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    ZIP 21401

    Financial planner in Annapolis, MD

    Annapolis, MD has 105 financial planner businesses. The average customer rating is 4.6 out of 5 stars. The top-rated business is Charter Financial Group with 5.0 stars and 5 reviews. 99% have websites, 53% list phone numbers, 61% provide email contacts.

    Compare ratings, access verified contact information, and find the right financial planner for your needs.

    Market Insights

    Everything you need to know about this market at a glance

    Total Businesses

    105

    in this area

    Avg Rating

    4.6

    Typical: 5.0 stars

    Avg Reviews

    4

    (100 reviewed)

    Avg Age

    3 months

    New Market
    Data Quality
    A
    Excellent
    Market Type
    Many Small Players

    How to Reach Them

    Strong Digital

    What contact info is available for these businesses

    Website
    99%
    Email
    61%
    Phone
    53%
    Social
    57%
    Avg contact methods2.1 / 3

    Most businesses are easy to reach through multiple digital channels.

    Customer Ratings

    Wide Quality Gap

    How customers rate these businesses and who gets the most attention

    4.5-5.0: 87%
    3.5-3.99: 2%
    Below 3.5: 11%

    This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.

    Top 10% of businesses get69% of all reviews

    Just a few popular businesses get most of the customer attention. Many others are barely visible online.

    Highest Rated Business

    Charter Financial Group

    5(5)

    There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.

    Competition Level

    How competitive is this market and who controls it

    How spread out is the market?85%

    100% = completely spread out, no one dominates. 0% = one business controls everything.

    Top player's market share23.9%
    Strong Leader

    One business has built significant market presence. Competing with them will require a strong strategy.

    New or small businesses34%

    A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.

    Market Maturity

    How old are these businesses and is the market growing?

    Average time since businesses were listed

    3 monthsNew Market

    Most businesses here are relatively new. This is an emerging market with lots of fresh competition.

    New businesses in the last 90 days

    5%Steady Growth

    New businesses are opening at a healthy pace. There's clear demand attracting new entrepreneurs.

    Location & Data

    A

    Where businesses are located and how complete the data is

    Geographic spread19% clustered
    Spread Out

    Businesses are scattered across the entire area with no clear center. You may need to cover a wide territory.

    Avg distance from center156 km
    Can be shown on map100%
    Profile completeness83%

    How many businesses have complete info (name, phone, address, website, email).

    Unique addresses85%

    Business Attributes

    Special characteristics that businesses in this market have self-reported

    Claimed99(94%)
    Wheelchair Accessible80(76%)
    LGBTQ+ Friendly19(18%)
    Black-Owned17(16%)
    Women-Owned2(2%)
    Transgender Safe Space1(1%)

    These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.

    Financial planner Market Overview in Annapolis, MD

    There are 105 financial planner serving Annapolis, MD. The average rating is 4.6 stars based on 100 reviewed businesses. Reviewed businesses have an average of 4 reviews. 99% have websites and 61% list email contact and 53% have phone numbers. The highest-rated is Charter Financial Group with 5 stars from 5 reviews.

    Financial planner Locations in Annapolis, MD

    Top 14 shown
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    Top Businesses

    Financial planner in Annapolis, MD

    Browse 105 verified businesses with contact details

    View All 105

    14 of 105 businesses

    1
    Premier Planning GroupFinancial planner
    175 Admiral Cochrane Dr Suite 203
    2
    Wealthspire AdvisorsFinancial planner
    900 Bestgate Rd Suite 200
    No reviewsView Details
    1906 Towne Centre Blvd Suite 375
    No reviewsView Details
    5
    Trident WealthFinancial planner
    711 Bestgate Rd Ste 201
    6
    Charter Financial GroupFinancial planner
    1000 Bestgate Rd
    1906 Towne Centre Blvd Suite 375
    No reviewsView Details
    9
    RCS Financial PlanningFinancial planner
    130 Admiral Cochrane Dr #200
    121 Cathedral St Suite 1B
    1906 Towne Centre Blvd Suite 375
    No reviewsView Details
    180 Admiral Cochrane Dr # 550
    No reviewsView Details
    1906 Towne Centre Blvd Suite 375
    No reviewsView Details
    14
    USAA Financial CenterFinancial planner
    125 Prince George St

    Financial planner Market Analysis in Annapolis, MD

    Comprehensive market data for financial planner businesses in Annapolis, MD, based on 105 verified listings.

    105
    Total Businesses
    4.6
    Avg. Rating
    99%
    Have Websites
    Moderate
    Competition

    Market Size & Competition

    The financial planner market in Annapolis, MD consists of 105 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.

    Active businesses105
    Avg. reviews per business4
    Businesses with reviews95%

    Customer Satisfaction

    Customer satisfaction among financial planner in Annapolis, MD shows excellent levels, with an average rating of 4.6 stars. About 87% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 11% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 69% of all reviews, indicating that customer engagement varies significantly across the market.

    Highest Rated
    Charter Financial Group
    5.0
    5 reviews
    Most Reviewed
    USAA Financial Center
    95
    2.6 stars

    Digital Presence & Online Visibility

    Digital adoption among financial planner in Annapolis, MD varies significantly. With 99% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.

    Website Presence99%
    Phone Listings53%
    Email Contact61%
    Social Media57%

    Contact Accessibility

    Reaching financial planner in Annapolis, MD is possible through multiple channels. 53% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 61% email availability, though phone contact remains more universally accessible.

    53%
    Phone
    61%
    Email
    99%
    Website
    57%
    Social

    How We Compile This Data

    This market analysis is compiled from 105 verified financial planner business listings in Annapolis, MD. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.

    Frequently Asked Questions

    Common questions about financial planner in Annapolis, MD, answered with real data.

    Data reflects current listings on RangeLead and is updated regularly.

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