MD
All 24 firms we list here are in Annapolis itself. We have 35 firms in Annapolis on file; this page shows the highest-rated 24. 19 of the firms on this page have a rating, from 4.8 to 5.0 across 300 reviews; 2 have 50 or more reviews. The services the firms on this page list most often on their websites are financial planning (3), investment management (3) and tax planning (2). 1 shows a license on its website and 3 have a BBB rating of A or A+. 13 have ten or more years of experience, the longest 26 years. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 12 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Annapolis offer a free first meeting?
2 of the 24 firms on this page say the first meeting costs nothing. It is normally an introduction: what you are trying to achieve, how the firm works, and what it charges. Advice on your actual holdings starts once you have engaged them.
1 North Wealth Services
“You'll find knowledgeable advisors here, who you can trust to manage your family's financial future.”
HF Advisory Group
“We greatly appreciate the personalized attention and guidance they provide, and we wholeheartedly recommend their services to anyone seeking a dedicated and knowledgeable financial advisor.”
Connect Wealth
“They understand our needs and have made us confident in our wealth planning.”
Shaker Financial Services Llc
“I am impressed with their returns and their excellent customer service.”
Severn Financial Advisors
Sera Capital Management
Novotny, Larash, Venters & Wolf
“He was communicative throughout the entire process and was able to answer my many questions with patience and a high degree of knowledge.”
Valuewealth Services
“Troy is a really great advisor at ValueWealth, he is very in tune with the market and has a great breadth of knowledge on all financial topics!”
Curio Wealth
“Very low key no hard sell tactics listens to what you want and tailors a plan to get there.”
NTS Bearing - Total Wealth Management
Severn Financial Solutions
“He was able to provide me with a variety of options so I could make informed decisions about my investments.”
RCS Financial Planning
“His recommendations have always been spot on.”
Walsh & Associates
“The entire staff is excellent very professional”
C Beach Brown
Tam Financial
Foundation Wealth and Tax Advisors
Alpha Pointe Capital
Anchor Capital Management
Why these companies made our list
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