Firms by city
Registered investment advisers in Timonium, MD
6 SEC-registered advisers headquartered in Timonium, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
6 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Berman McAleer | Timonium, MD | $1.82B |
| The L. Warner Companies | Timonium, MD | $802M |
| L. K. Benson & Company, P.C. | Timonium, MD | $446M |
| Hergenroeder Financial Advisors | Timonium, MD | $305M |
| Waypoint Wealth Management | Timonium, MD | $242M |
| Thompson Wealth Solutions | Timonium, MD | $172M |
- Headquarters
- Timonium, MD
- Regulatory AUM
- $1.82B
- Headquarters
- Timonium, MD
- Regulatory AUM
- $802M
- Headquarters
- Timonium, MD
- Regulatory AUM
- $446M
- Headquarters
- Timonium, MD
- Regulatory AUM
- $305M
- Headquarters
- Timonium, MD
- Regulatory AUM
- $242M
- Headquarters
- Timonium, MD
- Regulatory AUM
- $172M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Timonium on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Maryland.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.