The CNBC FA 100 ranking, which takes into consideration a variety of factors beyond assets under management, recognizes those advisory firms that help clients navigate through their financial life.
Financial Advisor 100

63. WBH Advisory

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WBH Advisory, based in Baltimore, is ranked No. 63 on this year's CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.

Assets Under Management: $1.6 billion
Accounts Under Management: 2,149
Years in Business: 39

  • Accepts clients in all 50 states
  • Physical offices in Maryland
  • No minimum asset threshold

Leadership and Contact Information:
Marc Hertzberg, president
Benjamin Waller, senior wealth advisor
Robert Willen, senior wealth advisor

wbhadvisory.com
1829 Reisterstown Road, Suite 225, Baltimore, MD 21208
(410) 653-7979

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