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Best Financial Planners in Annapolis, Maryland

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Claimed listings first, then by BizScore. How we score

8Financial Planners scored in Annapolis
55Average BizScore
68Top BizScore
13%AI Visibility 50 or higher
75Average SEO score
4.4Average Google rating (8 rated)

Top Financial Planners in Annapolis

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Showing 1-8 of 8 Financial Planners listings in Annapolis, MD · page 1 of 1

#1Scarborough Capital Management

3.7 Google rating

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Scarborough Capital Management website

Score breakdown

AI Visibility53
AI Ready-
SEO86
Freshness-
  • Financial Planner
  • Annapolis, Maryland
  • (410) 573-5700
  • wiseradvisor.com

Scarborough Capital Management is a Financial Planner in Annapolis, MD. They specialize in providing comprehensive financial planning services, including the management of 401(k), 403(b), and Thrift Savings Plans to cater to American workers. Scarborough...

Category rank by BizScore: #1 of 14 Financial Planner listings in AnnapolisScores updated Jun 30, 2026

#2Modera Wealth Management of Annapolis

5.0 Google rating

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Modera Wealth Management of Annapolis website

Score breakdown

AI Visibility43
AI Ready-
SEO80
Freshness-
  • Financial Planner
  • Annapolis, Maryland
  • (410) 626-8198
  • moderawealth.com

Modera Wealth Management of Annapolis: Modera Wealth Management is a Financial Planner in Annapolis, MD. They offer personalized financial planning, investment management, tax services, trust services, and business retirement solutions to a wide range of clients including anesthesiologists...

Category rank by BizScore: #2 of 14 Financial Planner listings in AnnapolisScores updated Sep 19, 2026

#3Atlantic Financial Planning

1.3 Google rating · 3 reviews

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Atlantic Financial Planning website

Score breakdown

AI Visibility48
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Annapolis, Maryland
  • (443) 822-5615
  • theatlantic.com
Category rank by BizScore: #3 of 14 Financial Planner listings in AnnapolisScores updated Jun 7, 2026

#4First Command Financial Advisor - Christopher Morris, CMFA™

5.0 Google rating · 20 reviews

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First Command Financial Advisor - Christopher Morris, CMFA™ website

Score breakdown

AI Visibility42
AI Ready52
SEO72
Freshness-
  • Financial Planner
  • Annapolis, Maryland
  • (410) 263-8201
  • advisor.firstcommand.com

First Command Financial Advisor - Christopher Morris, CMFA™ is a Financial Planner in Annapolis, MD. The firm provides personal financial coaching, asset allocation and management, investment strategies, retirement income planning, and risk management...

Category rank by BizScore: #5 of 14 Financial Planner listings in AnnapolisScores updated Oct 26, 2026

#5Crest Wealth Advisors

5.0 Google rating · 1 review

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Crest Wealth Advisors website

Score breakdown

AI Visibility38
AI Ready5
SEO75
Freshness-
  • Financial Planner
  • Annapolis, Maryland
  • (443) 973-4901
  • crest.com

Crest Wealth Advisors is a Financial Planner in Annapolis, MD. Crest provides a variety of oral care products, including toothpaste, 3D whitening strips, and mouthwash. The brand focuses on dental health innovations, such as stannous fluoride toothpastes, and...

Category rank by BizScore: #7 of 14 Financial Planner listings in AnnapolisScores updated Oct 24, 2026

#6Gratias Wealth - Ameriprise Financial Services, LLC

5.0 Google rating

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Gratias Wealth - Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility39
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Annapolis, Maryland
  • (410) 649-5079
  • ameripriseadvisors.com

Gratias Wealth - Ameriprise Financial Services, LLC is a Financial Planner in Annapolis, MD. They offer personalized financial advice to help clients achieve their financial goals and priorities. As part of Ameriprise Financial Services, LLC, they provide...

Category rank by BizScore: #6 of 14 Financial Planner listings in AnnapolisScores updated Jun 7, 2026

#7First Command Financial Advisor - Gretchen Butler, CMFA™

5.0 Google rating · 6 reviews

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First Command Financial Advisor - Gretchen Butler, CMFA™ website

Score breakdown

AI Visibility38
AI Ready52
SEO72
Freshness-
  • Financial Planner
  • Annapolis, Maryland
  • (410) 263-8201
  • advisor.firstcommand.com

First Command Financial Advisor - Gretchen Butler, CMFA™ is a Financial Planner in Annapolis, MD. She assists clients with comprehensive financial planning, investment strategies, retirement income planning, education funding solutions, asset allocation and...

Category rank by BizScore: #9 of 14 Financial Planner listings in AnnapolisScores updated Oct 24, 2026

#8Edward Jones - Financial Advisor: Walt Stundick

5.0 Google rating · 2 reviews

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Edward Jones - Financial Advisor: Walt Stundick website

Score breakdown

AI Visibility0
AI Ready55
SEO74
Freshness100
  • Financial Planner
  • Annapolis, Maryland
  • (410) 224-0108
  • edwardjones.com

Edward Jones - Financial Advisor: Walt Stundick is a financial planner in Annapolis, MD. Walt Stundick specializes in providing personalized financial advice for clients aiming to achieve their goals. His services include portfolio reviews, wealth strategies...

Category rank by BizScore: #13 of 14 Financial Planner listings in AnnapolisScores updated Oct 24, 2026
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What the Data Shows for Financial Planners in Annapolis

13% of the 8 financial planners we measured in Annapolis reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 38, compared with an average SEO score of 75.

The average Google rating across 8 rated financial planners is 4.4, and the median listing has 3 reviews.

None of the 8 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 25, 2026. What each score measures: How We Score.

BizScoreAI compares 8 financial planners in Annapolis, Maryland by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Annapolis ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Annapolis, Maryland does BizScoreAI track?

8 financial planners in Annapolis currently meet the profile-quality bar for this page, with an average BizScore of 55 and a top score of 68.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 13% of measured financial planners in Annapolis score 50 or higher.

Is being listed free?

Yes. Every financial planner in Annapolis is listed and scored for free, and claiming a listing is free too.